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07:00Yesterday2 Stories
SoftBank weighs a $50 billion AI bet on Malaysia, equal to a tenth of the country’s GDP
Malaysia has recorded $94B of data-center investments between 2021 and mid-2026; Softbank’s investment plan would lift that total by more than half.
DiDi Shareholders Overwhelmingly Back Hong Kong Relisting; Want Independent Director, Open Earnings Calls, and First Shareholder Meeting in Four Years, Survey Finds
Heng Ren Partners LLC, an active asset manager whose fund owns shares of "the Uber of China," DiDi Global Inc. (OTC Pink: DIDIY), today released the results of a survey of DiDi shareholders showing near-unanimous support for relisting the company's depressed shares on the Hong Kong Stock Exchange.
16:00-20:00Oct 252 Stories
DiDi Shareholders Overwhelmingly Back Hong Kong Relisting; Want Independent Director, Open Earnings Calls, and First Shareholder Meeting in Four Years, Survey Finds
Heng Ren Partners LLC, an active asset manager whose fund owns shares of "the Uber of China," DiDi Global Inc. (OTC Pink: DIDIY), today released the results of a survey of DiDi shareholders showing near-unanimous support for relisting the company's depressed shares on the Hong Kong Stock Exchange.
AI Just Put a $5 Million-a-Day Price Tag on Its Biggest Bottleneck
AI data center delay penalties hit $5 million a day. Builders like SoftBank's SB Energy, and their investors, carry the risk.
01:00Oct 221 Story
09:00-15:00Oct 202 Stories
OpenAI Is Racing To Raise $30 Billion Before Anthropic's IPO. Its Valuation Could Cross $1.4 Trillion.
The ChatGPT maker is touting accelerating revenue growth as investors question the enormous valuations and infrastructure spending of leading AI companies.
Anthropic Will Be The Last AI IPO Of 2026, As Industry Collapses
Henry Blodget, founder of Business Insider, pointed out that Anthropic’s month-over-month revenue growth flattened last month. Neocloud company CoreWeave (NASDAQ: CRWV) is paying as much as 13% on new debt, if it can raise the money. Trading in its credit default swaps on the debt has ballooned. SoftBank, which owns several large AI companies, also […]
06:00Oct 201 Story
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09:00-14:00Oct 172 Stories
SoftBank Group (TSE:9984) Gets Review For 10 GW Ohio AI Project
SoftBank Group (TSE:9984) plans a 10-GW "Flagship" AI data center complex in Ohio as part of a US Japan initiative. PJM Interconnection agreed to study the Flagship project under a state agreement approach focused on grid integration and cost allocation. The Ohio complex includes consumer protection features that are designed to limit exposure to project cost overruns for local ratepayers. The PJM review of SoftBank's 10-GW Ohio AI data center project is only one factor for investors to...
SoftBank Wants to Buy America’s Biggest Security Guard Company and Use Robots
SoftBank is eyeing an $18 billion deal to take over the largest private security firm in America, with plans to swap out guards for robots at scale. The math only works if machines can do the job, and that question is far from settled.
11:00-16:00Oct 162 Stories
SoftBank weighs $30 billion Allied Universal deal as Son eyes security robots
Investing.com -- SoftBank Group is considering acquiring Allied Universal, the largest security services company in the US, in a potential deal that could give founder Masayoshi Son a vast workforce and customer base for deploying AI-powered robots, Bloomberg reported Friday, citing people familiar with the matter.
'SoftBank Is Said to Weigh Buying Top US Security Firm Allied' - Bloomberg News
https://www.bloomberg.com/news/articles/2026-10-16/softbank-is-said-to-weigh-buying-largest-us-security-firm-allied
08:00Oct 161 Story
09:00-11:00Oct 152 Stories
AI Credit Default Insurance Costs Surge as Investors Assess Data Centre Debt Risks
The cost of protecting against defaults by major US technology companies has risen sharply, reflecting growing investor concerns about debt levels, financing requirements and the potential returns from large-scale artificial intelligence infrastructure investments. Credit default swap (CDS) spreads for several companies involved in AI development and data centre expansion have reached record levels, according to data from S&P Global Market Intelligence and LSEG.
3 Wireless Non-US Stocks to Watch Despite Industry Roadblocks
The fast-track 5G rollout and solid wireless traction should help the Zacks Wireless Non-US industry thrive despite short-term headwinds. KDDIY, TIGO and SFTBY are well-positioned to capitalize on the demand for seamless connectivity solutions.
02:00-07:00Oct 152 Stories
Nasdaq Futures Plunge as AI Rout Rolls On; U.S. PPI Data and Warsh’s Remarks in Focus
December Nasdaq 100 E-Mini futures (NQZ26) are down -1.10% this morning as investors continued to trim their exposure to the AI trade.
Asian markets plunge as AI fears deepen tech sell-off
Asian stock markets plummeted on Thursday as fears of a slowdown in the AI boom triggered a tech sell-off.
21:00-23:00Oct 142 Stories
SK Hynix Stock Plunges 11% in Seoul, Slips After Hours in New York as Hot CPI, Fed Hike Bets and AI Funding Worries Weigh
SK Hynix Inc. (NASDAQ:SKHY) shares tumbled more than 11% in Seoul on Thursday, deepening a global chip selloff tied to hotter U.S. inflation, Federal Reserve rate-hike bets and doubts over funding the artificial intelligence buildout. SK Hynix Leads Asia’s Chip Rout The chipmaker fell 11.42% at the time of writing to KRW 1,257,000 ($929.92), while Samsung Electronics fell 8.84% to KRW 211,500 ($156.47). South Korea’s KOSPI fell 7.81% to 5,539.34. In Japan, the Nikkei fell 225 fell 4.12% to 64,95
South Korea’s benchmark Kospi index sinks more than 7% as tech sell-off deepens
HONG KONG (AP) — South Korea’s benchmark Kospi index sank more than 7% on Thursday as a sell-off of technology shares deepened after U. stocks fell on hotter-than-expected inflation data.
06:00-11:00Oct 142 Stories
PJM plans to study SoftBank’s Ohio AI project under state agreement approach
The project, dubbed “Flagship,” includes 765-kV transmission lines to be built by AEP Ohio, roughly 10 GW in data center load and about 10.2 GW in gas-fired generation.
Softbank-backed bkash CEO On Digital Bank License
Kamal Quadir, the Founder & CEO of bKash, a mobile financial service provider in Bangladesh, says that approval to operate as a digital bank will ease the access to capital for the customers. He spoke to Yvonne Man at Bloomberg's New Economic Forum on AI, banking and more.
00:00Oct 141 Story
07:00-09:00Oct 132 Stories
SoftBank Group (TSE:9984) Stock May Be Undervalued As AI Funding Plans Grow
SoftBank Group has delivered a very strong 241.3% share price gain over the past 5 years, yet the stock has recently come under pressure, which puts fresh attention on whether its current price can be explained by its earnings power. With investors weighing heavy AI ambitions against a volatile share chart, the question is how much of SoftBank Group's profit engine is already reflected in today's valuation. A 241.3% return over 5 years means long term holders have already seen substantial...
SoftBank Group (TSE:9984) Dropped, So What Is Behind The Move?
SoftBank Group stock reacts to AI selloff SoftBank Group (TSE:9984) was caught in the broad selloff in AI related equities, with the share price falling 8.5% as global chipmakers and semiconductor exposed stocks came under pressure. Short term momentum for SoftBank Group has clearly cooled, with the share price down 18.4% over 30 days and 16.1% over 90 days. However, the year to date share price return of 15.7% and a three year total shareholder return of more than 3x suggest a very different...
04:00-07:00Oct 132 Stories
SoftBank Group (TSE:9984) Shares Fall On AI Financing Concerns
SoftBank Group (TSE:9984) joined a broad pullback in Asian tech shares on 12 October 2026 after fresh AI financing concerns. Investors reacted to reports that ChangXin Memory Technologies in China has advanced its chip architecture, sharpening competition in AI hardware. Sector sentiment weakened further after new IMF warnings about risks tied to rising debt levels and AI related borrowing across markets. This setback for Asian tech stocks, as SoftBank faces AI financing worries and Chinese...
Global chip selloff deepens as AI worries, China competition weigh
Investing.com -- Shares of U.S. and European chipmakers fell Tuesday as a selloff in AI-exposed stocks deepened, pulling the broader technology sector lower amid concerns over the sustainability of AI investment and intensifying competition.
20:00Oct 121 Story
02:00Oct 102 Stories
Nomura Research Institute (TSE:4307) Is Up 10.6% After AI-Sector Rotation Amid Nikkei Weakness - What's Changed
Earlier this week, Japan’s Nikkei 225 index dropped amid doubts around the AI sector and stress in global bond markets, yet Nomura Research Institute was among the strongest gainers while high-profile technology investor SoftBank Group recorded a steep loss. This contrast highlights how, even as sentiment cooled toward some AI-linked names, investors shifted toward companies like Nomura Research Institute within the same broader space. We’ll now consider how this sector rotation toward...
3 Robotics Stocks Investors Are Watching For The Next AI Automation Wave
Global capital is again chasing artificial intelligence, and this time the spotlight is on robotics and automation pure plays that could sit in the slipstream of a potential US$100b SoftBank AI push. Middle Eastern money, a possible Roze IPO and fresh acquisition firepower together create a feeling that the next wave might arrive before most investors are ready. This piece unpacks 3 stocks from the screener that appear closely tied to this story. The three stocks that follow are just a...
13:00-17:00Oct 92 Stories
SoftBank Wants up to $100 Billion From Gulf Investors for AI — but Its $65 Billion OpenAI Bet Is Raising Eyebrows
SoftBank Group Corp. is sounding out Gulf investors about raising as much as $100 billion for a new investment vehicle focused on artificial intelligence, even as questions mount over its growing exposure to OpenAI and the financing needed to sustain...
SoftBank-Backed OPay Wins $185 Million Standard Bank Placement
SoftBank Group Corp.-backed OPay Digital Services Ltd. secured about $185 million in a private placement with Africa’s biggest bank as it prepares to list in the US.
21:00Oct 81 Story
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06:00-11:00Oct 62 Stories
Visa And Mastercard Are At Risk Of Being Disrupted. It's Time To Underweight Them.
Visa (V) and Mastercard (MA) face rising competition from sovereign payment rails in Brazil and India, threatening growth and margins. Read the latest analysis on these stocks here.
Tech Strength, Easing Oil Bills Lift Asian Stock Markets
Asian stock markets generally gained on Tuesday, as global crude prices eased and traders weighed an
05:00Oct 51 Story
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04:00-16:00Oct 32 Stories
Intel (INTC) Data Center Comeback: Real Recovery or Just a Supply Squeeze?
Intel Corp. (NASDAQ:INTC) continues executing its AI-driven turnaround, backed by strong demand across CPUs, ASICs, advanced packaging, and its foundry network. Strategic moves include Nvidia partnership, SoftBank’s $2 billion investment, and progress on 18A process technology, reinforcing Intel’s push to reclaim semiconductor leadership. Intel’s foundry story may have another catalyst investors are overlooking: a Terafab […]
DigitalBridge PFD Holders Need To Be Alert: Delisting Coming
DigitalBridge Group, Inc. to be acquired by SoftBank affiliate, delisting preferreds DBRG.PR.H/I/J. Click for this DBRG update.
02:00Oct 21 Story
10:00-23:00Oct 12 Stories
GA-ASI Demonstrates Disaster Relief Comms System With SoftBank Corp.
Japanese Supplier Working With GA-ASI on Communications Payload for MQ-9BSAN DIEGO, CA / ACCESS Newswire / October 1, 2026 / (GA-ASI) has completed a successful flight test using its MQ-9B Remotely Piloted Aircraft (RPA) featuring a new communications payload developed by SoftBank Corp., a major Japanese telecommunications and technology operator.
'Nvidia, SoftBank Make Final $20B Investment in OpenAI’s Last Round'- The Information
https://www.theinformation.com/briefings/exclusive-nvidia-softbank-make-final-20-billion-investment-openais-last-round
08:00Oct 12 Stories
Oracle Just Sent A Notice That Has Everyone Staring At The Wrong Place
Oracle Corporation maintains a Buy rating as revenue timing, not demand, drives current risk. Click for more on the ORCL stock.
Oracle's $18 Billion AI Data Center Just Dodged a Major Flooding Scare
Oracle says Project Jupiter remains on its planned schedule despite flooding at the site.
05:00Oct 11 Story
12:00-00:00Sep 302 Stories
Asian shares mostly rise amid market optimism about AI, despite Iran worries
Asian shares mostly rose in early Thursday trading amid investor interest in technology-related issues, despite ongoing worries about the war in Iran. In Tokyo trading, issues expected to get a boost from the solid demand in computer chips and AI-related growth have been rising in recent sessions, including Advantest Corp., Tokyo Electron and SoftBank Group Corp.
Sterlington Advises DigitalBridge Management Team on Acquisition by SoftBank Group
NEW YORK, September 30, 2026--Sterlington advised the management team of DigitalBridge Group, Inc. (DigitalBridge) on its completed acquisition by SoftBank Group Corp. for approximately $3.1 billion.
00:00Sep 301 Story
10:00-15:00Sep 292 Stories
OpenAI targets $30 billion funding round at $1.4 trillion valuation
The fundraising round is meant to serve as a bridge in place of an IPO, which CEO Sam Altman has delayed over AI safety concerns
Rising Treasury Yields Threaten to Increase Debt Costs for AI Infrastructure Providers
Key Stats for CoreWeave StockPrice change for CoreWeave stock in the last 6 months: 23%$CRWV Stock Price as of Sep. 28: $8552-Week High: $153$CRWV Stock Price Target: $142What Happened?Treasury yields hit their highest level since 2007 this week.
08:00Sep 291 Story
12:00-19:00Sep 282 Stories
American Infrastructure Alliance Launches First Nationwide Partnership Between Labor & Business to Advance Responsible Data Center Infrastructure Growth
The American Infrastructure Alliance (AIA) today launched the first nationwide coalition of labor and business focused on establishing responsible, enforceable guardrails for data center development at the state and local level.
Goldman warns high-yield bond supply surge pressuring markets
Investing.com -- Risk premiums in the US high-yield bond market reached their highest level in five months as a wave of corporate debt issuance overwhelms investors, Goldman Sachs Group Inc.'s head of credit strategy said Monday.
05:00-10:00Sep 272 Stories
SoftBank (TSE:9984) Stock May Still Be A Bargain On Fresh AI Debt Moves
SoftBank Group has delivered a powerful share price run over the past few years, which puts a spotlight on whether the current market value is adequately backed by its earnings profile. With the stock recently closing at ¥6,150, the key issue for investors is how that price lines up against what the business is actually earning today. Over the past 5 years, SoftBank Group shares have gained 292.9%, which raises a clear question over how much of that move is supported by the company’s...
SoftBank (TSE:9434) Draws Valuation Focus, Is The Upside Already Priced In?
SoftBank (TSE:9434) drew fresh attention after its recent share price moved around the ¥245.9 mark, prompting investors to reassess how the telecom and internet group’s diversified revenue streams align with its current valuation. Recent trading has been choppy, with the share price slipping around 0.2% over the last day and 0.9% over the week. That sits against a 3.5% 1 month share price return and a 20.1% 3 month share price return, which point to building momentum. The 11.4% 1 year total...
15:00-23:00Sep 252 Stories
Arm Holdings Stock Fell 8% in a Day. Here’s What SoftBank’s $25 Billion Loan Means for the Stock
Key Stats for Arm Holdings StockCurrent Price: $306. 34Target Price (Mid): ~$1,368Street Target: ~$289Potential Total Return: ~346%Annualized IRR: ~39% / yearWhat Happened?Arm Holdings (ARM) fell 7.
SoftBank Forms JV With Industrial Vehicle Automation Company
SoftBank and Autonomous Solutions Inc. formed a JV to scale ASI’s AI-enabled construction equipment company.