Investors remain chipper about Nvidia
FT News Briefing
Forhecz Topher
4.4 • 1.2K Ratings
🗓️ 29 August 2025
⏱️ 13 minutes
🧾️ Download transcript
Summary
Some World Trade Organization members are preparing to unveil a new grouping to boost “trade openness”, and the FT’s Katie Martin unpacks the lack of market moves after Nvidia’s outlook. Plus, a four-month “ninja stealth rally” has driven Tokyo’s equity market to record highs.
Mentioned in this podcast:
Singapore, UAE and other small nations to launch trade partnership
Nvidia growth outlook hit by China uncertainty
Japan’s ‘ninja stealth rally’ draws in global investors
Listen to the Swamp Notes podcast on the World Trade Organization
Today’s FT News Briefing was produced by Josh Gabert-Doyon, Sonja Hutson, and Marc Filippino. Additional help from Kelly Garry, Michael Lello, David da Silva and Gavin Kallmann. The FT’s acting co-head of audio is Topher Forhecz. The show’s theme music is by Metaphor Music.
Read a transcript of this episode on FT.com
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Transcript
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| 0:00.0 | For over 40 years, Equinoor has been an energy partner to the UK. |
| 0:04.1 | During that time, we've played our part in the switch from coal to gas, |
| 0:07.1 | and we're working hard to help the UK's energy transition. |
| 0:10.1 | We may not have all the answers yet, but we're determined to find them. |
| 0:13.5 | Equinor, an energy company, searching for better. |
| 0:16.9 | 99.6% of Equinor's energy output is oil and gas. |
| 0:20.5 | Our investment in renewables and low-carbon |
| 0:22.4 | solutions has increased from 4% in 2020 to 27% in 2024. Find out more at equinor.com. |
| 0:30.1 | Good morning from the Financial Times. Today is your lucky day. I'm going to the FT Weekend |
| 0:35.3 | Festival in London on Saturday, September 6th. We're kicking |
| 0:38.7 | off the festival just before 10 a.m. with a political podcast event. I'll be joined by Whitehall |
| 0:44.4 | editor Lucy Fisher, political editor George Parker, and U.S. managing editor, Brooke Masters, |
| 0:49.7 | for your fix of all things political. You can book your ticket and find all the details on the |
| 0:55.1 | FT Weekend Festival website. So please join me, Mark Filipino, in person for all the news |
| 1:01.4 | you need to start your day, or I guess in this case, festival. Okay, for real this time. Good morning |
| 1:08.0 | from the Financial Times. Today is Friday, August 29, and this is your |
| 1:11.8 | FT News briefing. There is a stirring of a trade partnership by small nations within the |
| 1:17.6 | world trade organization, and Japan is enjoying a so-called ninja rally. Plus, investors are |
| 1:24.5 | unfazed by Nvidia's not so great outlook. |
| 1:28.1 | But... |
| 1:28.9 | There are plenty of people out there in financial markets who are like, |
| 1:32.9 | nope, this does not make sense, and at some point, something's got to give. |
... |
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