Sharp takes on where finance is going.

Swedish Investors Add 30,700 New Accounts in May as Trading Volumes Climb at Avanza and Nordnet

Avanza and Nordnet added a combined 30,700 new customers in May 2026 as trading volumes rose sharply, with foreign stock trades up 30% at Avanza.

Broadcom AI Revenue Surges 143% to $10.8 Billion as Shares Fall on Raised Expectations

Broadcom posted record Q2 AI chip revenue of $10.8 billion, up 143% year on year, yet shares fell 14% after hours as investor expectations outpaced results.

Nvidia Enters PC Processor Market With RTX Spark, Sending Qualcomm Down 7%

Nvidia's RTX Spark superchip entered the $200B PC market at Computex 2026. NVDA rose 5%, Dell 10%, Qualcomm fell 7% as investors repositioned tech holdings.

S&P 500 Closes May With Nine-Week Streak as AI Concentration Reshapes Equity Portfolios

The S&P 500 posted its best May since the 1990s as AI earnings drove a nine-week winning streak, raising concentration risk questions for equity investors.

Swedish Economy Contracts 0.2% in Q1 2026 as Services Sector Drags

Sweden's GDP contracted 0.2% in Q1 2026, missing forecasts, as the services sector fell 0.8%. Annual growth slowed to 1.6%, the lowest in a year.

SpaceX Set for $75 Billion Nasdaq Debut as AI Mega-IPOs Reshape Private Market Access

SpaceX targets a $75 billion Nasdaq debut on June 12 as the largest IPO in history, with $3.6 trillion in AI companies set to test public markets in 2026.

Micron Joins the Trillion-Dollar Club as AI Memory Demand Reweights Equity Portfolios

Micron Technology crossed $1 trillion in market cap on 26 May as AI memory demand drove a 21% single-day surge and reshaped major index weights.

ECB June Rate Decision: Markets Price 76% Hike Probability as Eurozone Inflation Holds at 3.0%

Eurozone inflation hit 3.0% in April as energy costs stayed elevated. Markets are now pricing 76% odds of an ECB rate hike at its June 11-12 meeting.

Oil Falls as US-Iran Talks Signal a Hormuz Deal Is Possible

Brent crude fell 6.2% to $97.10 on Monday as the US and Iran signalled progress toward a deal to reopen the Strait of Hormuz, lifting emerging markets.

One Big Beautiful Bill Passes the US House, Adding an Estimated $3.4 Trillion to Federal Debt

The US House passed the One Big Beautiful Bill Act on May 22. The CBO estimates it adds $3.4 trillion to federal debt, pushing bond yields higher.

Fed Minutes Reveal Deepest Policy Split in Decades as Rate Hike Odds Cross 50%

The April FOMC minutes show an 8-4 vote split on policy direction. Markets now price a better-than-even chance of a US rate rise by December 2026.

Nvidia Reports Q1 FY2027 Earnings as AI Infrastructure Spending Hits Record Levels

Nvidia reports Q1 FY2027 earnings today. Wall Street expects $78B revenue, up 77% year on year, as data centre AI spending hits a record quarterly high.

US Companies Post Best Earnings Growth in a Decade as AI Drives Record Q1 Results

Q1 2026 earnings growth hit 28.6%, the strongest in a decade, with 83% of S&P 500 companies beating expectations, driven by AI infrastructure spending.

Global Bond Yields Hit Multi-Year Highs as Inflation and Oil Prices Extend the Selloff

Global bond yields hit multi-year highs as US 10-year reaches 4.63%, energy inflation persists, and Fed rate cuts are priced out for 2026.

Schwab Projects 15% Revenue Growth as Retail Investors Trade at Record Pace

Schwab raised its 2026 revenue forecast to 14–15%, above 11.5% consensus, as retail trading hits 9.9 million daily trades and $169 billion in new assets.

JPMorgan's Dimon Warns of Market 'Exuberance' as Wall Street Hits New Records

JPMorgan CEO Jamie Dimon calls valuations 'too exuberant' on Bloomberg as the S&P 500 hits new records despite US April inflation at 3.7%.

US-China Trade Summit Opens in Beijing as Markets Price In Truce Extension

Trump and Xi opened a two-day Beijing summit with markets pricing in a trade truce. Nasdaq hit a record 26,402 Wednesday; Alibaba rallied 8%.

US April CPI Rises to 3.7%, Above Forecasts as Energy and Tariff Costs Persist

US April CPI hit 3.7% year-on-year, the highest since January 2024 and above forecasts. Energy and tariff costs led; Fed cuts for 2026 look closed out.

European Stocks Wobble as Iran Talks Collapse and EU Auto Tariffs Rise to 25%

Trump rejected Iran's counterproposal and confirmed EU car tariffs at 25%, leaving the Stoxx 600 flat to mixed. EU autos and energy face the most pressure.

Riksbank Holds Rate at 1.75% as Swedish Inflation Falls Below Target

Sweden's Riksbank held its policy rate at 1.75% for a fifth consecutive meeting on Friday, as inflation falls below target and the economy stays subdued.

Swedish Investors Trade at Record Pace as Avanza and Nordnet Post April Data

Avanza and Nordnet’s April data shows a sharp divergence: Nordnet gained more customers while Avanza recorded a 40% year-on-year surge in daily trades.

Kevin Warsh Set to Lead the Fed: What the Policy Shift Means for Investors

Kevin Warsh takes over as Fed Chair on May 15. His policy differences with Powell signal a rate path shift that affects bond and equity allocation.

EQT Launches Infrastructure ELTIF for European Retail Investors

EQT's new Nexus ELTIF Infrastructure gives individual investors access to roughly 50 portfolio companies spanning digital, energy and transport assets.

European Equities Slip as Hormuz Stalemate Pushes Brent Above $107

European stocks slipped Monday as the Hormuz stalemate pushed Brent above $107, accelerating sector rotation ahead of the April 29 ECB decision.

ECB Expected to Hold April 30 as Middle East Shock Reshapes Inflation Outlook