AI doubts hit SoftBank Group stock as OpenAI stake reaches USD 64.60 billion

Published on 10/23/2026 at 09:48 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

SoftBank Group stock costs EUR 24.36 on October 23, 2026 at Lang & Schwarz. OpenAI exposure reached USD 64.60 billion on October 1.

Funding and earnings timetable

SoftBank executed a USD 10.00 billion OpenAI investment on October 1, 2026.
First-quarter revenue rose 10.90 percent year over year to JPY 2.0 trillion.
SoftBank Group stock trades at EUR 24.36 at 9:38 a.m. CEST at Lang & Schwarz on October 23, 2026.
Second-quarter fiscal 2026 results are scheduled for November 10, 2026.

SoftBank Group, JP3436100006, Illustration mit AI erstellt.

SoftBank Group (ISIN JP3436100006) was trading at EUR 24.36 at Lang & Schwarz on October 23, 2026 at 9:38 a.m. CEST. The stock came under pressure as AI spending doubts spread through Tokyo, while the company had completed a USD 10.00 billion OpenAI investment on October 1, 2026, taking its cumulative investment to USD 64.60 billion and its stake to approximately 13 percent, according to SoftBank Group.

AI exposure meets market pressure

Business News reported on October 23, 2026 that SoftBank Group lost 6.90 percent in Tokyo as investors questioned the payoff from heavy artificial-intelligence spending. The report placed the move alongside broader weakness in Japanese chip and AI stocks.

The financing picture adds a second angle. SoftBank announced on October 9, 2026 that it would redeem EUR 405.10 million of senior notes on October 22, 2026, with a 2.875 percent coupon, according to Japan IR.

Three funding milestones

On September 24, 2026, SoftBank disclosed foreign-currency senior-note financing; on October 1, 2026, it executed the USD 10.00 billion final OpenAI tranche; on October 9, 2026, it announced the EUR 405.10 million note redemption. The OpenAI investment was funded partly through the senior-note issuance, according to SoftBank Group.

What does the AI commitment mean?

SoftBank's first-quarter fiscal 2026 figures show why the market is weighing investment returns against operating performance. Revenue for the quarter ended June 30, 2026 rose 10.90 percent year over year to JPY 2.0 trillion, while net income attributable to shareholders fell 17.70 percent to JPY 347.30 billion, according to Bondsupermart. The contrast leaves valuation highly sensitive to both AI asset prices and financing conditions.

November brings the next report

SoftBank's next earnings release is scheduled for November 10, 2026 at 3:30 p.m. JST, followed by the earnings briefing at 4:30 p.m. JST, according to SoftBank Group.

Stock price before the report

The next report will test whether operating growth can offset the market's concern about concentrated AI exposure and debt funding. SoftBank Group was trading at EUR 24.36 at Lang & Schwarz on October 23, 2026 at 9:38 a.m. CEST.

The further course of trading is shown by the continuously updated real-time quote of SoftBank Group stock.