By Yahoo Finance Video
Publication Date: 2026-05-01 19:56:00
00:11 Speaker A
It’s been a big week for Big tech with five of the Mag 7 names reporting earnings and leading the market higher with a powerful rebound off the lows. Join me now for this earnings report brought to you by EY. Got Dan Niles, founder and portfolio manager at Niles Investment Management. You call Google here, Dan. You say it’s your favorite Mag 7 name. Why Dan? What’s the reasoning there? Is it simply Dan because listen,
00:40 Speaker A
Google, they control the whole AI stack. Is that it?
00:43 Dan Niles
Yeah, I mean, you’ve had me on this program before and I’ve said that at the end of the day, couple of years from now, Google is going to be the biggest winner from AI because they do have this full stack. And by that, I mean they have the chips. They’ve been producing their own internal chips for over a decade now. So they’re not new to the party like some of these other players like Ameda is. They’ve also got the ability to fund this…