Tunnusluvut
Riskitaso
Keskimääräinen: 5 / 7
Huomioi, että vaikka osakerahastoihin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Tunnusluvut
Juoksevat kulut
1,50%Omaisuusluokka
OsakeKategoria
Sektori teknologia osakkeetPerusvaluutta
EURLainoitusaste
80%Avaintietoasiakirja
Tietoa rahastosta
Finserve Chelverton Global Tech Fund is a global equity fund that invests in companies characterized by high technology content and focuses on research and development for their own or another's business. The fund focuses on benefiting from global technology trends in digitalisation and technological development.
Vastaavan tyyppisiä rahastoja
Omistukset
Päivitetty 31.7.2026
Jakauma
- Osakkeet93,2%
- Lyhyt korko6,8%
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
9.8.Iran hardens its Hormuz demands, and war reparations emerge as one of the central conditions The Strait of Hormuz situation has entered a tougher phase. Iranian security official Mohammad Bagher Zolghadr stated this weekend that the strait will not fully open until the United States corrects its behavior, demanding an end to the naval blockade, an end to sanctions, release of frozen Iranian assets, an end to the war, and payment for war damages. This came as Iran and Oman signaled they were nearing a deal on managing traffic through the strait, underscoring how fragile the picture still is. The demand I want to highlight in particular is war reparations. This is not a peripheral point, it is one of the core conditions. Back in April, Iran's government spokesperson estimated the country's direct and indirect war damages at around 270 billion dollars, and reparations were one of Iran's ten conditions in the Islamabad negotiations. Later in the summer, a draft framework between the US and Iran included a pledge for Washington and regional partners to develop a plan allocating at least 300 billion dollars toward rebuilding Iran's economy, though US officials have insisted not a single dollar of American taxpayer money will go to Iran as compensation. The fact that compensation is again being raised as a precondition for full reopening shows this issue remains unresolved. This means Hormuz is no longer just a technical shipping arrangement. It is shaping up as part of a much larger political and financial settlement between the US and Iran, with billions of dollars at stake. What does this mean for the market? Hormuz is one of the world's most important energy corridors, and uncertainty over a genuine normalization of traffic keeps a geopolitical risk premium embedded in energy prices. As long as Iran ties full reopening to demands the US is unlikely to meet quickly, oil prices, LNG prices, and freight rates through the strait can stay elevated, along with higher insurance costs for passing vessels. For a company like Equinor, with significant oil and gas exposure, this backdrop can support earnings for as long as the risk premium persists, and the same applies to energy funds heavily weighted toward oil and LNG. There is also a link to precious metals. Higher energy prices can keep inflation expectations elevated, which in turn feeds through to the Fed's rate path and real yields. With silver relevant to watch again, this is a channel worth keeping in mind, though the relationship has historically cut both ways depending on whether markets are pricing more geopolitical risk or more rate risk at a given time. There is also an opposite risk. If the US and Iran do reach a deal securing free shipping, much of the risk premium could unwind quickly. For energy investors, the question is not just whether Hormuz reopens, but what deal actually lies behind a reopening, and whether the reparations demand gets resolved or simply gets pushed further down the road. The broader Iran's demands become, the harder a quick resolution gets. At the same time, a full diplomatic resolution could be very positive for the global economy longer term if it secures stable energy flow through one of the world's most important chokepoints. Right now Hormuz is one of the most important single factors to watch for oil, gas, LNG, energy companies, and eventually precious metals as well. The question is how far the US is willing to go to get Hormuz reopened. And perhaps just as important, how long Iran is willing to hold war reparations as a bargaining chip before fully opening the strait. Sources: https://www.notus.org/foreign-policy/iran-oman-us-reopen-strait-hormuz-deal https://www.cnn.com/2026/08/08/world/live-news/iran-war-trump https://www.aljazeera.com/news/2026/4/15/iran-says-270bn-war-loss-must-be-compensated-as-fresh-talks-with-us-loom https://www.cfr.org/articles/is-a-u-s-iran-deal-within-reach-six-key-issues-that-could-shape-a-ceasefire https://www.newsweek.com/how-trump-300-billion-gift-iran-could-help-transform-economy-12089684- ·9.8.Trump, Iran and Hormuz: The conflict that could determine the oil price The conflict between the USA and Iran has developed into a strategic dilemma for Donald Trump. The USA has military superiority, but lacks a political exit. Iran uses the Strait of Hormuz as leverage, and the conflict now directly affects oil price, inflation and global markets. Reuters describes the situation as a point where all options are bad, and where Trump must find a way out that does not appear as a defeat. The most likely outcome is a form of agreement. Iran and Oman are said to be close to a solution that could ensure safer passages in Hormuz. An American official says the USA expects an agreement soon, and that the blockade of Iranian ports could be lifted if commercial shipping can again pass unhindered. At the same time, Iran demands significant concessions. Tehran links the full reopening of Hormuz to American actions, sanctions relief and a de-escalation of hostilities. Trump must therefore sell an agreement as an American victory, while Iran receives economic relief. Another option is escalation. The USA can increase military pressure, but Iran has shown that the country can hit energy infrastructure, shipping and supply lines. Reuters describes this as Iran's strategy: to make the conflict economically painful enough for the USA to give in. An escalation could raise the oil price, increase inflation, create unrest in financial markets and hit American consumers through higher gasoline prices. Politically, this is a risky path for Trump. The third option is to continue the current situation. A prolonged conflict without clear victory involves high military costs, persistent risk for American forces and uncertain energy flow globally. Reuters refers to this as a strategic limbo where Trump is stuck between three unattractive choices. For investors, Hormuz is more important than the question of who wins the military conflict. An agreement will reduce supply risk, dampen the oil price and ease inflationary pressure, which is normally positive for the broad stock market. An escalation will keep the oil price high and inflation up, which could pressure technology and growth stocks. A prolonged conflict will maintain a geopolitical risk premium and give the energy sector a relative advantage. The most interesting thing now is that Iran and Oman are actually approaching an agreement, but shipping analysts Reuters has spoken with believe some of the proposals could be difficult to implement in practice. This underlines how fragile the situation is, and how quickly market expectations can change. My assessment is that diplomacy appears more likely than an American ground invasion. Trump needs a way out. Iran needs economic relief. Europe needs energy flow. Asia needs oil. The global economy needs Hormuz open. Therefore, it could be diplomacy, not military power, that ultimately determines the oil price. For investors, this means that developments around Iran and Hormuz remain a key variable. This is not a buy or sell recommendation. Sources VG: https://www.vg.no Reuters (general news feed): https://www.reuters.com Reuters – Iran/Oman/Hormuz-related articles: https://www.reuters.com/world/middle-east https://www.reuters.com/world/us https://www.reuters.com/business/energy
- ·8.8.Trump said in a recent interview that AI could become "bigger than oil". It is a remarkable statement from a president who has traditionally been very concerned with American oil and gas production. The market is already seeing the signs. Hyperscalers are investing hundreds of billions of dollars in data centers, power generation, and AI infrastructure. The demand for electricity, semiconductors, cooling, and network capacity is growing at a pace we have hardly seen before. This does not mean that oil is finished. On the contrary, the construction of AI infrastructure will require enormous amounts of energy for many years to come. But capital flows may increasingly shift towards companies that supply AI, data centers, power grids, and advanced chips. The coming years may therefore be about owning both the "old" energy that keeps things running and the new AI infrastructure that drives the next technology wave. Source: https://www.finansavisen.no/politikk/2026/08/07/8371233/trump-i-ferskt-intervju-kan-bli-storre-enn-olje
- ·7.8. · MuokattuNow US job numbers are coming, the most important of the month! US key figure disappoints: 23,000 jobs were «lost» in July. Economists had expected 80,000 new jobs to be created. The US two-year yield immediately fell from 4.23 to 4.17 percent when the figures were published. The dollar also weakens. https://www.dn.no/makrookonomi/amerikansk-nokkeltall-skuffer-det-gikk-tapt-23000-jobber-i-juli/2-1-2026379
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset
Ei uutisia tällä hetkellä
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Tunnusluvut
Riskitaso
Keskimääräinen: 5 / 7
Huomioi, että vaikka osakerahastoihin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Tunnusluvut
Juoksevat kulut
1,50%Omaisuusluokka
OsakeKategoria
Sektori teknologia osakkeetPerusvaluutta
EURLainoitusaste
80%Avaintietoasiakirja
Tietoa rahastosta
Finserve Chelverton Global Tech Fund is a global equity fund that invests in companies characterized by high technology content and focuses on research and development for their own or another's business. The fund focuses on benefiting from global technology trends in digitalisation and technological development.
Vastaavan tyyppisiä rahastoja
Uutiset
Ei uutisia tällä hetkellä
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Omistukset
Päivitetty 31.7.2026
Jakauma
- Osakkeet93,2%
- Lyhyt korko6,8%
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- 9.8.Iran hardens its Hormuz demands, and war reparations emerge as one of the central conditions The Strait of Hormuz situation has entered a tougher phase. Iranian security official Mohammad Bagher Zolghadr stated this weekend that the strait will not fully open until the United States corrects its behavior, demanding an end to the naval blockade, an end to sanctions, release of frozen Iranian assets, an end to the war, and payment for war damages. This came as Iran and Oman signaled they were nearing a deal on managing traffic through the strait, underscoring how fragile the picture still is. The demand I want to highlight in particular is war reparations. This is not a peripheral point, it is one of the core conditions. Back in April, Iran's government spokesperson estimated the country's direct and indirect war damages at around 270 billion dollars, and reparations were one of Iran's ten conditions in the Islamabad negotiations. Later in the summer, a draft framework between the US and Iran included a pledge for Washington and regional partners to develop a plan allocating at least 300 billion dollars toward rebuilding Iran's economy, though US officials have insisted not a single dollar of American taxpayer money will go to Iran as compensation. The fact that compensation is again being raised as a precondition for full reopening shows this issue remains unresolved. This means Hormuz is no longer just a technical shipping arrangement. It is shaping up as part of a much larger political and financial settlement between the US and Iran, with billions of dollars at stake. What does this mean for the market? Hormuz is one of the world's most important energy corridors, and uncertainty over a genuine normalization of traffic keeps a geopolitical risk premium embedded in energy prices. As long as Iran ties full reopening to demands the US is unlikely to meet quickly, oil prices, LNG prices, and freight rates through the strait can stay elevated, along with higher insurance costs for passing vessels. For a company like Equinor, with significant oil and gas exposure, this backdrop can support earnings for as long as the risk premium persists, and the same applies to energy funds heavily weighted toward oil and LNG. There is also a link to precious metals. Higher energy prices can keep inflation expectations elevated, which in turn feeds through to the Fed's rate path and real yields. With silver relevant to watch again, this is a channel worth keeping in mind, though the relationship has historically cut both ways depending on whether markets are pricing more geopolitical risk or more rate risk at a given time. There is also an opposite risk. If the US and Iran do reach a deal securing free shipping, much of the risk premium could unwind quickly. For energy investors, the question is not just whether Hormuz reopens, but what deal actually lies behind a reopening, and whether the reparations demand gets resolved or simply gets pushed further down the road. The broader Iran's demands become, the harder a quick resolution gets. At the same time, a full diplomatic resolution could be very positive for the global economy longer term if it secures stable energy flow through one of the world's most important chokepoints. Right now Hormuz is one of the most important single factors to watch for oil, gas, LNG, energy companies, and eventually precious metals as well. The question is how far the US is willing to go to get Hormuz reopened. And perhaps just as important, how long Iran is willing to hold war reparations as a bargaining chip before fully opening the strait. Sources: https://www.notus.org/foreign-policy/iran-oman-us-reopen-strait-hormuz-deal https://www.cnn.com/2026/08/08/world/live-news/iran-war-trump https://www.aljazeera.com/news/2026/4/15/iran-says-270bn-war-loss-must-be-compensated-as-fresh-talks-with-us-loom https://www.cfr.org/articles/is-a-u-s-iran-deal-within-reach-six-key-issues-that-could-shape-a-ceasefire https://www.newsweek.com/how-trump-300-billion-gift-iran-could-help-transform-economy-12089684
- ·9.8.Trump, Iran and Hormuz: The conflict that could determine the oil price The conflict between the USA and Iran has developed into a strategic dilemma for Donald Trump. The USA has military superiority, but lacks a political exit. Iran uses the Strait of Hormuz as leverage, and the conflict now directly affects oil price, inflation and global markets. Reuters describes the situation as a point where all options are bad, and where Trump must find a way out that does not appear as a defeat. The most likely outcome is a form of agreement. Iran and Oman are said to be close to a solution that could ensure safer passages in Hormuz. An American official says the USA expects an agreement soon, and that the blockade of Iranian ports could be lifted if commercial shipping can again pass unhindered. At the same time, Iran demands significant concessions. Tehran links the full reopening of Hormuz to American actions, sanctions relief and a de-escalation of hostilities. Trump must therefore sell an agreement as an American victory, while Iran receives economic relief. Another option is escalation. The USA can increase military pressure, but Iran has shown that the country can hit energy infrastructure, shipping and supply lines. Reuters describes this as Iran's strategy: to make the conflict economically painful enough for the USA to give in. An escalation could raise the oil price, increase inflation, create unrest in financial markets and hit American consumers through higher gasoline prices. Politically, this is a risky path for Trump. The third option is to continue the current situation. A prolonged conflict without clear victory involves high military costs, persistent risk for American forces and uncertain energy flow globally. Reuters refers to this as a strategic limbo where Trump is stuck between three unattractive choices. For investors, Hormuz is more important than the question of who wins the military conflict. An agreement will reduce supply risk, dampen the oil price and ease inflationary pressure, which is normally positive for the broad stock market. An escalation will keep the oil price high and inflation up, which could pressure technology and growth stocks. A prolonged conflict will maintain a geopolitical risk premium and give the energy sector a relative advantage. The most interesting thing now is that Iran and Oman are actually approaching an agreement, but shipping analysts Reuters has spoken with believe some of the proposals could be difficult to implement in practice. This underlines how fragile the situation is, and how quickly market expectations can change. My assessment is that diplomacy appears more likely than an American ground invasion. Trump needs a way out. Iran needs economic relief. Europe needs energy flow. Asia needs oil. The global economy needs Hormuz open. Therefore, it could be diplomacy, not military power, that ultimately determines the oil price. For investors, this means that developments around Iran and Hormuz remain a key variable. This is not a buy or sell recommendation. Sources VG: https://www.vg.no Reuters (general news feed): https://www.reuters.com Reuters – Iran/Oman/Hormuz-related articles: https://www.reuters.com/world/middle-east https://www.reuters.com/world/us https://www.reuters.com/business/energy
- ·8.8.Trump said in a recent interview that AI could become "bigger than oil". It is a remarkable statement from a president who has traditionally been very concerned with American oil and gas production. The market is already seeing the signs. Hyperscalers are investing hundreds of billions of dollars in data centers, power generation, and AI infrastructure. The demand for electricity, semiconductors, cooling, and network capacity is growing at a pace we have hardly seen before. This does not mean that oil is finished. On the contrary, the construction of AI infrastructure will require enormous amounts of energy for many years to come. But capital flows may increasingly shift towards companies that supply AI, data centers, power grids, and advanced chips. The coming years may therefore be about owning both the "old" energy that keeps things running and the new AI infrastructure that drives the next technology wave. Source: https://www.finansavisen.no/politikk/2026/08/07/8371233/trump-i-ferskt-intervju-kan-bli-storre-enn-olje
- ·7.8. · MuokattuNow US job numbers are coming, the most important of the month! US key figure disappoints: 23,000 jobs were «lost» in July. Economists had expected 80,000 new jobs to be created. The US two-year yield immediately fell from 4.23 to 4.17 percent when the figures were published. The dollar also weakens. https://www.dn.no/makrookonomi/amerikansk-nokkeltall-skuffer-det-gikk-tapt-23000-jobber-i-juli/2-1-2026379
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tunnusluvut
Riskitaso
Keskimääräinen: 5 / 7
Huomioi, että vaikka osakerahastoihin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Tunnusluvut
Juoksevat kulut
1,50%Omaisuusluokka
OsakeKategoria
Sektori teknologia osakkeetPerusvaluutta
EURLainoitusaste
80%Avaintietoasiakirja
Tietoa rahastosta
Finserve Chelverton Global Tech Fund is a global equity fund that invests in companies characterized by high technology content and focuses on research and development for their own or another's business. The fund focuses on benefiting from global technology trends in digitalisation and technological development.
Vastaavan tyyppisiä rahastoja
Uutiset
Ei uutisia tällä hetkellä
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- 9.8.Iran hardens its Hormuz demands, and war reparations emerge as one of the central conditions The Strait of Hormuz situation has entered a tougher phase. Iranian security official Mohammad Bagher Zolghadr stated this weekend that the strait will not fully open until the United States corrects its behavior, demanding an end to the naval blockade, an end to sanctions, release of frozen Iranian assets, an end to the war, and payment for war damages. This came as Iran and Oman signaled they were nearing a deal on managing traffic through the strait, underscoring how fragile the picture still is. The demand I want to highlight in particular is war reparations. This is not a peripheral point, it is one of the core conditions. Back in April, Iran's government spokesperson estimated the country's direct and indirect war damages at around 270 billion dollars, and reparations were one of Iran's ten conditions in the Islamabad negotiations. Later in the summer, a draft framework between the US and Iran included a pledge for Washington and regional partners to develop a plan allocating at least 300 billion dollars toward rebuilding Iran's economy, though US officials have insisted not a single dollar of American taxpayer money will go to Iran as compensation. The fact that compensation is again being raised as a precondition for full reopening shows this issue remains unresolved. This means Hormuz is no longer just a technical shipping arrangement. It is shaping up as part of a much larger political and financial settlement between the US and Iran, with billions of dollars at stake. What does this mean for the market? Hormuz is one of the world's most important energy corridors, and uncertainty over a genuine normalization of traffic keeps a geopolitical risk premium embedded in energy prices. As long as Iran ties full reopening to demands the US is unlikely to meet quickly, oil prices, LNG prices, and freight rates through the strait can stay elevated, along with higher insurance costs for passing vessels. For a company like Equinor, with significant oil and gas exposure, this backdrop can support earnings for as long as the risk premium persists, and the same applies to energy funds heavily weighted toward oil and LNG. There is also a link to precious metals. Higher energy prices can keep inflation expectations elevated, which in turn feeds through to the Fed's rate path and real yields. With silver relevant to watch again, this is a channel worth keeping in mind, though the relationship has historically cut both ways depending on whether markets are pricing more geopolitical risk or more rate risk at a given time. There is also an opposite risk. If the US and Iran do reach a deal securing free shipping, much of the risk premium could unwind quickly. For energy investors, the question is not just whether Hormuz reopens, but what deal actually lies behind a reopening, and whether the reparations demand gets resolved or simply gets pushed further down the road. The broader Iran's demands become, the harder a quick resolution gets. At the same time, a full diplomatic resolution could be very positive for the global economy longer term if it secures stable energy flow through one of the world's most important chokepoints. Right now Hormuz is one of the most important single factors to watch for oil, gas, LNG, energy companies, and eventually precious metals as well. The question is how far the US is willing to go to get Hormuz reopened. And perhaps just as important, how long Iran is willing to hold war reparations as a bargaining chip before fully opening the strait. Sources: https://www.notus.org/foreign-policy/iran-oman-us-reopen-strait-hormuz-deal https://www.cnn.com/2026/08/08/world/live-news/iran-war-trump https://www.aljazeera.com/news/2026/4/15/iran-says-270bn-war-loss-must-be-compensated-as-fresh-talks-with-us-loom https://www.cfr.org/articles/is-a-u-s-iran-deal-within-reach-six-key-issues-that-could-shape-a-ceasefire https://www.newsweek.com/how-trump-300-billion-gift-iran-could-help-transform-economy-12089684
- ·9.8.Trump, Iran and Hormuz: The conflict that could determine the oil price The conflict between the USA and Iran has developed into a strategic dilemma for Donald Trump. The USA has military superiority, but lacks a political exit. Iran uses the Strait of Hormuz as leverage, and the conflict now directly affects oil price, inflation and global markets. Reuters describes the situation as a point where all options are bad, and where Trump must find a way out that does not appear as a defeat. The most likely outcome is a form of agreement. Iran and Oman are said to be close to a solution that could ensure safer passages in Hormuz. An American official says the USA expects an agreement soon, and that the blockade of Iranian ports could be lifted if commercial shipping can again pass unhindered. At the same time, Iran demands significant concessions. Tehran links the full reopening of Hormuz to American actions, sanctions relief and a de-escalation of hostilities. Trump must therefore sell an agreement as an American victory, while Iran receives economic relief. Another option is escalation. The USA can increase military pressure, but Iran has shown that the country can hit energy infrastructure, shipping and supply lines. Reuters describes this as Iran's strategy: to make the conflict economically painful enough for the USA to give in. An escalation could raise the oil price, increase inflation, create unrest in financial markets and hit American consumers through higher gasoline prices. Politically, this is a risky path for Trump. The third option is to continue the current situation. A prolonged conflict without clear victory involves high military costs, persistent risk for American forces and uncertain energy flow globally. Reuters refers to this as a strategic limbo where Trump is stuck between three unattractive choices. For investors, Hormuz is more important than the question of who wins the military conflict. An agreement will reduce supply risk, dampen the oil price and ease inflationary pressure, which is normally positive for the broad stock market. An escalation will keep the oil price high and inflation up, which could pressure technology and growth stocks. A prolonged conflict will maintain a geopolitical risk premium and give the energy sector a relative advantage. The most interesting thing now is that Iran and Oman are actually approaching an agreement, but shipping analysts Reuters has spoken with believe some of the proposals could be difficult to implement in practice. This underlines how fragile the situation is, and how quickly market expectations can change. My assessment is that diplomacy appears more likely than an American ground invasion. Trump needs a way out. Iran needs economic relief. Europe needs energy flow. Asia needs oil. The global economy needs Hormuz open. Therefore, it could be diplomacy, not military power, that ultimately determines the oil price. For investors, this means that developments around Iran and Hormuz remain a key variable. This is not a buy or sell recommendation. Sources VG: https://www.vg.no Reuters (general news feed): https://www.reuters.com Reuters – Iran/Oman/Hormuz-related articles: https://www.reuters.com/world/middle-east https://www.reuters.com/world/us https://www.reuters.com/business/energy
- ·8.8.Trump said in a recent interview that AI could become "bigger than oil". It is a remarkable statement from a president who has traditionally been very concerned with American oil and gas production. The market is already seeing the signs. Hyperscalers are investing hundreds of billions of dollars in data centers, power generation, and AI infrastructure. The demand for electricity, semiconductors, cooling, and network capacity is growing at a pace we have hardly seen before. This does not mean that oil is finished. On the contrary, the construction of AI infrastructure will require enormous amounts of energy for many years to come. But capital flows may increasingly shift towards companies that supply AI, data centers, power grids, and advanced chips. The coming years may therefore be about owning both the "old" energy that keeps things running and the new AI infrastructure that drives the next technology wave. Source: https://www.finansavisen.no/politikk/2026/08/07/8371233/trump-i-ferskt-intervju-kan-bli-storre-enn-olje
- ·7.8. · MuokattuNow US job numbers are coming, the most important of the month! US key figure disappoints: 23,000 jobs were «lost» in July. Economists had expected 80,000 new jobs to be created. The US two-year yield immediately fell from 4.23 to 4.17 percent when the figures were published. The dollar also weakens. https://www.dn.no/makrookonomi/amerikansk-nokkeltall-skuffer-det-gikk-tapt-23000-jobber-i-juli/2-1-2026379
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Omistukset
Päivitetty 31.7.2026
Jakauma
- Osakkeet93,2%
- Lyhyt korko6,8%