Financial Times

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Daily News

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Politics

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Politics

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Technology

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3 days ago

The fallout of Nvidia’s spying scandal

Nvidia shares tumbled after the company’s board said it would investigate reports that chief executive Jensen Huang was the target of a foreign espionage operation, investors are buying up stocks they believe can protect them in a market downturn, and BT will not launch its partnership with Elon Musk’s Starlink. Plus, the FT sat down with Britain’s defence secretary Wes Streeting to discuss UK-Russia relations. Mentioned in this podcast: Nvidia shares fall as it probes alleged Chinese spy scandal US stocks rebound after AI rout Investors pile into defensive stocks amid fears AI bull market may be over Russian strikes aim to cut Ukraine in half, Zelenskyy warns US-Russia-Ukraine talks resume in Abu Dhabi UK and Russia must seek communication channels to avoid escalation, says Streeting BT cools on Starlink satellite tie-up after Elon Musk Ukraine controversy Republican lawmaker moves to impeach US defence secretary Pete Hegseth Want to get in touch? Email us at podcasts@ft.com Note: The FT does not use generative AI to voice its podcasts The FT News Briefing is produced by Sonja Hutson, Saffeya Ahmed, and Josh Gabert-Doyon. Our editor is Marc Filippino. Our video producers are Dennis Golin and Zachary Alfred. Our show is mixed by Sam Giovinco and Alex Higgins. Additional help from Gavin Kallmann, Michael Lello, Vanessa Brown and David da Silva. Our acting executive producer is Charles Bell. Flo Phillips is the FT’s global head of audio. The show’s theme music is by Metaphor Music. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
6 days ago

Martin Wolf on the US midterms: What will the Democrats do next?

Americans roundly rejected the Republican Party under President Donald Trump at the ballot box, giving the Democratic Party control of both the House of Representatives and the Senate. That means Democrats have a raft of new tools with which to oppose Trump, including control of investigative committees the party may use to look into alleged corruption. How should the Democrats use that power? Does the scale of their victory mean they have the country’s backing, or just that Republicans were unpopular? And will Trump’s brand of politics return? Martin speaks to Nobel prize-winning economist Paul Krugman to discuss what happens next. To enjoy future episodes, be sure to subscribe to ‘Martin Wolf on the World’ wherever you get your podcasts. You can also watch Martin’s podcast series on the FT’s YouTube channel here: https://www.youtube.com/@FinancialTimes Host: Martin Wolf Producer: Mischa Frankl-Duval Senior producer: Laurence Knight Executive producer: Manuela Saragosa Video editor: Richard Topping Senior Audio Engineer: Breen Turner Broadcast engineers: Andrew Georgiadis Podcast development: Laura Clarke FT Global Head of Audio: Flo Phillips Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
1 day ago

After the US, how should middle powers work together?

The world’s superpowers have become increasingly unpredictable. How should ‘middle powers’ such as Japan, Canada, Brazil and the UK react? Gideon speaks to Robin Niblett, warden of New College, Oxford, who is the former chief executive of Chatham House, and author of ‘After America: The End of the Old Order and the Rise of the Middle Powers'. They discuss how middle powers are co-ordinating on defence and trade, how necessity is drawing former rivals closer together, and why co-operation is worthwhile – even when it’s difficult. Clip: Face the Nation Further reading: Australia’s treasurer says middle powers should co-operate to avoid being hostage to geopolitics Sorry Carney, the world does need a great power with better manners Presented by Gideon Rachman. Produced by Mischa Frankl-Duval. The senior producer was Edwin Lane. Sound design is by Sean McGarrity and Samantha Giovinco. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
2 days ago

A look at the alleged spy who had an affair with Nvidia’s CEO

Anthropic is targeting a valuation of $1.4tn in its initial public offering, stronger than expected inflation data sparked fresh bets that the Federal Reserve will increase interest rates next month, and France is pressing Germany to define how it would use long-range missiles in the event of a conflict with Russia. Plus, we take a microscope to Alice Huang, the woman who US officials believe is a Chinese spy and had an affair with Nvidia CEO Jensen Huang. Mentioned in this podcast: Anthropic targets valuation of up to $1.4tn in IPO Treasuries slide as ‘hot’ inflation sparks bets on Fed rate rise Alice Huang’s tangled web of connections France pressures Germany over nuclear risks of long-range missiles Want to get in touch? Email us at podcasts@ft.com Note: The FT does not use generative AI to voice its podcasts The FT News Briefing is produced by Sonja Hutson, Saffeya Ahmed, and Josh Gabert-Doyon. Our editor is Marc Filippino. Our video producers are Dennis Golin and Zachary Alfred. Our show is mixed by Sam Giovinco and Alex Higgins. Additional help from Gavin Kallmann, Michael Lello, Vanessa Brown and David da Silva. Our acting executive producer is Charles Bell. Flo Phillips is the FT’s global head of audio. The show’s theme music is by Metaphor Music. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
4 days ago

Nvidia CEO admits to affair after allegations of relationship with Chinese spy

Nvidia is investigating whether chief executive Jensen Huang was “the target of a foreign intelligence effort,” Israel’s president has formally given Gadi Eisenkot the first chance at forming a new government, and the FT’s Chris Giles sat down with Klaas Knot, who is vying for the top job at the European Central Bank. Plus, foreign buyers are snapping up British companies, and a Dutch start-up founded by former Palantir alumni has a plan to awaken Europe’s defence industry. Mentioned in this podcast: Nvidia’s Jensen Huang admits to affair after allegations of relationship with Chinese spy US believes Nvidia’s Huang had romantic relationship with alleged Chinese spy Israel’s president gives Gadi Eisenkot first chance at forming a government ECB contender Klaas Knot ‘won’t hesitate’ to act in a debt crisis The great British corporate sell-off Palantir alumni launch plan to ‘wake sleeping giants’ of European defence Want to get in touch? Email us at podcasts@ft.com Note: The FT does not use generative AI to voice its podcasts The FT News Briefing is produced by Sonja Hutson, Saffeya Ahmed, and Josh Gabert-Doyon. Our editor is Marc Filippino. Our video producers are Dennis Golin and Zachary Alfred. Our show is mixed by Sam Giovinco and Alex Higgins. Additional help from Gavin Kallmann, Michael Lello, Vanessa Brown and David da Silva. Our acting executive producer is Charles Bell. Flo Phillips is the FT’s global head of audio. The show’s theme music is by Metaphor Music. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
4 Nov

Impeachments, Iran and the presidency: what’s next after the midterms?

Democrats secured control of both chambers of congress in a stunning victory for the party, and a sharp rejection of President Trump’s Republican Party. Democrats won closely-watched senate races in Michigan and Maine, as well as in conservative strongholds including Texas and Kansas. Now that the results are (mostly) in, what should we expect during the next two years of American politics? Gideon speaks to Edward Luce, the FT’s US national editor, about how Republicans and Democrats will position themselves in the last years of the Trump presidency, who might run in 2028, and how, if at all, losing control of congress could hamper Trump’s foreign policy agenda. Clip: James Talarico Further reading: Democrats ready Trump probes and affordability measures Republicans turn on each other after disastrous midterms Stocks climb after Democrats’ midterms sweep Presented by Gideon Rachman. Produced by Mischa Frankl-Duval. The executive producer was Manuela Saragosa. Sound design is by Samantha Giovinco and Breen Turner. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
26/12/2025

Unhedged: Markets had an incredible year. Can that continue?

What went right in 2025? What could go wrong in 2026? Recorded for the FT’s digital conference The Global Boardroom, Katie Martin and Rob Armstrong talk with Ian Smith, the FT’s senior markets correspondent, about the incredible resilience of the US stock market, and the challenges ahead. Also, they go long boring companies and short KPop Demon Hunters. Subscribe to Unhedged to hear more. For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer. You can email Robert Armstrong and Katie Martin at unhedged@ft.com. This is a repeat of an episode published on Unhedged, a sister podcast of The FT News Briefing, on Dec. 11, 2025 Hosted on Acast. See acast.com/privacy for more information.
6 Nov

Why investors soured on the Democrats

US tech stocks plunged over worries that the blue wave could slow down the AI boom, and the FT’s Joe Miller explains what stance a Democratic Congress may take towards AI. Plus, the UK government is preparing to extend Palantir’s controversial £330mn health contract, Paraguay’s president Santiago Peña has resigned after the collapse of a big digital bank, and the Bank of England raised interest rates to try to tackle surging inflation. Mentioned in this podcast: Nasdaq plunges in chaotic trading as Democratic ‘blue wave’ upends AI bets Trump’s tech cheerleaders brace for bipartisan backlash ‘The money didn’t work’: Big Tech’s $600mn midterm campaign falls flat Paraguay’s pro-Trump president resigns over bank collapse Bank of England raises interest rates to 4% in bid to tame inflation UK planning to not trigger Palantir break clause but make it fight for NHS contract Credit: Times Now Want to get in touch? Email us at podcasts@ft.com Note: The FT does not use generative AI to voice its podcasts The FT News Briefing is produced by Sonja Hutson, Saffeya Ahmed, and Josh Gabert-Doyon. Our editor is Marc Filippino. Our video producers are Dennis Golin and Zachary Alfred. Our show is mixed by Sam Giovinco and Alex Higgins. Additional help from Gavin Kallmann, Michael Lello, Vanessa Brown and David da Silva. Our executive producers are Charles Bell and Topher Forhecz. Flo Phillips is the FT’s global head of audio. The show’s theme music is by Metaphor Music. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
5 Nov

What Trump’s setback means for Britain

US President Donald Trump received a body blow to his presidency as the Republican Party was routed in the US midterms this week. What will be the impact on this side of the Atlantic — and the wider world? Is a weakened Trump good news for a progressive, left-leaning government? Or could the results encourage Trump to lash out via foreign policy, especially regarding Iran and Ukraine? And what does it mean for Nigel Farage and his long-term links with Trump? Host Lucy Fisher discusses the fallout of this monumental week for global politics with deputy political editor Jim Pickard and deputy comment editor Miranda Green. Plus, the panel gets into Labour’s shift in immigration policy and the dispute over reparations for Britian’s historical role in the slave trade which dominated the Commonwealth summit. Follow Lucy on X or Bluesky @LOS_Fisher, @lucyfisher.ft.com; Miranda:@greenmiranda and @greenmirandahere.bsky.social and Jim @PickardJE and @pickardje.bsky.social Want more? A weakened Trump still leaves Britain on edge Democrats look to reshape America after historic midterm victories How corruption became a top voter issue in the US midterms The beginning of the end of the age of Trump Donald Trump’s endgame MPs summon Poundland’s owner to select committee grilling Giving 16-year-olds the vote is only half the job Our email address is politicalfix@ft.com Presented by Lucy Fisher. Produced by Clare Williamson. The executive producer is Manuela Saragosa. Audio mix and original music by Breen Turner. The broadcast engineers are Andrew Giordgiades and Bianca Wakeman. The FT’s head of audio is Flo Phillips. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
5 Nov

How will the Democrats’ sweep shape policy and markets?

Washington will have trouble getting things done with a gridlocked government after this week’s midterm elections, but it’s hard to tell whether US President Donald Trump will use the defeat as a chance to soften his foreign policy stance. Plus, investors are feeling optimistic about a return to normalcy following Democrats’ massive victory, and Russia agreed to supply Iran with 90 launchers for advanced guided missiles. Mentioned in this podcast: The Democrats who will run Washington Blue wave sweeps markets back towards normality Stocks surge after Democrats’ midterms sweep Russia deepened Iran support with missile launcher deal Credit: C-SPAN, MS NOW, Fox News, NBC News Want to get in touch? Email us at podcasts@ft.com Note: The FT does not use generative AI to voice its podcasts The FT News Briefing is produced by Sonja Hutson, Saffeya Ahmed, and Josh Gabert-Doyon. Our editor is Marc Filippino. Our video producers are Dennis Golin and Zachary Alfred. Our show is mixed by Sam Giovinco and Alex Higgins. Additional help from Gavin Kallmann, Michael Lello, Vanessa Brown and David da Silva. Our executive producers are Charles Bell and Topher Forhecz. Flo Phillips is the FT’s global head of audio. The show’s theme music is by Metaphor Music. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

News, analysis and comment from the Financial Times