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
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