Laffer Tengler Investments believes the current productivity-driven bull market will continue for some time.

The "6 for 26" portfolio from Laffer Tengler Investments, which includes CrowdStrike, is up 40% this year.

Anthropic is gaining enterprise market share from OpenAI, with its models Claude and Codex capturing the attention of serious AI users.

Nancy Tangler believes Anthropic is at a disadvantage if it goes public after OpenAI because the first-mover will set the market tone and valuation.

Nancy Tangler believes the upcoming SpaceX IPO validates the investment thesis for the broader space industry.

Rocket Labs reported revenues of $200 million, which was better than expected.

SpaceX is claiming a total addressable market (TAM) of $29 trillion for the space industry.