Core Viewpoint - The recent decline in AI-related stocks, such as Oracle and Oaklo, raises questions about the sustainability of the AI trade, yet some analysts still advocate for US equities due to the potential of AI and broader tech sector growth [1][2][4]. Group 1: AI Market Dynamics - The current AI landscape is compared to the early days of the internet, suggesting that generative AI is still in its infancy, akin to the initial integration of modems and computers [3]. - The investment from Nvidia into OpenAI, potentially up to $100 billion, highlights the optimism surrounding future breakthroughs in AI technology [4]. - Despite recent weaknesses, the focus should shift to companies that will benefit from the adoption of generative AI, which is expected to drive significant earnings growth [7]. Group 2: Market Trends and Economic Factors - The market has seen a shift where growth stocks have outperformed value stocks, particularly led by the MAG7 tech companies, but a recalibration is anticipated [5][6]. - Earnings for the MAG7 are projected to slow from 23% to 15% between Q3 and Q4 of the next year, indicating a need to explore opportunities in the broader market [6]. - The Federal Reserve is expected to ease monetary policy further, which could support market stability and growth, with projections indicating two more rate cuts in Q4 [8][9]. Group 3: Inflation and Economic Projections - The Fed is currently managing higher year-over-year inflation, but month-over-month figures are showing improvement, allowing for potential easing [10]. - The influx of foreign direct investment (FDI) into the US suggests a strong economic position, although achieving the desired inflation target may be challenging due to excess liquidity [11][12].

Key Takeaways HSBC is exiting non-core markets and redirecting $1.5B into its core Asia and Middle East strategy.Barclays targets 2B pound in efficiency savings by 2026 after divesting several non-core businesses.YTD, the BCS stock has jumped 52.8%, outpacing HSBC's 39.4% gain and the industry's 39.7% rally.HSBC Holdings PLC (HSBC) and Barclays PLC (BCS) are two prominent foreign banks based in London that have been streamlining their operations to enhance efficiency and focus on core businesses.While both ...

Key Points HSBC has successfully used an IBM quantum chip to make better guesses at bond prices. Bond price predictions were 34% more accurate using IBM quantum chips than using ordinary computers. HSBC says "we are on the cusp of a new frontier of computing in financial services." 10 stocks we like better than International Business Machines › International Business Machines (NYSE: IBM) stock jumped 1.6% through 10:30 a.m. ET Friday after Morgan Stanley analyst Erik Woodring called it the "clear ...

Core Insights - HSBC Holdings PLC has agreed to divest its retail banking business in Sri Lanka to Nations Trust Bank PLC, which includes approximately 200,000 client accounts, credit cards, and retail loans [1][7] - The corporate and institutional banking operations in Sri Lanka will remain unaffected, as they are crucial for HSBC's global corporate clients and network [2][7] - The divestiture is part of HSBC's broader strategy to streamline operations and enhance efficiency, with a focus on core markets in Asia and the Middle East [4][5] Strategic Rationale - The decision to sell was based on a strategic review indicating that divestiture would be beneficial for HSBC, its employees, and customers [3] - The transaction is expected to be completed in the first half of 2026, pending regulatory approvals, and is anticipated to generate an immaterial pre-tax gain for HSBC [3] Operational Focus - HSBC is winding down several non-core operations across various regions, including the U.K., Europe, and the U.S., while maintaining a stronger presence in Asia and the Middle East [5] - The bank has also completed multiple divestments in countries such as the U.S., Canada, and France, among others [5] Market Performance - Over the past six months, HSBC shares have increased by 18.2%, which is lower than the industry's growth of 23.1% [6]

HSBC Holdings’ (NYSE: HSBC) shares are trading relatively flat in the premarket session on Friday.The banking giant recently announced plans to exit its retail banking operations in Sri Lanka, agreeing to transfer the business to Nations Trust Bank PLC.The deal includes about 200,000 customer accounts, credit cards and consumer loans, while leaving HSBC's institutional banking division in the country intact.Also Read: Wall Street’s Most Accurate Analysts Give Their Take On 3 Risk Off Stocks Delivering High- ...

汇丰控股(00005)发布公告，利伯特将自2025年10月1日起担任临时集团主席职务。 ...

HSBC has named Victor Matarranz as head of International Wealth and Premier Banking (IWPB) for the Americas and Europe, with the role starting on 1 October 2025. Matarranz moves from Banco Santander, where he spent 13 years in senior posts in Madrid and London, most recently as Global CEO of Wealth Management and Insurance. In that capacity he had responsibility for private banking, insurance and asset management in markets largely across the Americas and Europe and led strategic and M&A initiatives as g ...

每经AI快讯，9月26日，汇丰控股(00005.HK)在港交所发布公告称，9月25日于香港斥资约1.59亿港元回 购149万股，每股回购价在106.4至107.6港元；同日在伦交所回购约284万股，每股回购价在10.194至 10.288英镑，斥资约2912万英镑。 ...

Core Viewpoint - Hong Kong's monetary authority is set to launch a Renminbi (RMB) Business Facility to enhance banks' ability to offer yuan loans, thereby promoting trade finance and direct investment, solidifying Hong Kong's status as an offshore yuan hub [1][3]. Group 1: Facility Details - The new RMB Business Facility will replace the existing 100 billion yuan (approximately US$14 billion) trade finance liquidity introduced in February, with several enhancements planned for the upcoming months [2]. - The potential usage of the RMB Business Facility will be significantly broader than the previous trade-finance liquidity facility, further strengthening Hong Kong's position as a global offshore yuan business hub [3]. - The facility aims to encourage more companies from mainland China and other overseas markets to utilize Hong Kong for managing their corporate treasury activities and regional business [4]. Group 2: Financial Implications - Major banks such as HSBC Holdings, Standard Chartered Bank, and Bank of China (Hong Kong) are among the 24 lenders that had access to the previous trade-financing facility, which allowed them to secure stable yuan for financing trade needs [5]. - The new facility will enable banks to offer more yuan loans at a lower cost, as it will eliminate the previous 25-basis-point premium, aligning borrowing costs with the onshore yuan interest rate [6].

智通财经APP讯，汇丰控股(00005)发布公告，利伯特将自2025年10月1日起担任临时集团主席职务。 ...