David Katz

Managing Director of APAC Public Policy - KKR

1. We think the stock is easily worth in the mid-30s. You're getting it at 24.

   David Katz · Bloomberg Surveillance · Chipmaker Rout Deepens Plunge From Record · 2026-07-17

2. HCA pre-announced, IBM pre-announced, those stocks got taken out and shot.

   David Katz · Bloomberg Surveillance · Chipmaker Rout Deepens Plunge From Record · 2026-07-17

• $AEP American Electric — 2 mentions
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• $GNRC Generac — 1 mention
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• $HD Home Depot — 1 mention
• $NEE NextEra — 1 mention
• $META — 1 mention
• $AMZN Amazon — 1 mention
• Bloomberg Surveillance · Equity Rally Post-FOMC · 2026-06-22