SoftBank's Remarkable Growth Fueled by Oracle's AI Ventures

Author: Dylan Bailey Updated: 09-11-2025 04:58 AM

SoftBank Group Corp. Sees Significant Gains

Shares of SoftBank Group Corp. (OTC: SFTBY, SFTBF) soared nearly 10%, closing at 17,905 JPY ($121.14) during a recent trading session. This substantial increase builds on a remarkable 93.90% rise year-to-date. Investors have shown enthusiastic confidence in SoftBank's strategic alignment with Oracle Corp. (NASDAQ: ORCL) and its expansive artificial intelligence infrastructure projects.

Oracle's Impressive Performance Sparks Enthusiasm

In their latest earnings announcement, Oracle reported an astonishing backlog of $455 billion in Remaining Performance Obligations (RPO), showcasing a dramatic 359% year-over-year increase. Such a surge is attributed to multiple high-value contracts with AI firms, emphasizing the need for extensive cloud infrastructure. This exceptional outlook has not only boosted Oracle but also positively impacted its partners like SoftBank.

Jim Cramer’s Insight on Oracle’s Growth

Financial commentator Jim Cramer pointed out that Oracle's stellar backlog is significantly linked to its ambitious Stargate project. The project, aimed at establishing a formidable AI infrastructure, raises questions about the scale of orders being placed by major tech firms and what they signal for the industry's future.

The Significance of the Stargate Initiative

The Stargate initiative, introduced by key stakeholders including SoftBank, is set to reshape investments in artificial intelligence. This collaboration aims to create cutting-edge AI data centers, necessitating substantial capital and advanced cloud computing technologies. Such initiatives demonstrate SoftBank's commitment to remaining at the forefront of tech innovation.

Upgrades and Future Outlook for Oracle

Following the release of Oracle’s impressive earnings, several Wall Street analysts have adjusted their projections upwards. Analysts at Piper Sandler and Citizens JMP have raised their price targets dramatically, demonstrating increased confidence in Oracle’s market performance, with expected growth leading into the upcoming quarters.

SoftBank’s Market Positioning

With a market capitalization surpassing $922 billion, Oracle has positioned itself as one of the top public companies globally. Currently, the stocks showcase a price-to-earnings ratio of 75.62 accompanied by a modest 0.61% dividend yield. This growth trajectory reflects a positive outlook not only for Oracle but also for its partners like SoftBank.

Frequently Asked Questions

What caused the recent surge in SoftBank's stock price?

The surge can be attributed to investor optimism regarding SoftBank's collaboration with Oracle on significant AI infrastructure projects.

How is Oracle’s backlog influencing SoftBank?

Oracle's substantial backlog demonstrates a robust demand for AI solutions, positively reflecting on SoftBank's investment strategy and market performance.

What are the implications of the Stargate project?

The Stargate project aims to build extensive AI data centers, positioning SoftBank as a major player in the technology landscape.

What are the recent earnings predictions for Oracle?

Analysts have recently raised their price targets for Oracle, indicating strong future performance expectations within the tech industry.

How does the growth of Oracle affect its market competitors?

Oracle’s growth may trigger competitive responses from other tech firms, pushing them to innovate and align on AI solutions to capture market share.

About The Author

My name is Dylan Bailey, and I am 28 years old. I am an author and an expert on the stock market who specializes in publicly traded companies. Early fascination with the stock market inspired me to seek a finance degree and then delve deeply into the world of stocks. I have developed over the years my abilities to spot investment prospects, assess business performance, and analyze market trends.

My books and articles try to help regular investors understand the nuances of the stock market. Anyone can, in my opinion, make wise investment choices and succeed financially if they have the correct information and resources. In my writing, I combine in-depth research with practical insights and advice that can be put into action. This is done with the intention of assisting readers in navigating the constantly shifting landscape of publicly traded companies.

In addition to writing, I also host webinars and workshops, where I give presentations and share my knowledge with a wider audience. I also write for top financial journals and show up as a guest analyst on financial news shows. I like to travel, spend time with my family, and keep active by playing different sports when I'm not buried in market research.

My goal is to enable people to choose wisely and consciously in their investments, so taking charge of their financial futures. By my work, I hope to create a community of informed and self-assured investors prepared to take advantage of the chances presented by the stock market.

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