Results for "Dan Niles"
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7 results
Episodes
Intelligent Report11AM Hour: Dan Niles on Tech, Brazil Stocks Rally & AI Hearing Today 10/5/26
Squawk on the Street· Oct 5, 2026
Dan Niles shares his Q4 playbook on Mag 7, Nvidia, and AI infrastructure; plus housing market pain, Brazil's election shift right, and France's bond blowout with Ian Bremmer.
openaianthropicinvesting- StandardSummaries only
11AM Hour: CrowdStrike CEO, Tech Investor Dan Niles & Moderna's Vaccine Data Leak 10/23/26
Squawk on the Street· Oct 23, 2026
CrowdStrike CEO George Kurtz joins to discuss the new web security flaw that was uncovered in the software that runs most of the internet. Then, Niles Investment Management Founder Dan Niles joins to discuss his take on …
investing - StandardSummaries only
11AM Hour: Highlights from Fed Chair Warsh's Jackson Hole Speech, Dan Niles on Tech & Today's Earnings Movers 8/28/26
Squawk on the Street· Aug 28, 2026
DWS Group's David Bianco, Neuberger's Ashok Bhatia and Former Chicago Fed President Charles Evans all join with their reactions to Fed Chairman Warsh's speech in Jackson Hole. Then, Niles Investment Management Founder Da…
investing - Intelligent Report
11AM Hour: Dan Niles on Tech Earnings, Looking Ahead to the Fed & AI's Circular Funding 7/27/26
Squawk on the Street· Jul 27, 2026
Hyperscaler earnings, a Fed meeting, AI cyber threats, China's CXMT IPO surge, and OpenAI's $250B Nvidia data center deal dominate a whipsaw week for markets.
openaiinvesting - Intelligent Report
10AM Hour: AI’s Spending Surge, Oil Slides, and the SpaceX Ownership Question 6/9/26
Squawk on the Street· Jun 9, 2026
Markets whipsaw as OpenAI files for IPO, AI capex approaches railroad-era levels of GDP, memory shortages fuel inflation fears, and retail SpaceX SPV investors may not own what they think they do.
openaianthropicinvesting - StandardSummaries only
11AM Hour: Alphabet Tumbles, SpaceX Slumps, Iran Deal Latest & Remembering Alan Greenspan 6/22/26
Squawk on the Street· Jun 22, 2026
Carl Quintanilla and Sara Eisen kicked off the hour with fresh news out of SpaceX before turning to a sell-off in Alphabet shares with veteran tech investor Dan Niles. Plus: energy prices also falling as the U.S.-Iran de…
investing 
StandardSummaries onlyTechCheck Takes: Brushing off new bubble warnings, Google’s AI comeback and Nvidia’s China threat 11/25/25
TechCheck· Nov 25, 2025
This week in AI, the bubble keeps inflating despite fresh warnings, Google stages an AI comeback, and Chinese AI threatens Nvidia. Though fears around irrational AI spending used to be confined to skeptics, now even indu…
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