SoftBank Group is trading at ¥5,961 (-6.27%) following a sharp decline in Tokyo driven by weakening sentiment across the AI and semiconductor sectors.
- The move aligns with a broader tech unwind triggered by a Nasdaq decline and investor caution regarding AI-related valuations.
- Concerns over the durability of the AI spending boom intensified after TSMC’s higher capital expenditure outlook prompted profit-taking in the sector.
- SoftBank remains highly sensitive to shifts in global tech risk appetite, amplifying the impact of the current market volatility.