Kim Kahn
speaker
3,298 appearances
103 recordings
1 series
first heard Nov 2025
last heard today
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 — 103 in all, peaking in Aug 2026 with 23.
Appearances
We're interested in serving these hyperscalers, one, if there was no impact to the rates of our other customers, Abel said.
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In fact, we've pretty much taken the approach that there has to be a net benefit.
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benefit to our other customers.
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Second, communities have to understand the impact on water, which Abel said has become more manageable through the use of new technologies.
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And third, the communities have to be open to having the data center in their community.
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We very much believe that you have to be a welcome member of the community.
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That's all for today's Wall Street Lunch.
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Look for links for stories in the show notes section.
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Don't forget, these episodes will be up with transcriptions at seekingalpha.com slash WSP.
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And for a wealth of coverage on stocks and ETFs, go to seeking alpha.com slash subscriptions.
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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 Tuesday, September first, and I'm your host, Kim Kahn.
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Our top story so far, bonds continue to call the market tune with rising yields pressuring equities, especially growth stocks.
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The tenure yield topped 4.8%, its highest level since January 2025, despite the Treasury expanding long-end bond buybacks.
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The tenure has seen an 85 basis point run since the onset of the Iran War.
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The macro effects are already materializing, with seven percent mortgages making a sudden return and traders bracing for a September rate hike.
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The US simply cannot afford the ten year note yield at five percent for a sustained period of time, the Kobe SE letter wrote, warning that further immediate attempts at intervention are expected.
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Analysts echo the sentiment.
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Economist Robin Brooks suggests that there's a new Treasury Fed accord taking shape, where the main goal is to keep longer term yields contained in the face of out of control deficits.
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We expect further attempts at intervention immediately, Kobiesi said, but the question becomes will markets listen.
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Showing 521–540 of 3,298 · page 27 of 165
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