Topics · 5 pieces

SoftBank

Everything we've published tagged SoftBank.

ARM Dropped 13% in a Day — and It Wasn't Even ARM's Fault
ARMNVDASFTBY

ARM Dropped 13% in a Day — and It Wasn't Even ARM's Fault

A single cautious comment from Broadcom and a hot jobs report just wiped $50 billion off a stock that had nearly quadrupled in a month. Here's the domino chain.

Jun 7, 2026semiconductors
ARM jumped 11% in a day. Here's what the market is really betting on.
ARMSNPSMU

ARM jumped 11% in a day. Here's what the market is really betting on.

A single chip designer's monster rally reveals how the AI supply chain is being repriced — and where the fragility hides.

May 28, 2026semiconductors
Arm Holdings Just Dropped 10% — and the Shockwave Hasn't Finished Yet
ARMSFTBYQCOM

Arm Holdings Just Dropped 10% — and the Shockwave Hasn't Finished Yet

The company that designs the brains inside nearly every smartphone on Earth just admitted it might not be able to keep up with demand. Here's who gets hit next.

May 7, 2026semiconductors
Arm Holdings Just Became SoftBank's Crown Jewel — and That Changes Everything
ARMAMDINTC

Arm Holdings Just Became SoftBank's Crown Jewel — and That Changes Everything

A 12% single-day surge, a CEO promotion, and a pivot from licensing to building chips: here's the domino chain smart generalists should be watching.

Apr 22, 2026semiconductors
SoftBank's Trillion-Dollar Do-Over
9984.TTSMAMAT

SoftBank's Trillion-Dollar Do-Over

Masayoshi Son lost billions on startups — now he wants to build America's AI backbone, and the ripple effects reach far beyond tech.

Apr 13, 2026AI
SoftBank — Domino Research