{"id":58656,"date":"2026-02-17T12:08:31","date_gmt":"2026-02-17T16:08:31","guid":{"rendered":"https:\/\/stockmarketwatch.com\/stock-market-news\/softbank-exits-nvidia-position-as-gm-signals-tariff-stability-usd-gains-against-yen\/58656\/"},"modified":"2026-02-17T12:08:31","modified_gmt":"2026-02-17T16:08:31","slug":"softbank-exits-nvidia-position-as-gm-signals-tariff-stability-usd-gains-against-yen","status":"publish","type":"post","link":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/softbank-exits-nvidia-position-as-gm-signals-tariff-stability-usd-gains-against-yen\/58656\/","title":{"rendered":"SoftBank Exits Nvidia Position as GM Signals Tariff Stability; USD Gains Against Yen"},"content":{"rendered":"<h2>Key Takeaways<\/h2>\n<ul>\n<li><strong>SoftBank Group (<a href=\"\/stock\/SFTBY\">SFTBY<\/a>) has fully dissolved its stake in Nvidia (<a href=\"\/stock\/NVDA\">NVDA<\/a>)<\/strong>, according to a new SEC filing, marking a major exit from the world\u2019s leading AI chipmaker.<\/li>\n<li><strong>General Motors (<a href=\"\/stock\/GM\">GM<\/a>) CFO Paul Jacobson<\/strong> stated the <strong>tariff environment is becoming &quot;more stable,&quot;<\/strong> as the automaker successfully mitigates billions in trade-related costs.<\/li>\n<li><strong>Alphaton Capital (<a href=\"\/stock\/ATON\">ATON<\/a>)<\/strong> secured a <strong>$30 million lease<\/strong> for <strong>504 Nvidia Blackwell B200 GPU computers<\/strong>, targeting a <strong>$1.2 million monthly revenue stream<\/strong> starting in March.<\/li>\n<li><strong>The U.S. Dollar turned positive against the Japanese Yen<\/strong>, rising <strong>0.1% to 153.66<\/strong>, reversing earlier weakness following the recent Japanese election.<\/li>\n<li><strong>Federal Reserve Chair Jerome Powell<\/strong> is reportedly maintaining a <strong>&quot;strong relationship&quot; with Special Envoy Steve Witkoff<\/strong>, providing a critical bridge between the central bank and the executive branch.<\/li>\n<\/ul>\n<h2>SoftBank Completes Nvidia Exit<\/h2>\n<p>SoftBank Group (<a href=\"\/stock\/SFTBY\">SFTBY<\/a>) has officially dissolved its remaining share stake in Nvidia (<a href=\"\/stock\/NVDA\">NVDA<\/a>), according to a regulatory filing released Tuesday. The move marks the end of a highly profitable era for the Japanese conglomerate, which had previously offloaded a massive <strong>$5.83 billion<\/strong> block of shares in late 2025.<\/p>\n<p>Analysts suggest the exit allows SoftBank to reallocate capital toward direct AI infrastructure and its growing partnership with <strong>OpenAI<\/strong>. Despite the divestment, Nvidia continues to see robust demand from other institutional players, though the exit of such a high-profile backer has drawn significant market attention.<\/p>\n<h2>GM Navigates &quot;Stable&quot; Tariff Landscape<\/h2>\n<p>General Motors (<a href=\"\/stock\/GM\">GM<\/a>) CFO Paul Jacobson provided an optimistic update on the trade front, noting that the <strong>&quot;tariff environment is getting more stable.&quot;<\/strong> While the automaker expects to absorb between <strong>$3 billion and $4 billion<\/strong> in gross tariff costs this year, Jacobson emphasized that the company has already offset over <strong>40%<\/strong> of these headwinds through pricing and supply chain adjustments.<\/p>\n<p>The automaker is currently ahead of schedule in its plan to restore North American margins to the <strong>8%\u201310% range<\/strong>. GM is further insulating itself from trade volatility with a <strong>$5 billion onshoring investment<\/strong> aimed at domesticating production and reducing reliance on international components.<\/p>\n<h2>Alphaton Capital Expands AI Infrastructure<\/h2>\n<p>Alphaton Capital (<a href=\"\/stock\/ATON\">ATON<\/a>) announced the signing and closing of a <strong>$30 million lease agreement<\/strong> to deploy <strong>504 Nvidia Blackwell B200 GPU computers<\/strong>. The deployment, based in Canada, is part of a broader strategy to scale AI infrastructure for the <strong>Telegram<\/strong> ecosystem and its 1 billion monthly active users.<\/p>\n<p>The company expects the new hardware to generate a minimum of <strong>$1.2 million in monthly revenue<\/strong> beginning in March 2026. Alphaton projects that its total fleet of <strong>1,080 chips<\/strong> will be fully online by April, potentially driving monthly revenues to <strong>$3.11 million<\/strong> with a projected <strong>40% internal rate of return (IRR)<\/strong>.<\/p>\n<h2>Currency and Political Developments<\/h2>\n<p>In the foreign exchange markets, the <strong>U.S. Dollar<\/strong> turned positive against the <strong>Japanese Yen<\/strong>, reaching <strong>153.66<\/strong>. The move comes as the &quot;Takaichi Rally&quot; in the Yen begins to cool, with investors weighing the likelihood of further <strong>Bank of Japan<\/strong> rate hikes against a resilient U.S. economy.<\/p>\n<p>On the political front, reports highlight a strengthening relationship between <strong>Federal Reserve Chair Jerome Powell<\/strong> and <strong>Steve Witkoff<\/strong>, the U.S. Special Envoy. <em>This rapport is viewed as a stabilizing factor for financial markets<\/em>, as it suggests a functional communication channel between the Fed and the current administration\u2019s key economic advisors.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Key Takeaways SoftBank Group (SFTBY) has fully dissolved its stake in Nvidia (NVDA), according to a new SEC filing, marking 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