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Dan Niles

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19:53
2026-07-14
machinebrief.com
artificial-intelligence

IBM's Earnings Warning Raises Questions About AI Spending

IBM CEO Arvind Krishna warned of a revenue miss due to clients reprioritizing capital expenditure toward AI hardware, raising questions about the future of traditional software models. The warning has…

20:05
2026-07-09
ca.finance.yahoo.com
artificial-intelligence

Why AI spending is beginning to hit a 'speed bump'

Niles Investment Management founder Dan Niles said AI spending is hitting a "speed bump" as companies reduce tokenmaxxing and cut AI costs, speaking on Market Domination.…

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