John Foley

John Foley, Head of Lex and a tech enthusiast, dives into the recent plunge of Nvidia shares due to U.S. export bans on technology to China, impacting their H20 chip forecast. He sheds light on the broader implications for AI development and the geopolitical landscape affecting tech markets. The conversation also covers challenges in semiconductor regulations, market confidence, and the rise of new ventures like DeepSeek, all while keeping a humorous twist with the mention of 'Sperm Racing.'

In this discussion, John Foley, head of the Financial Times Lex column and financial markets guru, tackles the turmoil in equity markets driven by political upheaval. Investors shift focus from volatile tech stocks to the safety of bonds. They analyze the influence of tariffs and trade tensions on sectors like cardboard supplies. John also shares insights on future investments, particularly in potash and Tesla, while examining how the Trump administration's policies interplay with market trends and daily American lives.

Join John Foley, a Lex editor with deep insights into the tech industry, and Rob Smith, the Financial Times' corporate finance expert, as they dive into CoreWeave's unique approach to the IPO landscape. They explore how the company evolved from crypto mining to AI capacity renting, leveraging NVIDIA chips. Discussions reveal the complexities of CoreWeave's financial dynamics, including its risky debt and client relationships, while also touching on investment strategies in the wake of market uncertainties and automotive tariff changes.