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Kevin Mahn on Yahoo Finance: AI Bubble Fear and Stock Picks

Hennion & Walsh CIO Kevin Mahn doesn’t believe the AI bubble is anywhere near bursting. Speaking with Josh Lipton on Market Domination Overtime, Mahn explains certain risk factors that could hinder the longevity of the current bull market while outlining why he agrees with Nvidia (NVDA) CEO Jensen Huang’s outlook on the potential of the artificial intelligence industry.

Click Yahoo Finance to watch the full conversation. Also,  Kevin shares several of his stock picks that are forecasted to follow core themes of industry-wide investments and major dealmaking activity for 2026. These stocks include NextEra Energy (NEE), Vertiv (VRT), Olema Pharmaceuticals (OLMA), and AeroVironment (AVAV).

This link is to a third-party website and has no affiliation with Hennion & Walsh, Inc. It is provided for informational purposes only.

Disclosure: Hennion & Walsh Asset Management currently has allocations within its managed money program and Hennion & Walsh currently has allocations within certain SmartTrust® Unit Investment Trusts (UITs) consistent with several of the portfolios management ideas for consideration discussed during this interview.