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The Latest Breaking News from Dan Niles

META Stock Alert: What to Know as Meta Platforms Plans Expanded Use of Proprietary Chips

Meta stock gains on confirmed plans of deploying AI processors into data centers in the first half of 2027. Dan Niles recommends buying META shares at current levels.

SK Hynix Slump Marks 'Short-Term Bottom' in AI Stocks Fueled by Forced Liquidations, Says Dan Niles

SK Hynix Slump Marks 'Short-Term Bottom' in AI Stocks Fueled by Forced Liquidations, Says Dan Niles

Tech investor Dan Niles says the severe drop in SK Hynix Inc. (NASDAQ:SKHY) shares and the broader semiconductor sector represents a “short-term bottom” for artificial intelligence (AI) stocks, attributing the violent selloff to “forced liquidations” rather than a fundamental industry crash.

SpaceX and Amazon are tech doppelgangers worth $4.5 trillion—and they're headed for a collision

SpaceX and Amazon are tech doppelgangers worth $4.5 trillion—and they're headed for a collision

Elon Musk’s space-and-AI company lost $4.9 billion last year and trades at 97 times sales. Investors need a lot to go right.

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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 the end of the artificial intelligence rally, arguing that long-term demand remains intact despite growing investor concerns.

Tech Rally Still Has Momentum Despite Chip Stock Pullback, Analysts Say

Recent turbulence in semiconductor stocks has done little to shake confidence in the broader technology trade that has driven markets higher over the past two years.

International Business Times

Jensen Huang Says Markets Miscalculated AI Threat to Software Firms After Nvidia Posts Q4 Beat

Nvidia CEO Jensen Huang said yesterday that the markets got it wrong about the AI threat to the enterprise software industry.

International Business Times UK

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.

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As S&P 500 Charges Off April Lows, Dan Niles Says Investors Will 'Forget About Valuations'—Holds Microsoft, Nvidia, Cisco But Sees Holiday Demand Crash Risk

As S&P 500 Charges Off April Lows, Dan Niles Says Investors Will 'Forget About Valuations'—Holds Microsoft, Nvidia, Cisco But Sees Holiday Demand Crash Risk

The SP 500 hit record highs on Friday as prominent investment manager Dan Niles advised investors to temporarily ignore traditional valuation metrics while positioning for continued market gains through the second-quarter earnings season.

Amazon’s Q2 Results Awaited As Fund Manager Turns Bullish On Stock

Amazon’s Q2 Results Awaited As Fund Manager Turns Bullish On Stock

Satori Fund's Dan Niles cites retail profit improvement and AI opportunity as reasons for optimism

Find Out Why This Bear Thinks The S&P 500 Is Headed To 3,000; What He's Buying During The Downturn

Find Out Why This Bear Thinks The S&P 500 Is Headed To 3,000; What He's Buying During The Downturn

On Monday, Dan Niles, the founder of the Satori Fund, joined CNBC’s ‘Squawk Box’ to discuss the current condition of the market.

Is Microsoft Charged Up For A Move? How The Stock Looks Going Into Q4 Earnings Print

Is Microsoft Charged Up For A Move? How The Stock Looks Going Into Q4 Earnings Print

Microsoft Corporation (NASDAQ: MSFT) is set to print its fiscal fourth-quarter and full-year financial results after the market closes on Tuesday. The stock was trading about 3.5% lower heading into the event.

Dan Niles Sees 'Ugly Week' Ahead For Microsoft, Alphabet, Amazon And Apple: Which Tech Stocks Did The Fund Manager Short Ahead Of Earnings?

Dan Niles Sees 'Ugly Week' Ahead For Microsoft, Alphabet, Amazon And Apple: Which Tech Stocks Did The Fund Manager Short Ahead Of Earnings?

Snap Inc's (NYSE: SNAP) disappointing results are a bad sign for ad spending in the internet space and one fund manager is positioning accordingly ahead of big tech earnings this week.

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