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27.11.25 - 08:51
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HSBC Overweight (DPA-AFX)
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LONDON (dpa-AFX Analyser) - Die britische Investmentbank Barclays hat die Einstufung für HSBC nach dem veröffentlichten britischen Staatshaushalt mit einem Kursziel von 1230 Pence auf "Overweight" belassen. Die Auswirkungen auf Banken seien minimal und ......
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26.11.25 - 23:15
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OpenAI Needs To Fill $207 Billion Funding Hole By 2030: HSBC (ZeroHedge)
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OpenAI Needs To Fill $207 Billion Funding Hole By 2030: HSBC
As the AI 'circle jerk' rages on, OpenAI, the company behind ChatGPT, will need to raise at least $207 billion more by 2030 to simply keep the lights on, according a new analysis by HSBC which takes into account recently disclosed megadeals with Microsoft, Amazon and Oracle.
Even with bullish assumptions that include 3 billion users, rapid subscription growth, and a giant slice of enterprise AI spending, the company's projected revenues are nowhere near its exploding bills for energy and chips, the bank says.
"OpenAI is a money pit with a website on top," according to FT's Bryce Elder, who notes that the bigger AI models get, the more cash they burn - and the winner in the LLM landscape may come down to who can continue raising money the longest.
The Math Behind the $207 Billion Hole
HSBC's model runs through 2030 and arrives at these headline numbers:
Cumulative data-center rental costs (2025-2030): $792...
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26.11.25 - 08:24
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HSBC: GCC Capital Projects Robust (Bloomberg)
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HSBC sees robust activity remaining in the GCC project market, led by real estate. Simon Williams, Chief Economist for Central and Eastern Europe, Middle East and Africa at HSBC, told Bloomberg's Horizons Middle East and Africa anchor Joumanna Bercetche that he sees signs the cycle is starting to mature. (Source: Bloomberg)...
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25.11.25 - 22:30
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Google′s AI Emergence Puts Nvidia Under Pressure | Bloomberg Businessweek Daily 11/25/2025 (Bloomberg)
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On today's episode of Bloomberg Businessweek Daily, Carol Massar and Tim Stenovec discuss White House National Economic Council Director Kevin Hassett emerging as the frontrunner to be the next Federal Reserve Chairman. Citi Head of US Equity Trading Strategy Stuart Kaiser joins the show to discuss the potential market implications of a Hassett nomination. Also on today's show, Andaman Strategic Advisors Founder Jennifer Ewbank examines US cybersecurity amid the rise of AI and adversarial threats from actors like China and Russia, and HSBC US Head of International Wealth and Private Banking Racquel Oden highlights her team's report about women's tactical philanthropic approach, with 60% of affluent women calling it a 'top priority' to give financial wealth. (Source: Bloomberg)...
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25.11.25 - 21:54
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Majority of Affluent Women Say Giving is a Priority, Reveals HSBC Report (Bloomberg)
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Racquel Oden, head of international wealth and private banking at HSBC US, says that giving trends vary by gender and generation, with 60% of affluent women telling HSBC that giving is a priority to them. The company's 'The Giving Shift' survey also reveals that these women care less about having their name of a building and more about charities that have an impact close to home. (Source: Bloomberg)...
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25.11.25 - 14:30
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Optimism Among US Corporates on Trade: Adams (Bloomberg)
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Marissa Adams, HSBC Regional Head of Global Trade Solutions for Europe and Americas, discusses the reasons for optimism among US companies about growing international trade versus their global counterparts. She speaks to Bloomberg's Lisa Abramowicz and Dani Burger on 'Surveillance.' (Source: Bloomberg)...
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25.11.25 - 02:45
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HSBC Predicts S&P 500 to Reach 7,500 by End-2026 (AAStocks)
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A team led by Nicole Inui, a strategist at HSBC, has released a report predicting the S&P 500 to hit 7,500 by the end of 2026.The team expects that the capital expenditure boom driven by AI will offset concerns about the US consumer market. It also anticipates earnings per share growth of 12% for the constituents in light of......
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24.11.25 - 14:42
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HSBC: Private Credit Has ′Fundamentally Changed′ Credit Markets (Bloomberg)
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The size of private credit markets has quadrupled in the last decade, says Gerry Keefe, HSBC Head of Banking for Europe and Americas. And despite a few high profile credit defaults in the in the last few months including Tricolor and First Brands, Keefe insists that "just because something is private credit, doesn't mean it's risky." He spoke to Bloomberg's Joumanna Bercetche on "The Pulse." (Source: Bloomberg)...
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24.11.25 - 13:18
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Trump′s Ukraine-Russia Deal: Lithuania Says Europe Must Move on Frozen Assets | The Pulse 11/24 (Bloomberg)
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"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops.
Today's guests: Ursula Marchioni, BlackRock; Gerry Keefe, HSBC; Kestutis Budrys Lithuanian Foreign Minister; John McCluskey, Alamos Gold CEO (Source: Bloomberg)...
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24.11.25 - 11:12
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Gold outlook: Yellow metal retains shine as global uncertainty fuels record demand (Times of India)
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Gold is poised for continued strength, acting as a safe haven against global turmoil. HSBC highlights robust demand from central banks and retail investors, driven by economic and geopolitical uncertainties. Despite a recent dip from record highs, the precious metal has stabilized, with expectations of further gains fueled by potential US Federal Reserve rate cuts and persistent inflation concerns....
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