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13 mentions found


☆ Soft landing ahead and more 'good' rate cuts coming, predicts Dan Niles
  + stars: | 2024-09-18 | 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 EmailSoft landing ahead and more 'good' rate cuts coming, predicts Dan NilesDan Niles, Niles Investment Management founder, joins 'Closing Bell Overtime' to talk today's Fedral Reserve decision and what it means for markets.
Persons: Dan Niles Dan Niles Organizations: Niles Investment Management
☆ Nvidia stock is on track to double in coming years as AI follows the path of past tech bubbles, portfolio manager says
  + stars: | 2024-09-10 | by ( Jennifer Sor | ) www.businessinsider.com   time to read: +3 min
Nvidia stock has a lot more room to run, according to Dan Niles. The Niles Investment founder compared Nvidia to Cisco prior to the peak of the dot-com bubble. Nvidia shares could double in the next couple of years, he predicted. Nvidia shares, by comparison, have risen around 1,500% over the last six years. The chipmaker has hit a rough stretch in recent weeks, with shares dropping 27% from their peak earlier this summer.
Persons: Dan Niles, —, who's, Niles, you've, I've, Blackwell Organizations: Niles Investment, Nvidia, Cisco, Service, Niles Investment Management, CNBC, Blackwell, Nasdaq
☆ Big Tech saw drops due to fundamentals, not the Yen carry trade, says Dan Niles
  + stars: | 2024-08-13 | 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 EmailBig Tech saw drops due to fundamentals, not the Yen carry trade, says Dan NilesDan Niles, Niles Investment Management Founder, joins 'Closing Bell Overtime' to talk navigating tech investing, how the AI trade is playing out in earnings and more.
Persons: Dan Niles Dan Niles Organizations: Tech, Niles Investment Management
☆ 'We haven't seen the bottom in this correction': Dan Niles names 2 tech stocks to ride out a potential recession
  + stars: | 2024-08-13 | by ( Ganesh Rao | ) www.cnbc.com   time to read: +4 min
Hedge fund manager Dan Niles is betting on Apple and Meta Platforms as two stocks that can ride out a potential U.S. recession. Apple Niles expects strong revenue growth in the coming year as consumers upgrade to AI-enabled iPhones. "Their revenue growth has been minuscule the last three years because people already have a smartphone. "I think that revenue growth goes to double digits over 10% probably next year, as people upgrade to an AI-enabled smartphone." Meta Niles expressed particular confidence in Meta's prospects, praising the company's effective use of AI in its core business.
Persons: Dan Niles, Niles, CNBC's, AAPL, Apple Niles, Meta Niles, Meta Organizations: Apple, Niles Investment Management, Meta, Google, Microsoft
☆ Dan Niles on why Apple is his top 'Magnificent 7' pick: It's performed the worst over last 3 years
  + stars: | 2024-08-02 | 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 on why Apple is his top 'Magnificent 7' pick: It's performed the worst over last 3 yearsDan Niles, Niles Investment Management founder and portfolio manager, joins 'Squawk Box' to discuss Apple's quarterly earnings results, state of the Magnificent Seven stocks, what to make of this week's tech earnings, and more.
Persons: Dan Niles, It's Organizations: Apple, Niles Investment Management
☆ Dan Niles bought more Nvidia during the sell-off, says it can double from here as AI builds out
  + stars: | 2024-08-02 | by ( Samantha Subin | ) www.cnbc.com   time to read: +1 min
Nvidia shares can double from these levels, according to portfolio manager Dan Niles. That's why he's been buying more of the chipmaker as its stock has been pummeled during the recent sell-off. "We think they're going to have a beat-and-raise quarter." Nvidia shares dropped nearly 7% on Thursday, building on a 5.3% loss in July. Niles believes the AI story for Nvidia has more room to run, noting that shares don't look so expensive when adjusting for its growth rate.
Persons: Dan Niles, he's, CNBC's, Niles, we've Organizations: Niles Investment Management, Nvidia, Cisco Systems
☆ Hedge fund manager Dan Niles says it's too early to buy beaten-up mega-cap tech stocks
  + stars: | 2024-07-24 | by ( Stephanie Landsman | ) www.cnbc.com   time to read: +3 min
Hedge fund manager Dan Niles sees this week's tech sell-off as confirmation that the trade is in significant trouble. On July 11, Niles warned on X that earnings season could expose big risks in the megacap tech trade. He was particularly worried about the Magnificent Seven stocks, which include Tesla , Nvidia , Alphabet , Meta Platforms , Microsoft , Apple and Amazon . So, you're going to have a fall off some time next year in cap equipment that's going to be horrific because of that." Longer term, Niles thinks the bull case for megacap tech stocks is intact.
Persons: Dan Niles, Niles, CNBC's, I'm, they're, China's, there's, we're, we've Organizations: Google, Niles Investment Management, Nvidia, Microsoft, Apple, Cisco Locations: frothiness, China, Niles
☆ Nvidia is talk of the town at AI events leading into this week’s earnings
  + stars: | 2024-05-21 | by ( Kif Leswing | ) www.cnbc.com   time to read: +6 min
"We're still really early in the AI build," Niles told CNBC's "Money Matters" on Monday. "If you look at today for the AI build out, who's really driving that?" Lam Yik Fei | Bloomberg | Getty ImagesPrior to the recent AI boom, Nvidia was known as the primary maker of chips used for 3D gaming. That's not to say that Nvidia is at risk of losing a ton of the AI chip business to rivals. Piper Sandler analysts expect it to keep at least 75% of the AI accelerator market, even as companies like Google build their own custom chips.
Persons: Jensen Huang, Josh Edelson, Sundar Pichai, that's, Dan Niles, Niles, We're, CNBC's, Bernstein, Mark Zuckerberg, Huang, Lam, Fei, That's, Piper Sandler, Harsh Kumar, Blackwell, Hopper, Morgan Stanley, Joseph Moore Organizations: Nvidia, Intelligence, SAP Center, Afp, Getty, Google, Blackwell, Microsoft, Meta, Niles Investment Management, Cisco, Apple, Nvidia Corp, Bloomberg Locations: San Jose , California, Redmond , Washington, Taipei, Taiwan
☆ Dan Niles on what to expect from Nvidia earnings
  + stars: | 2024-05-20 | 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 EmailDan Niles on what to expect from Nvidia earningsDan Niles, Niles Investment Management founder and portfolio manager, joins CNBC's 'Money Movers' to discuss the stocks, Nvidia's upcoming earnings, ad market plays, and more.
Persons: Dan Niles Organizations: Niles Investment Management
☆ Nvidia is cheap heading into major earnings report, tech investor Dan Niles says
  + stars: | 2024-05-20 | by ( Alex Harring | ) www.cnbc.com   time to read: +1 min
Nvidia is still considered cheap and can rise after its earnings report, according to Dan Niles. The semiconductor stock turned artificial intelligence darling has run up big, said the Niles Investment Management founder. "That's why my thoughts are, you get [a] slight move up in the stock when they report," he said on CNBC's " Money Movers ." With this in mind, Niles said traders should look for periods of digestion in Nvidia before the next leg up. The Magnificent Seven stock has climbed more than 90% this year as the AI craze remains top of mind for investors.
Persons: Dan Niles, Niles, LSEG Organizations: Nvidia, Niles Investment Management, Cisco Systems
☆ Longtime tech investor Dan Niles is fundraising. He explains why he believes now is the time for his Satori Fund.
  + stars: | 2024-05-16 | by ( Bradley Saacks | ) www.businessinsider.com   time to read: +4 min
Read previewTwenty years after Dan Niles started running his tech-focused portfolio at Lehman Brothers, he's looking to grow. Niles, a longtime money manager running the Satori Fund and a frequent market commentator, has only recently taken over the fund entirely. After the collapse of Lehman Brothers, which the fund was a part of, Niles spun the fund out. Now, under a new brand — Niles Investment Management — and with the current market environment, Niles is eyeing hundreds of millions in new capital for the fund. "Since 2007, it's been the right product at the wrong time," Niles said about his strategy in an interview with Business Insider.
Persons: —, Dan Niles, Lehman, Niles, it's, he's, Stanley Druckenmiller, George Soros, I've Organizations: Service, Lehman Brothers, Business, Niles Investment Management, Google, Microsoft, Amazon Locations: Niles, West Coast, South Florida, Seattle
☆ Dan Niles on why he's steering clear of Apple long-term
  + stars: | 2024-05-03 | 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 EmailDan Niles on why he's steering clear of Apple long-termDan Niles, Niles Investment Management founder and portfolio manager, joins 'Squawk Box' to discuss Apple's quarterly earnings results, strength of the 'Magnificent Seven' stocks, and more.
Persons: Dan Niles Organizations: Niles Investment Management
☆ Apple is 'behind' in AI, says Satori Fund's Founder Dan Niles
  + stars: | 2024-04-22 | 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 is 'behind' in AI, says Satori Fund's Founder Dan NilesDan Niles, Niles Investment Management founder and portfolio manager, joins 'Money Movers' to discuss if tech's recent underperformance is about yields, what will be essential to hear from earnings reports, and more.
Persons: Satori, Dan Niles Dan Niles Organizations: Niles Investment Management
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