Demand for AI intelligence is insatiable, but where’s the ROI?

Laffer Tengler Investments CEO and CIO Nancy Tengler and her panel of experts weigh in on the major movement in tech stocks after the latest earnings reports left investors with strong operating results but open questions about capital spending and valuations. Today's panel includes Futurum CEO Daniel Newman, SHAKTI Partner Liz Harrow, and Kelly Intelligence founder, CEO, and CCO Kevin Kelly. Video Transcript 00:00 Speaker A obviously we can't paint all of the earnings with the same brush, but across the board there's a lot of green flags on operations. I think where there is more uncertainty is around the capital spending and some of the valuations. a lot of these companies have had a run-up.