What CoreWeave investors can learn from a dotcom IPO comparison

Unlock the Editor’s Digest for free Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. Imagine this set-up for a new stock market listing. A transformational new technology has sparked an infrastructure spending boom. Entrepreneurs from outside the tech industry have spotted the opportunity to borrow heavily to build a … Read more

the Trump effect on markets

Unlock the White House Watch newsletter for free Your guide to what the 2024 US election means for Washington and the world With Donald Trump back in the White House, markets are moving fast. From trade wars to tax cuts, deregulation to Fed policy, investors are scrambling to adjust their initial expectations of a golden … Read more

CoreWeave to cut size and value of IPO and add Nvidia as anchor investor

Unlock the Editor’s Digest for free Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. CoreWeave is planning to slash the size and value of its initial public offering and bring in Nvidia as an anchor investor, another sign of wavering investor demand for artificial intelligence infrastructure on Wall Street. The … Read more

Asset managers race to set up European defence funds

Unlock the Editor’s Digest for free Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. Asset managers are rushing to set up exchange traded funds focused on Europe’s defence sector as a recent rally has prompted investors to rethink their stance on including controversial stocks in their portfolios. Amundi, Europe’s … Read more

Why the nuclear renaissance is ‘far from certain’

This article is an on-site version of our Energy Source newsletter. Premium subscribers can sign up here to get the newsletter delivered every Tuesday and Thursday. Standard subscribers can upgrade to Premium here, or explore all FT newsletters Welcome to Energy Source, coming to you from New York. Shale executives have warned that Donald Trump’s trade policies … Read more