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SoftBank Stock: AI Bets Fuel Record Surge

Felix Baarz by Felix Baarz
August 8, 2025
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SoftBank Group staged a dramatic comeback, with its shares soaring over 13% to a historic high of 14,205 yen after reporting a staggering quarterly net profit of 421.8 billion yen ($2.87 billion). This marked a sharp reversal from last year’s losses, driven by investor enthusiasm for the company’s aggressive artificial intelligence (AI) investments. The tech conglomerate has poured $30 billion into OpenAI, creator of ChatGPT, and is leading financing for the $500 billion Stargate data center project in the U.S. These bets are already paying off, with portfolio valuations rising and the debt-to-asset ratio improving to 17%.

Market Momentum and Valuation Shift

SoftBank’s rally propelled Japan’s Topix index past 3,000 points for the first time, as active investors flocked to the stock to outperform the broader market. Analysts noted the long-overdue correction of SoftBank’s valuation discount—previously over 50% below its asset value—as AI optimism reshaped perceptions. The combined effect of strong earnings and index momentum created a perfect storm for bullish sentiment, cementing SoftBank’s position as a key market driver.

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Felix Baarz

Felix Baarz

My name is Felix Baarz, and I look back on over fifteen years of experience as a business journalist. I have always been fascinated by the mechanisms and dynamics of global financial markets as well as the complex economic and political interconnections that shape our world. With this passion, I have made a name for myself as an expert on international financial markets and dedicate myself with great commitment to making even the most complex topics understandable and accessible to my readers. My roots lie in Cologne, where I was born and raised. Early on, my curiosity about economic topics and international developments sparked my interest in journalism. After completing my studies, I began my career as a business editor at a respected German trade publication. Here I laid the foundation for my professional career, but my curiosity soon drew me out into the wider world. A turning point in my life was moving to New York, where I lived for six years and gained insight into leading media houses. In this vibrant metropolis, I was able to report firsthand from the heart of the global financial world. From daily developments on Wall Street to major economic policy decisions that make waves worldwide, I had the opportunity to write about central topics that move people and markets alike. This time shaped my perspective and sharpened my view of global interconnections.

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