Arm Holdings stake remains crown jewel as AI compute economics validate the ARM architecture in datacenters (Nvidia Grace, AWS Graviton4, Microsoft Cobalt). Stargate AI infrastructure deal with OpenAI puts SoftBank at the center of the AI capex cycle. Vision Fund 2 marks remain volatile but cleaner than 2022.
Thesis reviewed May 29, 2026
SoftBank Group Corp is headquartered in Japan, which is currently showing moderate signals.
🇯🇵Japan64NEUTRALView Japan risk detail →💻Technology24WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| ZS | Zscaler Inc. | 29 | +14% | ↓8% | EARLY |
| META | Meta Platforms Inc. | 29 | +20% | ↓8% | EARLY |
| HUBS | HubSpot Inc. | 29 | +10% | ↓8% | EARLY |
| SHOP | Shopify Inc. | 29 | +13% | ↓8% | EARLY |
| SNOW | Snowflake Inc. | 29 | +9% | ↓8% | NEUTRAL |
| PSO | Pearson PLC | 29 | +10% | ↓8% | NEUTRAL |
| NOW | ServiceNow Inc. | 29 | +17% | ↓8% | EARLY |
Investors who hold SFTBY may also have indirect exposure through these country funds.
Stargate Phase 1 sites in Texas and Abu Dhabi break ground; SoftBank lead funder
Arm datacenter revenue +52% YoY; royalty rates trending higher on AI workloads
Son announces $30B AI investment vehicle separate from Vision Fund
Estimates · Yahoo Finance · Not audited figures