10 maj. US Awaits Iran Answer, Chip-stock melt-up, Carl Bildt, Tre kvinnor och en man

US Awaits Iran Answer

US Secretary of State Marco Rubio and Qatari Prime Minister Mohammed bin Abdulrahman Al Thani met Saturday, signaling that diplomacy remains active. Qatar has served as a regional mediator between the US and Iran.


Rubio and Al Thani, who doubles as foreign minister, discussed US support for Qatar’s defense as well as the importance of coordination to deter threats and promote stability and security across the Middle East, the State Department in Washington said in a statement. 

US Vice President JD Vance and Al Thani met separately on Friday.

https://www.bloomberg.com/news/articles/2026-05-09/us-awaits-iranian-response-after-hormuz-clashes-strain-ceasefire



Tre kvinnor och en man om Mellanöstern 
och Stagflation

‘Project Freedom,’ Trump’s Aborted Bid to Reopen the Persian Gulf
Wall Street Journal 7 May 2026


Welcome to the great chip-stock melt-up of 2026.
Intel is now up 239% this year. Sandisk shares have surged 558%. South Korea’s largest stock index has nearly doubled.
 
The S&P 500’s semiconductor companies have added roughly $3.8 trillion (en trillion är 1.000 miljarder, dollar) in market capitalization in the past six weeks alone.

The surge is thanks to AI companies’ insatiable appetite for computing power.

A 770% stock surge has made Micron one of America’s most valuable companies. 

Yet its profits have increased so much that the stock actually looks cheap by traditional valuation metrics, 
with shares trading at 8.9 times the company’s projected earnings over the next 12 months, 
compared with the S&P 500’s price-to-earnings ratio of 23 times. 

“I’m familiar with the concept that the party is best about a half-hour before the police shut it down,”
Wall Street Journal 9 May 2026


Så gör vi Europa till den fria världens supermakt. 
Timbro. Med förord av Carl Bildt.


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