Here are summaries and links to research content we published since our last roundup.

The European Parliament voted to delay the AI Act's toughest rules by 16 months, pushing the high-risk AI compliance deadline to December 2027 and regulated products (such as medical devices) to August 2028. The delay reflects the regulators' own inability to deliver guidance and technical standards on time, not a softening of intent. We explore which Nordic tech names benefit most: Smart Eye (SEYE), whose driver monitoring systems get the most generous timeline under the product safety pathway; Klarna (KLAR), whose BNPL credit algorithms fall under high-risk rules; cBrain (CBRAIN); and Carasent (CARA). All four are currently on our Watchlist. The post was initially locked to our Premium readers, but it has now been unlocked to all subscribers. Read more

Physitrack announced its first US enterprise deal, a commercial agreement with a New York state-based academic medical center covering 190 clinician users at ~$32K ARR. The contract itself is immaterial (less than 0.3% of Lifecare revenue), but the signal is significant: it validates that the platform can win institutional business in the world's largest healthcare market, with an academic medical center serving as a credibility-conferring reference account. This is the third institutional deal in March alone, following two Swiss hospital contracts with a combined value of approximately CHF 300,000. We rate PTRK as Outperform with a target of SEK 22-25. Read more

Physitrack signed its second Swiss institutional deal in under three weeks, a four-year contract worth CHF 150,000 with a leading hospital and rehabilitation group. Combined with a March 10 deal of equal size with a nationwide hospital group, the two contracts contribute roughly EUR 117,000 in 2026 revenue. The direct financial impact is modest, but the commercial signal matters: Physitrack is shifting from individual practitioner sign-ups to higher-value institutional sales with longer contracts and built-in upsell mechanics. Read more

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This analysis represents the independent views of Lind Research and is based on publicly available information believed to be reliable, but no warranty is given as to its accuracy or completeness. Nothing herein is investment advice or a recommendation. We publish openly, and companies do not influence our conclusions. Lind Research may hold positions in securities discussed.

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