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Help With Exercise - Global Dividend Names Wanted to share an exercise I thought was interesting, and ask if anyone knows any of these names well? I screened for **global large-caps paying >4% dividend yield that were either US listed, had US ADRs, or in countries where I can buy …
According to recent estimates from HSBC Global Investment Research, OpenAI will need to raise about $207 billion by 2030 just to support its projected compute-capacity and cloud-rental commitments. If they can't cover it internally, they'll do external financing via an IPO, issue additional shares and/or raise debt As long as …
Decided to sell all my stocks today I sold all the stocks in my investment account today. The recent HSBC report on OpenAI and the FT article on SPV financing for data centers is extremely concerning. These companies are borrowing massive amounts from banks like JPMorgan to build data centers, …
Some see the S&P 500 hitting 8,000 in 2026 with the "New Bull Market" * On Tuesday, **Deutsche Bank set a year-end 2026 price target of 8,000 with double-digit returns in the Mid-Teens.** * Deutsche Bank's equities strategy team stated, "In 2026, we see robust earnings growth and equity valuations …
HSBC assumes OpenAI reaches 3 billion users by 2030, which is 44% of the world's adult population outside China. They assume 10% become paying customers, up from 5% now. They assume OpenAI captures 2% of digital advertising. They assume enterprise AI generates $386 billion annually. Even with all those assumptions …
OpenAI is a money pit with a website on top. That much we know already, but since OpenAI is a private company, there’s a lot of guesswork required when estimating the depth of the pit. HSBC’s US software and services team has today updated its OpenAI model to include the …
OpenAI needs to raise at least $207bn by 2030 so it can continue to lose money, HSBC estimates
OpenAI needs to raise at least $207bn by 2030 so it can continue to lose money, HSBC estimates I'm sure they can sell some stock to nvidia who's gonna donate some GPUs and the fake money
"OpenAI needs to raise at least $207bn by 2030 so it can continue to lose money, HSBC estimates" Financial Times headline.
OpenAI needs to raise at least $207bn by 2030 so it can continue to lose money, HSBC estimates
All the market moving news in premarket summarised in one short 5 minute report. MAG7: * GOOGL - AI infrastructure chief told employees the company now has to 2x compute capacity every 6months to keep up with demand, saying the next 1000x needs to happen in four to five years. …
Stop watching the banks. The real bomb is ticking in the "Shadows" (Private Credit Deep Dive) Hey everyone, You turn on the news, and they’re still obsessed with traditional banks. But while everyone is staring at the front door, the back door has been wide open for years. Let’s demystify …
All the market moving news from premarket summarised in one short report **NVDA earnings:** * Nvidia reported $57B in revenue this quarter, up 62% YoY, and raised its Q4 guidance to $63.7B–$66.3B. Data center revenue reached $51.2B, up 66% YoY, showing that demand for accelerated computing is still growing faster …
Incredible beat. Calls at open tomorrow. Santa rally to commence. >WE PREDICT $500 BILLON IN SALES NEXT YEAR Mic drop. Buy every dip. No reason nvda won't be $8T like that citi or HSBC analyst predicted.
H.C. Wainwright raised their price target to $7.00 and HSBC raised theirs to $4.50. Good stuff happening. Curious how the symposium will go Tuesday and if there is any major news that can drive a short squeeze for $PLUG which is heavily shorted and given the positive momentum, can cause …
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Total Off-Exchange Volume: 357730
Values over 50% Short often indicate hidden bearish pressure from institutions.
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Institutional Holdings (Whales)
| Institution | Shares | Value | % Held | Date |
|---|---|---|---|---|
| Fisher Asset Management, LLC | 17,398,460 | $1.2 billion | 0.0051% | Sep 30, 2025 |
| Dimensional Fund Advisors LP | 10,575,644 | $752.6 million | 0.0031% | Sep 30, 2025 |
| Morgan Stanley | 6,490,410 | $461.9 million | 0.0019% | Sep 30, 2025 |
| Goldman Sachs Group Inc | 6,230,549 | $443.4 million | 0.0018% | Sep 30, 2025 |
| FMR, LLC | 3,590,655 | $255.5 million | 0.0010% | Sep 30, 2025 |
| Northern Trust Corporation | 3,045,134 | $216.7 million | 0.0009% | Sep 30, 2025 |
| Sanders Capital, LLC | 2,970,010 | $211.3 million | 0.0009% | Sep 30, 2025 |
| Blackrock Inc. | 2,892,942 | $205.9 million | 0.0008% | Sep 30, 2025 |
| Bank of America Corporation | 2,067,792 | $147.1 million | 0.0006% | Sep 30, 2025 |
| American Century Companies Inc | 1,311,820 | $93.3 million | 0.0004% | Sep 30, 2025 |

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