Be Careful With Nvidia, AI Theme in 2025, Veteran Investor Dan Niles Says скачать в хорошем качестве

Be Careful With Nvidia, AI Theme in 2025, Veteran Investor Dan Niles Says

Dan Niles, founder of Niles Investment Management, says he expects AI spending to go through a "digestion phase" this year. Niles shares his views on why some of the Magnificent Seven tech stocks, such as Microsoft and Nvidia, are not among his top picks for 2025. He speaks with Haslinda Amin and Mark Cranfield on Bloomberg Television. 00:00 - Investing in emerging markets 02:40 - Outlook for China's economy 04:26 - Niles reveals his top picks for 2025 05:27 - Mid-cap versus small-cap stocks 07:43 - Outlook for Japanese markets 09:54 - Niles on Microsoft and other Magnificent 7 stocks 12:22 - Niles on Nvidia and AI spending -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X:   / bloombergtv   Facebook:   / bloombergtelevision   Instagram:   / bloombergtv   Connect with Bloomberg Business on: X:   / business   Facebook:   / bloombergbusiness   Instagram:   / bloombergbusiness   TikTok: https://www.tiktok.com/@bloombergbusi... Reddit:   / bloomberg   LinkedIn:   / bloomberg-news   More from Bloomberg: Bloomberg Radio:   / bloombergradio   Bloomberg Surveillance:   / bsurveillance   Bloomberg Politics:   / bpolitics   Bloomberg Originals:   / bbgoriginals   Watch more on YouTube: Bloomberg Technology:    / @bloombergtechnology   Bloomberg Originals:    / @business   Bloomberg Quicktake:    / @bloombergquicktake   Bloomberg Espanol:    / @bloomberg_espanol   Bloomberg Podcasts:    / @bloombergpodcasts