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

Dan Niles, Niles Investment Management founder, joins 'The Exchange' to discuss Niles' thoughts on equity markets, SpaceX's performance and much more.

Will be difficult for market to clock gains from Monday's levels, says BofA Securities' Subramanian
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Will be difficult for market to clock gains from Monday's levels, says BofA Securities' Subramanian

Seth Klarman: "This Is a Bubble" | The Legendary Investor's Brutal AI Warning
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Seth Klarman: "This Is a Bubble" | The Legendary Investor's Brutal AI Warning

Why did 1.9M people leave California? | Fareed’s Take
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Why did 1.9M people leave California? | Fareed’s Take

Ron Baron on his $25B SpaceX stake: We're going to make hundreds of billions of dollars
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Ron Baron on his $25B SpaceX stake: We're going to make hundreds of billions of dollars

Edwards Air Force Base official says B-52 jet crashed immediately after takeoff, deemed unsurvivable
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Edwards Air Force Base official says B-52 jet crashed immediately after takeoff, deemed unsurvivable

Rotate Out of Nvidia? Move Into These 5 Stocks Now
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Rotate Out of Nvidia? Move Into These 5 Stocks Now

They Knew 432 Park Avenue Would Crack Before They Built It
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They Knew 432 Park Avenue Would Crack Before They Built It

Fable fight exposes AI access risk
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Fable fight exposes AI access risk

Early details on preliminary U.S.-Iran deal to end war
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Early details on preliminary U.S.-Iran deal to end war

USA vs Brazil Gets OUT OF CONTROL! 😱 ALL Yellow & Red Cards
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USA vs Brazil Gets OUT OF CONTROL! 😱 ALL Yellow & Red Cards

Ed Yardeni: I've been among the bulls and haven't been bullish enough
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Ed Yardeni: I've been among the bulls and haven't been bullish enough

Larry Ellison, Jack Dorsey, A Saudi Prince And Other Unexpected Winners From The SpaceX IPO
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Larry Ellison, Jack Dorsey, A Saudi Prince And Other Unexpected Winners From The SpaceX IPO

U.S.-Iran deal a 'strategic defeat' for Israel, Middle East expert says
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U.S.-Iran deal a 'strategic defeat' for Israel, Middle East expert says

We have yet to see demand destruction in the U.S. economy, says Mohamed El-Erian
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We have yet to see demand destruction in the U.S. economy, says Mohamed El-Erian

NVDA & MSFT Buys After Pullback, Fog Clears on Interest Rate Outlook
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NVDA & MSFT Buys After Pullback, Fog Clears on Interest Rate Outlook

Pete Hegseth says U.S. is "already doing things I can't talk about" to reopen Strait of Hormuz
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Pete Hegseth says U.S. is "already doing things I can't talk about" to reopen Strait of Hormuz

SpaceX investor Peter Diamandis on criticism of Musk's trillionaire status: He's not driven by money
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SpaceX investor Peter Diamandis on criticism of Musk's trillionaire status: He's not driven by money

Mad Money 06/15/26 | Audio Only
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Mad Money 06/15/26 | Audio Only

US Oil Reserve Hits 43-Year Low as Trump Tries to Limit Iran Fallout
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US Oil Reserve Hits 43-Year Low as Trump Tries to Limit Iran Fallout

How I’m Preparing For The “Supercycle”
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How I’m Preparing For The “Supercycle”