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Dan Niles Channels Keynes On AI Hype, Warns Market Can Stay 'Irrational' Longer Than Investors Can Stay Solvent
Monday, October 20, 2025 - 1:33am | 851Read More...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. Warns of ‘Irrational Exuberance’ In AI On Sunday, in a post on X, Niles said that he was positioned in the market to capture...
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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
Monday, June 30, 2025 - 2:21am | 621Read More...The S&P 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. What Happened: Niles, founder of Niles Investment...
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Jamie Dimon, Who Flagged Trouble Before 2008 Lehman Brothers Collapse, Now Warns S&P Earnings Could Fall To 0%: 'Rougher Time For Markets,' Says Dan Niles
Wednesday, May 21, 2025 - 12:52am | 644Read More...JPMorgan Chase & Co. (NYSE:JPM) CEO Jamie Dimon, who correctly flagged trouble before the 2008 Lehman Brothers collapse, is now cautioning that Wall Street’s expectations for S&P 500, tracked by SPDR S&P 500 (NYSE:SPY) earnings growth could plummet from 12% to 0% as tariff impacts...
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US Stocks Likely To Open Lower After Moody's Downgrade: 'Bear Market Isn't Fully Recovered Yet, But It Is Close,' Says Expert
Monday, May 19, 2025 - 5:03am | 1760Read More...U.S. stock futures dipped on Monday after closing higher for the day and the week on Friday. Futures of major benchmark indices were trading lower in premarket. The S&P 500 index recorded its fifth day of gains on Friday after turning positive for the year at the beginning of the previous week...
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Jim Cramer Recalls 2011's 6.7% Market Decline After US Debt Downgrade, Says It 'Ultimately Meant Nothing:' Dan Niles Sees Limited Downside Amid Tariff Rollbacks, FOMO
Sunday, May 18, 2025 - 10:45pm | 764Read More...Moody‘s downgrade of U.S. debt from Aaa to Aa1 marks the country’s loss of its last remaining top-tier rating, prompting market experts to weigh in on potential impacts. What Happened: CNBC’s Jim Cramer recalled on Sunday that “the market dropped 6.7% after the last...
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S&P Rally May Be Topping Out, Dan Niles Warns, Amid Demand Pull-In, Economic Uncertainty, And 'Sell The News' Risk
Monday, May 5, 2025 - 5:18am | 652Read More...Fund manager Dan Niles suggests the recent stock market rally may be running out of steam as pull-forward demand artificially boosted first-quarter results and economic uncertainties mount. What Happened: Niles, founder of Niles Investment Management, shared on X that the S&P 500, as...
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Nancy Pelosi's Pick, Palo Alto Networks Downplays AI Spending Need: Analyst Warns 'AI Digestion Phase May Be A Larger Problem'
Tuesday, April 1, 2025 - 2:05am | 1137Read More...After Palo Alto Networks Inc.’s (NASDAQ:PANW) management expressed its opinions about being open to using more affordable, open-source artificial intelligence models, this analyst has warned that the demand for AI hardware could be a larger problem going ahead. What Happened: Palo Alto’...
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CoreWeave's 'Tough' IPO: A Warning Sign For AI Investors? Expert Flags Microsoft's Rejection
Monday, March 31, 2025 - 5:37am | 848Read More...As CoreWeave Inc. (NASDAQ:CRWV) closed at its exact initial public offering price of $40 apiece on Friday, this analyst highlights the challenges for the “tough” IPO, stemming from several reasons, including the reduction in artificial intelligence spending by companies in 2025. What...
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Big Tech Slide An Opportunity To Buy Amid Selloff? Analyst Highlights Bigger Fundamental Concerns Amid The Possibility Of Technical Bounce Back
Wednesday, March 5, 2025 - 4:27am | 1035Read More...As technology giants have declined in 2025, underperforming the market on a year-to-date basis, this analyst says that the slide could be a buying opportunity anticipating a technical bounce back, however, he also highlights fundamental concerns for the longer-term. What Happened: Based on his...
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Nvidia Stock Is Up Over 233% In The Past Year And Tech Bulls Say It Could Go Even Higher From Here: '…You'll See The Stock Double Over The Next Several Years'
Sunday, October 20, 2024 - 12:22am | 640Read More...Nvidia Corp (NASDAQ:NVDA) shares closed up 0.8% at $138 on Friday, taking its market capitalization to over $3 trillion, but the stock can go higher, according to bullish experts. Expert Commentary: Ram Ahluwalia, CEO of Lumida Wealth Management is reportedly optimistic about the company touching...
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Apple 'May Be The Best Of All The Magnificent Seven From Now To Year-End,' Says Tech Investor Dan Niles
Monday, June 17, 2024 - 9:16pm | 681Read More...Renowned tech investor Dan Niles has made a bullish prediction for Apple Inc. (NASDAQ:AAPL), foreseeing the company’s ascent to the top of the ‘Magnificent Seven’ by the year’s end. What Happened: Niles, the founder of Niles Investment Management, has attributed this...
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Dan Niles Predicts 'So Much More Growth' For Nvidia As Jensen Huang-Led Tech Giant Surpasses Apple: 'If I Have To Pick One To Own For The Next Couple Of Years...'
Thursday, June 6, 2024 - 3:08am | 689Read More...Dan Niles has made a bold prediction about the future of Nvidia Corp. (NASDAQ:NVDA) that the company is poised for significant growth, potentially outshining even Apple Inc. (NASDAQ:AAPL). What Happened: During CNBC’s “Last Call” on Thursday, Niles, a well-known tech investor and...
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Nvidia, Meta, Microsoft And Amazon Among Dan Niles' Top Picks For 2024 Amid AI Bubble Concerns: 'We Have A Lot More Room To Go'
Monday, March 4, 2024 - 2:05am | 858Read More...Dan Niles, prominent hedge fund manager and Satori Fund founder disclosed his top stock picks for 2024. His choices are Nvidia Corp (NASDAQ:NVDA), Meta Platforms Inc (NASDAQ:META), Microsoft Corp (NASDAQ:MSFT), and Amazon.com Inc (NASDAQ:AMZN). What Happened: Niles believes that the earnings...
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Satori Fund's Dan Niles Names Amazon, Meta Top Stocks To Own In 2024
Wednesday, January 3, 2024 - 1:38pm | 796Read More...Satori Fund founder and portfolio manager Dan Niles is out with his top stock picks for 2024 and two Magnificent 7 names are at the top of the list. What To Know: The Satori Fund's top picks for this year are a mixture of offensive and defensive names, as the firm believes the S...
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Dan Niles Expects 'Beat And Raise Quarters' From Nvidia, Google, But He's Short Apple, Tesla: Here's Why
Tuesday, October 10, 2023 - 3:38pm | 617Read More...Satori Fund founder and portfolio manager Dan Niles is long two mega-cap tech stocks into earnings and short another two. What To Know: Tuesday on CNBC's "Squawk Box," Niles said he expects the upcoming earnings season to be "tricky" for the so-called magnificent...














