Dan Niles Says AI Infrastructure Rally Has ‘At Least A Year’ To Run — Names Intel His Favorite Chip Bet
Dan Niles remains bullish on AI, citing strong infrastructure spending and cloud growth, while warning that elevated yields and geopolitical risks could drive volatility. Dan Niles said cooling inflation and economic data support markets, and he expects the agentic AI boom to continue. He added that a potential $500 billion financing package, backed by Nvidia, … Read more