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#Masayoshi Son
AI data center trade hits power, politics and capex wall
AI data center spending is meeting a harsher market test as grid bottlenecks, turbine shortages and investor demands for returns reshape the trade.
SoftBank's rally shows OpenAI's IPO is already moving markets
SoftBank shares hit a record high as traders priced OpenAI IPO hopes into a listed proxy before any public filing, spotlighting leverage as well as upside.
SoftBank taps Japan retail buyers for $1.6 billion bond deal
SoftBank plans to raise ¥260 billion from Japanese retail buyers, extending Masayoshi Son's AI financing push as OpenAI optimism lifts the shares.
SoftBank stock rally extends on OpenAI IPO and AI trade
SoftBank stock rally extended as OpenAI IPO talk and AI infrastructure optimism turned the group into a public proxy for private AI risk.
SoftBank Surges 20% as OpenAI's IPO Pipeline Starts Pricing Into Related Equities
SoftBank Group shares surged nearly 20 per cent in Tokyo morning trading after reports that OpenAI and SB Energy are preparing US IPOs, proving the anticipated listings are already pricing into related equities weeks before any S-1 filing.