OpenAI Business Model Increasingly Questioned by Investors after SoftBank Report -- Market Talk

Dow Jones06-10

1406 GMT - Investors are increasingly questioning the business model of OpenAI after a report said SoftBank struggled to raise money against its stake in the ChatGPT owner, Panmure Liberum's Joachim Klement says. The Japanese investment group was unable to raise $6 billion from a margin loan using its stake in OpenAI as collateral, Bloomberg reported. The report stoked fears that Japan's most valuable company is overvaluing its OpenAI stake. OpenAI is seen as being in a weaker position than peer Anthropic, but fears of overvaluation have wider consequences across AI-related stocks, Klement says. SoftBank's fundraising difficulty "starts to expose the shaky foundations of the tech and AI boom in general." A selloff in technology stocks cooled Wednesday, though SoftBank shares fell 8.3% in Asia trade. A gauge of the sector is up 0.75% in Europe, while the Nasdaq is flat after falling at the open. (josephmichael.stonor@wsj.com)

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June 10, 2026 10:06 ET (14:06 GMT)

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OpenAI is seen as being in a weaker position than peer Anthropic, but fears of overvaluation have wider consequences across AI-related stocks, Klement says. SoftBank's fundraising difficulty \"starts to expose the shaky foundations of the tech and AI boom in general.\" A selloff in technology stocks cooled Wednesday, though SoftBank shares fell 8.3% in Asia trade. A gauge of the sector is up 0.75% in Europe, while the Nasdaq is flat after falling at the open. 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