Kim Kahn
speaker
3,263 appearances
102 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 — 102 in all, peaking in Aug 2026 with 23.
Appearances
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Welcome to Seeking Alpha's Wall Street Lunch, our afternoon update on today's market action, news, and analysis.
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Good afternoon, today is Wednesday, September 2nd, and I'm your host, Kim Khan.
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Our top story so far.
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Uber is cutting its workforce by as much as ten percent, or up to thirty-three hundred jobs, streamlining its management structure, and dramatically reducing the number of employees working remotely in a push to focus resources on its core businesses.
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In a letter to employees, Uber CEO Dara Khasra Shahi said the cuts are part of an effort to make the company
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Simpl and faster, and eliminate redundant management layers.
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The restructuring comes as Uber doubles down on its autonomous ambitions, a capital-intensive initiative that will require significant investment.
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Among other active stocks, Credo Technology is slumping post-earnings as some investors express concern about margins.
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Jeffries analyst Blaine Curtis said there may have been some high expectations, but the growth story is still intact and should accelerate into next year.
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Palo Alto Networks is seeing a sell the news reaction despite stronger than expected results and guidance.
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Jeffrey's analyst Joseph Gallo called Palo Alto's results a blockbuster and said he sees more upside in the company's impressive fiscal twenty twenty seven guidance driven by artificial intelligence.
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And Sirius XM is higher after Deutsche Bank upgraded the satellite radio company to buy from Hold, citing a stronger outlook for digital audio advertising and stability in its subscription radio segment.
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Looking to the economy, ahead of Friday's jobs report, ADP's measure of August private payrolls rose by thirty eight thousand, the slowest pace of job growth since January, and below the forty eight thousand consensus.
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Pantheon Macros as the number represents only a trivial downside risk, if any, to the consensus forecast for a 50,000 increase in the official measure.
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Pantheon itself sees a rise in Friday's payrolls of 125,000 with a sharp rebound in government education jobs.
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But odds of a negative official payrolls number for August have crept above one in four, with some Wall Street banks laying out the case for a negative print.
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The Spoke Investment Group points out that since the Fed began announcing real time rate decisions in nineteen ninety four, it has never hiked interest rates within six months of a decline in payrolls.
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And another news of note, Berkshire Hathaway sees an opportunity to provide energy for AI data center hyperscalers if the terms are right, CEO Greg Abel says.
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He noted on CNBC that in Iowa last year, about eight percent of Berkshire Hathaway energy's load came from data centers.
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Showing 501–520 of 3,263 · page 26 of 164
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