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AI-frykt, software i spill, telekom-opptur og Nordic Semiconductor

Utbytte by UTBYTTE

Feb 28, 202654:15Business

I denne episoden har Marius Brun Haugen med seg tech-analytiker Christoffer Wang Bjørnsen og aksjestrateg Paul Harper fra DNB Carnegie. (00:46 min) Oslo børs holder koken og telekom-oppturen (07:51 min) AI: Fra boble- ti...

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AI-frykt, software i spill, telekom-opptur og Nordic Semiconductor is an episode from Utbytte by UTBYTTE. I denne episoden har Marius Brun Haugen med seg tech-analytiker Christoffer Wang Bjørnsen og aksjestrateg Paul Harper fra DNB Carnegie...

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Published Feb 28, 2026, 54:15 long, audio available.

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What is AI-frykt, software i spill, telekom-opptur og Nordic Semiconductor about?

I denne episoden har Marius Brun Haugen med seg tech-analytiker Christoffer Wang Bjørnsen og aksjestrateg Paul Harper fra DNB Carnegie. (00:46 min) Oslo børs holder koken og telekom-oppturen (07:51 min) AI: Fra boble- til disrupsjonsfrykt på under 6 måneder (19:06 min) Nvidia er bull på software, men er det så rart? Hvordan tenke rundt software-selskapenes forretningsmodeller, prisingsmakt og marginer fremover? (42:27 min) Er det noe som tilsier at vi er på vei fra sektorrotasjon til bredt børsfall? (47:56 min) Christoffer gir en oppdatering på Nordic Semiconductor Episoden ble spilt inn 27. februar 2026 lProdusent: Kim-André Farago, DNB Wealth Management Investment Office Hosted on Acast. See acast.com/privacy for more information.

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Which podcast is AI-frykt, software i spill, telekom-opptur og Nordic Semiconductor from?

AI-frykt, software i spill, telekom-opptur og Nordic Semiconductor is an episode from Utbytte by UTBYTTE.

How long is this episode?

This episode is 54:15 long.

When was this episode published?

This episode was published on Feb 28, 2026.

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Which podcast is this episode from?

AI-frykt, software i spill, telekom-opptur og Nordic Semiconductor is from Utbytte by UTBYTTE.

What are the episode details?

Published Feb 28, 2026 and 54:15 long