The post You will see a 30 to 50% correction in many AI-related names next year, says Dan Niles appeared first on StartupHub.ai.

“You will see a 30 to 50% correction in many AI-related names next year,” stated Dan Niles, founder and portfolio manager at Niles Investment Management, during a recent appearance on CNBC’s ‘Money Movers’. Niles joined the broadcast to discuss his outlook on Big Tech earnings and the current market sentiment surrounding technology stocks, particularly those […]

The post You will see a 30 to 50% correction in many AI-related names next year, says Dan Niles appeared first on StartupHub.ai.

The post AI Trade Hinges on Hyperscaler Capital and Revenue appeared first on StartupHub.ai.

Tejas Dessai, Director of Research at Global X ETFs, recently shared a compelling outlook on CNBC’s Worldwide Exchange, emphasizing that the trajectory of the AI trade through 2026 will be largely dictated by the capital expenditure (CAPEX) guidance and AI revenue acceleration from hyperscalers. “This week could set the tone for the AI trade going […]

The post AI Trade Hinges on Hyperscaler Capital and Revenue appeared first on StartupHub.ai.