The Rundown OpenAI Needs to Raise $207B by 2030, Klarna Launches New Stablecoin
Nov 26, 2025
In a market buzzing with activity, gains are shifting from tech to healthcare as the S&P inches toward new highs. OpenAI faces a staggering $207 billion funding gap by 2030, raising questions about its future profitability. Klarna’s new stablecoin aims to revolutionize international transfers and support its banking ambitions. Meanwhile, Urban Outfitters shines with strong sales, while HP struggles with a weak outlook and impending layoffs. Thanksgiving prices show a surprising dip in turkey costs despite ongoing challenges.
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Market Bounce But Tech Lags
- The market has bounced with the S&P up 3.5% over three days and is within 2% of all-time highs.
- Tech is underperforming while healthcare leads, showing investor sector rotation.
Weird Vibes From NVIDIA
- NVIDIA's unusual public communications created discordant market signals and memes online.
- Zaid says the company's defensive tone makes him more concerned about competitive pressure.
OpenAI's Massive Compute Bill
- HSBC estimates OpenAI faces a $207 billion funding gap through 2030 after projected revenues.
- OpenAI's massive compute costs (nearly $800B cumulative) could force more revenue or fundraising like ads in ChatGPT.