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Kim Kahn

๐Ÿ‘ค Speaker
530 total appearances

Appearances Over Time

Podcast Appearances

Wall Street Breakfast
Nvidia can ship H200 GPUs to China

Volume, spreads, odd lots, algos, all steady.

Wall Street Breakfast
Nvidia can ship H200 GPUs to China

The pressure comes from tired institutional sellers, not retail traders stepping back.

Wall Street Breakfast
Nvidia can ship H200 GPUs to China

And prices don't meaningfully bounce in the days that follow.

Wall Street Breakfast
Nvidia can ship H200 GPUs to China

One kicker, when the VIX is already elevated, the binge hangover effect gets even worse.

Wall Street Breakfast
Nvidia can ship H200 GPUs to China

Now here's what's trending on Seeking Alpha.

Wall Street Breakfast
Nvidia can ship H200 GPUs to China

What is the master plan at GameStop as it gears up to report earnings?

Wall Street Breakfast
Nvidia can ship H200 GPUs to China

Deer drops as Trump calls for lower farming equipment prices.

Wall Street Breakfast
Nvidia can ship H200 GPUs to China

And Michael Burry says a Fannie Mae Freddie Mac relisting is nearly upon us.

Wall Street Breakfast
Nvidia can ship H200 GPUs to China

In today's Catalyst Watch, notable investor days include Home Depot, CVS Health, Elanco, Ligon Pharmaceuticals, and an investor update from GE Vernova.

Wall Street Breakfast
Nvidia can ship H200 GPUs to China

In pre-market trading, stock index futures are a little changed, with some understandable caution as the Fed starts its two-day meeting.

Wall Street Breakfast
Nvidia can ship H200 GPUs to China

Treasure yields are lower on the longer end, but the 10-year remains at its highest level since October.

Wall Street Breakfast
Nvidia can ship H200 GPUs to China

That's all for today's Wall Street Breakfast.

Wall Street Breakfast
IBM to buy Confluent in further AI push

Welcome to Seeking Alpha's Wall Street Breakfast, where we cover the top news for investors every morning.

Wall Street Breakfast
IBM to buy Confluent in further AI push

Good morning.

Wall Street Breakfast
IBM to buy Confluent in further AI push

Today is Monday, December 8th, and I'm your host, Kim Kahn, filling in for Julie Morgan.

Wall Street Breakfast
Netflix ready to splash the cash for Warner

Welcome to Seeking Alpha's Wall Street Breakfast, where we cover the top news for investors every morning.

Wall Street Breakfast
Netflix ready to splash the cash for Warner

Good morning.

Wall Street Breakfast
Netflix ready to splash the cash for Warner

Today is Tuesday, December 2nd, and I'm your host, Kim Kahn, filling in for Julie Morgan.

Wall Street Breakfast
Netflix ready to splash the cash for Warner

Warner Bros.

Wall Street Breakfast
Netflix ready to splash the cash for Warner

Discovery received a mostly cash offer from Netflix in the second round of buyout bidding.