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Softbank Corp ADR
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OpenAI 'Shifts' Alliance To SoftBank From Microsoft
February 23, 2025
Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this short recap.
Via
Talk Markets
Topics
Artificial Intelligence
Stocks / Equities
Exposures
Artificial Intelligence
Sam Altman's OpenAI Reportedly Considers Special Voting Rights To Thwart Elon Musk's Acquisition Attempt And Defend Future Unsolicited Bids
February 18, 2025
In a move to protect its autonomy, Sam Altman-led AI firm, OpenAI, is contemplating granting special voting rights to its non-profit board. This comes in response to a takeover bid from Elon Musk.
Via
Benzinga
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
SoftBank Joins Nvidia In Backing Recursion Pharma, Retail Traders Rally Behind Stock Surge
February 18, 2025
The Japanese conglomerate’s bet comes amid growing AI sector momentum, fueled in part by chipmaking giant Nvidia, which also holds over 7.7 million Recursion shares.
Via
Stocktwits
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
Softbank-Backed Arm Holdings 155% Post-IPO Surge Bolstered by AI Growth and Smartphone Integration
February 12, 2025
Arm Holdings' stock has surged 157% since its IPO, driven by AI potential, expansion in PC and AI markets, and licensing disagreements with Qualcomm.
Via
Benzinga
Topics
Artificial Intelligence
Initial Public Offering
Exposures
Artificial Intelligence
Securities Market
SoftBank Q3 Earnings: Revenue Rises, Vision Fund Takes $2.33 Billion Hit As Investments Falter
February 12, 2025
SoftBank's Q3 net sales reach 1.83 trillion yen, with a loss of 190.2 billion yen. Vision Fund suffers 352.75 billion yen loss.
Via
Benzinga
Behind Marvell Tech's Multi-Fold Growth: R&D, Acquisitions And AI Infrastructure
February 10, 2025
Marvell Technology Inc (MRVL) surged 340% in 5 years due to high demand for its data infrastructure semiconductor solutions in AI, automotive, consumer & other markets.
Via
Benzinga
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
Pinterest's Taste Graph, Amazon's $100B Investment, DeepSeek's Impact, And More: This Week In Ai
February 09, 2025
Pinterest's AI Taste Graph expands 75%, while Amazon plans a $100B AI investment. Arm confirms role in $100B Stargate AI project. DeepSeek impacts AI stocks. Qualcomm records quarter but lowers Q2...
Via
Benzinga
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
Arm Confirms Central Role In $100 Billion Stargate AI Infrastructure Project With OpenAI, Oracle
February 06, 2025
Arm has affirmed its central position in the AI ecosystem through its involvement in OpenAI's $100 billion Stargate AI infrastructure project.
Via
Benzinga
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
Is The Softbank Stargate AI Project The Next Big Thing In AI?
February 05, 2025
SoftBank is making big bets on AI and positioning itself at the forefront of the next technological revolution.
Via
Talk Markets
Topics
Artificial Intelligence
Stocks / Equities
Exposures
Artificial Intelligence
OpenAI's Sam Altman Looks To Raise Funds From Abu Dhabi's MGX Amid Increased Competition: Report
February 05, 2025
Sam Altman to visit UAE to discuss fundraising with investment firm MGX amidst competition from China's DeepSeek and SoftBank partnership.
Via
Benzinga
ChatGPT-Maker OpenAI's Future Hangs In The Balance As Judge Says Elon Musk's Lawsuit Will Partially Go To Trial
February 04, 2025
A federal judge ruled that parts of Elon Musk's lawsuit against OpenAI will proceed to trial, with Musk required to testify, as he seeks to block the AI company's transition to a for-profit model,...
Via
Benzinga
Topics
Artificial Intelligence
Lawsuit
Exposures
Artificial Intelligence
Financial
Legal
Why Is Grab Stock Trading Higher On Tuesday?
February 04, 2025
Grab Holdings Ltd. (NASDAQ: GRAB) and GoTo resume merger talks, aiming for completion by 2025. The merger could strengthen both companies' position against competitors like Uber (NYSE: UBER) in...
Via
Benzinga
Sam Altman in Korea: OpenAI Seeks AI Deals With Samsung, SK Hynix, and SoftBank Amid Global AI Boom
February 04, 2025
Global companies partner to integrate AI into operations. Trump's second term saw $500B Stargate AI venture, intensifying competition with Google, Microsoft, Amazon. OpenAI, SoftBank, Oracle, MGX...
Via
Benzinga
Topics
Artificial Intelligence
Government
Exposures
Artificial Intelligence
Political
OpenAI's 'Deep Research' Promises AI-Powered Analysis — Here's What It Can (And Can't) Do
February 02, 2025
OpenAI has introduced a new ChatGPT feature called "deep research," which autonomously conducts multi-step data searches, summarizes findings with citations, and aims to function like a research...
Via
Benzinga
What You Missed On Friday
February 02, 2025
Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.
Via
Talk Markets
Topics
Stocks / Equities
Masayoshi Son Picks Odd Time To Bet Big On OpenAI
February 01, 2025
Masayoshi Son may be about to pull off his signature move – doubling down. Having already invested over $1.5 billion into OpenAI, the SoftBank boss could throw another $25 billion into the artificial...
Via
Talk Markets
Topics
Artificial Intelligence
Stocks / Equities
Exposures
Artificial Intelligence
Sam Altman Thanks Satya Nadella, Jensen Huang As OpenAI Deploys NVIDIA's GB200 On Microsoft Azure, Boosting Performance By 30X
January 31, 2025
OpenAI CEO Sam Altman announced a technological milestone on Friday, revealing the deployment of NVIDIA Corp.'s first full 8-rack GB200 NVL72 system on Microsoft Corp.'s Azure platform, marking a major...
Via
Benzinga
Jim Cramer Wonders If Baidu Could Be Next After Alibaba's AI Model Outperforms DeepSeek
January 30, 2025
Amid recent artificial intelligence sector turbulence, Jim Cramer wondered if Baidu Inc. might be the next Chinese tech giant to draw market focus.
Via
Benzinga
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
SoftBank May Lead OpenAI's $40 Billion Funding Round At A $300 Billion Valuation Despite DeepSeek Disruption: Report
January 30, 2025
SoftBank Group is reportedly leading a $40 billion funding round in OpenAI, which values the artificial intelligence company at $300 billion. This is a significant increase from the $157 billion it was...
Via
Benzinga
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
Humanoid Robots Bigget Than Evs, Retail Investors Buy $1B Nvidia But Institutions Sell, Microsoft Offers DeepSeek
January 30, 2025
Via
Benzinga
SoftBank Eyes Historic $25 Billion Investment In OpenAI, Set To Dethrone Microsoft As Biggest Investor In ChatGPT-Parent
January 30, 2025
SoftBank is reportedly considering a historic $25 billion investment in OpenAI, which could surpass Microsoft's stake and position SoftBank as the ChatGPT maker's largest investor.
Via
Benzinga
What Wall Street Is Saying About Microsoft Ahead Of Earnings
January 28, 2025
Microsoft reports following DeepSeek selloff, Stargate JV announcement.
Via
Talk Markets
Topics
Stocks / Equities
Trump's Tariff Plans Ignite Market Rally, Pushing Stocks To Record Highs
January 26, 2025
President Trump's hints at upcoming increases in tariffs have ignited a significant market rally, propelling stocks to unprecedented highs.
Via
Benzinga
Topics
Government
World Trade
Exposures
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Tariff
Make AI Pay
January 26, 2025
I recently stated that I knew how to make President Trump’s TikTok plans pay – not just for the larger country, as he intends, but for you personally as well. That’s through data-center real estate...
Via
Talk Markets
Topics
Artificial Intelligence
Government
Real Estate & REITs
Exposures
Artificial Intelligence
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Elon Musk Accuses OpenAI CEO Sam Altman Of Lying Over $10B Equity: 'What A Liar'
January 24, 2025
Tesla Inc CEO Elon Musk earlier this week leveled allegations against OpenAI CEO Sam Altman, accusing him of misleading statements about a $10 billion equity agreement.
Via
Benzinga
SoftBank: Boom Or Bust?
January 24, 2025
The current price is currently trading in the upper portion of the
Via
Talk Markets
Topics
Stocks / Equities
OpenAI Wrestles With Microsoft Stake Valuation As It Looks To Transition To For-Profit Entity Amid Trump's $500 Billion Stargate AI Project: Report
January 24, 2025
Sam Altman-led OpenAI is reportedly engaged in intricate discussions to transform into a for-profit entity, but its board is grappling with valuing Microsoft's stake while negotiating the worth of its...
Via
Benzinga
Topics
Artificial Intelligence
Government
Exposures
Artificial Intelligence
Political
OpenAI's Sam Altman Flip Flops On Trump After $500 Billion Stargate AI Project, Says 'I Wish I Had Done More Of My Own Thinking'
January 23, 2025
OpenAI CEO Sam Altman says his perspective on Trump has evolved after closely observing him.
Via
Benzinga
Topics
Artificial Intelligence
Government
Exposures
Artificial Intelligence
Political
Satya Nadella Stands Firm After Elon Musk Questions Stargate's $100 Billion Funding Potential: 'All I Know Is, I'm Good For My $80 Billion'
January 23, 2025
Microsoft CEO Satya Nadella reaffirmed Microsoft's $80 billion annual AI investment in response to Elon Musk's skepticism about Project Stargate's $100 billion funding potential, emphasizing the...
Via
Benzinga
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
SoftBank's Role in $500 Billion Stargate AI Venture Seen as Major Growth Driver, Analyst Says
January 22, 2025
Trump Administration announced Stargate AI infrastructure joint venture, investing $500 billion over 4 years. SoftBank, Oracle, OpenAI, and Abu Dhabi's MGX involved.
Via
Benzinga
Topics
Artificial Intelligence
Government
Exposures
Artificial Intelligence
Political
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