Money

Softbank shares are surging as optimism rebounds

Published

2 years ago

February 8, 2024

SoftBank Group Corp. experienced a nearly 10% surge in its shares after Arm Holdings Plc delivered an unexpectedly bullish earnings forecast.

Arm, known for its chip designs, exceeded analyst estimates as its expansion beyond smartphones contributed to significant growth.

Arm projected revenue for the three months ending in March to range between $850 million and $900 million, far surpassing the average analyst estimate of $778 million.

The UK-based chip designer’s shares soared during after-hours trading, pushing the company’s valuation closer to $100 billion.

Public debut

SoftBank retained a stake of approximately 90% in Arm following its public debut last year.

As a result of Arm’s robust performance, SoftBank’s shares surged by as much as 9.6% in early Tokyo trading.

Prior to this rally, Arm shares had already surged by 40% in the December quarter, likely increasing SoftBank’s net asset value to over ¥18 trillion ($121 billion).

Arm now stands as the largest asset within SoftBank’s portfolio, representing around a third of the total.

Bottom line

Although the increase in Arm’s share price does not directly impact SoftBank’s bottom line, the heightened value of the company may prompt Masayoshi Son, SoftBank’s CEO, to consider new asset-backed financing options for additional investments.

SoftBank is set to report earnings for the December quarter later on Thursday.

Money

AI fears rattle global markets and investors

AI developments cause market volatility, with European software and US tech firms facing significant declines amid rising uncertainty.

Published

16 hours ago

February 16, 2026

Harvey Vargas

AI developments cause market volatility, with European software and US tech firms facing significant declines amid rising uncertainty.

Global stock markets are experiencing heightened volatility as concerns about AI disruption sweep across industries. Investors are closely monitoring which sectors could be most affected as the technology continues to evolve.

Recent announcements from major US AI companies sent waves through international markets, highlighting the interconnected nature of global finance and technology. European software giants such as Dassault Systèmes and RELX saw significant declines, underscoring the global reach of AI developments.

UBS analysts warn that the impact of AI disruption could intensify in 2026 and 2027, with potential ramifications for a wide range of sectors.

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Money

U.S. stocks falling amid AI worries and weak earnings

U.S. stocks decline amid AI concerns, defensive sectors rising; traders eye commodities, jobs data, and currency trends for insights.

Published

4 days ago

February 13, 2026

Harvey Vargas

U.S. stocks decline amid AI concerns, defensive sectors rising; traders eye commodities, jobs data, and currency trends for insights.

U.S. stocks are tumbling as investors grow concerned over AI profitability and disappointing earnings. Defensive sectors are attracting attention ahead of the upcoming CPI report, while market participants are carefully watching how tech-heavy AI stocks are influencing broader indices. Steve Gopalan from SkandaFX notes that these factors are shaping market sentiment.

For traders, commodities like gold and oil are also playing a role in sentiment, providing hedges amid market uncertainty. The January jobs report and unemployment data are adding further context, with potential implications for Federal Reserve policy.

Market expectations for rate cuts are shifting as investors weigh economic indicators against global market dynamics. Traders are also eyeing currency movements, including the Australian Dollar and Japanese yen, for signs of broader economic trends.

Money

Wall Street tumbles as tech stocks face AI disruption fears

Wall Street falters as tech stocks dive amid AI anxieties; 2026 seen as critical for proving AI investment returns.

Published

4 days ago

February 13, 2026

Harvey Vargas

Wall Street falters as tech stocks dive amid AI anxieties; 2026 seen as critical for proving AI investment returns.

Wall Street took a sharp hit as tech stocks plummeted amid growing investor anxiety over artificial intelligence. Markets reacted strongly to uncertainty about how AI could disrupt major sectors, leaving investors on edge. Kyle Rodda from Capital.com explains why investors are nervous about what’s ahead.

Cisco Systems’ quarterly results added to the market jitters, while defensive sectors gained attention as investors sought safer bets. Analysts describe 2026 as a ‘prove it’ year for AI, with companies needing to demonstrate real returns on their ambitious investments.

The January Consumer Price Index report and rising concerns over AI’s impact on transportation companies further weighed on sentiment. Investors are now closely watching major tech firms for signals on how AI spending will shape future market performance.

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