Dan Niles: Not All AI-Associated Stocks Will Win

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Dan Niles, founder of Niles Investment Management, warns that not all AI-related companies will secure funding this year, citing a 20% decline in some open-AI ecosystem stocks while Google-linked stocks have risen 20% since late October.

Market Impact

Market impact analysis based on bearish sentiment with 80% confidence.

Sentiment
Bearish
AI Confidence
80%
Time Horizon
Short Term

Article Context

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Dan Niles, founder of Niles Investment Management, says not all AI-related companies will secure funding this year. He tells Romaine Bostick and Katie Greifeld on “The Close” that Google-linked stocks have risen about 20% since late October, while parts of the open-AI ecosystem have fallen roughly 20%. (Source: Bloomberg)

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Original article published by Bloomberg on January 27, 2026.
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