This analysis was first published in SvD Näringsliv, in Swedish, on November 19th, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. With markets tense and nervous, Nvidia — the heart of the AI economy — reports its quarterly results on Wednesday evening. But is it even possible to avoid Nvidia in your portfolio if you want to? SvD’s tech analyst Björn Jeffery decided to put it […]
This analysis was first published in SvD Näringsliv, in Swedish, on September 23rd, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. The world’s highest valued listed company — Nvidia — has an unusual problem. Its biggest customers are buying too much. But the company’s solution is making alarm bells ring. When Jensen Huang meets his shareholders, it is hard to imagine anything other than nothing but […]
This analysis was first published in SvD Näringsliv, in Swedish, on August 28th, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Chip company Nvidia has stopped being seen as a company and has instead become a global phenomenon. It continues to press strongly ahead — but are investors beginning to sense the top is near? As the ninth company in world history, Nvidia crossed the trillion-dollar […]
This analysis was first published in SvD Näringsliv, in Swedish, on February 27th, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Nvidia’s strong results show that AI investment continues to grow. But the pressure mounts with each quarter, while concern over China’s DeepSeek lingers. And the key question remains. This was probably not how Jensen Huang, Nvidia’s CEO, had envisioned his career. In 1993 he founded […]
This analysis was first published in SvD Näringsliv, in Swedish, on November 21st, 2024. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Nvidia doubled its profit and the market responded with an “okay.” The expectations placed on the world’s most valuable company have become a problem — for the entire stock market. There are two types of companies on the stock market. The first requires a trained […]
2,800 billion kronor wiped out — why Nvidia is crashing Published in Svenska Dagbladet, 2024-09-04. Translated from Swedish. 2,800 billion kronor were erased in a single day when the shares of hyped chipmaker Nvidia fell sharply on Tuesday evening. Why are they falling now? It was a broader collapse across the chip and semiconductor sector on American markets on Tuesday. The category — which includes companies like Intel, AMD and Qualcomm — had its worst […]
Nvidia’s quarterly report: the burden of market expectations Published in Svenska Dagbladet, 2024-08-29. Translated from Swedish. Nvidia delivered strong quarterly figures but was met with mild scepticism from the market. The company now faces its biggest challenge yet: market expectations. A small group of enthusiasts gathered at a sports bar in New York on Wednesday afternoon. But it was not a game on the screens — they were there to watch chipmaker Nvidia’s quarterly earnings […]
This analysis was first published in SvD Näringsliv, in Swedish, on May 23rd, 2024. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. As the world invests in AI, the money flows heavily into Nvidia’s pockets. The world’s hottest company is now approaching a point where expectations become very hard to live up to — and the drop if they fall short is enormous. Jensen Huang has the […]
This analysis was first published in SvD Näringsliv, in Swedish, on April 5th, 2024. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Tesla dominated the EV market for years and was valued like a fast-growing internet company. Now that growth has stalled, a less flattering picture emerges — a fairly ordinary car company. They were called the “Magnificent Seven.” Seven stocks accounting for 1.4 percent of companies […]
This analysis was first published in SvD Näringsliv, in Swedish, on March 19th, 2024. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. A supremely confident Jensen Huang presented Nvidia’s plans to the world. The message was unmistakable: without Nvidia, there is no AI development. But on the horizon, competition is stirring from a troubling direction. Jensen Huang, CEO of Nvidia, walks onstage to bombastic orchestral music that […]
