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Nuggets | Curated insights across markets, macros, AI, tech & geopolitics

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EquityEuropeFinance
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Markets & Investments
Norges Bank Investment Management
Norway
PE/VC
Podcast

Results 2025 | Norges Bank Investment Management

"technology shares on Wall Street have fallen sharply in response to the emergence of a lowcost chatbot Deepseek is already leading to a re-ranking in AI leadership" - [News Overlay / Anchor] [00:06:32]

"About 80% of the gains in the stock market this year have been powered by AI plays." - [News Overlay / Speaker]…

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UJ
Mar 25, 2026