Federal Judge Signals Possible Dismissal of xAI Lawsuit Against OpenAI 
NVIDIA, Microsoft, and Amazon Eye Massive OpenAI Investment Amid $100B Funding Push 
Tesla Launches New Model Y Variant in the US Starting at $41,990 
Trump Threatens Aircraft Tariffs as U.S.-Canada Jet Certification Dispute Escalates 
SpaceX Reports $8 Billion Profit as IPO Plans and Starlink Growth Fuel Valuation Buzz 
SpaceX Updates Starlink Privacy Policy to Allow AI Training as xAI Merger Talks and IPO Loom 
Boeing Secures New Labor Contract With Former Spirit AeroSystems Employees 
Samsung Electronics Posts Record Q4 2025 Profit as AI Chip Demand Soars 
Google Cloud and Liberty Global Forge Strategic AI Partnership to Transform European Telecom Services 
Palantir Stock Jumps After Strong Q4 Earnings Beat and Upbeat 2026 Revenue Forecast 
Panama Supreme Court Voids CK Hutchison Port Concessions, Raising Geopolitical and Trade Concerns 
NRW Holdings Shares Surge After Securing Major Rio Tinto Contract and New Project Wins 
Nvidia’s $100 Billion OpenAI Investment Faces Internal Doubts, Report Says 
US Judge Rejects $2.36B Penalty Bid Against Google in Privacy Data Case 
SoftBank Group shares dropped sharply on Thursday, leading declines across Japanese markets, after Oracle’s mixed quarterly earnings reignited concerns about soaring artificial intelligence investments. SoftBank (TYO:9984) slid 7.7% to 17,210 yen, marking a one-week low and making it the worst performer on the Nikkei 225, which fell more than 1%.
The selloff followed a steep 10% plunge in Oracle (NYSE:ORCL) after the cloud giant reported fiscal second-quarter results that beat profit expectations but fell short on revenue. Investor sentiment weakened further as Oracle issued a softer-than-expected outlook for the current quarter and sharply raised its fiscal 2026 capital expenditure forecast to $50 billion from $35 billion. The increase underscored the company’s aggressive push into AI infrastructure, but also amplified doubts about how effectively it can monetize such heavy investments.
Analysts flagged rising concerns about Oracle’s debt load, fueled by multiple bond issuances this year, as well as its significant exposure to OpenAI. BMO analysts noted that OpenAI’s substantial spending commitments could pose long-term risks, especially with uncertainty around how the startup plans to meet its obligations.
These worries extended to SoftBank, a major OpenAI backer. CFO Yoshimitsu Goto recently emphasized that the conglomerate remains focused on OpenAI and is not seeking to fund competing AI ventures. SoftBank has pledged up to $40 billion in investments for the ChatGPT maker and recently revealed that it sold all its NVIDIA (NASDAQ:NVDA) shares to help finance the commitment.
Oracle, meanwhile, has promised large-scale data-center capacity for OpenAI and has been raising capital to support the build-out. But the latest earnings did little to calm concerns over the sustainability of massive AI spending, which has yet to generate meaningful returns for many tech leaders. OpenAI itself is projected to burn significant cash and faces intensifying competition from major players like Google, even as it targets more than $1 trillion in AI infrastructure spending over the next five years.
