-
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 - 3:21am | 621The 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...
-
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 - 1:52am | 644JPMorgan 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...
-
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 - 6:03am | 1760U.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...
-
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 - 11:45pm | 764Moody‘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...
-
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 - 6:18am | 652Fund 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...
-
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 - 3:05am | 1137After 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’...
-
CoreWeave's 'Tough' IPO: A Warning Sign For AI Investors? Expert Flags Microsoft's Rejection
Monday, March 31, 2025 - 6:37am | 848As 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...
-
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 - 5:27am | 1035As 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...
-
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 - 1:22am | 640Nvidia 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...
-
Apple 'May Be The Best Of All The Magnificent Seven From Now To Year-End,' Says Tech Investor Dan Niles
Monday, June 17, 2024 - 10:16pm | 681Renowned 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...
-
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 - 4:08am | 689Dan 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...
-
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 - 3:05am | 858Dan 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...
-
Satori Fund's Dan Niles Names Amazon, Meta Top Stocks To Own In 2024
Wednesday, January 3, 2024 - 2:38pm | 796Satori 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...
-
Dan Niles Expects 'Beat And Raise Quarters' From Nvidia, Google, But He's Short Apple, Tesla: Here's Why
Tuesday, October 10, 2023 - 4:38pm | 617Satori 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...
-
Why This Hedge Fund Manager Plans To Short Apple Stock Ahead Of iPhone 15 Launch Next Week
Thursday, September 7, 2023 - 3:17am | 491Apple, Inc. (NASDAQ:AAPL) has scheduled its “Wonderlust” iPhone 15 launch event for Sept. 12, and typically the stock rallies in the run-up to the event. This time around, things could be different, according to Daniel Niles, founder and portfolio manager at Satori Fund. What Happened:...