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Results for "Niles Investment Management"

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2 results

Episodes

  • Squawk on the Street
    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.

    Eric Von NostrandLazard Asset ManagementDan NilesNiles Investment ManagementGregory Allen
    openaiinvesting
  • TechCheck
    StandardSummaries only

    TechCheck 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…

    aiinvestingmanagement