FT News Briefing SoftBank divesting from Nvidia could be good, actually
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Nov 12, 2025 
John Foley, head of the Financial Times' Lex column, breaks down SoftBank's $5.8 billion sale of its Nvidia stake, suggesting it might be beneficial for Nvidia in the long run, especially amidst investor jitters about AI spending. Meanwhile, Amy Kasman, Rome correspondent, dives into Italian Prime Minister Giorgia Meloni's controversial income tax cut, which critics argue disproportionately favors the wealthy. The podcast also touches on the rising concerns surrounding global oil demand and the sell-off of tech debt.
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SoftBank's Exit Can Boost NVIDIA Sales
- SoftBank sold a $5.8bn stake in NVIDIA but is redeploying capital into AI companies that buy NVIDIA chips.
- That can increase NVIDIA's revenue indirectly and strengthen its market position through customer growth.
Size And Sentiment Explain The Share Drop
- NVIDIA's market value dwarfs SoftBank's stake, making the divestment relatively small.
- Market jitters over the scale and timing of AI investment explain short-term share volatility.
Investor Jitters Over AI Timelines
- Investors accept AI's transformative potential but worry about when and how investments will pay off.
- Those timing and return uncertainties feed volatility in equity and bond markets.