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In focus today In Sweden, today’s main focus will be on the Riksbank minutes. Last week, the Riksbank left the policy rate unchanged at 1.75% and raised the rate path. In May, the board was Read more…
Every technology boom eventually gets a villain the public can picture. For the railroads, it was land grabs. For artificial intelligence (AI), it became a data center quietly drinking a town’s water while a chatbot Read more…
Key takeaways The correction in AI and semiconductor stocks has broadened beyond isolated names into a wider valuation reset. Investors are increasingly questioning whether the pace of AI-related capital expenditure can continue to justify current Read more…