Wall Street Breakfast SoftBank makes good on huge OpenAI investment
Dec 30, 2025
SoftBank has finalized its colossal $40 billion investment in OpenAI, raising questions about tech funding dynamics. In entertainment, Warner Bros. is set to reject Paramount's latest offer. The automotive landscape sees China surging past Japan in global sales, largely fueled by electric vehicles. Societe Generale warns that silver may be in a bubble, suggesting a cautious approach. Plus, Michael Burry praises Molina Healthcare’s potential, likening it to Geico’s success, while Benchmark touts Genius Sports as a promising pick for 2026.
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SoftBank Fulfills Massive OpenAI Bet
- SoftBank completed a $40 billion funding commitment to OpenAI with a final $22–22.5B tranche last week.
- Funding supports Stargate and AI infrastructure partnerships with Oracle and SoftBank including U.S. data centers and a Japan AI center.
Stargate And SoftBank's Portfolio Moves
- Part of the OpenAI funding is earmarked for Stargate, a joint AI infrastructure venture with Oracle and SoftBank.
- SoftBank also sold major stakes and cut Vision Fund staff while continuing to invest in AI infrastructure projects.
Warner To Spurn Paramount's Sweetened Bid
- Warner Bros. Discovery is set to reject Paramount Skydance's renewed takeover bid despite a sweetened offer and Ellison's financing guarantee.
- M&A dynamics remain contentious even with higher termination fees and backing from Oracle's Larry Ellison.