11AM Hour: Dan Niles on Tech, Brazil Stocks Rally & AI Hearing Today 10/5/26

Niles Investment Management Founder Dan Niles joins with his current outlook for the tech sector and where he sees opportunity right now. Then, we discuss the implications of Brazil's runoff presidential election later this month as stocks in the country rally. Plus, we bring you the latest details from the AI safety hearing in NYC today with executives from OpenAI and Anthropic testifying. Squawk on the Street Disclaimer