What does CoreWeave’s IPO say about the market?

CoreWeave’s IPO is one of the odder tech plays to come along in a few years. It buys chips from Nvidia, and rents them out, mainly to Microsoft, but also to Nvidia. Today on the show, Rob Armstrong gets into the cloud computing company's business with Lex editor John Foley and the FT’s corporate finance editor Rob Smith. Also they go long Ferraris and short car tariffs. 

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Read a transcript of this episode on FT.com

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Katie Martin, Robert Armstrong and other markets nerds at the Financial Times explain the big ideas behind what’s happening in finance right now. Every Tuesday and Thursday.

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