A new wave of AI mania is sweeping global markets. Huge investments, circular financing and Chinese competition are shaking stock markets around the world. Risk-averse Swedish small savers are being urged to be on their guard.
BusinessExpect increased dividends in this year's flood of financial statements from listed companies over the coming weeks. We expect SEK 327 billion from the companies we monitor. That's about 4 percent more than last year, says SEB's equity strategist Esbjörn Lundevall about the dividends.
BusinessConcerns about an AI bubble and the lack of interest rate cuts are currently characterizing the world's financial markets. Together, it makes for an unpleasant stock market cocktail. The market likes cheap money, says analyst Jon Arnell, who believes in Swedish stocks going forward.
BusinessNvidia is making money like crazy. The quarterly report itself does not raise any concerns about an AI bubble. The question mark lies with the customers, who are valued higher than before the IT crash in 2000. Will they make enough money, that is the question, says Esbjörn Lundevall, equity strategist at SEB.
BusinessSmall investor favorite Volvo Cars is soaring on the Stockholm stock exchange. This after major bank SEB has changed its stance on the stock and, among other things, assesses that there will not be a ban on Volvo cars in the USA.
BusinessWhen Klarna goes to the stock exchange, an unusually small number of shares will be issued for sale. This can make trading slower and means that existing owners remain in power. It is the Klarna gang that controls and decides, says Lars Frick, chief analyst at Aktiespararna.
BusinessTwo weeks of report flood have so far not revealed any clear losers among Swedish listed companies. The order intake has actually been quite good in many cases. And as for the outlook ahead, one might have feared worse considering the trade war, says Lars Söderfjell, equity manager at Ålandsbanken.
BusinessThe stronger krona is expected to have hit hard against Swedish export companies during the first quarter. But what is waiting around the corner is more unclear than in a long time after Trump's tariff shock. The risks are high, says Karl Hedberg, stock manager at Carnegie Private Banking.
BusinessPayment giant Klarna is aiming to raise 10 billion kronor in connection with a listing on the New York stock exchange, reports Bloomberg, citing sources. An application for listing may come as early as next week.
BusinessThe defense company Saab has surged over 30 percent on the stock exchange in just one week. However, major bank SEB still sees great potential for the company as an effect of, among other things, Donald Trump's statements.
BusinessThe Stockholm stock exchange falls sharply after USA's tariff announcement. I think it can get worse. The market has not counted on Trump introducing tariffs of 25 percent on its largest neighboring countries, says Maria Landeborn, senior strategist at Danske Bank.
BusinessA Chinese breakthrough in artificial intelligence (AI) – a successful budget version of an AI app from Deepseek – is shaking up the AI circles in the West. It appears to be a model that is just as effective as Open AI and significantly more energy- and cost-efficient. It's super interesting, says Lars Söderfjäll, equity manager at Ålandsbanken.
BusinessOne of Joe Biden's final moves as president can hit hard on Volvo Cars. The major bank SEB does not rule out a total sales ban for the Swedish car manufacturer on the important US market.
BusinessIt's being loaded up for a record-breaking payout party on the stock exchange this spring. The payouts are increasing by 11 percent to a total of approximately 326 billion kronor next year, according to a fresh prognosis from the major bank SEB. It has to be a record. It can't be anything else, says stock strategist Esbjörn Lundevall.
BusinessIt looks shaky ahead of the reporting season, which kicks off this week. The German automotive industry has set the tone with a series of profit warnings. I fear that there will be more negative surprises than usual, says SEB strategist Esbjörn Lundevall.
BusinessYou're up to date in Esbjörn Lundevall
That's every story in Esbjörn Lundevall for now.
