Kim Kahn
speaker
3,365 appearances
105 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 — 105 in all, peaking in Aug 2026 with 23.
Appearances
Don't forget, these episodes will be up with transcriptions at seekingalpha.com slash WSB.
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And join the highest level discussion of any stock or ETF with our community of serious investors like you.
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Find us at seekingalpha.com slash subscriptions.
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Welcome to Seeking Alpha's Wall Street Breakfast, where we cover the top news for investors every morning.
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Good morning, today is Friday, august seventh, and I'm your host, Kim Khan, filling in for Julie Morgan.
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The trade desk is down by nearly a third in pre market trading after Q2 earnings miss and signs of slowing momentum at the digital advertising platform.
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Revenue rose three percent year over year to seven hundred and fifteen million, below the seven hundred and fifty one point four million consensus estimate.
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Adjusted EPS came in at thirty four cents, missing expectations of forty.
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Profitability also weakened, with net income and EBADA declining and margin contracting to thirty four percent from thirty nine percent.
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CEO Jeff Green said the results did not meet the standard we set for ourselves, citing a complex environment for marketers while adding the company's taking steps to improve execution and invest in areas such as AI and measurement.
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President Donald Trump issued an order imposing a series of price floors and a fifteen percent tariff on products made from polysilicon, the key material used in semiconductors and solar panels, in a move aimed at protecting domestic manufacturers from Chinese competition.
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Beginning December fourth, imported polysilicon derivatives, including silicon wafers, photovoltaic cells, and solar modules, will be subject to the tariffs and minimum import prices.
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The administration said the move is intended to encourage domestic polysilicon production, but the higher import costs could add another headwind for renewable energy developers already dealing with a loss of federal subsidies and the administration's preference for fossil fuels.
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And get ready for jokes like, That's no coaster, that's my AI.
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OpenAI's first dedicated device, essentially a smart speaker without a display, but with moving parts, is in the works, according to Bloomberg.
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The donut shaped device will be roughly the size of a hockey puck and is expected to cost more than three hundred dollars.
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Slated for release in twenty twenty seven, it will be positioned as an AI first computer for everyday tasks.
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It will operate much like ChatGPT's voice mode, but with more advanced models designed for increasingly natural conversations.
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OpenAI expects users to rely on the device throughout the day.
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It's designed to learn more about its owner over time and tailor conversations accordingly.
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Showing 1221–1240 of 3,365 · page 62 of 169
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