Nvidia's (NVDA) Vera Rubin GPUs claim 70% of the $4M VR200 rack bill of materials, while Micron (MU) benefits from the 22% memory slice.
Jensen Huang expects 70% revenue growth in fiscal 2028, supply-constrained despite purchase orders already secured from every major hyperscaler for Vera Rubin.
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Inside an NVIDIA (NASDAQ:NVDA) VR200 NVL72 rack-scale AI supercomputer, 70% of the roughly $4 million bill of materials goes to one line item: the Rubin GPUs themselves, excluding their high-bandwidth memory. That figure comes from an HSBC estimated bill of materials for the VR200 NVL72 platform, and it is the cleanest single data point yet on where the AI infrastructure dollar actually lands. DRAM adds another 13%, HBM 9%, NAND 2%, NVLink 2%, cooling 2%, power supply 1%, and the CPU 1%.
In an era where every hyperscaler is trying to bend the AI capex curve, the VR200 breakdown says the GPU is still where the value concentrates. Nvidia is selling the rack, and the silicon it designs takes seven of every ten dollars a customer spends to fill it. That maps to what CEO Jensen Huang told investors on the fiscal Q2 2027 call: "Today, we're not just selling the best chips. We're selling a full-stack AI factory platform."

#rack #materials #vera

HSBC Holdings plc (NYSE:HSBC) is winding down its transaction services business in Germany, with more than 300 positions at HSBC Transaction Services GmbH and HSBC Service Company Germany GmbH expected to be phased out by 2028. The division provides securities processing, administration and custody services.
HSBC said the move is part of its broader strategy to strengthen its position in businesses where it has competitive advantages and sees stronger growth opportunities. The decision follows HSBC Germany's sale of its private banking business to BNP Paribas last year, highlighting the bank's continued effort to streamline its European operations.
Northfoto/Shutterstock.com
The biggest positive for HSBC Holdings plc (NYSE:HSBC) is that the German exit could improve the bank's efficiency and profitability over time. Rather than continuing to allocate capital and employees to a transaction-services operation that HSBC apparently sees as less strategically attractive, the bank can redirect resources toward areas where it has stronger competitive advantages. This fits CEO Georges Elhedery's broader restructuring strategy of reducing complexity, cutting costs and concentrating HSBC on businesses with better growth prospects. Reuters has reported that HSBC has already been selling non-core operations as part of this transformation, while its shares have risen substantially since the restructuring began.
The timing could also be constructive. Germany's economy remains under pressure, with industrial production falling unexpectedly in July and manufacturing activity still facing significant challenges. Reducing exposure to a business tied to the German market could therefore protect HSBC Holdings plc (NYSE:HSBC) from maintaining costs in an environment where growth is relatively weak.

#german

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Barclays raised its year-end S&P 500 target to 7,950 Wednesday, betting stronger earnings and continued artificial intelligence spending can keep the rally going.
The bank lifted its target from 7,800 and raised its 2026 earnings-per-share forecast to $365 from $337, Reuters reported. The S&P 500 was trading around 7,625 Wednesday, leaving Barclays' target about 4% above current levels. The index is tracked by the SPDR S&P 500 ETF Trust (NYSE:SPY).
Even after the upgrade, Barclays is still one of the more cautious voices on Wall Street. HSBC raised its target to 8,100 Tuesday, while UBS, Goldman Sachs and Citigroup also see the index finishing at or above 8,000.
Prediction traders are more skeptical. Polymarket puts roughly 40% on an S&P 500 finish above 8,000, while its contracts put more combined weight on the index ending below 7,500 than above 8,000.

#below

France-based Mistral has completed a €3bn ($3.48bn) Series D funding round, putting the AI company's post-money valuation at more than €21bn ($24.4bn).
The fundraising was co-led by Samsung Electronics, the Scaleup Europe Fund managed by EQT, and existing investor PSG Equity.
The latest round provides capital to expand the company's "frontier research," along with increased compute capabilities for training AI models and broader international operations. This round comes three years after Mistral's founding.
Mistral currently has operations in 20 countries and supports more than 125 global enterprises with their AI initiatives. Its clients include ASML, Airbus, HSBC, and others.
According to Mistral, the new investment will help to scale its infrastructure, accelerate its commercial growth, and strengthen its position in AI provision for both enterprises and governments seeking control over data and AI deployment.

#mistral #round #france #series

HSBC Holdings plc (NYSE:HSBC) posted a stronger-than-expected first-half profit this week and resumed its share buyback program. UBS Group AG (NYSE:UBS) posted its own profit beat, but it's facing a $125 million fine from U.S. regulators. Hedge funds had already been quietly trimming their UBS positions before that fine even became public.
Europe's biggest banks are having a strong earnings season, but HSBC is telling the cleaner story of the two. Its profit beat came from wealth management growth, a resumed buyback, and a raised outlook for net interest income. On the other hand, UBS Group AG (NYSE:UBS) beat estimates too, but its win comes with a catch, i.e., a $125 million fine from U.S. regulators for repeated anti-money-laundering failures, alongside a hedge fund base that had already been quietly pulling back heading into the quarter.
This makes you wonder: does a clean earnings beat matter more to investors than a resolved regulatory problem? Or does UBS's history as a "repeat offender" cast a longer shadow over its recovery than HSBC Holdings plc (NYSE:HSBC)'s cleaner quarter?
First-half profit rose 23% to $19.5 billion, beating the $18.9 billion ***** ysts expected. HSBC Holdings plc (NYSE:HSBC) resumed its buyback with a plan of up to $1 billion after pausing for three quarters to fund its Hang Seng Bank takeover. It also raised its guidance for net interest income to exceed $46 billion. Wealth revenue grew 18%. The bank added 640,000 new clients in the first half. Corporate and institutional banking is now HSBC's biggest income source, generating a third of first-half profit. The bank has more than 70 IPOs lined up across Asia.
However, Citi flagged that the new $1 billion buyback came in well below the $2.2 billion investors expected, raising the question of whether HSBC is permanently scaling back its repurchases. The stock dropped from its own record high right after the earnings release. HSBC is also still exiting several businesses, including its Singapore insurance unit, Egypt retail banking, and Australian mortgages, which is a sign of ongoing restructuring rather than pure growth.

#buyback

By Selena Li
HONG KONG, Aug 20 (Reuters) - Ant International launched an upgraded version of ‌its artificial intelligence model on Thursday, ‌signing up major global banks as financial institutions accelerate the adoption of specialised AI to manage liquidity risks.
The Singapore-based fintech giant rolled out its Falcon Time-Series Transformer Model 2.0 ‌and has partnered ⁠with six large banks including Citi, HSBC, Deutsche Bank, Standard Chartered, ⁠and Barclays, according to Kelvin Li, the firm's general manager of platform tech.
The launch comes amid an accelerating global race among financial ‌institutions to embed AI into their core operations.
Li said the model specialises in financial scenarios and has an edge over general-purpose large models, which have "yet to achieve a ‌universal breakthrough in the financial sector."

#institutions #large

During the August 6 episode of Mad Money, Jim Cramer focused on the shifting trajectory of Akamai Technologies, Inc. (NASDAQ:AKAM), as he said:
Look at this incredible move in the stock of Akamai Technologies. Over the past few years, this company's evolved from a simple content delivery network- I used to call it the fast lane on the internet superhighway- into more of a cybersecurity and cloud infrastructure business, fast growing. Going into the close, Akamai was already up more than 35% for the year. Then they reported basically in-line revenue, slightly better-than-expected earnings, mixed outlook, current quarter trimmed, full-year forecast down just a tad. Initially, the stock got slammed, but then it caught fire, I think, because Akamai reported a big cloud infrastructure win in the robotic ***** e.
Akamai Technologies, Inc. (NASDAQ:AKAM) reported second-quarter revenue of $1.1 billion, marking a 5% year-over-year increase. Non-GAAP diluted earnings per share reached $1.59, beating consensus estimates, while GAAP diluted earnings per share landed at $0.52 due to rising investment expenses. Segment results showed security revenue climbing 10% to $604 million and cloud infrastructure services surging 39% to $99 million. Meanwhile, legacy delivery revenue contracted 6% to $396 million.
Investor attention quickly shifted to a multi-year customer commitment valued over $600 million for cloud infrastructure powering robotic workloads. During the earnings call, Chief Executive Officer Tom Leighton noted that graphics processing unit capacity remains entirely sold out, while Chief Financial Officer Ed McGowan highlighted that total multi-year cloud commitments signed year-to-date have surpassed $2.8 billion. Management guided full-year revenue between $4.445 billion and $4.530 billion, with capital expenditures remaining elevated at roughly 40% of revenue to support infrastructure scaling.
Despite artificial intelligence growth tailwinds, professional ***** ysts flagged heavy capital intensity and margin compression risks. Highlighting these structural cost pressures, on August 10, HSBC downgraded the stock to a Hold rating and cut its price target to $123, pointing to compressed operating margins and temporary pauses in share repurchases.

#technologies #billion

Financial planning almost always means retirement — the big stop at the end of a career. But in a survey HSBC published in September, 37% of the Americans polled had a nearer one in mind: a "mini retirement" of six to 12 months, ideally starting around 46.
"Wealth is about freedom, choice, and purposeful living," said Racquel Oden, HSBC's U.S. Head of International Wealth and Private Banking.
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#financial #oden

HSBC believes the recent period of volatility across global financial markets has largely passed, with the bank saying a key sell signal in its market sentiment framework has disappeared, reinforcing its positive outlook for equities.
In a research note, Chief Multi-Asset Strategist Max Kettner argued that despite several significant market shocks over recent months, global equities have remained remarkably resilient.
Kettner highlighted a series of events that created turbulence across ******* et classes, including a $30-per-barrel surge in oil prices following renewed conflict in the Middle East, a 40% decline in Asian memory-related stocks, sharp losses in momentum shares and a 50% drop in ******* eX's share price from its intraday peak.
"And, yet, nothing has happened," he wrote, noting global equities remain only around 1% below the record highs reached in early June.
HSBC believes several factors have helped sustain the equity market despite recent uncertainty.

#HSBC #kettner

Environmental groups have been campaigning to encourage banks and other financial institutions to divest from fossil fuels for years, with efforts growing stronger since the Covid-19 pandemic and the global push to transition away from oil, gas, and coal to renewable alternatives.
In June, the Bank of England quietly announced that it would no longer be accepting bonds ****** ociated with coal operations for key loan arrangements. The ban will be enforced from October. It is the latest move to encourage a shift away from thermal coal for electricity production. The Bank of England said it would no longer be allowing commercial banks to use bonds linked to thermal coal as "collateral" when borrowing money from the financial institution.
The move suggests that any bonds linked to thermal coal are now considered too risky to appear on its balance sheet, as consumers and governments worldwide call for a shift away from "the dirtiest fossil fuel". The rapid global transition to renewable energy could lead certain types of fossil fuels to depreciate in value over the coming decades, making them more of a financial risk.
The Bank of England stated that thermal coal companies "can be exposed to potential financial risks connected to the adjustment of the economy towards net zero," in its policy statement. It said it would also discount the value of bonds in other relevant sectors "to protect the Bank against financial risks".
It is common for the Bank of England to provide loans to major banks operating in the United Kingdom, including Barclays, Lloyds, NatWest, and HSBC, to help them settle transactions and conduct operations efficiently. To gain access to these loans, commercial banks must provide collateral as a guarantee, typically in the form of bonds.

#banks #fossil #away #encourage

Concerns that major technology companies are spending too aggressively on artificial intelligence infrastructure have become the dominant theme influencing AI-related equities, according to HSBC, as investors continue to shift between competing market narratives in 2026.
In a recent research note, HSBC ***** yst Alastair Pinder introduced a proprietary clustering model that tracks how different AI themes influence global equity markets by ***** yzing the performance of hyperscalers, semiconductor companies, software firms and Chinese internet stocks.
HSBC said equity markets and broader market internals have experienced sharp swings this year as investors "jump between competing AI narratives."
The bank highlighted the launch of Moonshot's Kimi K3 model and reports of increasing lithography competition from mainland China as recent developments that have influenced investor positioning.
According to the firm's framework, market behavior currently falls into five distinct AI-driven regimes.

#according #Companies

Is Micron (NASDAQ: MU) stock just a momentum stock now?
It kind of feels like it. After falling more than 25% over the past four trading days, shares of the semiconductor memory stock took off like a rocket this morning, surging 9.6% through 9:40 a.m. ET.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
The reason for this, says HSBC, is competing "narratives" about what's going on in artificial intelligence.
Image source: Getty Images.

#NVIDIA #flashing #NASDAQ

Morgan Stanley kept Alibaba (BABA) stock as a "top pick" ahead of late-August earnings. ****** yst Gary Yu made the call over two weeks after cutting his target to $180 from $190.
That target sits roughly 60% above where BABA shares closed on Friday at $112.14. Thus, Wall Street is telling clients the stock is worth far more than buyers are currently willing to pay.
Yu lowered his Alibaba target in early July. He still kept an overweight rating on the stock.
Other banks pivoted in the same direction. HSBC cut its target to $170 from $176 in July. The bank still maintained its buy rating.
Daiwa moved earlier, cutting to $175 from $200 on June 24. The firm pointed to weak sales during China's 618 shopping festival.

#rating

BENGALURU, July 24 (Reuters) - India's private sector growth skidded to its weakest in over four years in July as a sharp ‌slowdown in services constrained overall expansion even though rising export ‌orders and hiring offered limited support, a survey showed.
• HSBC's flash India Composite Purchasing Managers' Index (PMI), compiled by S&P Global, fell to 54.3 in July from June's 57.1, confounding a Reuters poll median forecast for a jump to 57.7. However the index remained above the 50-mark separating growth from contraction.
• Export ‌orders offered a brighter spot ⁠with international sales growing at the fastest pace since March.
• Among sectors, services was the biggest lag. The ⁠business activity index fell to 53.1 from June's 57.4 - its weakest reading since February 2022 - weighed by challenging market conditions, order cancellations and reduced client enquiries.
• Manufacturing was steadier but not strong enough to change the broader trend. ‌The factory activity index eased to a four-month low of 53.9 from 54.2. Output and new orders continued to expand at a stronger pace helped by robust demand from overseas markets.

#orders #reuters #Services

So far, artificial intelligence has mostly been considered in terms of infrastructure investments, which have attracted all the investors' attention to companies like Nvidia (NVDA) and hyperscalers. The situation might start changing soon as HSBC is convinced that Apple (AAPL) is approaching the time when it can benefit from having a big installed base instead of engaging in an AI arms race. At the same time, the company has one of its best product lines ever, which makes Apple ready to enter a new upgrade cycle as it takes back the ******* le of the world's most valuable publicly traded company from Nvidia.
Apple is the largest consumer technology company in the world that designs iPhones, Macs, iPads, wearable products, and an expanding ecosystem of services. Headquartered in Cupertino, California, the company has a market capitalization of nearly $4.9 trillion, thus making Apple one of the most valuable businesses in history.
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#NVIDIA

Pfizer Inc. (NYSE:PFE) is one of the 8 Worst Blue Chip Stocks to Buy Now.
On July 10, 2026, Pfizer Inc. (NYSE:PFE) and Astellas Pharma (ALPMY) announced that the U.S. Food and Drug Administration approved PADCEV, a Nectin-4 directed antibody-drug conjugate, plus the PD-1 inhibitor Keytruda or Keytruda QLEX as neoadjuvant and adjuvant treatment for adult patients with muscle-invasive bladder cancer, regardless of cisplatin eligibility. Pfizer said this marks the first platinum-free regimen approved for adult patients with MIBC, regardless of cisplatin eligibility.
The approval was based on results from the pivotal Phase 3 EV-304 clinical trial, which were presented at the 2026 American Society of Clinical Oncology Genitourinary Cancers Symposium. The expanded indication builds on the November 2025 U.S. FDA approval of the combination for use as neoadjuvant and adjuvant treatment in cisplatin-ineligible adult patients with MIBC, based on results from the EV-303 Phase 3 clinical trial published in the New England Journal of Medicine.
Also on July 10, BofA lowered the firm's price target on Pfizer to $26 from $27 and kept a Neutral rating on the shares. On July 6, HSBC downgraded Pfizer to Hold from Buy with a price target of $28, down from $32. HSBC lowered its view of the probability to market of sigvotatug vedotin to 40% following the Phase 3 setback in NSCLC and said it is now "less convinced" regarding short-term re-rating potential due to recent executive management changes and "a paucity of short-term re-rating catalysts."
Pfizer Inc. (NYSE:PFE) discovers, develops, manufactures, markets, distributes, and sells biopharmaceutical products in the United States and internationally.

Artificial intelligence (AI) has been the only recurring investment theme in the market over the past three years. But now Wall Street is starting to look beyond the usual semiconductor names for the next wave of market leaders.
Two industrial giants, Caterpillar (CAT) and Rockwell Automation (ROK), look enticing as they continue to capitalize on massive investment trends that go far beyond just AI.
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Allentown, Pennsylvania-based PPL Corporation (PPL) provides electricity and natural gas to approximately 3.6 million customers in the United States. The company has a market cap of $26.8 billion and operates through Kentucky Regulated, Pennsylvania Regulated, and Rhode Island Regulated segments.
PPL is expected to release its Q2 2026 earnings soon. Ahead of the event, ******* ysts expect the company's EPS to be $0.35 on a diluted basis, up 9.4% from $0.32 in the year-ago quarter. The company has exceeded Wall Street's EPS estimates in two of its last four quarters, while missing on two occasions.
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Schaffhausen, Switzerland-based Aptiv PLC (APTV) designs, manufactures, and sells vehicle components for the automotive and commercial vehicle markets in North America and internationally. The company has a market cap of $12.4 billion and operates through three segments: Advanced Safety and User Experience, Engineered Components, and Electrical Distribution Systems.
APTV is expected to release its Q2 2026 earnings on Tuesday, Aug. 4, before the market opens. Ahead of the event, ******* ysts expect the company's EPS to be $1.42 on a diluted basis, down 33% from $2.12 in the year-ago quarter. The company has exceeded Wall Street's EPS estimates in all of its last four quarters.
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September S&P 500 E-Mini futures (ESU26) are down -0.11%, and September Nasdaq 100 E-Mini futures (NQU26) are down -0.41% this morning, taking a breather after a chip-led rally in the prior session, with all eyes on the U.S. trading debut of SK Hynix.
Chip and AI infrastructure stocks slipped in pre-market trading as investors turned cautious ahead of SK Hynix's debut on Wall Street. ****** ysts view the South Korean memory chip giant's U.S. listing as a fresh test of investor appetite for the AI trade.
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SWIFT is taking its biggest step into crypto after confirming its blockchain-based shared ledger is ready for initial use. Built on Hyperledger Besu over nine months, the network will let 17 major banks, including HSBC, Citi, UBS, BNP Paribas, DBS, ANZ, and Standard Chartered, pilot live cross-border payments using tokenized deposits.
The rollout moves beyond closed sandbox testing into real banking operations. Rather than replacing existing payment rails, the ledger coordinates tokenized deposits between participating banks while final settlement stays on the current infrastructure. That could help banks process payments during nights, weekends, and across time zones, where delays have long been a problem.
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The shared ledger sits above existing payment rails instead of replacing them. When a participating bank starts a transaction, the platform coordinates funding commitments across counterparties and gives every institution the same real-time view of payment status. Final settlement still runs through RTGS systems and Swift's existing messaging network.
The pilot uses bank-issued tokenized deposits rather than stablecoins or public crypto ***** ets. Each token is backed one-to-one by commercial bank deposits, giving it the same regulated status as money held in a traditional bank account. In practice, the blockchain improves how banks move and coordinate funds, while the underlying money and compliance framework remain unchanged.

Super Micro Computer (SMCI) stock has been an underperformer among technology names with negative returns of 42.6% in the last 52-weeks. Even with AI-driven demand coupled with robust top-line growth, SMCI stock has failed to impress.
However, with manufacturing expansion and "Data Center Building Block Solutions" being a growth driver, a potential stock reversal seems to be brewing. In April 2026, SMCI established its largest and fourth Silicon Valley campus. Further, the company is also expanding its manufacturing footprint in Taiwan and the Middle-East.
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RBC Capital Markets downgraded AeroVironment (AVAV) shares to "Sector Perform" on Thursday, citing concerns that the firm's ambitious long-term financial targets may prove difficult to achieve.
The downgrade came just one day after AVAV management outlined goals of at least 15% organic revenue growth by the end of this decade.
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The S&P 500 Index ($SPX) (SPY) on Thursday closed up +0.81%, the Dow Jones Industrial Average ($DOWI) (DIA) closed up +0.27%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed up +1.62%. September E-mini S&P futures (ESU26) rose +0.82%, and September E-mini Nasdaq futures (NQU26) rose +1.63%.
Stock indexes settled higher on Thursday, led by a rally in chipmakers, after South Korea's SK Hynix saw its American depositary receipts (ADRs) listing more than seven times oversubscribed, signaling strong investor demand. The US offering by SK Hynix would raise about $24.5 billion for the company, making it the second-largest by a foreign company, according to Bloomberg calculations. Strength in trucking and freight stocks also boosted the broader market after Citigroup upgraded the sector. In addition, the decline in crude oil prices lifted airline stocks and cruise line operators.
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Mizuho upgraded Five Below (FIVE) shares from "Neutral" to "Outperform" on July 9, while slightly trimming its price target to $220 from $225. The upgrade reflects the investment firm's view that FIVE's steep selloff has created an attractive entry point for investors willing to look past near-term market volatility.
At the time of writing, Five Below stock is down more than 25% versus its April high.
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T-Mobile (TMUS) stock has tumbled 22% over the past 52 weeks and fallen 11% since the beginning of 2026. One of the reasons for this struggle is concern over the competition that T-Mobile could face from satellite companies. Specifically, the satellites of these firms enable them to provide direct-to-device (D2D) voice and data services to unmodified smartphones.
However, many of these D2D providers are actually looking to partner with carriers rather than replace them — and for important logistical reasons, that strategy is unlikely to change for the foreseeable future. Meanwhile, T-Mobile aims to have 18 million to 19 million customers for its broadband services by 2030. That said, the company had more than 130 million total customers in the U.S. in mid-2025, meaning mobile services revenue likely makes up the vast majority of its total sales.
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Meta Platforms (META) shares are inching higher on Thursday after the tech behemoth said it will invest $9 billion to set up its first-ever Canadian data center in Alberta.
The 1-gigawatt facility will be dedicated to scaling its massive artificial intelligence (AI) workload and Llama models, the company's management confirmed in a press release.
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The Erste Group recently downgraded shares of chipmaker Broadcom (AVGO) to "Hold" from "Buy." Opining that AVGO stock is trading at overvalued levels, **** yst Hans Engel said that "the potential for further price appreciation currently appears limited." However, in the same note, Engel dispelled fears about Broadcom's long-term prospects by reiterating that the company's gross margin and operating margin should remain at high levels, with revenue expected to jump 89% from the previous year to $29.4 billion.
After witnessing a drop-off, AVGO stock recovered to end the day marginally lower on July 7. Overall, valued at a market capitalization of about $1.8 trillion, shares of Broadcom are up 17% on a year-to-date (YTD) basis.
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Paramount Skydance (PSKY) stock is under pressure on July 9 after Arete Research ***** yst Pierre-Marie d'Ornano downgraded the mass media company to "Sell."
D'Ornano lowered his price target on PSKY as well to a Street-low of just $2.00, suggesting an alarming 80% potential downside from its previous close.
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Chip giant Nvidia Corporation (NVDA) has long been one of the market's biggest darlings, grabbing headlines for its breathtaking rallies and relentless pace of innovation. But now, the stock is trading at valuation levels not seen since at least 2019, well before Nvidia became the face of the artificial intelligence (AI) revolution. But that doesn't mean the company is in trouble. Far from it, in fact. Nvidia's fundamentals remain exceptionally strong. Instead, the recent pullback reflects a shift in investor sentiment.
As the AI build-out matures, enthusiasm for the broader AI trade has cooled, with investors becoming more cautious about the pace of AI spending. At the same time, intensifying competition in the semiconductor industry and a growing search for the next high-growth AI winners have taken some of the shine off Nvidia's once-explosive stock performance. Even so, the recent pullback is far from a reason to abandon the stock. If anything, some on Wall Street believe it has created an attractive entry point.
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