Sam Altman

Alex Kantrowitz

Trishla Ostwal

William Savitt

Marc Toberoff

Colin Rusch

Brian Roemmele

Austen Allred

Kelsey Piper

"The company is not for sale. It's another one of his tactics to try to mess with us."

"So my very basic read is Elon's offer isn't serious."

"Musk and his legal team's insistence that the offer is real should keep it in the headlines for a while, but I’m still skeptical of their story."

"We don't expect any meaningful discussions to develop."

"Elon's offer to purchase the OpenAI nonprofit for $97.4billion isn't going to happen."

"It's time for OpenAI to return to the open-source, safety-focused force for good it once was. We will make sure that happens."

Will Elon Musk Buy OpenAI?

The Japanese investment holding company SoftBank announced on Tuesday that it sold its complete stake in NVIDIA for $5.8 billion in October, disposing of 32.1 million shares in the American chip manufacturer.

SoftBank Group Corp

Fortune

The Telegraph

The Japanese investment holding company SoftBank announced on Tuesday that it sold its complete stake in NVIDIA for $5.8 billion in October, disposing of 32.1 million shares in the American chip manufacturer.

The transaction marks SoftBank’s second complete exit from Nvidia, having previously sold a $3.6 billion stake in 2019 before re-entering in 2020, missing out on potentially hundreds of billions of dollars in returns as NVIDIA’s stock increased in value.

Forbes

The Economic Times

Reuters

The transaction marks SoftBank’s second complete exit from Nvidia, having previously sold a $3.6 billion stake in 2019 before re-entering in 2020, missing out on potentially hundreds of billions of dollars in returns as NVIDIA’s stock increased in value.

Speaking to investors at its earnings call for Q2 2025, SoftBank CFO Yoshimitsu Goto said the decision was “nothing to do with NVIDIA itself,” but suggested SoftBank needed to divest the funds to reallocate them to the bank’s commitment to invest $30 billion in OpenAI.

Youtube

Speaking to investors at its earnings call for Q2 2025, SoftBank CFO Yoshimitsu Goto said the decision was “nothing to do with NVIDIA itself,” but suggested SoftBank needed to divest the funds to reallocate them to the bank’s commitment to invest $30 billion in OpenAI.

The sale contributed to SoftBank reporting a net quarterly profit of $16.2 billion, more than double its Q2 profit in 2024. The gains were driven primarily by valuation increases in the company’s OpenAI holdings, worth $14.6 billion.

Wall Street Journal

Bloomberg

The sale contributed to SoftBank reporting a net quarterly profit of $16.2 billion, more than double its Q2 profit in 2024. The gains were driven primarily by valuation increases in the company’s OpenAI holdings, worth $14.6 billion.

The multi-billion-dollar investment in the AI company will substantially increase SoftBank’s OpenAI stake, from around 4% to 11% of the ChatGPT maker. Valued at $500 billion, OpenAI is the world’s most valuable private company.

CNBC

The Times

The multi-billion-dollar investment in the AI company will substantially increase SoftBank’s OpenAI stake, from around 4% to 11% of the ChatGPT maker. Valued at $500 billion, OpenAI is the world’s most valuable private company.

Separately from NVIDIA, SoftBank sold 40.2 million shares in T-Mobile for $9.17 billion, as well as $2.4 billion worth of Deutsche Telekom shares. The bank also increased the size of its margin loan backed by Arm Holding shares by $6.5 billion to $20 billion.

Separately from NVIDIA, SoftBank sold 40.2 million shares in T-Mobile for $9.17 billion, as well as $2.4 billion worth of Deutsche Telekom shares. The bank also increased the size of its margin loan backed by Arm Holding shares by $6.5 billion to $20 billion.

SoftBank Group Corp #

Fortune #

The Telegraph #

Forbes #

The Economic Times #

Reuters #

Youtube #

Wall Street Journal #

Bloomberg #

CNBC #

The Times #

The AI market surge reflects solid fundamentals, not bubble speculation. Unlike past bubbles driven by poorly capitalized startups, today's tech gains come from established companies with strong earnings growth. While valuations are elevated, they haven't reached historical bubble levels that signal imminent collapse.

The AI market surge reflects solid fundamentals, not bubble speculation. Unlike past bubbles driven by poorly capitalized startups, today's tech gains come from established companies with strong earnings growth. While valuations are elevated, they haven't reached historical bubble levels that signal imminent collapse.</span

Goldman Sachs

Goldman Sachs #

Why Global Stocks Are Not Yet in a Bubble

The AI bubble mirrors the dotcom mania with extreme valuations at peak bubble levels and dangerous concentration risks. Seven tech giants now control a third of the S&P 500, creating circular investments and capital misallocation. The economic backdrop lacks the favorable conditions that sustained the 1990s boom.

The AI bubble mirrors the dotcom mania with extreme valuations at peak bubble levels and dangerous concentration risks. Seven tech giants now control a third of the S&P 500, creating circular investments and capital misallocation. The economic backdrop lacks the favorable conditions that sustained the 1990s boom.</span

Guardian

Guardian #

The AI valuation bubble is now getting silly | Nils Pratley

Artificial Intelligence

SoftBank Sells $5.8B Nvidia Stake to Fund OpenAI Investment

Money

SoftBank’s decision to sell its NVIDIA shares reflects the bank’s shifting priorities, especially in the tech sector. With its $30 billion OpenAI deal, SoftBank had no other choice but to divest from different areas to fund its commitment. Given OpenAI’s rising valuation and SoftBank’s substantial returns, meeting this obligation is essential for SoftBank’s future prosperity.

SoftBank’s decision to sell its NVIDIA shares reflects the bank’s shifting priorities, especially in the tech sector. With its $30 billion OpenAI deal, SoftBank had no other choice but to divest from different areas to fund its commitment. Given OpenAI’s rising valuation and SoftBank’s substantial returns, meeting this obligation is essential for SoftBank’s future prosperity.

- YouTube

Earnings Results for the 6-month Period Ended September 30, 2025

The AI market’s surge reflects solid fundamentals, not bubble speculation. Unlike past bubbles driven by poorly capitalized startups, today’s tech gains come from established companies with strong earnings growth. While valuations are high, they have not reached the levels seen in historical bubbles that signal imminent collapse.

The AI market’s surge reflects solid fundamentals, not bubble speculation. Unlike past bubbles driven by poorly capitalized startups, today’s tech gains come from established companies with strong earnings growth. While valuations are high, they have not reached the levels seen in historical bubbles that signal imminent collapse.

The AI bubble mirrors the dotcom mania with extreme valuations and dangerous concentration risks. Seven tech giants now control a third of the S&P 500, creating a circular investment pattern and capital misallocation. To make matters worse, the economic backdrop lacks the favorable conditions that sustained the 1990s boom, meaning the crash will most likely be worse.

The AI bubble mirrors the dotcom mania with extreme valuations and dangerous concentration risks. Seven tech giants now control a third of the S&amp;P 500, creating a circular investment pattern and capital misallocation. To make matters worse, the economic backdrop lacks the favorable conditions that sustained the 1990s boom, meaning the crash will most likely be worse.

There is a 96% chance that Nvidia will outperform the S&P 500 in 2025, according to the Metaculus prediction community.

There is a 96% chance that Nvidia will outperform the S&amp;P 500 in 2025, according to the Metaculus prediction community.

SoftBank Sells $5.8B Nvidia Stake to Fund OpenAI Investment

SoftBank Sells $5.8B Nvidia Stake to Fund OpenAI Investment

The Spin

Metaculus Prediction

The Controversies

Altman

Allred

Kantrowitz

Rusch

Piper

Toberoff

Go Deeper

Sign Up for Our Free Newsletters
Sign Up for Our Free Newsletters

SoftBank Sells $5.8B Nvidia Stake to Fund OpenAI Investment

SoftBank Sells $5.8B Nvidia Stake to Fund OpenAI Investment

The Spin

Metaculus Prediction

The Controversies

Altman

Allred

Kantrowitz

Rusch

Piper

Toberoff

Go Deeper

Sign Up for Our Free NewslettersSign Up for Our Free Newsletters

Sign Up for Our Free Newsletters
Sign Up for Our Free Newsletters