13 maj; Anthropic $900 Billion, Globala obalanser TARGET, Stegra, Saab och fyra fregatter, TSMC

 

Anthropic at $900 Billion Valuation

Anthropic needs to make deals to pay for enough computing infrastructure to meet growing demand for its products, amid the breakout success of its AI software.

Bloomberg May 12, 2026

https://www.bloomberg.com/news/articles/2026-05-12/anthropic-in-talks-to-raise-30-billion-at-900-billion-valuation


Anthropic Was Behind. Now It’s the AI Boom’s Front-Runner.

Anthropic is emerging as the presumptive front-runner in the race for artificial-intelligence supremacy, with faster growth and fundraising that could soon yield a higher valuation than rival OpenAI.

Wall Street Journal 13 May 2026

https://www.wsj.com/tech/ai/anthropic-was-behind-now-its-the-ai-booms-front-runner-5020f621


Who blinks first on Hormuz?

CNN 13 May 2026

https://edition.cnn.com/2026/05/13/politics/hormuz-strait-stalemate-mcgurk-analysis


Nya rekord på Wall Street
Dow Jones stängde svagt nedåt. Flera techjättar nådde nya toppnivåer 
https://www.di.se/live/nya-rekord-pa-wall-street-ford-rusade/

Nvidia Rally Propels Stocks to New Records
AI chip giant becomes first company to reach a market value of $5.5 trillion.
(51.000 miljarder kronor)
Shares of Nvidia rose 2.3%, their sixth consecutive day of gains.  
Wall Street Journal May 13, 2026
https://www.wsj.com/finance/stocks/nvidia-rally-propels-stocks-to-new-records-84148f1d

Nvidia börsvärde 4.000 miljarder - dollar
https://englundmacro.blogspot.com/2025/07/nvidia-borsvarde-4000-miljarder-dollar.html

 https://englundmacro.blogspot.com/2025/10/nvidia.html

Polaroid 2.0?
At its peak, Polaroid controlled nearly two-thirds of the instant-camera market and traded at earnings multiples exceeding 90x. 
The prevailing investor enthusiasm bears striking resemblance to the optimism around the Nifty Fifty half a century ago, even as market breadth appears considerably narrower now than it did then.
Such levels, coupled with unrestrained spending on AI data-center buildouts, make it difficult to dismiss the possibility that the trade could unravel in a painful way.

Over-pricing increases the risk of a correction, but says nothing about when it might happen, or how big the pullback could be.
John Authers Bloomberg 14 May 2026
https://www.bloomberg.com/opinion/newsletters/2026-05-14/ai-boom-is-polaroid-coming-for-today-s-stock-market


Stockholmsbörsen tappade stora delar av halvdagens muntra inledning.  
https://www.di.se/live/borsen-tappade-gnistan-men-superduon-skenade-vidare/


Martin Wolf Globala obalanser TARGET

Under eurokrisen hade Tyskland, i valutaunionen, valet att antingen finansiera krisdrabbade länder eller låta den gemensamma valutan spricka.

Om den liberala kapitalismens era nu är över måste något ersätta den som inte också spränger världsekonomin. I slutändan kommer och måste detta förändras. 

Hur det kommer att ske vet vi ännu inte.

https://englundmacro.blogspot.com/2026/05/martin-wolf-globala-obalanser-target.html

 

En konspirationsteori; Familjen Wallenberg, Stegra, Saab och fyra fregatter.

https://englundmacro.blogspot.com/2026/05/en-konspirationsteori-familjen.html


Uppstickaren tar in 45 miljarder – värderas till två Saab

https://www.di.se/nyheter/uppstickaren-tar-in-45-miljarder-varderas-till-tva-saab/


På bara några månader har gamla europeiska ekonomiska stormakter som Tyskland och Storbritannien fått se sina aktiemarknader omsprungna av Sydkorea och Taiwan. 

Vid utgången av 2025 stod USA:s Magnificent Seven (Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia och Tesla) för över 40 procent av det samlade värdet av alla börsnoterade amerikanska företag.

Det är en koncentration som saknar motstycke i den finansiella historien.

Det taiwanesiska TSMC är världens ledande tillverkare av avancerade halvledare och producerar de chip som används av amerikanska techjättar som Nvidia, Apple och Microsoft.

Det sydkoreanska Samsung Electronics är extra intressant eftersom det, utöver att producera halvledare och chip, även producerar varor direkt till konsumenter som har blivit en direkt utmanare till Apples Iphone. Från att ha varit ett lågkostnadsalternativ för teknik i slutet av 1990-talet har Samsung blivit en världsledare.

Många bedömare ser en utveckling inom AI och teknik i Kina som saknar motstycke. Det är bara att det inte syns i börsvärderingarna, eftersom Kina har en helt annorlunda ekonomisk modell.

Jonas A Eriksson Kvartal 13 maj 2026

https://kvartal.se/olawong/artiklar/ostasiater-har-storre-an-europeer/cG9zdDoxMTEwNjE





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