Nancy Tengler

speaker

194 appearances 4 recordings 1 series first heard May 2026 last heard 10 Jul

Nancy Tengler’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 4 in all, peaking in May 2026 with 2.

Appearances

newest first · ▶ plays the moment

Bloomberg Tech · SK Hynix Starts Trading on Nasdaq, Opens 14% Above Offer Price · 10 Jul 2026 podcast

We are seeing an economy in transition and all of these technologies, not just AI, will change the way we live in the future.

Yeah, well, so David, I mean, when I grew up in this business, CapEx spending was good.

It showed optimism from management.

If you look at these companies, yes, I know they've been issuing debt, but the actual amount of debt from technology as a percent of all the debt, the common debt indices actually went down in May, probably went up a little bit in June, but it's at 6.5%.

And these companies represent 38 to 40, depending on how you count it, percent of the S&P.

So I'm not concerned that they're overspending.

I saw the downgrade on Oracle today.

You know, they have committed to staying above investment grade.

We'll see.

But these companies have the free cash flow.

And, you know, even with all the spending, you've got Microsoft at $32, I think, billion in free cash flow this year.

and 40 plus billion next year.

It might be flipped, but it's important, I think, to keep this in perspective.

This is not profligate spending.

It's not government spending, that's for sure.

I think you're 100% right, David.

This is the market you want to be exposed to, especially if you're an AI company.

I think the chairman said, I think he said this, it might have been Ed, that AI is understood by U.S.

investors.

And that is why it's important for them to be here.

Showing 21–40 of 194 · page 2 of 10