The Biggest AI Stock Moves May Not Tell the Whole Story | Kevin Mahn

AI stocks are making some of the biggest moves in the market right now. One jumps 15% after earnings, then days later another falls 15%, leaving anyone with AI exposure trying to understand what those moves are actually saying.

Investors are split between two views: this is the top, or the run has barely begun. But the biggest moves may not be the clearest signal, and the volatility many investors read as a warning may be measuring something other than the health of the trade itself.

Kevin Mahn, President and Chief Investment Officer of Hennion & Walsh Asset Management, joins us to explain how he is positioning a fund through this market and what he is watching to tell the difference between a pullback and a top.
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00:00 Intro
03:02 The AI Revolution vs the Mag 7
06:16 Safer AI Plays: Utilities
07:02 Highest-Upside AI Sectors
08:02 How Long Will the AI Boom Last?
10:39 AI Volatility and Investor Risk
12:07 What’s Driving AI Volatility?
14:06 How Much AI Should Investors Own?
16:24 Interest Rates and the AI Market
18:15 How AI Is Reshaping the Economy
21:39 Will AI Create or Take Jobs?
23:09 The AI Race With China
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