Nancy Tengler, CEO & CIO of Laffer Tengler, was "expecting a lot of chop" in 2026 but sees markets are moving in the right direction. Her firm recently added positions to Palantir (PLTR), Microsoft (MSFT), and GE Vernova (GEV) among other software and AI-tied stocks beaten down in the SaaS-pocalypse. "We will need software," says Nancy, pointing to Microsoft in particular as a key player. She later explains crude oil volatility and what it means for the U.S. economy.