Kim Kahn
speaker
3,298 appearances
103 recordings
1 series
first heard Nov 2025
last heard 4d 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
Don't forget, these episodes will be up with transcriptions at Seeking Alpha dot com slash WSE.
And for a full suite of news, analysis, ratings, and data on stocks and ETFs, go to seekingalpha.com slash subscriptions.
Welcome to Seeking Alpha's Wall Street Lunch, our afternoon update on today's market action, news, and analysis.
voice-verified
Good afternoon, today is Monday, august seventeenth, and I'm your host, Kim Khan.
voice-verified
Our top story so far, from happy meals to hyper meals, McDonald's officially added energy drinks to its menu for the first time today with the debut of its new Red Bull Dragonberry Energizer.
voice-verified
The energy drink is made with Red Bull, blue raspberry flavoring, and freeze dried dragon fruit pieces.
voice-verified
Customers can also order reduced sugar option with Red Bull Zero or a regular 8.4 ounce Red Bull can.
voice-verified
A city survey showed that 60% of energy beverage consumption at restaurants and coffee shops is incremental.
voice-verified
Meanwhile, 49% of respondents said an energy drink purchased at a restaurant would replace one purchased elsewhere.
voice-verified
And seventy four percent of respondents are very or somewhat interested in purchasing energy drinks from a restaurant or coffee shop, including forty four percent who are very interested.
voice-verified
Morgan Stanley thinks the energy drink platform could be a swing factor for McDonald's investors to watch in the second half of the year.
voice-verified
Among active stocks, L3 Harris Technologies is lower after chairman and CEO Christopher Kubasig stepped down over conduct that was not consistent with the company's values.
voice-verified
But L3 Harris stressed the departure was not related to its financials or operations.
voice-verified
Wells Fargo upgraded Okta to overweight from equal weight, citing signs of improving demand and execution in its core business.
voice-verified
Analyst Richard Poland said the company's focus on large enterprises.
voice-verified
Including adding capacity and expanding partnerships is bearing fruit.
voice-verified
And nine big tech companies have around three trillion dollars in off balance sheet commitments, mostly tied to AI infrastructure, according to the Wall Street Journal.
voice-verified
The paper looked at expenses at Amazon, Alphabet, Meta, Oracle, NVIDIA, Microsoft, Broadcom, SpaceX, and AMD that aren't reflected in their balance sheets, but instead appear in the footnotes of their most recent securities filings.
voice-verified
The items included obligations under outstanding leases, long term borrowings, and purchase commitments, and they're growing faster than traditional capex.
voice-verified
In other news of note, popular ice cream maker Rebel Creamery is filed for bankruptcy less than one month after losing a lawsuit against rival Van Leewin over trademark rights.
voice-verified
Showing 961–980 of 3,298 · page 49 of 165
← Previous
Next →