HSBC Holdings, plc. Common Stock (HSBC)

Shares of health insurance company UnitedHealth (NYSE:UNH) fell 5.5% in the afternoon session after HSBC analysts downgraded the stock's rating from Neutral to Sell, adding that the recent sell-off had yet to provide a cheap opportunity to buy. The analysts also cited key reasons for the concerns, including "higher medical costs, political pressure on drug prices, and lower overall profitability ahead, especially if there are cuts to Medicaid spending.".

The move reportedly helped the company pocket dollars from the government under Medicare Advantage plans while reducing its expenses.

Pharma stocks saw a relief rally, with Sun Pharma and Dr. Reddy’s gaining over 1% each, after U.S. President Donald Trump’s executive order on drug pricing was considered less stringent than anticipated.

Analyst Ashish Kyal flagged bullish reversal signals in Nifty, urging traders to watch 24,728–24,750 for fresh long entries.

Shares of online travel agency Expedia (NASDAQ:EXPE) fell 7.7% in the afternoon session after the company reported disappointing first quarter 2025 results: while EPS and EBITDA significantly beat analysts' expectations, room nights booked slightly missed, causing revenue to also fall short of estimates. Revenue rose just 3% from a year ago, lagging growth in gross bookings. Overall, this quarter could have been better.

Shares of cloud communications infrastructure company Twilio (NYSE:TWLO) jumped 5.6% in the afternoon session after HSBC upgraded the stock from Sell to Hold and raised the price target from $77 to $99. Following TWLO's Q1 2025 earnings, the firm highlighted "signs of revenue growth revival.".

HSBC Holdings (NYSE: HSBC) shares rise after reporting Q1 results, with revenue down 13% to $17.6B but adjusted EPS up to $1.95. Plans $3B buyback.

Its Energy Products and Services revenue fell 2% to $992 million, while Energy Equipment revenue declined 3% to $1.15 billion.

Saynor told Reuters that the proposal, put forth by Novartis and Sanofi in a letter to the Financial Times on Wednesday, overlooks the structural drivers of high drug prices in the United States and will not address global pricing inequities.

HSBC noted that while the market has assumed a significant market share for Eli Lilly, these expectations may be revised in light of potential economic sensitivity to the adoption curve for weight loss drugs.

It could be time for international stocks to shine, making this ETF a must-own.

HSBC shares have come under pressure amid renewed US-China trade tensions.

The country’s exports rose 12.4% last month in U.S. dollar terms compared to a year earlier, sailing past expectations of a 4.4% rise.

The bank may not create a separate unit or team to handle private credit, as other banks have done amid concerns about costs, a report suggested.

Nvidia stock is struggling with bearish signals and HSBC downgraded it due to limited near-term upside. Long-term catalysts include AI and autonomous vehicles.

Bank of America double downgraded RH stock’s rating to ‘Underperform’ from ‘Buy’ and slashed its price target to $130 from $410.

HSBC analyst Frank Lee believes Nvidia’s pricing power is weakening, particularly with its new Blackwell B300 and GB300 hardware.

Nvidia slid 6%, pressured by market-wide tariff concerns, though HSBC analyst Frank Lee’s downgrade to ‘Hold’ from ‘Buy’, driven by fears of slowing growth rather than tariffs, added to the sell-off.