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 also discusses his outlook for Chinese and Japanese markets. Niles speaks with Haslinda Amin and Mark Cranfield on Bloomberg Television. (Source: Bloomberg)
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