Kim Kahn
speaker
3,234 appearances
101 recordings
1 series
first heard Nov 2025
last heard yesterday
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 — 101 in all, peaking in Aug 2026 with 23.
Appearances
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 seekingalpha.com slash WSP.
voice-verified
And for a wealth of coverage on stocks and ETFs, go to seeking alpha.com slash subscriptions.
voice-verified
Welcome to Seeking Alpha's Wall Street Lunch, our afternoon update on today's market action, news, and analysis.
voice-verified
Good afternoon.
voice-verified
Today is Tuesday, September eighth, and I'm your host, Kim Khan.
voice-verified
Our top story so far, don't look now, but your AI may already feel smarter than you.
voice-verified
I know mine does.
voice-verified
NVIDIA CEO Jensen Wong declared that artificial general intelligence has arrived following the release of OpenAI's GPT six Astra.
voice-verified
He cited the rapid four year evolution of models trained on more than one hundred thousand Grace Blackwell NV Link seventy two chips.
voice-verified
three hundred K GPUs coming online next, he added.
voice-verified
OpenAI said Astra saturates Frontier Math Tier 4 with a 98% score, having already helped solve long-standing open problems in mathematics.
voice-verified
Astra also saturates ARC AGI III with a ninety nine point nine percent score and Exploit Bench with a one hundred percent score.
voice-verified
Separately, Wong argued that NVIDIA's computing infrastructure should be viewed as an income generating asset.
voice-verified
Nvidia Compute is fungible, durable, and highly rentable.
voice-verified
It is a productive revenue generating asset, he wrote.
voice-verified
Wong was responding to a post noting that rental prices for NVIDIA's three year old H one hundred GPUs had risen twenty two percent over the past month to three dollars twenty eight cents an hour, even as depreciation schedules assume a chip this old only loses value.
voice-verified
From market perspective, AI related industries now account for more than half of the SP five hundred when combining hyperscalers, semiconductors, hardware, power, and software, according to JP Morgan Asset Management.
voice-verified
Among active stocks, Intel is higher after Northland analyst Gus Richard raised his rating to outperform for market perform with a one hundred and twenty dollar price target and said the company has made material progress in its turnaround.
voice-verified
Showing 321–340 of 3,234 · page 17 of 162
← Previous
Next →