SoftBank divesting from Nvidia could be good, actually
FT News Briefing12 Nov 2025

SoftBank divesting from Nvidia could be good, actually

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.

Episoder(2092)

Gulf states caught in the middle of US-Iran conflict

Gulf states caught in the middle of US-Iran conflict

Investors turned to gold and the US dollar in the wake of the Iran conflict, and Gulf states are panicking as Iran targets them in retaliatory strikes. Plus,can the US economy handle the surging oil p...

3 Mar 11min

War in Iran: What comes next?

War in Iran: What comes next?

The world is reeling after the US and Israel struck Iran over the weekend. The FT’s Najmeh Bozorgmehr details the situation on the ground in Tehran. Then we explore how the renewed conflict affects th...

2 Mar 12min

AI turns to a new type of lending

AI turns to a new type of lending

Paramount Skydance is poised to triumph in its bid to buy Warner Bros Discovery after Netflix said it would not boost its offer, tech companies are increasingly turning to loans backed by the chips on...

27 Feb 12min

How Deutsche Bank wooed Jeffrey Epstein

How Deutsche Bank wooed Jeffrey Epstein

Nvidia beat Wall Street’s estimates on Wednesday as the company continued to benefit from the boom in AI infrastructure, and HSBC is on track to deliver cost savings earlier than planned. Plus, Iran l...

26 Feb 11min

European investment banks’ killer year

European investment banks’ killer year

US President Donald Trump delivered his State of the Union address last night, Europe’s largest investment banks delivered their highest trading revenues in at least a decade in 2025, and UK self-driv...

25 Feb 12min

The war in Ukraine, four years later

The war in Ukraine, four years later

US software stocks were hit with a fresh burst of selling on Monday as investors fretted that AI will upend the industry, and German Chancellor Friedrich Merz heads to China this week to discuss trade...

24 Feb 11min

The fallout of Trump’s tariff setback at the Supreme Court

The fallout of Trump’s tariff setback at the Supreme Court

The US Supreme Court’s decision to strike down President Donald Trump’s use of emergency tariff powers is raising questions about existing trade deals, federal revenues, and the impact to American bus...

23 Feb 12min

Bonus: Greenhouse’s Daniel Chait on standing out in a tough job market

Bonus: Greenhouse’s Daniel Chait on standing out in a tough job market

Daniel Chait is the CEO of Greenhouse, a hiring platform. He told us his tips for hiring managers, a couple of unethical uses of AI in hiring and whether or not this job market is worse than the one d...

21 Feb 14min

Populært innen Politikk og nyheter

giver-og-gjengen-vg
aftenpodden
aftenpodden-usa
lydartikler-fra-aftenposten
forklart
stopp-verden
popradet
fotballpodden-2
dine-penger-pengeradet
rss-gukild-johaug
det-store-bildet
hanna-de-heldige
rss-ness
aftenbla-bla
nokon-ma-ga
rss-penger-polser-og-politikk
e24-podden
rss-utenrikskomiteen-med-bogen-og-grasvik
frokostshowet-pa-p5
chit-chat-med-helle