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SoftBank’s decision to sell its entire Nvidia stake — worth roughly $5.8 billion — has unsettled investors and raised questions about whether the AI rally may be peaking. The Japanese conglomerate insists the sale is part of a broader pivot toward AI infrastructure and OpenAI-related ventures, not a vote of no confidence in Nvidia. Still, the scale and timing of the move have amplified market unease and fueled debate over how far AI mania can stretch.