FT News Briefing Investors remain chipper about Nvidia
54 snips
Aug 29, 2025 A new coalition among World Trade Organization members aims to enhance trade openness. Meanwhile, Nvidia's impressive $47 billion revenue raises eyebrows as concerns linger over potential sales declines in China. Tokyo's stock market is enjoying a surprising 'ninja stealth rally', attracting both foreign and domestic investors. The discussion also touches on the rising influence of a few companies on the S&P 500 and the optimism surrounding corporate earnings amid complex geopolitical shifts.
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Small Nations Plan A Trade Coalition
- Small and medium WTO members like Singapore, the UAE and New Zealand plan a loose coalition to uphold trade openness.
- The grouping, called the Future of Investment and Trade Partnership, may include about ten countries and could expand over time.
Nvidia's Results Are Big But Fragile
- Nvidia delivered a huge quarter with $47bn in revenue, reinforcing its central role in the AI investing story.
- The company warned China sales uncertainty could slow near-term growth, tempering future expectations.
AI Trade Is Highly Concentrated
- Nvidia is near-inescapable in the current AI investment narrative and dominates market cap slices of major indices.
- Heavy concentration in a few tech giants raises fragility if AI hype faces setbacks.