SoftBank's Son reportedly in tears over the company's necessity to divest its Nvidia shares.
SoftBank's Nvidia Sale: Masayoshi Son expressed regret over selling SoftBank's entire Nvidia stake for $5.83 billion, stating it was necessary to fund investments in artificial intelligence projects, including OpenAI.
AI Investment Strategy: SoftBank is heavily investing in AI, with plans for data centers and potential increased investment in OpenAI, reflecting a commitment to becoming a leader in the AI sector.
Financial Performance: SoftBank reported a significant increase in net profit, driven by gains from its OpenAI investments, indicating that its AI strategy is yielding positive financial results.
Market Concerns: Son dismissed fears of an AI bubble, asserting that advancements in AI could contribute significantly to global GDP, outweighing the investments made in the technology.
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- Nvidia's Market Performance: Nvidia's stock has surged over 700% in the past three years, pushing its market capitalization beyond $4 trillion, making it the largest company globally, which highlights its dominant position in high-performance AI applications and attracts significant investor interest.
- Oracle's Market Challenges: Oracle, with a market cap of $440 billion, has seen its stock drop over 52% since last September, primarily due to high spending on AI infrastructure and a debt exceeding $100 billion, raising concerns about its financial health among investors.
- Financial Performance Highlights: Oracle's recent Q2 FY2026 earnings report revealed a 14% year-over-year revenue increase to $16.05 billion, with net income soaring 95% to $6.13 billion, including a $2.7 billion pre-tax gain, showcasing its strong growth potential in the cloud computing sector.
- Future Growth Expectations: Despite facing debt pressures, Oracle's forward price-to-earnings ratio stands at just 19.8, indicating that its stock is at a two-year low, and analysts expect significant revenue growth in the future, potentially providing a good buying opportunity for investors.
- Strong Debut Performance: Montage Technology's shares surged approximately 60% on their Hong Kong debut, climbing from the offering price of HK$106.89 to HK$171, indicating robust market demand for its high-performance semiconductors and reinforcing its position in the cloud computing and AI sectors.
- Significant Fundraising: The IPO raised $902 million, reflecting strong investor interest in Chinese AI and semiconductor firms, particularly as the public tranche was oversubscribed by more than 700 times and the international offering was nearly 38 times covered.
- Intensifying Market Competition: Despite Montage's successful listing, competition is heating up, with Huawei and its chip unit HiSilicon holding a leading share of the domestic market, suggesting that the push for self-sufficiency will lead to fiercer rivalry within the industry.
- Evolving Policy Landscape: As the Chinese government intensifies efforts for self-sufficiency in advanced chips, the recent approval for Nvidia's H200 imports under specific conditions highlights the uncertainty in policy that could impact market dynamics.
- Sapience AI Investment: Society Pass announced an $8.8 million investment in Sapience AI at the end of January, leveraging Nvidia's Blackwell chips to develop smaller data centers, which is expected to drive growth in a faster and more cost-effective manner, enhancing its competitive edge in the Southeast Asian market.
- NusaTrip Partnership Expansion: NusaTrip has formed new partnerships with Indonesian OTA Bookcabin and Thai OTA Gother to integrate flight and hotel supplies, with expectations for future expansion of products and ancillary services, thereby increasing market share.
- Gorilla eSIM Reinvestment: After selling Gorilla in 2025, Society Pass reacquired an interest in the company through a $1.9 million investment, with management anticipating that the shift to a B2B model will lead to an IPO within the next year, potentially benefiting shareholders.
- Financing and Target Price Adjustment: Society Pass funded the above investments through a $3 million offering with no warrant coverage, which is expected to boost shareholder confidence, while Greenridge's target price adjustment reflects an optimistic outlook on future growth.
- Surge in Capital Expenditure: Alphabet, Google's parent company, announced it will invest at least $175 billion in capital expenditures this year to support AI demand, indicating sustained enthusiasm for AI investments that further boosts Nvidia's market demand.
- Market Potential Expansion: Nvidia is not solely reliant on selling powerful chips to AI hyperscalers like Google; it is partnering with Thermo Fisher Scientific to build AI lab computing systems, which is expected to tap into the $300 billion market opportunity in the life sciences sector.
- Optimistic Earnings Outlook: Analysts project Nvidia's earnings to grow by 57% this year, with the stock currently trading at 24 times this year's consensus earnings estimate, making it an attractive investment option for investors looking for value.
- Strengthened Industry Position: Nvidia is not just a chip supplier but a systems and solutions provider, solidifying its indispensable role in the AI sector by solving complex problems, thereby differentiating itself from custom chip designers like Broadcom.
- Teen Account Launch: Lyft officially launched its teen accounts nationwide on Monday, aiming to compete with rival Uber, with CEO David Risher emphasizing the importance of product quality, particularly in parent and driver communication tools.
- Enhanced Safety Features: The new accounts will match passengers aged 13 to 17 with drivers and include safety features such as pin verification, real-time tracking, and recordings to ensure the safety of young riders.
- Intensifying Market Competition: As Lyft expands into new markets, it acquired the European taxi app Freenow for about $200 million last year and a global chauffeuring service, yet it faces fierce competition from companies like Waymo.
- Future Strategic Planning: Risher believes Lyft is in an
- Market Volatility Intensifies: Last week, Big Tech stocks saw over $1 trillion wiped from their market caps, creating a tense market atmosphere, with Oracle and Microsoft rising 1.6% and 0.8% respectively, while Meta and Amazon struggled, reflecting investor concerns over future expenditures.
- Surge in Capital Expenditures: Amazon, Alphabet, Microsoft, and Meta reported a combined capital expenditure of approximately $120 billion in Q4, with projections nearing $700 billion by 2026, surpassing the GDP of countries like the UAE, Singapore, and Israel, highlighting a strong investment demand for AI infrastructure.
- Cloud Growth Potential: Despite negative market reactions to Amazon and Alphabet's capex guidance exceeding expectations, analysts believe robust cloud growth will continue to drive stock prices, especially amid accelerating data center demand.
- Increased Management Confidence: In the face of macroeconomic pressures, Bank of America analysts noted that management teams are increasingly confident in their demand forecasts, anticipating full capacity utilization by 2026, indicating a positive outlook for the industry.











