Dan Niles: Market strength is getting back to where AI capex is being spent, not the spenders

Dan Niles, founder of Niles Investment Management, appeared on CNBC's 'The Exchange' to share views on equity markets and SpaceX, but no specific forecasts, ratings, or financial metrics were provided in the article text. The item is primarily commentary-driven and does not include new company-specific data or market-moving announcements.

Analysis

Dan Niles, founder of Niles Investment Management, appeared on CNBC's 'The Exchange' to share views on equity markets and SpaceX, but no specific forecasts, ratings, or financial metrics were provided in the article text. The item is primarily commentary-driven and does not include new company-specific data or market-moving announcements.