#AI #investing #technology - Which companies will survive the AI transition? Investor Dan Niles weighs in: CNBC International Live

26 February 2026

Dan Niles, founder of Niles Investment Management, offers a measured view of the stock sell-off driven by concerns over AI disruption, saying companies perceived as linked to OpenAI were caught up in an unsustainable wave of speculative buying.

EARNINGS ALERT: Nvidia (NVDA): Schwab Network

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