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
Friday's better than expected rise in payrolls, put hike odds now at sixty percent.
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Seeking alpha analyst Demar Tokic says the Fed is facing late cycle dynamics with a strong labor market and high inflation and should consider inverting the yield curve or hiking above 5%, starting with the September hike.
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Otherwise, long term rates should spike as inflation expectations de anchor, which would force the Fed to hike even more aggressively due to the 2022 like policy error, he said.
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On the earnings front, Oracle will give the market another glimpse of hyperscaler revenue versus CapEx when it reports Thursday.
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The consensus is for EPS of one hundred seventy four on revenue of nineteen point one three billion.
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SA analyst JD Research says despite infrastructure build out risks, Oracle's software business and multi cloud AI databases are delivering strong growth and mitigating AI execution concerns.
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But Oracle Bear Paul Franck says escalating AI LLM fees on consumers and businesses are prompting users to cut back on queries, raising doubts about the sustainability of Oracle's hyperscaler strategy.
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Here's how the rest of the earnings calendar shapes up.
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GameSwap reports Tuesday, on Wednesday Chewy weighs in.
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Macy's and Adobe join Oracle on Thursday, and Kroger's do Friday.
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Also this week, Apple's Wednesday product launch event surprise and shine may be its most significant in nearly a decade.
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Morgan Stanley analyst Eric Woodring says along with predictable product launches, the event will prove to be anything but ordinary.
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This is because for the first time in fifteen years, Tim Cook will not headline the event.
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CEO John Turnus will lead the company into its first major iPhone form factor change in nearly ten years, unveiling the much anticipated iPhone fold, or maybe Ultra, alongside what are likely to be the broadest and most significant like for like iPhone price hikes in company history, he said.
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In the news this weekend, should a green back equal a loony?
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President Donald Trump criticized the value of Canada's currency, opening a new front in an escalating trade dispute between the two neighboring countries.
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Canada's dollar imbalance with the US is unacceptable, Trump said in a post on Truth Social.
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It's been that way for years, but no longer.
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Trump did not specify what he meant by an imbalance or any action his administration might take.
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The Canadian dollar gives the country's exporters a pricing advantage in the US market and recently traded around seventy two US cents.
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Showing 401–420 of 3,234 · page 21 of 162
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