Will look to 'put shorts back on' ahead of hyperscaler earnings, says Dan Niles

CNBC’s “Fast Money” team discusses the day's market action as tech bounces and where the trade may be headed from here with ...

Dan Niles sees Apple winning China memory exemption, calls AI chip selloff a 'speed bump' as Nvidia's Vera Rubin fuels long-term demand

Tech investor Dan Niles on Sunday said that the recent pullback in AI semiconductor stocks is a temporary setback rather than ...

Why AI spending is beginning to hit a 'speed bump'

Niles Investment Management founder and portfolio manager Dan Niles comes on Market Domination to explain why he believes AI is hitting a "speed bump," especially as companies pull back from ...
CNBC

Record highs are in reach for Wall Street. Why Dan Niles says that's not an all-clear sign

Stocks ended the week on an upswing, propped up by a better-than-expected jobs report and a rebound for Tesla , with the S & P 500 trading above 6,000 to sniff its all-time high. If the index can ...
AOL

AI spending is surging — Dan Niles names the stocks with the most upside

Caroline WoodsWe're kicking off a new week, the first full trading week of May, with the S&P 500 hovering near all time highs. Is this rally healthy or is the market getting ahead of itself? Dan Niles ...
AOL

Dan Niles just reset his Intel's 100% run forecast

Dan Niles has a track record of calling inflection points in tech before the consensus catches up. He was early on Nvidia's AI-driven rally in 2023, and his 2026 stock picks, which he published on ...
CNBC

Money manager Dan Niles says market 'bottoming is not a day,' it's a process

As investors try to find their footing after recent bouts of hyper-volatile trading, portfolio manager Dan Niles is cautioning patience. "You can't fix all your positioning problems in one day," the ...
Seeking Alpha

Rate cut doubts will hit AI names that rely on heavy debt funding – Niles Investment’s Dan Niles

Dan Niles, Niles Investment Management founder and portfolio manager, raised significant concerns over tech company valuations and AI investment sustainability, warning that not all companies in the ...
Seeking Alpha

Niles Management’s Dan Niles: ‘This market is addicted to easy money’

Despite Nvidia (NVDA) reporting earnings that beat top and bottom line estimates, its shares fell slightly as data center revenues missed expectations, intensifying fears about Chinese competition.
Benzinga.com

Dan Niles Channels Keynes On AI Hype, Warns Market Can Stay 'Irrational' Longer Than Investors Can Stay Solvent

Investor Dan Niles of Niles Investment Management said that the current market valuations are lofty, there is still room to run before the tide begins to turn. On Sunday, in a post on X, Niles said ...
RealClearMarkets

Fearful Of a Significant Year-End Selloff: Dan Niles Int.

Stocks have recovered rapidly since the April lows. Dan Niles thinks it’s time to reduce risk. The astute tech-investor believes that the strength of the US economy is being overestimated. He shares ...