SoftBank divesting from Nvidia could be good, actually

软银减持英伟达或许实为明智之举。

FT News Briefing

2025-11-12

10 分钟
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单集简介 ...

The International Energy Agency says global oil and gas demand will rise for the next 25 years if the world does not change course; Masayoshi Son’s SoftBank Group has sold its entire stake in Nvidia; and investors have been selling off the debt of US tech heavyweights. Plus, Italian Prime Minister Giorgia Meloni’s plan to reduce income taxes for the “middle-class” has sparked criticism that she is helping the rich. Mentioned in this podcast: Oil and gas demand to rise for 25 years without global change of course, says IEA Why Nvidia should be glad to see the back of SoftBank SoftBank sells Nvidia stake for $5.8bn as it prepares for AI investments Investor angst over Big Tech’s AI spending spills into bond market Giorgia Meloni’s ‘middle-class’ tax cut sparks political row in Italy Today’s FT News Briefing was produced by Victoria Craig, Lulu Smyth and Sonja Hutson. Our show was mixed by Kelly Garry. Additional help from Gavin Kallmann. 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.
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  • Good morning from the Financial Times.

  • Today is Wednesday, November 12th, and this is your FT News Briefing.

  • Looks like oil and gas demand could stick around for a bit longer.

  • And SoftBank pulled out of NVIDIA, but that might not be bad news.

  • Plus, a small tax cut in Italy has created a huge backlash.

  • I'm Sonya Hudson, and here's the news you need to start your day.

  • Global demand for oil and gas will rise for the next quarter century.

  • That's if worldwide habits don't change, according to the International Energy Agency.

  • The Paris-based body published its latest forecast today.

  • It reflects less interest from global governments to stick to climate targets.

  • Now, this is a change from previous reports.

  • The IEA's forecast had assumed fossil fuel consumption would peak this decade.

  • That was disputed by the oil and gas industry and the White House, though.

  • The IEA says this year there is a wide range of uncertainty around the outlook.

  • For some, it's, quote, very optimistic.

  • For some people, it's very pessimistic.

  • SoftBank decided to sell its nearly $6 billion stake in the chipmaker NVIDIA.

  • The Japanese conglomerate announced the sale yesterday, and that sent NVIDIA shares down almost 3%.

  • But the divestment might not be all bad for NVIDIA.

  • That's what the FT's John Foley thinks.