SoftBank Group Shares Fall After Oracle's Results Trigger AI Profitability Worries

Dow Jones12-11

By Kosaku Narioka

SoftBank Group shares fell after Oracle's quarterly results rekindled concerns about how soon investments in artificial intelligence will turn into profits.

Shares were recently 5.1% lower at 17,715 yen, equivalent to $113.55, on Thursday in Tokyo after falling as much as 8.4% earlier.

Oracle said Wednesday that its revenue and operating income for the most recent quarter fell slightly short of analysts' expectations. The cloud-computing company also raised its spending forecast, adding to concerns over the timeline for turning the AI industry's ravenous demand for computing capacity into profits.

Oracle is a partner for SoftBank Group's AI projects. SoftBank Group and OpenAI in January announced a plan to invest up to half a trillion dollars in AI infrastructure in the U.S., together with other partners such as Oracle.

Mobile-career unit SoftBank Corp. said in October that it was teaming up with Oracle to provide sovereign cloud and AI services in Japan.

SoftBank Group's stock has been volatile in recent weeks due to caution over the recent sharp ascent in artificial intelligence-related stocks and fears that Google may be pulling ahead of one of its key investees, privately held OpenAI, in the AI race.

The stock is up about 93% so far this year.

Write to Kosaku Narioka at kosaku.narioka@wsj.com

(END) Dow Jones Newswires

December 10, 2025 20:55 ET (01:55 GMT)

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The cloud-computing company also raised its spending forecast, adding to concerns over the timeline for turning the AI industry's ravenous demand for computing capacity into profits. \n\n\n  Oracle is a partner for SoftBank Group's AI projects. SoftBank Group and OpenAI in January announced a plan to invest up to half a trillion dollars in AI infrastructure in the U.S., together with other partners such as Oracle. \n\n\n  Mobile-career unit SoftBank Corp. said in October that it was teaming up with Oracle to provide sovereign cloud and AI services in Japan. \n\n\n  SoftBank Group's stock has been volatile in recent weeks due to caution over the recent sharp ascent in artificial intelligence-related stocks and fears that Google may be pulling ahead of one of its key investees, privately held OpenAI, in the AI race. \n\n\n  The stock is up about 93% so far this year. \n\n\n \n\n\n  Write to Kosaku Narioka at kosaku.narioka@wsj.com \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  December 10, 2025 20:55 ET (01:55 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.12","shortVersion":"4.35.12","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2590550166","isCrawlerRequest":true}