• SoftBank Group is expected to report robust quarterly profit, benefiting from its growing OpenAI bet, with OpenAI’s valuation reaching $840 billion.
  • Analysts are concerned about the increasing debt SoftBank is taking on to fund OpenAI, including an additional $30 billion investment in 2026.
  • S&P Global Ratings revised SoftBank’s credit outlook to negative, citing deteriorating asset liquidity and financial capacity.
  • SoftBank secured a $40 billion loan in March but had to downsize a proposed margin loan due to creditor hesitation.
  • SoftBank plans to create and list an AI and robotics company in the U.S., aiming for a $100 billion valuation.
  • SoftBank’s shares have nearly doubled since early April, approaching record highs.

Sources & Links