Kevin Mann
President and Chief Investment Officer at Hennion Walsh Asset Management, offering portfolio and investment perspectives on chipmakers and the AI ecosystem.
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Jan 23, 2026 • 7min
"Optimism" in INTC Soft Guidance, Gauging Growth Amid AI CapEx Questions
Kevin Mann, President and CIO at Hennion Walsh, offers portfolio perspectives on chipmakers and AI infrastructure. Melissa Otto, Head of Visible Alpha Research at S&P Global, provides semiconductor fundamentals and capex analysis. They debate Intel’s softer guidance as supply constraints signaling demand, whether issues are structural or temporary, and the role of big tech capex and anchor foundry deals in shaping AI growth.
