HSBC & Nvidia
9 shared events · Importance 4 · Last updated Jul 28, 2026
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Tech
HSBC: HSBC raised its Nvidia price target to $325, citing new markets like agentic AI CPUs as a valuation catalyst.
Nvidia: Nvidia is the central company; the note highlights its Vera CPU as a new revenue stream, supporting its AI factory strategy and potentially driving stock upside.
Jul 15, 2026 · 6 articles
Business
HSBC: HSBC analyst Alastair Pinder provided analysis on market volatility, attributing it to AI positioning and Chinese competition.
Nvidia: Nvidia is a major driver of AI memory demand, with its accelerators requiring HBM and NAND. Its platform supports the AI build-out that fuels Western Digital — Sandisk's growth.
Apr 20, 2026 · 95 articles
Business
HSBC: HSBC upgraded Apple to Buy, raising its price target to $366, contributing to positive sentiment around Apple.
Nvidia: Nvidia lost the top spot as its shares fell ~5% amid concerns over AI infrastructure spending and financing risks. Despite remaining a dominant AI chip supplier, investor focus has shifted to companies with lower capex intensity.
Jul 08, 2026 · 107 articles
Tech
HSBC: HSBC>>> is mentioned as one of the global companies that has replaced some jobs with AI.
Nvidia: Nvidia>>> is a leading AI company whose CEO, Jensen Huang>>>, is actively shaping the narrative around AI's impact on employment. The company's reputation and future growth are tied to public perception and investor confidence in the AI sector.
May 26, 2026 · 70 articles
International
HSBC: HSBC>>> warned that commodities are in a 'super-squeeze' that will worsen if the Strait of Hormuz>>> remains shut.
Nvidia: Nvidia shares jumped after the company unveiled a powerful laptop chip for Windows machines, staking its claim in the AI-integrated PC market.
Apr 26, 2026 · 590 articles
International
HSBC: HSBC predicted that the State Bank of India's measures may limit currency damage but still expects a significant balance of payments deficit for India.
Nvidia: Nvidia's latest quarterly results are being watched by investors amid global market uncertainty.
May 05, 2026 · 374 articles
Business
HSBC: HSBC raised its valuation of SK Hynix by applying a 20% premium to reflect improved accessibility to global investors.
Nvidia: Nvidia is SK Hynix's largest customer for HBM chips. CEO Jensen Huang reaffirmed the partnership and warned of persistent chip shortages, supporting SK Hynix's growth outlook.
Apr 20, 2026 · 247 articles
International
HSBC: HSBC>>> warned that commodities are in a 'super-squeeze' that will worsen if the Strait of Hormuz>>> remains shut.
Nvidia: Nvidia's shares failed to rally despite strong profit growth, closing down 1.8 percent, indicating a cautious market response.
Jun 03, 2026 · 17 articles
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