Google closes in on Nvidia in the AI race
FT News Briefing26 Nov 2025

Google closes in on Nvidia in the AI race

Google’s parent company got close to a record $4tn market capitalisation, and more than $1tn has been wiped from the cryptocurrency market in the past six weeks. Plus, US consumers aren’t feeling too merry ahead of the holidays, and the UK prepares for its long-awaited Budget day.


Mentioned in this podcast:

US retail sales growth slows as affordability crunch weighs on households

Crypto market sheds $1.2tn as traders shun speculative assets

Nvidia shares tumble on signs Google gaining upper hand in AI

The four audiences Reeves’ ‘high-wire’ Budget must satisfy


Email Marc with your holiday stories and questions: marc.filippino@ft.com


Note: The FT does not use generative AI to voice its podcasts


Today’s FT News Briefing was hosted and edited by Marc Filippino, and produced by Fiona Symon, Victoria Craig and Sonja Hutson. Our show was mixed by Kelly Garry. Additional help from Gavin Kallmann, Michael Lello and David da Silva. The FT’s acting co-head of audio is Topher Forhecz. 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.

Episoder(2110)

Monday, November 12

Monday, November 12

Two of the worlds biggest oil producers are at odds, the clock on a Brexit deal is running out, and Europe considers new regulations on big tech. Plus, why countries are dropping out of a UN pact to g...

12 Nov 20188min

Friday, November 9

Friday, November 9

The Federal Reserve clears the way for a US rate rise next month, European IPOs hit a rough patch and Poland overturns a ban on a nationalist march. Plus, US and Chinese security officials meet today ...

9 Nov 20188min

Thursday, November 8

Thursday, November 8

Chipmaker Qualcomm warns investors that slower Chinese demand and a feud with Apple over its chips will weigh on the December quarter results, the EU calls for regulators to investigate data brokers a...

8 Nov 20187min

Wednesday, November 7

Wednesday, November 7

Democrats take control of the House of Representatives, Republicans clinch a number of closely-watched seats and investors focus on what is next on trade. Plus, Lionel Barber on what the new balance o...

7 Nov 20189min

Tuesday, November 6

Tuesday, November 6

Theresa May set to warn pro-Brexit ministers time is running out for a deal with the EU, private equity groups scale back their UK investments and Apple and Amazon shares take a hit. Plus, as American...

6 Nov 20189min

Monday, November 5

Monday, November 5

Europe prepares for new US sanctions on Iran, UK prime minister Theresa May promises "frictionless" trade with the EU and one of the US's largest financial technology firms, Credit Karma, makes a move...

5 Nov 20188min

Friday, November 2

Friday, November 2

What sent Apple's shares down on Thursday, the Bank of England warns on a no-deal Brexit and Donald Trump's threat to migrants headed for the US border. Plus, we go to San Francisco to hear from worke...

2 Nov 20188min

Thursday, November 1

Thursday, November 1

Global stocks rebound after their worst month since 2012, a possible Brexit deal on the way and why London is banning polluting cars on one of its streets. Plus, the trouble at General Electric - and ...

1 Nov 20188min

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