SoftBank Share Price Drops Nearly 50% Amid $60B AI Pledges

SoftBank faces mounting debt pressure with $30B in AI funding due late 2026, as shares halve and CDS costs rise ahead of Q1 results.

Woofun AI reports that SoftBank is set to release its fiscal 2026 Q1 results on Thursday, drawing market scrutiny toward its financing strategy for OpenAI and AI infrastructure. Despite recording a record net profit in the fiscal year ending March 2026, the company’s share price has declined by nearly half since early June, while credit default swap costs have surged. SoftBank has committed over $60 billion to OpenAI and related initiatives, with roughly $30 billion in funding obligations scheduled for the second half of 2026. Analysts warn that a correction in AI valuations could intensify financial strain, noting that headwinds may persist for SoftBank, Arm, and the memory chip sector until enterprise clients validate AI-driven productivity gains.