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Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and the FC SAN business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom (AVGO) is trending following strong Q4 earnings and an upbeat Q1 revenue forecast, driven by booming AI chip demand. The community is focused on whether AVGO's earnings call can sustain the positive momentum, especially after market concerns were raised by Oracle's recent report, with some anticipating a significant price movement post-call. Investors are weighing the company's AI prospects against valuation concerns, with comparisons to NVDA's market capitalization and revenue multiples being actively discussed.

lululemon athletica, Inc. engages in the business of designing, distributing, and retailing technical athletic apparel, footwear, and accessories. It operates through the following segments: Company-Operated Stores, Direct to Consumer, and Other. The company was founded by Dennis James Wilson in 1998 and is headquartered in Vancouver, Canada.

Lululemon Athletica inc.

Lululemon Athletica Inc

Lululemon is trending as investors react to earnings news and a surprise CEO departure, with community members debating whether the results justify the stock's surge. Bullish sentiment highlights a potential turnaround and strong China sales, while bears cite valuation concerns and leadership uncertainty. The stock's movement is also drawing comparisons to other retail companies and potential sector-wide recovery.

RH operates as a holding company which operates the business through its subsidiary Restoration Hardware, Inc. It offers furniture, lighting, textiles, bath ware, decor, outdoor and garden, as well as baby and child products. The company operates an integrated business with multiple channels of distribution including galleries, source books and websites. The company was founded by Stephen J. Gordon in 1980 and is headquartered in Corte Madera, CA.

RH - Ordinary Shares - Class A

Restoration Hardware

RH is trending as investors await earnings amid concerns about the impact of potential tariffs and a slowing housing market on the high-end consumer. The community is closely watching for any news regarding tariff relief or updated guidance, with some anticipating a significant short squeeze if earnings beat expectations. Discussions also revolve around the company's expansion into European markets and its efforts to shift sourcing domestically to mitigate tariff risks.

Mawson Infrastructure Group, Inc. engages in the provision of digital asset infrastructure services. The company was founded on February 10, 2012 and is headquartered in Midland, PA.

Mawson Infrastructure Group Inc

MIGI is trending due to significant volatility following a large intraday surge, with community discussions focused on whether a recent offering will lead to further declines or if the stock is poised for a rebound. Traders are actively debating potential price targets and the impact of the company's shift towards AI and colocation services. The stock's low float contributes to the extreme price swings, fueling both bullish and bearish sentiments.

Costco Wholesale Corp. engages in the provision of operation of membership warehouses through wholly owned subsidiaries. It operates through the following geographical segments: United States, Canada, and Other International Operations. The company was founded by James D. Sinegal and Jeffrey H. Brotman in 1983 and is headquartered in Issaquah, WA.

Costco Wholesale Corp

Costco is trending as investors digest its latest earnings report, which revealed a revenue miss despite a beat on EPS. Community discussions are centered on the company's guidance and whether the results are strong enough to attract bulls amidst a cautious market tape.  Some analysts suggest the company's valuation is disconnected from modest growth rates, while others point to robust membership revenue and market share gains.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivian is trending as it prepares to host its first Autonomy and AI Day, where the company is expected to reveal details about its self-driving technology and in-house AI capabilities. The community is buzzing with anticipation, while also debating the impact of potential delays in the R2 program and questioning the company's ability to compete with established players like Tesla. Some investors express concerns over cash burn and dilution, while others remain bullish, highlighting the potential for Rivian's technology and upcoming AI-driven features.

Yee is a community based memecoin with one mission: to fight Pepe again. Made to honor the iconic meme rivalry we all know and love.  The Yee Legend  [Filed by: Yee’s Archivist & Legal Representative]  There’s something the meme world refuses to talk about: Pepe the Frog stole Yee the Dino’s entire launch plan.  Yee had been preparing for his comeback for months, but Pepe launched two weeks earlier, hijacking Yee’s concept and selling it as his own.  The charges? Meme theft, intellectual forgery, and historical erasure.  Yee’s official contract was filed in April 2023, right after Pepe’s surprise drop. This wasn’t timing—it was theft. The archives are about to open, and history is about to be corrected

Yee Token

$YEE is trending due to strong community support and momentum, with many highlighting its potential as the next big meme coin on the Ethereum network. Bullish sentiment is fueled by comparisons to $PEPE and $DOGE, and references to a long-term prophecy, while some community members also suggest smart money is accumulating the token.

USA Rare Earth, Inc. is domestic supplier of rare earth magnets and heavy rare earth elements. It is developing a vertically integrated, domestic supply chain for rare earth element magnet production, with a facility in Stillwater, Oklahoma, and mining rights to the Round Top heavy rare earth and critical minerals deposit in West Texas. The company was founded in May 2019 and is headquartered in Stillwater, OK.

USA Rare Earth Inc. - Ordinary Shares - Class A

USA Rare Earth Inc

USA Rare Earth is trending due to accelerating its timeline for commercial production and a landmark supply deal, positioning itself as a key player in the rare earth market. Community discussions revolve around the implications of these advancements and potential Russell 2000 inclusion, driving both optimism and caution amid market volatility. The stock's movements are also being discussed in relation to broader trends in the materials sector and geopolitical factors influencing rare earth demand.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. It operates through the United States and International geographical segments. The firm offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

Trade Desk is trending as the stock approaches multi-year lows, with community members debating whether it's a value trap or an opportunity amid tax-loss selling season. Discussion centers on analyst downgrades, insider activity (or lack thereof), and concerns around increasing competition, with some speculating about a potential acquisition or leadership change. Others are focused on the company's fundamentals and strong cash position, viewing the current price as deeply undervalued.

Altimmune, Inc. is a clinical stage biopharmaceutical company, which focuses on the development of novel peptide-based therapeutics for the treatment of obesity and liver diseases. The company's lead product candidate, pemvidutide, is a GLP-1/glucagon dual receptor agonist that is being developed for the treatment of obesity and NASH. In addition, Altimmune is developing HepTcell, an immunotherapeutic designed to achieve a functional cure for chronic hepatitis B. The company was founded in 1997 and is headquartered in Gaithersburg, MD.

Altimmune Inc

ALT is trending as investors await the release of 48-week trial data, with many speculating on a potential pre-Christmas announcement. Community members are closely watching for signs of a potential buyout or partnership, referencing unusual dark pool activity and recent executive hires. The discussion also includes comparisons to competitors and the potential impact of AI on data analysis.

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<ul class="summary-bullets"><li>Dresser joins after leading Slack and holding senior roles at Salesforce.</li><li>OpenAI now supports over seven million ChatGPT work accounts, with Enterprise seats up nearly ninefold since 2024.</li><li>The hiring comes as rivals escalate efforts, including Google’s Gemini plans and Anthropic’s IPO preparation.</li></ul>OpenAI has hired Slack CEO Denise Dresser as its new chief revenue officer, moving to accelerate enterprise adoption of its AI products amid intensifying competition and rising infrastructure demands.<h2 class="st-heading-2">OpenAI Ropes In Veteran Salesforce Leader</h2>Dresser became Slack’s CEO in late 2023 after Salesforce acquired the workplace messaging platform. She also spent many years at Salesforce in senior roles. The company is also working through rising competitive and financial demands as it plans to invest $1.4 trillion in AI infrastructure, according to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-12-09/openai-hires-slack-ceo-denise-dresser-as-chief-revenue-officer">report</a>.“I’ve spent my career helping scale category-defining platforms,” Dresser said in a statement to Bloomberg, adding that she looks forward to helping OpenAI as it moves into its next phase of enterprise growth.<h2 class="st-heading-2">Competitive Pressure Builds Around OpenAI</h2>The leadership change comes as several rivals move quickly in the AI market.Anthropic, which is backed by Amazon and Google, is&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-anthropic-s-ipo-might-just-be-juicier-than-open-ai-s/cLIXYLXRE1c">preparing for an initial public offering as early as next year</a>. The Financial Times said that the company is targeting a valuation of about $300 billion, following its last valuation of roughly $180 billion. OpenAI has been moving more slowly on a potential IPO, though earlier reports said it could begin the process in the second half of 2026.Meanwhile, Google is&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/google-reportedly-eyeing-ads-on-gemini-in-2026/cLIYxGqREmY">exploring placing ads inside its Gemini chatbot</a> and has told advertising clients that 2026 is the target for rolling this out. The company is also developing AI glasses with Samsung, Gentle Monster and Warby Parker, with the first models expected in 2026.SoftBank and Nvidia are in discussions to join a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/soft-bank-nvidia-weigh-over-1-b-skild-ai-investment-at-14-b-valuation/cLIYHZGREmK">funding round for Skild AI</a> that would value the robotics-model developer at about $14 billion. The company’s technology is designed to act as a software “brain” for robots across different uses.<h2 class="st-heading-2">OpenAI Highlights Growth In Enterprise Adoption</h2><a href="https://stocktwits.com/news-articles/markets/equity/open-ai-survey-shows-major-productivity-surge-among-customers-how-much-time-did-heavy-users-save/cLIYHe9REm0">OpenAI’s latest State of Enterprise AI report</a>, released Monday, pointed to rising use of its tools inside companies. Weekly interactions with ChatGPT Enterprise have increased nearly eightfold over the past year, and the average user is sending about 30% more messages than before.The report said companies are shifting from experimenting with AI to using it inside daily workflows. Tools like “Projects” and “Custom GPTs” saw a 19-fold increase this year.OpenAI now supports more than seven million ChatGPT work accounts, and the number of ChatGPT Enterprise seats has grown almost ninefold since 2024.The report also said that about 75% of surveyed workers felt AI helped improve either the speed or the quality of their work. Many reported saving 40 to 60 minutes a day, with heavier users saving more than 10 hours a week.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment for OpenAI was ‘bearish’ amid ‘extremely low’ message volume.<figure class="image"><img style="aspect-ratio:967/141;" src="https://news.stocktwits-cdn.com/openai_ss_png_8eae8a185f.webp" alt="openai ss.png" width="967" height="141"><figcaption>OPENAI sentiment and message volume as of December 9| Source: Stocktwits</figcaption></figure>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The OpenAI logo displays on a smartphone screen reflecting green beams. (Photo by Samuel Boivin/NurPhoto via Getty Images)

OpenAI Hires Slack CEO As Google And Anthropic Intensify The Race Around Its $1.4T AI Push: Report

OpenAI has reportedly hired Slack CEO Denise Dresser as its new chief revenue officer to strengthen its enterprise AI business amid intensifying competition.

Equity

<ul class="summary-bullets"><li>Skild AI is reportedly drawing a major new investment as it builds universal software to power a wide range of robots.</li><li>SoftBank’s broader AI push includes freeing up capital through its Nvidia stake sale and increasing commitments to OpenAI.</li><li>Retail sentiment on Stocktwits has leaned bearish for both SFTBY and NVDA.</li></ul>SoftBank Group (SFTBY) and Nvidia (NVDA) are reportedly advancing discussions to take part in a new Skild AI fundraising round that would exceed $1 billion and assign the robotics foundation-model developer a valuation of roughly $14 billion.The figure represents a jump from the $4.7 billion valuation Skild received earlier this year, when it raised $500 million in a Series B round that included Nvidia, Samsung and LG’s venture arm, Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/media-telecom/softbank-nvidia-looking-invest-skild-ai-14-billion-valuation-sources-say-2025-12-08/">reported</a>, citing sources and a term sheet.<h2 class="st-heading-2">Inside Skild’s Robotics Intelligence Platform</h2>Skild, founded in 2023 by former Meta AI researchers and backed by Amazon and Lightspeed Venture Partners, builds universal AI software designed to serve as the “brain” for robots across multiple form factors.&nbsp;The company does not produce hardware, and instead trains large models on extensive datasets so robots can gain human-like perception and decision-making skills. Skild unveiled its first general-purpose model in July, saying it can adapt to tasks from warehouse logistics to household chores.&nbsp;The deal is reportedly&nbsp;expected to close before Christmas, and SoftBank was apparently impressed by Skild’s pilot-project performance. Skild previously raised $300 million at a $1.5 billion valuation in its Series A round from Jeff Bezos, SoftBank and Khosla Ventures.<h2 class="st-heading-2">Son’s AI Investment Strategy</h2>The potential Skild deal aligns with Masayoshi Son’s push to accelerate SoftBank’s AI investments. Speaking in Tokyo last week, Son said he “was crying” when SoftBank sold its entire Nvidia stake for $5.83 billion, insisting the shares were sold only because the company needed capital for OpenAI and new data-center projects. Son said “I don’t want to sell a single share,” according to a CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/12/02/softbank-masayoshi-son-crying-nvidia-stake-ai-bet-artificial-intelligence-bubble-vision-fund.html">report</a>.SoftBank’s AI positions have supported strong results: second-quarter net profit rose to 2.5 trillion yen ($16.6 billion), helped by valuation gains in OpenAI. Son has said SoftBank is “all in” on OpenAI and predicted the startup could eventually become the world’s most valuable company. He dismissed warnings of an AI bubble, arguing that critics “are not smart enough,” and predicted that superintelligence and AI robots will eventually generate at least 10% of global GDP, CNBC noted.<h2 class="st-heading-2">Robotics As SoftBank’s Next Frontier</h2>Robotics remains central to SoftBank’s strategy. In October, the company agreed to acquire ABB Group’s Zurich-based robotics business for $5.4 billion, targeting a revival of the 7,000-employee unit that generated $2.3 billion in 2024 revenue. The acquisition builds on SoftBank’s investments in AutoStore, Agile Robots and earlier Skild rounds, along with its longstanding SoftBank Robotics Group launched in 2014.Son has described “physical AI” as the company’s next major focus. Meanwhile, U.S. policymakers are also paying closer attention. Commerce Secretary Howard Lutnick has been meeting industry CEOs as the Trump administration weighs a robotics-focused executive order for next year, according to a Politico&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.politico.com/news/2025/12/03/trump-administration-ai-robotics-00674204?utm_campaign=trump-s-next-big-move-robots&amp;utm_medium=newsletter&amp;utm_source=robotnews.therundown.ai">report</a>.<h2 class="st-heading-2">Stocktwits Users Lean Bearish</h2>On Stocktwits, retail sentiment for both SFTBY and NVDA was ‘bearish’ amid ‘low’ message volume.So far this year, U.S.-listed shares of SFTBY are up 105%, while&nbsp;<a href="https://stocktwits.com/symbol/NVDA">NVDA</a> has gained 37%.For updates and corrections, email newsroom[at]stocktwits[dot]com.

The SoftBank Group logo is displayed on a mobile phone with a stock graph in the background, in this photo illustration in Brussels, Belgium, on August 20, 2025. 

SoftBank, Nvidia Weigh Over $1B Skild AI Investment At $14B Valuation: Report

Skild AI is drawing interest from major investors as it accelerates its push to develop universal software designed to power a wide range of robots.

<ul class="summary-bullets"><li>Eutelsat’s website states that the company is the world’s first fully integrated multi-orbit satellite operator.</li><li>In addition to its satellites in LEO, Eutelsat has a fleet of 34 satellites in geostationary orbit.</li><li>The company has also received investments from the French and U.K. governments worth over €700 million ($817 million) and €163 million, respectively, as Eutelsat looks to better compete with Starlink.</li></ul>Elon Musk-led Starlink’s European rival, Eutelsat, saw its shares decline nearly 7% on Wednesday after SoftBank Group Corp. (SFTBY) reportedly trimmed its stake in the company.According to&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/12/03/musks-starlink-rival-eutelsat-shares-softbank.html">CNBC</a>, citing a Reuters report,&nbsp;SoftBank sold 36 million rights corresponding to 26 million equity shares in Eutelsat,&nbsp;representing&nbsp;nearly half of its stake in the France-based satellite operator.Eutelsat, which merged with satellite internet service provider OneWeb in 2023, is seen as a key rival to SpaceX’s Starlink in Europe. However, the gulf between the satellite networks of the two companies is wide. While Eutelsat has more than 600 satellites in Low Earth Orbit (LEO), Starlink has more than 7,800 satellites in LEO, according to the two companies’ respective websites.<a href="https://stocktwits.com/symbol/SPACEX">SpaceX</a> is currently not publicly listed. Retail sentiment on Stocktwits around the company trended in the ‘bearish’ territory at the time of writing.<h2 class="st-heading-2">Eutelsat’s Operations</h2>Eutelsat’s website states that the company is the world’s first fully integrated multi-orbit satellite operator. In addition to its satellites in LEO, Eutelsat also has a fleet of 34 satellites in geostationary orbit (GEO).It currently delivers 6,500 television channels to over a billion viewers around the world.The company has also received investments from the French and U.K. governments worth over €700 million ($817 million) and €163 million, respectively, as Eutelsat looks to better compete with Starlink.<h2 class="st-heading-2">Starlink’s Current Status</h2>On its website, Starlink stated that its current cumulative capacity is inching close to 450 terabytes per second.The company also added that it plans to launch third-generation Starlink satellites in the first half of 2026. These satellites are designed to provide downlink capacity of over a terabit per second and uplink capacity of over 200 gigabits per second to customers on the ground. This is more than 10 times the downlink and 24 times the uplink capacity of the second-generation satellites, the company said.€1 = $1.17Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/michael-burry-denies-reports-that-he-was-short-tesla/cLIaVrZREKd">Michael Burry Denies Reports That Said He Was Short Tesla</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The SpaceX Starlink logo is displayed on a mobile phone in this photo illustration in Brussels, Belgium, on March 23, 2025.

Elon Musk’s Starlink Rival Eutelsat Shares Slides After SoftBank Reportedly Cuts Its Stake

Eutelsat has more than 600 satellites in the Low-Earth Orbit, while Starlink has more than 7,800 satellites in the LEO, according to the two companies’ respective websites.

<ul class="summary-bullets"><li>SoftBank offloaded its entire stake in Nvidia for $5.83 billion in October.</li><li>This was not the first time SoftBank exited Nvidia – in 2019, the company’s Vision Fund announced it had sold its entire stake in the chipmaker, valued at $3.63 billion.</li></ul>SoftBank Group Corp. (SFTBY) CEO Masayoshi Son reportedly said on Monday that he did not want to offload the Japanese investment company’s stake in Nvidia Corp. (NVDA).According to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-12-01/softbank-s-son-cried-about-nvidia-stake-sale-to-fund-ai-bets">report</a>, he said he would not have sold Nvidia shares if SoftBank had unlimited funds for its next round of investments in the artificial intelligence sector.&nbsp; Son was addressing the FII Priority Asia forum on Monday in Tokyo.&nbsp;“I don’t want to sell a single share. I just&nbsp;had more need for money to invest in OpenAI. I was crying to sell Nvidia shares,” Son said, according to the report.<a href="https://stocktwits.com/symbol/NVDA">Nvidia shares</a> were down nearly 1% in Monday’s pre-market trade. Retail sentiment around the company trended in the ‘bullish’ territory at the time of writing.<a href="https://stocktwits.com/symbol/OPENAI">OpenAI</a> is not publicly listed. Retail sentiment on Stocktwits around the company hovered in the ‘extremely bearish’ territory at the time of writing.<h2 class="st-heading-2">SoftBank’s NVDA Stock Sale</h2>SoftBank offloaded its entire stake in Nvidia for $5.83 billion in October. A CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/11/11/softbank-sells-its-entire-stake-in-nvidia-for-5point83-billion.html">report</a> citing a person familiar with the matter stated that SoftBank’s stake sale in Nvidia was conducted to help the company fund its investment in OpenAI.This was not the first time SoftBank exited Nvidia. In 2019, the company’s Vision Fund announced that it had sold its entire stake in Nvidia in January, valued at $3.63 billion.<h2 class="st-heading-2">SoftBank’s OpenAI Investment</h2>In April, SoftBank announced follow-on investments of up to $40 billion in OpenAI, of which $10 billion would be syndicated through the Japanese company’s co-investors. This brought SoftBank’s effective investments in OpenAI to $30 billion.In October, days after selling its Nvidia stake, SoftBank approved the remaining $22.5 billion investment in OpenAI, according to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.theinformation.com/articles/softbank-greenlights-remaining-22-5-billion-openai-investment">report</a> by The Information.<a href="https://stocktwits.com/symbol/NVDA">NVDA stock</a> is up 32% year-to-date and 31% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dow-futures-edge-lower-investors-await-jerome-powell-commentary/cLI77g3REib">Dow Futures Edge Lower Ahead Of Powell Speech, Fed Rate Cut Odds Rise: TSLA, NIO, MSTR, MDB Among Stocks To Watch</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

: SoftBank Group CEO Masayoshi Son speaks during the SoftBank World 2024 on October 03, 2024 in Tokyo, Japan.

‘I Was Crying’: Softbank Chief Masayoshi Son Reportedly Sold Nvidia Only To Raise Cash For OpenAI Investment 

The SoftBank CEO said he would not have sold Nvidia shares if the firm had unlimited money to make its next round of investments in the artificial intelligence sector.

<ul class="summary-bullets"><li>The Ohio facility will build modular data centers using portable, pre-assembled units, enabling faster deployment and scalability.</li><li>It will also include a small working data center for demonstration purposes.</li><li>The manufacture of modular data centers at the Ohio facility is expected to begin later this year.</li></ul>SoftBank Group Corp. (SFTBY) is reportedly planning to invest $3 billion in an Ohio factory to manufacture equipment for OpenAI data centers.According to a Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/media-telecom/softbank-invest-3-billion-ohio-factory-openai-data-center-information-reports-2025-11-20/">report</a> citing The Information, the investment will be used to overhaul an electric vehicle factory in Lordstown, Ohio.This is part of the $500 billion Stargate project, for which OpenAI and SoftBank pledged $18 billion each in January to get the venture started.<a href="https://stocktwits.com/symbol/OPENAI">OpenAI</a> is not publicly listed. Retail sentiment on Stocktwits around the company trended in the ‘neutral’ territory at the time of writing.<h2 class="st-heading-2">What Will Ohio Factory Make?</h2>According to the report, following an overhaul, the Ohio facility SoftBank is investing in will build modular data centers with portable, pre-assembled units, enabling faster deployment and scalability. The facility will also include a small working data center for demonstration purposes.The manufacture of modular data centers at the Ohio facility is expected to begin later this year, the report added.<h2 class="st-heading-2">Stargate Project Updates</h2>In a September update, OpenAI announced that it, along with SoftBank and Oracle Corp. (ORCL), will build five new data centers as part of the Stargate Project.OpenAI said that with these five new data centers, along with the flagship site in Abilene, Texas, and the company’s ongoing projects with CoreWeave, it brings the total planned capacity of Stargate to seven gigawatts, with an investment outlay of more than $400 billion over the next three years.“This puts us on a clear path to securing the full $500 billion, 10-gigawatt commitment we announced in January by the end of 2025, ahead of schedule,” the company said.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dow-soars-600-points-sp500-following-nvidia-q3-earnings-beat/cLPAkeOREaX">Dow Turns Red, Loses Over 600 Points Of Early Morning Gains As Nvidia Rally Fizzles Out, Rate Cut Concerns Gather Steam</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

SoftBank To Invest $3 Billion In Ohio Factory For OpenAI Data Centers As It Looks To Advance $500 Billion Stargate Project: Report

This is part of the $500 billion Stargate project, for which OpenAI and SoftBank pledged $18 billion each in January to get the venture started.

<ul class="summary-bullets"><li>SoftBank stated that its SVFs generated an investment gain of 3.42 trillion yen ($22.17 billion), with approximately 40% of that coming from SoftBank Vision Fund 1 (SVF1) and 56% from SVF2.</li><li>Its OpenAI investment led to the strong performance of its SVF2 fund.</li><li>Nvidia stock edged lower in premarket trading.</li></ul>Japanese investment holding company SoftBank Group Co. (SFTBY), led by Masayoshi Son, has sold its Nvidia shares, with the divestment occurring amid growing skepticism about a sustained uptrend in artificial intelligence (AI) stocks.<a href="https://stocktwits.com/symbol/NVDA">Nvidia stock</a> has gained over 48% this year, thanks to its near-monopoly position in AI accelerators that are used to power AI processes and applications.&nbsp;<a href="https://stocktwits.com/symbol/SFTBY">SoftBank’s stock</a> has risen by 151% for the year.<h2 class="st-heading-2">SoftBank’s Asset Sales Updates</h2>In the earnings release for the second quarter, which ended on September 30, 2025, SoftBank stated that following the quarter, it sold 32.1 million Nvidia shares, including those held by the asset management subsidiary, for $5.83 billion.Nvidia stock fell over 0.50% in Tuesday’s early premarket session following a nearly 6% jump on Monday.Most retail watchers of the Nvidia stock on the Stocktwits platform shrugged off SoftBank’s sales. $5.83 billion is less than 0.1% for a $5 trillion name, said a user.<stembedurl>https://stocktwits.com/pupdawg/message/635702171</stembedurl>Another said SoftBank may have made one of its “biggest bag fumbles” in history with its Nvidia exit.<stembedurl>https://stocktwits.com/Brofessional/message/635702377</stembedurl>The Japanese firm also disclosed partial sales of T-Mobile (TMUS) and Deutsche Telekom shares. It also stated that in November, the terms of the margin loan using Arm Holdings plc (ARM), a subsidiary, were increased to $20 billion from $13.5 billion.<h2 class="st-heading-2">SoftBank’s Follow-On OpenAI Investment</h2>In October, following the end of the second quarter, SoftBank chose to invest an additional $22.5 billion in OpenAI through its SoftBank Vision Fund 2 (SVF2). This is the third tranche following the $40 billion investment commitment SoftBank gave in March. SoftBank’s total effective investment after deducting the amount to be syndicated to co-investors is $30 billion.<h2 class="st-heading-2">SoftBank’s Q2 Results</h2>SoftBak stated that its SVFs generated an investment gain of 3.42 trillion yen ($22.17 billion), with approximately 40% of that coming from SVF1 and 56% from SVF2. The gain at SVF1 was due to its investments in Coupang, DiDi Global, and a higher fair price for portfolio companies.The gain at SVF2 was primarily attributable to an unrealized valuation gain of 980.51 billion yen on its equity interests in OpenAI as of the end of the second quarter and a derivative gain of 911.34 million yen on the OpenAI forward contract.SoftBank’s second-quarter net income more than doubled to 2.5 trillion yen. According to Bloomberg, analysts braced for a more modest profit of 418.2 billion yen.<h2 class="st-heading-2">SoftBank’s Stock Split</h2>The Son-led company said its board has approved a 4:1 stock split to make it more accessible to investors and expand its shareholder base.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp; <a href="https://stocktwits.com/news-articles/markets/equity/nasdaq-s-and-p-500-futures-slip-even-as-senate-clears-funding-bill/cLPdScnREP2">Nasdaq, S&amp;P 500 Futures Slip Even As Senate Clears Funding Bill, But Strategist Says Negativity Toward Market Getting ‘Harder To Defend’</a>

Nvidia logo on a mobile phone screen. The chip major plans to invest $2 billion in Elon Musk's xAI. (Photo by Omer Taha Cetin/Anadolu via Getty Images)

SoftBank’s Masayoshi Son Exits Nvidia, After OpenAI Bet Powers Q2 Outperformance

Despite SoftBank’s Masayoshi Son envisaging a deeper plunge into AI, his firm exited its Nvidia position at the end of the September quarter.

Buy Intel Stock After Favorable CPI Data & Q3 Earnings Beat?

Hitting a fresh one-year high of $41 a share in Friday's trading session, Intel stock has continued an attention-getting rebound from a 52-week and multi-year low of $17.

SoftBank Group Corp. (SFTBY), the Japanese investment holding company led by Masayoshi Son, is reportedly offering shares of its Arm Holdings Plc. (ARM) subsidiary as collateral to finance an investment in U.S. artificial intelligence (AI) startup and Stargate project partner OpenAI.Minato, Tokyo-based SoftBank is nearing a deal with a few lenders for a margin loan, amounting to $5 billion, offering shares of Arm as collateral security, Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-10-10/softbank-in-talks-for-5-billion-margin-loan-backed-by-arm-stock">reported,</a> citing people familiar with the matter. The debt raised through the margin loan would go toward additional investment in&nbsp;<a href="https://stocktwits.com/symbol/OPENAI">OpenAI</a>, the report added. The total margin loans from Arm shares would now be $18.5 billion, including the $13.5 billion raised previously. Of the $13.5 billion, $5 billion is yet to be drawn, the report said.<a href="https://stocktwits.com/symbol/ARM">Arm stock</a> has added 38.3% this year, thanks to its exposure to AI, while the<a href="https://stocktwits.com/symbol/SFTBY"> SoftBank stock</a>, traded over the counter in the U.S., has jumped 160%. While the former has elicited ‘extremely bullish’ sentiment from among the users of the Stocktwits platform as of early Friday, retail mood toward the latter remained ‘bearish.’ The message volume on the Arm stream was ‘extremely high,’ while that on the SoftBank stream was ‘high.’The Son-led company sponsors tech-focused venture capital funds branded as “Vision Funds,” which primarily invest in both private and public tech companies. Specifically, the Vision Fund 2 was set up in 2019 to invest in AI-driven ventures and later-stage technology companies.While speaking at SoftBank’s annual shareholder meeting held in July, Son expressed hopes to transform his company into the “world’s top platformer for ASI [artificial super intelligence],” as he believed that it would be a winner-takes-all arena. “I’m all in,” he had said. British chipmaker Arm is an AI-leveraged company in its own right, and SoftBank has also acquired a U.K.-based AI accelerator manufacturer.SoftBank and OpenAI are lead partners in the private Stargate AI project announced by President Donald Trump just after his inauguration. The investment firm is leading a $40 billion funding round into OpenAI, with $10 billion already invested by SoftBank and other firms, a CNBC report said, adding that the remaining $30 billion in funding will be made by December.The Japanese firm is also awaiting the closure of its $6.5 billion acquisition of Ampere, which makes server chips based on the Arm architecture. The proposed deal has run into rough weather amid regulatory scrutiny. Earlier this week, the company announced an agreement to buy Swedish industrial giant ABB’s Robotics unit for $5.4 billion.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ray-dalio-is-getting-pre-world-war-ii-vibes-as-debt-spirals-out-of-control/ch6aFaSR31M">Ray Dalio Is Getting Pre–World War II Vibes As US Debt Spirals Out Of Control: ‘Plenty to Worry About’</a>

OpenAI CEO Sam Altman (L) and SoftBank Group CEO Masayoshi Son (R) attend an event titled "Transforming Business through AI" in Tokyo, Japan, on February 03, 2025. 

SoftBank Nearing $5B Term Loan Backed By Arm Shares To Fund Investment In OpenAI: Report

Arm stock has added 38.3% this year, thanks to its exposure to AI, while the SoftBank stock, traded over the counter in the U.S., has jumped 160%.

Keeping Track of the Soaring "White House" Stocks: INTC, LAC, MP, TMQ 

The Trump trade has taken on a literal connotation, with the White House recently investing in several mining and technology companies that have publicly traded stocks. 

OpenAI, Oracle, and SoftBank announced plans on Tuesday to establish five new artificial intelligence data centers in the United States as part of their $500 billion Startgate project.The ChatGPT-maker and Oracle will open three new sites in Shackelford County, Texas, and Dona Ana County, New Mexico, as well as an undisclosed site in the Midwest. OpenAI, Japan's SoftBank, and a SoftBank affiliate will open two sites in Lordstown, Ohio, and Milam County, Texas.The ChatGPT-maker stated that the new sites, the Oracle-OpenAI site expansion in Abilene, Texas, and the ongoing projects with CoreWeave will bring Stargate's total data center capacity to nearly 7 gigawatts and more than $400 billion in investment over the next three years.Stargate had set the target of 10-gigawatt capacity when the project was announced in January."AI can only fulfill its promise if we build the compute to power it," OpenAI CEO Sam Altman said in a company&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://openai.com/index/five-new-stargate-sites/">blog post</a> on Tuesday. "We're already making historic progress toward that goal through Stargate and moving quickly not just to meet its initial commitment, but to lay the foundation for what comes next."The development comes close on the heels of Nvidia announcing a $100 billion investment commitment and plans to supply AI chips to OpenAI. Noted tech analyst, Wedbush's Dan Ives,&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dan-ives-says-nvidia-open-ai-deal-is-a-validation-moment/chDhDcgR35K">called</a> the deal a "validation moment" for the ongoing AI revolution.Tech companies are investing billions of dollars into data centers and related AI infrastructure, forecasting massive compute demand in the coming years as AI tools and services become more widely used.On Stocktwits, the retail sentiment for&nbsp;<a href="https://stocktwits.com/symbol/OPENAI">OpenAI</a>, a private company, was 'extremely bullish' as of the last reading. The view was 'bullish' for&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Nvidia</a>, and 'extremely bullish' for&nbsp;<a href="https://stocktwits.com/symbol/ORCL">Oracle</a>.For updates and corrections, email newsroom[at]stocktwits[dot]com.

People walk through the hallways at Equinix Data Center in Ashburn, Virginia, on May 9, 2024. (Amanda Andrade-Rhoades for The Washington Post via Getty Images)

OpenAI, Oracle, SoftBank Announce 5 New US Data Center Sites, Taking Stargate Capacity to 7GW

The new AI data centers are planned in Texas, New Mexico, and Ohio.

SoftBank Group Corp. operates as a holding company which engages in the management of its group companies. It operates through the following segments: SoftBank Vision Fund, SoftBank, Arm, Brightstar, and Others. The SoftBank Vision Fund segment engages in the investment business. The SoftBank segment provides mobile communication, broadband, and telecom services in Japan. The Arm segment designs microprocessors and develops software technologies. The Brightstar segment engages in the distribution of mobile devices overseas. The Others segment includes the smartphone payments business, alternative investment business, fund business in Latin America and the operation of baseball teams. The company was founded by Masayoshi Son on September 3, 1981 and is headquartered in Tokyo, Japan.

SoftBank Group Corp. - ADR

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The Federal Reserve just announced a 0.25 percentage point interest rate cut at its December 10, 2025 meeting.​ Share your outlook on how the latest Federal Reserve interest rate cut will impact stocks and the S&P 500 over the next month.

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Fiscal Period	Estimated	Reported	Surprise	Result
Q3 '25	$0.42	--	--	N/A
Q2 '25	$0.55	$5.65	920.78%	BEAT
Q1 '25	$0.28	$0.99	255.95%	BEAT
Q4 '24	-$0.53	$1.21	326.53%	BEAT
Q3 '24	-$0.54	-$0.83	-53.13%	MISSED

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