Dan Niles is the founder and portfolio manager of Niles Investment Management, with a Wall Street career that began in 1990 after working as an engineer at Digital Equipment. He previously ran the Satori Fund and co-founded AlphaOne Capital Partners, and publishes annual top-five stock picks that he updates publicly through the year. A frequent CNBC guest, he was named to The Wall Street Journal's All-Star Analysts in 1999 and 2000.
Current predictions
Apple: Dan is bullish on Apple over the medium term. (updated 2026-09-13)
Meta: Dan is bullish on Meta. (updated 2026-09-13)
S&P 500: Dan is bullish on the S&P 500 in the near term, mildly bearish in the short term (Sep–Nov 2026), and bullish over the medium term (Sep 2026–Sep 2027). (updated 2026-09-13)
Oil: Dan is bearish on oil in the near term (Aug–Sep 2026). (updated 2026-08-30)
Amazon: Dan is bullish on Amazon. (updated 2026-08-16)
Alphabet: Dan is bullish on Alphabet. (updated 2026-08-16)
Microsoft: Dan is bullish on Microsoft. (updated 2026-08-16)
Semiconductors: Dan is bullish on semiconductors. (updated 2026-08-16)
Semiconductors: Dan is bullish on semiconductors in the short term. (updated 2026-07-30)
Prediction history
2026-09-13 — Dan is mildly bearish on the S&P 500 in the short term (Sep–Nov 2026). (source: Last wk, oil +9% & ylds +11-26 bps across 2/30 curve w/ S&P/Nas/R2K -0.3%/-0.7%/-2.4%. This wk, I am watching reaction…)
2026-09-13 — Dan is bullish on Meta. (source: Last wk, oil +9% & ylds +11-26 bps across 2/30 curve w/ S&P/Nas/R2K -0.3%/-0.7%/-2.4%. This wk, I am watching reaction…)
2026-09-13 — Dan is bullish on Apple over the medium term. (source: Last wk, oil +9% & ylds +11-26 bps across 2/30 curve w/ S&P/Nas/R2K -0.3%/-0.7%/-2.4%. This wk, I am watching reaction…)
2026-09-03 — Dan is bearish on the S&P 500 in the short term (Sep–Nov 2026) and bullish over the medium term (Sep 2026–Sep 2027). (source: Bearish Into November. Room to Run After: Why Dan Niles Is Watching Hyperscaler Credit Default Swaps)
2026-08-30 — Dan is bearish on oil in the near term (Aug–Sep 2026). (source: Last wk, SPX/Nas/R2K +0.5%/+0.8%/-1.5% w/ oil -4%. But a hawkish Warsh on Friday led to a bear flattening of the yield…)
2026-08-23 — Dan is mildly bearish on the S&P 500 in the short term (Aug–Nov 2026). (source: James Carville: “as the bond market. You can intimidate everybody.” Despite Bessent’s efforts, bond ylds increased last…)
2026-08-16 — Dan is bullish on semiconductors. (source: Last wk, S&P/Nas/Mag7 +0.4%/+0.1%/-0.8%. Cooler inflation (CPI, PPI) & economic data (consumer sentiment, retail sales)…)
2026-08-16 — Dan is bullish on Amazon. (source: Last wk, S&P/Nas/Mag7 +0.4%/+0.1%/-0.8%. Cooler inflation (CPI, PPI) & economic data (consumer sentiment, retail sales)…)
2026-08-16 — Dan is bullish on Microsoft. (source: Last wk, S&P/Nas/Mag7 +0.4%/+0.1%/-0.8%. Cooler inflation (CPI, PPI) & economic data (consumer sentiment, retail sales)…)
2026-08-16 — Dan is bullish on Alphabet. (source: Last wk, S&P/Nas/Mag7 +0.4%/+0.1%/-0.8%. Cooler inflation (CPI, PPI) & economic data (consumer sentiment, retail sales)…)
2026-08-09 — Dan is bullish on the S&P 500 in the near term. (source: Last wk, the AI surge post Situational Awareness resolution continued. S&P/NAS/SOX was +3.6%/+5.2%/+9.2%. WTI -8% with…)
2026-07-30 — Dan is bullish on semiconductors in the short term. (source: Given a couple of my friends misunderstood my short tweet yesterday, let me clarify. My post on Hynix was to acknowledg…)
2026-07-19 — Dan is bullish on semiconductors. (source: Every great industrial revolution has had overinvestment due to the potential for riches for the last companies standin…)
2026-06-20 — Dan is bullish on the S&P 500 in the short term (through 2026). (source: Last wk, the Wednesday FOMC mtg led to a sell-off in both bonds and stocks but Thursday saw a rebound leading to a soli…)
2026-06-15 — Dan is bullish on the S&P 500 in the short term (through 2026). (source: Congratulations to @ElonMusk on becoming the world's first trillionaire! A reminder that no matter where you started, i…)
2026-06-15 — Dan is bullish on Apple over the medium term (2027). (source: Congratulations to @ElonMusk on becoming the world's first trillionaire! A reminder that no matter where you started, i…)