Is SoftBank (TSE:9984) Quietly Pivoting Into an AI and Energy Infrastructure Powerhouse?
BofA Securities recently downgraded Arm Holdings to Neutral ahead of its fiscal third-quarter 2026 results, citing near-term smartphone-related headwinds that could weigh on Arm’s client royalty revenue. At the same time, SoftBank Group is drawing fresh attention as it steps up high-profile AI and energy commitments tied to OpenAI and SB Energy, which are reshaping how investors view its role as an AI and infrastructure holding company. We’ll now examine how SoftBank’s heightened AI and...
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