Softbank's stock price skyrocketed over 11% in a single day! The market is increasingly recognizing Masayoshi Son's "AI grand ambitions."

The stock price of SoftBank Group Corp., led by legendary investor Masayoshi Son, soared more than 11% after raising its full-year profit forecast for its telecommunications business sector, with a market value hovering around $173 billion, and closing at a 10.68% increase on Tuesday. The increasing optimism surrounding SoftBank Group's dominance in the artificial intelligence field, particularly around ARM architecture leader Arm Holdings, which it has acquired, has further strengthened investors' bullish sentiment. Additionally, the optimistic sentiment in the Japanese stock market about the government's plans for greater stimulus growth policies, due to the ruling party's majority in the lower house, also contributed to the surge in SoftBank Group's stock price on Tuesday. The recent significant increase in SoftBank's stock price, and the strong growth trend in market value resulting from the stock price increase, is extremely helpful in further advancing Masayoshi Son's "AI ambitions" from vision to reality. This momentum is not accidental but is built on a solid foundation based on SoftBank Group's long-standing strategic focus on AI compute infrastructure and core computational capabilities closely related to data center CPUs. In particular, SoftBank's current investments in Arm Holdings, Graphcore, Ampere Computing, and the recent significant investment in OpenAI, reflect its comprehensive positioning in the AI hardware architecture, AI compute infrastructure, and AI application layers. The sharp rise of SoftBank's stock price by over 10% in a single day also highlights the market's increasing recognition of Masayoshi Son's "AI ambitions". The latest financial report data shows that SoftBank Group's telecommunications subsidiary, SoftBank Corp., achieved record-high revenue of 5.2 trillion yen, exceeding expectations with an 8% year-on-year increase in the first nine months of the fiscal year 2025, while operating profit also rose significantly by 8% to 884 billion yen. Riding on this strong growth momentum, SoftBank's telecommunications subsidiary has raised its full-year revenue forecast from the previous 6.7 trillion yen to 6.95 trillion yen while significantly increasing its operating profit target to 1.02 trillion yen. SoftBank Corp. stated that despite minor adjustments in certain consumer business areas to prioritize long-term profitability over subscriber growth, its 2025 fiscal year targets are progressing better than expected. SoftBank Corp.'s revenue associated with consumer business slightly increased by 3%, while operating profit in this segment grew by 6%, despite a reduction of approximately 100,000 smartphone subscribers in the third quarter due to tightened customer acquisition policies. Andrew Jackson, a senior strategist at Ortus Advisors specializing in the Japanese stock market, indicated that the strong rebound in Arm Holdings' stock price has provided new bullish momentum to SoftBank Group's stock price, largely because of SoftBank's significant shareholding in the UK-based chip design giant. SoftBank already owns nearly 90% of Arm Holdings, whose instruction set architecture technology is widely used in the entire consumer electronics industry, and increasingly as the foundation infrastructure for server CPU chips. Masayoshi Son, the leader of SoftBank Group, has stated that with SoftBank's majority stake in Arm, the full acquisition of the UK AI chip design company Graphcore, and the recently acquired Ampere, SoftBank will regain control of key technologies in the global AI compute infrastructure ecosystem. The strategic focus of SoftBank Group in the AI hardware infrastructure and core AI technology fields is reflected in its significant investments in Arm Holdings, OpenAI, and Ampere Computing. These investments are part of SoftBank's comprehensive AI strategy, aimed at building a large "SoftBank AI ecosystem," from the foundational AI chip architecture and design (Ampere + Arm + Graphcore) to the higher levels of AI platforms and models (such as investments in TSMC and OpenAI).