Today's Edition
tek54tek54
Artificial IntelligenceHardwarePolicyScienceBusinessProfilesOpinion
Kasper Lindqvist
Markets Reporter

Kasper Lindqvist

Kasper connects the technology story to the money moving underneath it. He came to journalism from a trading desk and still thinks in basis points and concentration risk.

StockholmMarketsChips

Latest by Kasper Lindqvist

The money going in circles
Markets

The money going in circles

The AI build-out is being financed by the same handful of companies buying from each other. The mechanism is elegant. The exposure is the part no one wants to price.

Kasper Lindqvist·May 19·8 min
When three names are the market
Markets

When three names are the market

The top ten stocks are now a record share of the S&P 500, and every passive fund that tracks it is an unhedged bet on the AI trade. The mechanism that carried it up has no brakes on the way down.

Kasper Lindqvist·May 27·6 min
tek54

An editorial publication for people who build, regulate, and use the future.

Sections

Artificial IntelligenceHardwarePolicyScienceBusinessProfilesOpinion

tek54

AboutMastheadEthics policyCareers
© 2026 TEK54 MEDIAPRIVACY · TERMS · DO NOT SELL MY DATA