Kim Kahn
speaker
3,298 appearances
103 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 — 103 in all, peaking in Aug 2026 with 23.
Appearances
Nike and McDonalds go ex dividend Tuesday.
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Nike pays out October first, and McDonald's pays out on September sixteenth.
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Qualcomm goes ex dividend Thursday with a september twenty fourth payout date.
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That's all for today's Wall Street brunch, look for links to stories in the show notes section.
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Don't forget, these episodes will be up with transcriptions at seekingalpha.com slash WSB and join the elite community of real investors to unearth great investing ideas.
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Just head 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.
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Today is Thursday, August twenty seventh, and I'm your host, Kim Kahn.
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Our top story so far.
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The Trump administration is reportedly considering a new round of tariffs on semiconductors, despite warnings from tech companies that the move could hamper US efforts to dominate the AI race.
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One approach under consideration would expand the number of tech products subject to duties, impacting not just chips, but potentially many of the goods made with them like laptops, gaming consoles, or the servers that fill data centers, according to Politico.
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Commerce Secretary Howard Lutnick favors tying relief from tariffs to investment in US chip manufacturing, the report said.
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But the White House called any unconfirmed reporting about tariffs speculation.
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US tech companies are already facing a shortage of high end semiconductors amid surging demand.
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Advocates for the sector say they are not against Trump's goal of building more of those components on US soil.
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But they note that advanced chip factories cost billions of dollars and take years to build.
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Among Active stocks, Okta is rallying after reporting strong QT results and boosting full year guidance.
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CEO Tom McKinnon said his company is helping organizations discover agents, secure their connections, govern their actions, and respond when something goes wrong, giving them the flexibility and control they need to deploy agents safely and at scale.
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HP is slumping post-earnings amid concerns over decline in margins and PC unit shipments in Q three.
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Showing 621–640 of 3,298 · page 32 of 165
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