AI stocks will rise a lot as the Fed cuts rates, says Niles Investment Management's Dan Niles

Well, with us now is Dan Niles, founder and portfolio manager at Niles Investment Management. Dan, it's great to have you on the show. Welcome.Thank you. We'll start right there. What do you think of this.Well, you have to separate it into pieces. So, if you're asking, what do I think about the stocks of the AI companies. I think they're going to go up a lot for one simple reason.The Fed's cutting rates after being on hold for 9 months. You're going to get another probably three cuts between now and January ...