SoftBank

SoftBank will meet with investors in New York from Sept. 14–17 to gauge interest in a possible issuance of US dollar junk bonds (Rule 144A). Chief financial officer Yoshimitsu Goto and other executives will hold talks organized by Citigroup, Goldman Sachs, JPMorgan and Morgan Stanley; the target size is reportedly $10–20 billion with a possible euro tranche. The aim is to refinance short-term bridge loans and heavy AI investments through longer-term debt; SoftBank previously obtained a $40 billion bridge loan to finance OpenAI and recently placed a large retail bond in Japan. » More on de.investing.com

SoftBank shares climbed 0.7% to ¥239.3, supported by an analyst upgrade in late August that raised the price target to ¥280. The consensus price target is around ¥258 and the majority of analysts recommend buying the stock. SoftBank also reported a successful demonstration of a High-Altitude Platform Station (HAPS) with Sceye, a step toward commercializing airborne connectivity. Despite selling pressure on parent company SoftBank Group over SB Energy, the telecom unit remains relatively defensive thanks to stable cash flows and an attractive dividend yield. » More on de.investing.com

SoftBank shares fell 5.9% to ¥4,953 after SB Energy’s IPO prospectus showed a net loss of $3.2 billion for H1 2026 on just $139 million of revenue. The result heightens concerns about losses in the AI investment portfolio and dependence on OpenAI, which SB Energy cites as a risk in the prospectus. A $40 billion bridge loan related to the OpenAI strategy also strains SoftBank’s balance sheet, while a weak market environment and rising Japanese bond yields added further pressure. » More on de.investing.com