SoftBank Group shares soar over 16% as Nvidia earnings signal strong AI momentum
SoftBank soars as Nvidia earnings signal strong AI momentum
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SoftBank Group shares soar 20% as Nvidia earnings signal strong AI momentum
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SoftBank Group shares soar 20% as Nvidia earnings signal strong AI momentum
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SoftBank Group shares soar 20% as Nvidia earnings signal strong AI momentum
Published Wed, May 20 2026 8:40 PM EDT Updated Thu, May 21 2026 3:24 AM EDT
Lee Ying Shan@in/ying-shan-lee@LeeYingshan
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Key Points
- Shares of SoftBank Group jumped as blockbuster earnings from Nvidia overnight signal strong momentum in the artificial intelligence space.
- The company’s fortunes are closely tied to the AI boom through its stake in Arm Holdings and its investments in OpenAI.
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- 9984.T-JP+607.00 (+8.59%)
- 2760.T-JP-75.00 (-1.78%)
- 6857.T-JP-1,520.00 (-5.48%)
- 6723.T-JP+237.00 (+5.52%)
- TSM-1.22 (-0.30%)
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CANADA - 2025/08/07: In this photo illustration, the SoftBank Group (Soft Bank) logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)
Sopa Images | Lightrocket | Getty Images
Shares of SoftBank Group skyrocketed Thursday as blockbuster earnings from Nvidia overnight signaled strong momentum in the artificial-intelligence space.
SoftBank Group shares, which had declined for five straight sessions, closed 19.85% higher, adding over $35 billion to its market-cap Thursday.
The company’s fortunes are closely tied to the AI boom through its stake in Arm Holdings, whose chip designs are used in AI servers and data centers powered by Nvidia systems, and its investments in OpenAI.
The Japanese giant has put in more than $30 billion in OpenAI, with its investment gains in the company totaling $45 billion in the year ended March.
SoftBank’s sharp rally is being driven by renewed optimism around a potential OpenAI listing, which helped propel Arm Holdings shares up, said Andrew Jackson, head of Japanese equity strategy at Ortus Advisors.
SoftBank Group Corp
*Data is delayed | Exchange | JPY
Last | 11:30 AM JST
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Quote Details
Shares of Softbank Group since the start of the year
While the developments were largely anticipated by markets, Jackson told CNBC the magnitude of the move was still significant given SoftBank’s heavy exposure to AI-related assets. Arm Holdings closed over 15% higher in U.S. trading hours.
SoftBank Group last week posted a $46 billion annual gain at its Vision Fund, driven largely by the soaring valuation of OpenAI as founder Masayoshi Son doubles down on artificial intelligence investments. SoftBank added that gains tied to OpenAI totaled about $45 billion in the fiscal year ended March.
Analysts at Fitch Ratings unit CreditSights last week reiterated an “outperform” recommendation on SoftBank Group debt, adding that a sharp rally in Arm Holdings shares has materially strengthened the conglomerate’s balance sheet despite aggressive investments into artificial intelligence.
Asian semiconductor stocks tied to Nvidia’s supply chain as well as the broader tech sector also climbed Thursday.
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