This analysis was first published in SvD Näringsliv, in Swedish, on January 27th, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Hundreds of billions have been invested in AI chips, making Nvidia the world’s most highly valued company. Now a small Chinese player is challenging the need for those investments — and the markets are beginning to shake. On 27 March 2000, Cisco became the world’s […]
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 […]
This analysis was first published in SvD Näringsliv, in Swedish, on January 30th, 2024. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Ten trillion dollars in market cap is reporting its quarterly results this week — and just five tech companies account for all of it. The stock market’s dependence on the tech giants has never been greater. In 2011, venture capitalist Marc Andreessen wrote the now-famous […]
This analysis was first published in SvD Näringsliv, in Swedish, on October 24th, 2023. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Crisis-hit Viaplay is crashing on the stock market after failing to deliver its quarterly report on time. Fraught negotiations with the new owners have added more disorder to an already difficult situation. But there is one conceivable solution. “The situation is complex and takes time […]
This analysis was first published in SvD Näringsliv, in Swedish, on December 15th, 2022. Tesla is the EV market leader, but faces tough competition ahead. The bigger storm cloud, though, is coming from inside: the CEO is selling shares and pouring his energy into Twitter. Have you heard of Marc Tarpenning and Martin Eberhard? The most devoted enthusiasts will know the names, but for most people, they are two figures who disappeared without leaving a […]
