Melissa Otto
Head of research at S&P Global Visible Alpha who provides analysis on Micron's earnings, AI-driven memory demand, and consensus estimates revisions.
Best podcasts with Melissa Otto
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Mar 18, 2026 • 43min
Micron Reports, Fed Holds Rates… And The Private Credit Ripple Effects 3/18/26
Julia Boorstin, CNBC reporter covering Disney who sketches Josh D’Amaro’s first-day priorities. Melissa Otto, Head of Research at S&P Global Visible Alpha, who breaks down Micron’s AI-driven memory demand and earnings beats. They discuss Micron’s results and capex plans, Fed rate holding and market reaction, and private-credit stress spilling into consumer loans.
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.
