# Charles’ Take: Tough Time For Big Tech?

Page: https://stenobird.com/podcast/charles-payne-s-unstoppable-prosperity-podcast-6510677/charles-take-tough-time-for-big-tech
Text version: https://stenobird.com/podcast/charles-payne-s-unstoppable-prosperity-podcast-6510677/charles-take-tough-time-for-big-tech.md
Podcast: [Charles Payne's Unstoppable Prosperity Podcast](https://stenobird.com/podcast/charles-payne-s-unstoppable-prosperity-podcast-6510677)
Published: 2026-03-24T01:00:00+00:00
Episode link: https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/traffic.megaphone.fm/FOXM3522681602.mp3?updated=1774301390
Audio file: https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/traffic.megaphone.fm/FOXM3522681602.mp3?updated=1774301390
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JSON: https://stenobird.com/v1/public/podcasts/charles-payne-s-unstoppable-prosperity-podcast-6510677/episodes/charles-take-tough-time-for-big-tech
Duration seconds: 664

## Resource

Charles Payne is joined by Nancy Tengler, Laffer Tengler CEO and Chief Investment Officer, to discuss debunking AI bubble fears through fortress balance sheets, her shift from Adobe and Salesforce toward "survivors" like ServiceNow and Palantir, and a disciplined strategy of trimming winners like Broadcom to maintain portfolio targets. Learn more about your ad choices. Visit podcastchoices.com/adchoices

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## Transcript

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