Kim Kahn
speaker
3,067 appearances
93 recordings
1 series
first heard Nov 2025
last heard 5d ago
Kim Kahn’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 93 in all, peaking in Aug 2026 with 23.
Appearances
Another news of note, tired chips.
voice-verified
Wired dips.
voice-verified
PepsiCo is moving beyond the shelf stable chips, soda, and packaged snacks into new areas of the grocery store, including refrigerated, produce adjacent deli, dip, and ready-to-eat meal categories.
voice-verified
Appetite suppressing GLP1 medicines such as Wagovi and Ozempic have reduced purchases of salty snacks and sweet treats, with that spending going to protein, fiber, hydration, and the file.
voice-verified
And fresh foods.
voice-verified
Pepsi's strategy includes extending established brands into adjacent fresh products, such as the Tostitos Guacamole launch, as well as using acquisitions and ownership consolidation.
voice-verified
And in the Wall Street Research Corner, memory stocks and related market exposures are starting to break above their recent downtrends after spending much of the summer consolidating, according to Goldman Sachs.
voice-verified
Lee Coppersmith, managing director in Goldman's Fic and Equities Division, highlighted Micron Technology, Sandisk, the iShares MSCI South Korea ETF, Ticker EWY, and the Roundhill Memory ETF, Ticker DRAM, as showing similar technical patterns.
voice-verified
The charts suggest the group is beginning to emerge from its summer consolidation, although the moves are still in their early stages.
voice-verified
The potential breakouts come as the broader AI trade enters a more consistent.
voice-verified
constructive setup with lighter investor positioning.
voice-verified
lower implied volatility, and a series of potential catalysts including Goldman's Communicopia and Technology Conference.
voice-verified
You can check out some of Coppersmith's charts in our story on Seeking Alpha.
voice-verified
That link will be at the top of show notes.
voice-verified
That's all for today's Wall Street lunch.
voice-verified
Look for links for stories in the show notes section.
voice-verified
Don't forget, these episodes will be up with transcriptions at seeking alpha dot com slash WSP.
voice-verified
And for a wealth of coverage on stocks and ETFs, go to seeking alpha dot com slash subscriptions.
voice-verified
Welcome to Seeking Alpha's Wall Street Brunch, our Sunday look ahead to this week's market moving events, along with the weekend's top news and analysis.
voice-verified
Hello, today is Sunday, September 6th, and I'm your host, Kim Kahn.
voice-verified
Showing 181–200 of 3,067 · page 10 of 154
← Previous
Next →