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Top related persons:
Dan Niles - 7 Dan Niles Dan Niles - 5 Satori - 4 Niles - 3 Tim Cook - 1 It's - 1 Bernstein - 1 Toni Sacconaghi - 1
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Apple - 6 Fund - 6 Satori Fund - 2 Amazon - 2 China Development Forum - 1 U.S - 1 Street - 1 Bloomberg - 1

Search resuls for: "Satori Fund"


25 mentions found


☆ Apple shares fall after reports that China banned iPhone use by government employees
  + stars: | 2023-09-07 | by ( Kif Leswing | ) www.cnbc.com   time to read: +2 min
Apple CEO Tim Cook attends the annual session of China Development Forum (CDF) 2018 at the Diaoyutai State Guesthouse in Beijing, China March 26, 2018. Apple shares fell about 3% on Thursday, following a 4% decline on Wednesday, after several reports suggesting that Chinese government workers could be banned from using iPhones. Greater China, including Hong Kong and Taiwan, is Apple's third-largest market, accounting for 18% of total revenue of $394 billion. It's also where the vast majority of Apple products are assembled. The ban could spread to other state companies and government-backed agencies, Bloomberg News reported on Thursday.
Persons: Tim Cook, It's, Bernstein, Toni Sacconaghi, Sacconaghi, Dan Niles Organizations: Apple, China Development Forum, U.S, Street, Bloomberg, Huawei Locations: Diaoyutai, Beijing, China, Greater China, Hong Kong, Taiwan
☆ Hedge fund investor Dan Niles says Apple is now his largest single stock short
  + stars: | 2023-09-07 | by ( Yun Li | ) www.cnbc.com   time to read: +1 min
Widely followed investor Dan Niles revealed Thursday he dumped his Apple shares and started betting against the tech giant in a significant way. "Sold $AAPL & now our largest single stock short," the founder and senior portfolio manager of the Satori Fund said in a post on X , formerly known as Twitter. The hedge fund manager bought Apple on Aug. 18 and started selling Wednesday, he said. Shares of Apple were down for a second day in a row, bringing losses this week to more than 6%. AAPL YTD mountain Apple Secondly, Niles said Huawei's resurgence could pose a threat to Apple.
Persons: Dan Niles, Satori, Niles Organizations: Apple, Twitter, Bloomberg News, Street Journal, Revenue Locations: China, Shenzhen
☆ Apple has benefited tremendously from Covid, and now that's changing: Satori Fund's Dan Niles
  + stars: | 2023-09-07 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailApple has benefited tremendously from Covid, and now that's changing: Satori Fund's Dan NilesDan Niles, Satori Fund founder and senior portfolio manager, joins 'Power Lunch' to discuss whether investors should short Apple, the biggest risk posed to Apple's P/E ratio, and why Apple is seeing a revenue slump despite services growth.
Persons: Dan Niles Dan Niles, Apple's Organizations: Apple, Fund
☆ I'd much rather own Nvidia over Apple, says Satori Fund Founder Dan Niles
  + stars: | 2023-08-23 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailI'd much rather own Nvidia over Apple, says Satori Fund Founder Dan NilesHosted by Brian Sullivan, “Last Call” is a fast-paced, entertaining business show that explores the intersection of money, culture and policy. Tune in Monday through Friday at 7 p.m. ET on CNBC.
Persons: Dan Niles, Brian Sullivan, “ Organizations: Apple, CNBC
☆ Hedge fund manager Dan Niles says S&P 500 could fall by 10% — and the stocks to play it
  + stars: | 2023-08-08 | by ( Ganesh Rao | ) www.cnbc.com   time to read: +3 min
The S & P 500 could decline by 10% by the end of the year to correct for a recent rise in valuation multiples, according to hedge fund manager Dan Niles. @CL.1 YTD line How to play it Niles, whose fund holds a concentrated portfolio of between 20-40 stocks, also revealed that he was short Apple and long Amazon . According to the hedge fund manager, Apple's valuation at 30x P/E has been made unsustainable after the iPhone-maker reported three consecutive quarters of declining revenues and net profits. That's terrific if you own it, but that's not a game I want to play counting on multiple expansion offsetting earnings going down," Niles added. And that's with the backdrop where I'm concerned about this [multiple expansion]," Niles added.
Persons: Dan Niles, CNBC's, Niles, that's Organizations: Federal, The Labor Department, department's Bureau of Labor Statistics, Apple, Meta Locations: Niles, United States, that's
☆ Dan Niles: It wouldn't surprise me to see a 10% correction in S&P 500
  + stars: | 2023-08-07 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailDan Niles: It wouldn't surprise me to see a 10% correction in S&P 500Dan Niles, Satori Fund founder and senior portfolio manager, shared his diverging outlook for Apple and Amazon's stocks on CNBC's "Squawk Box."
Persons: Dan Niles Organizations: Fund, Apple
☆ Watch CNBC's full interview with Satori's Dan Niles
  + stars: | 2023-07-25 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Satori's Dan NilesDan Niles, The Satori Fund founder, joins 'Last Call' to talk the reported antitrust suit against Amazon and Big Tech earnings.
Persons: Satori's Dan Niles Dan Niles, Satori Organizations: Satori Fund, Amazon, Big Tech
☆ In a weird way it could be a good thing for Amazon shareholders: Dan Niles on antitrust suit
  + stars: | 2023-07-25 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailIn a weird way it could be a good thing for Amazon shareholders: Dan Niles on antitrust suitDan Niles, The Satori Fund founder, joins 'Last Call' to talk the reported FTC antitrust suit against Amazon.
Persons: Dan Niles, Satori Organizations: Amazon, Satori Fund
☆ Nvidia's A.I. story helped boost stock market's first-half performance, says Dan Niles
  + stars: | 2023-07-10 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNvidia's A.I. story helped boost stock market's first-half performance, says Dan NilesDan Niles, Satori Fund founder, joins 'Squawk on the Street' to discuss the market performance in the first half of the year, the idea that growth isn't going away, and more.
Persons: Dan Niles Dan Niles Organizations: Fund
☆ If forward numbers don't match valuation you could see selloffs in tech, says Satori's Dan Niles
  + stars: | 2023-06-30 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailIf forward numbers don't match valuation you could see selloffs in tech, says Satori's Dan NilesDan Niles, Satori Fund founder, joins 'Tech Check' to talk the A.I. hype cycle, what's ahead for mega cap tech stocks and more.
Persons: Dan Niles Dan Niles Organizations: Fund
☆ 'You do have a bit of a bubble developing' with artificial intelligence, financial expert warns
  + stars: | 2023-06-15 | by ( Annie Nova | ) www.cnbc.com   time to read: +1 min
"Now [with] every company, you get on these conference calls and it's almost like your stock reacts to how many times you say 'AI,'" Niles said. "So, yes, you do have a bit of a bubble developing." However, this is usually how it goes with a new, powerful technology, Niles said. But over the long term, much as with the internet, Niles said, AI is "real" and "going to change the way we live." Investors: 'Look at valuations'Niles predicts that AI is actually "under-hyped [in the] long term."
Persons: Pavlo Gonchar, Dan Niles, Niles Organizations: Lightrocket, CNBC's Financial
☆ Intel is an undervalued A.I.-related play, says Satori's Dan Niles
  + stars: | 2023-06-14 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailIntel is an undervalued A.I.-related play, says Satori's Dan NilesDan Niles, Satori Fund founder, joins 'Last Call' to discuss the Federal Reserve's decision to pause rate hikes for now, what the U.S. can expect from the central bank moving forward, and what stocks he is eyeing in the tech space.
Persons: Dan Niles Dan Niles Organizations: Intel, Fund Locations: U.S
☆ Social media isn't going away 'learn how to deal with it responsibly', says Satori Fund's Dan Niles
  + stars: | 2023-05-23 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailSocial media isn't going away 'learn how to deal with it responsibly', says Satori Fund's Dan NilesDan Niles, Satori Fund founder, joins 'Last Call' to discuss the Surgeon General's new warning about the health risks tied to social media.
Persons: isn't, Satori, Dan Niles Dan Niles Organizations: Fund
☆ Elon Musk wants to build something that 'goes back to the roots' of OpenAI, says Satori's Dan Niles
  + stars: | 2023-05-16 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailElon Musk wants to build something that 'goes back to the roots' of OpenAI, says Satori's Dan NilesDan Niles, Satori Fund founder, joins 'Last Call' to recap CNBC's exclusive interview with Elon Musk including his comments on OpenAI and the geopolitical situation in Taiwan.
☆ Technology’s year of efficiency faces it first major test: overcoming declining earnings expectations
  + stars: | 2023-04-25 | by ( Samantha Subin | ) www.cnbc.com   time to read: +6 min
Technology's year of efficiency faces its first major test this week as big technology earnings kick into high gear. Across the information technology sector, earnings are expected to decline 15.1% year over year, according to FactSet data. The setup for technology stocks It's hard to pinpoint one specific problem denting earnings expectations this season. Heading into the second quarter, many technology companies already face lowered earnings expectations, with analysts lowering earnings estimates for the information technology sector in the first quarter by 6.5% in aggregate, according to FactSet data. "We plan on being either not in any of these names or hedged or short some of them going into earnings season," Niles said.
☆ Big Tech bounces back: Tech stocks rally as inflation cools
  + stars: | 2023-04-13 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBig Tech bounces back: Tech stocks rally as inflation coolsHosted by Brian Sullivan, “Last Call” is a fast-paced, entertaining business show that explores the intersection of money, culture and policy. Tune in Monday through Friday at 7 p.m. ET on CNBC. Daniel Niles, Satori Fund portfolio manager, joins the show to discuss the rally in tech stocks.
☆ Chip stocks posted their best quarter since 2020. What's next for the sector and why the rally may fade
  + stars: | 2023-04-06 | by ( Samantha Subin | ) www.cnbc.com   time to read: +8 min
Chip stocks made a breathtaking comeback in the first quarter, but don't be surprised if the rally gives up some of its gains, investors warn. The semiconductor sector on Friday wrapped up its best quarter since 2020 as investors rotated back into the downtrodden industry, with names like Nvidia notching its best quarterly stretch since 2001. The recent tear in semiconductor stocks brings the sector into overbought territory versus non-financial cyclicals, said Credit Suisse's Andrew Garthwaite in a recent note. Like many investors, Niles views Nvidia as a dominant AI play despite its rich valuation . While the stock's given those gains, many investors viewed the print as a sign of a bottom.
☆ Tech ripped higher to start the year. Here's how the pros are trading the sector in the new quarter
  + stars: | 2023-04-04 | by ( Samantha Subin | ) www.cnbc.com   time to read: +10 min
After the worst year for tech since 2008 , many investors questioned whether the market could move higher in the new year without the sector's cooperation. Names such as Apple , Microsoft and Amazon gained about 27%, 20% and 23% in the first quarter, respectively, as yields pushed lower. Amid this backdrop, Alphabet shares gained 17.6% in the first quarter as the company launched it's Bard chatbot rival. Not all investors view big tech so optimistically heading into the new quarter. Much of the surge in tech stocks stems from the oversold conditions created during 2022's carnage, positioning many of these stocks for a bounce, Meeks said.
☆ Facebook is a good example of how fast things can change, says The Satori Fund’s Dan Niles
  + stars: | 2023-03-31 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFacebook is a good example of how fast things can change, says The Satori Fund’s Dan NilesDan Niles, The Satori Fund founder and portfolio manager, joins 'Squawk on the Street' to discuss how investors should position their portfolio, why it's time to buy some names like Meta and Nvidia, and more.
☆ Watch CNBC’s full interview with The Satori Fund’s Dan Niles
  + stars: | 2023-03-31 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with The Satori Fund’s Dan NilesDan Niles, The Satori Fund founder and portfolio manager, joins 'Squawk on the Street' to discuss how investors should position their portfolio, why it's time to buy some names like Meta and Nvidia, and more.
☆ Hedge Fund manager Dan Niles says the banking crisis will get worse. How to invest from here
  + stars: | 2023-03-23 | by ( Tanaya Macheel | ) www.cnbc.com   time to read: +2 min
The market is still dealing with the potential fallout of the banking crisis and Satori Fund's Dan Niles says it could get a lot worse before it gets better. Investors have been abuzz lately about the possibility that the Federal Deposit Insurance Corporation (FDIC) would consider providing "blanket insurance" for all banking deposits. The next step in navigating the ongoing crisis starts there, Niles said. "The next phase is we have to expand the FDIC insurance," he told CNBC's "Squawk Box" Thursday. Niles also mentioned that 3-month Treasury bills are a good opportunity to get a 4.7% return "with no risk."
☆ We're not through this banking situation yet, says The Satori Fund's Niles
  + stars: | 2023-03-23 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe're not through this banking situation yet, says The Satori Fund's NilesDan Niles, The Satori Fund founder and senior portfolio manager, joins 'Squawk Box' to discuss how the tech sector's been impacted by the SVB collapse, what happens from here and more.
☆ CNBC Special Pro Talks: Hedge fund manager Dan Niles’ stocks to buy amid banking turmoil
  + stars: | 2023-03-14 | by ( Sarah Min | ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCNBC Special Pro Talks: Hedge fund manager Dan Niles’ stocks to buy amid banking turmoilGovernment intervention to backstop Silicon Valley Bank and Signature Bank has shaken up markets and investors are running for cover. Dan Niles, founder of the Satori Fund, says now is the time for caution and is doubling down on his S&P 500 price target of 3,000 that he gave to CNBC in January. In a special Pro Talks, Niles shares his ideas for keeping a diversified portfolio despite the projected downturn.
☆ As yields fall, some investors are flocking to rate-sensitive technology stocks
  + stars: | 2023-03-14 | by ( Samantha Subin | ) www.cnbc.com   time to read: +3 min
A sharp decline in bonds yields is providing much needed relief for big tech stocks that were under pressure in recent weeks. Yields fell drastically Monday as the collapse of Silicon Valley Bank wreaked havoc on the broader banking sector and pushed investors into safe haven assets. The move brought the 2-year Treasury yield to its biggest 3-day decline since 1987 , while the yield on the 10-year Treasury note hit its lowest level since February. Tech's suffered from extreme volatility in recent months as yields barreled toward multiyear highs, and the Federal Reserve restricted monetary policy to quell inflation. Higher rates typical means valuations are less attractive for tech stocks since future profits become less valuable.
☆ We have our portfolio in a lot of commodity-driven names, says The Satori Fund's Dan Niles
  + stars: | 2023-02-28 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe have our portfolio in a lot of commodity-driven names, says The Satori Fund's Dan NilesDan Niles, The Satori Fund founder and portfolio manager, joins 'Squawk on the Street' to discuss his thoughts on the market in 2023, inflation, stock picks, and china reopening.
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