SoftBank Group has seen a huge surge in its market value, adding more than $61 billion in just two days as its stock rally continues. Shares rose another 11.9% on Friday, extending a strong run that began after upbeat earnings from Nvidia boosted confidence across AI-related stocks.
On Thursday alone, SoftBank closed 20% higher, and the momentum carried into the next trading session. A major reason behind the rise is its large stake in Arm Holdings, which also climbed more than 16% after a strong performance in the previous session.
Arm’s chips are widely used in AI servers and data centers, making it a key beneficiary of growing demand for artificial intelligence infrastructure. Investors see SoftBank as a way to indirectly gain exposure to this AI-driven boom.
Analysts say SoftBank’s share price is closely tied to the performance of its major investments, including Arm and OpenAI. There is also speculation around a possible OpenAI IPO, which could further increase SoftBank’s valuation gains.
However, experts caution that holding companies like SoftBank often trade at a discount compared to the true value of their assets. This means shareholders may not fully benefit from the combined worth of its investments.
SoftBank has heavily backed OpenAI, investing tens of billions of dollars and booking large gains linked to its stake. This positions the company as one of the biggest financial winners from the AI boom so far.
With Nvidia’s strong results reinforcing confidence in AI spending, investors continue to pour money into companies tied to chips, data centers, and AI development, keeping SoftBank’s rally alive.
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