Fortsatt AI-frossa – silvret studsar upp

Global financial markets are experiencing significant volatility driven by aggressive AI infrastructure spending and shifts in the pharmaceutical sector. Wall Street’s recent decline, marked by the Nasdaq hitting its lowest level since November, stems from investor skepticism over massive capital expenditures by tech giants like Alphabet and Amazon, the latter of which announced a $200 billion investment plan. This "AI frost" has extended to financial software firms like FactSet following new competitive threats from advanced AI models. Simultaneously, the pharmaceutical industry faces downward pressure as rumors of generic weight-loss drugs and Donald Trump’s launch of a generic drug sales site threaten the pricing power of companies like Novo Nordisk and Eli Lilly. While South Korean and Hong Kong markets show weakness, commodities like silver and gold are recovering, and Bitcoin has rebounded to $66,000. Domestically, Swedish firms report mixed activity, with Clas Ohlson seeing a 12% sales increase and Carl Bennet expanding his stake in Arjo.