Kim Kahn
speaker
3,298 appearances
103 recordings
1 series
first heard Nov 2025
last heard 2d ago
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
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Welcome to Seeking Alpha's Wall Street Brunch, our Sunday look ahead to this week's market moving events, along with the weekend's top news and analysis.
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Hello, today is Sunday, august twenty third, and I'm your host, Kim Kahn.
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The summer doldrums disappear with a huge week ahead for stocks and bonds.
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NVIDIA stars Wednesday with what has become the biggest earnings event on Wall Street.
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And on Friday, Fed Chairman Kevin Warsh gives his keynote address at the Jackson Hole Symposium at a time when Bon Vigilantes are stirring.
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With NVIDIA, investors will be looking for updates on AI infrastructure demand, product ramp timing, China exposure, and the economics of the chipmakers' expanding financing partnerships.
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Options traders are pricing in a roughly six percent move in NVIDIA shares following the report.
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Seeking off analyst Mott Capital said investors and traders may be left with the post NVIDIA earnings hangover again if the numbers are good but not spectacular.
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Decline could be sharp, pushing the stock down by as much as eleven percent to an important area of technical and options related support at one hundred and ninety, while upside seems limited, they said.
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The results could reverberate across the semiconductor and AI complex.
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Marvel Technology, Micron, ARM, and advanced micro devices have all shown some of the closest trading correlations with NVIDIA following earnings.
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Here's how the rest of the earnings calendar shapes up.
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PD D Holdings and X Peng report Monday.
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Into it reports Tuesday.
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On Wednesday, NVIDIA is joined by CrowdStrike, Salesforce, HP and Okta.
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Marvel and Ulta Beauty report Thursday.
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Looking to Jackson Hole, Walsh will speak at ten AM Eastern Time Friday.
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At his last press conference, Borsh indicated that higher treasury yields were doing the job of tightening financial conditions for the Fed.
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But since then, higher yields have spooked the White House, leading Treasury Secretary Scott Bessant, to boost buybacks of longer dated debt in an attempt to tamp down rates.
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Showing 781–800 of 3,298 · page 40 of 165
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