--- title: "SoftBank's Q2 profit surged! Liquidated NVIDIA to cash out $5.8 billion and will continue to invest in the AI ecosystem" type: "News" locale: "en" url: "https://longbridge.com/en/news/265286110.md" description: "SoftBank achieved a net profit of 2.5 trillion yen (16.2 billion USD) in the second fiscal quarter, far exceeding analysts' expectations, mainly due to the sale of all NVIDIA shares, cashing out 5.8 billion USD. The financial report shows that SoftBank's portfolio includes AI companies such as OpenAI and Oracle, driving the stock price up 78% within three months. In addition, SoftBank announced a 1-for-4 stock split to take place on January 1 next year" datetime: "2025-11-11T08:06:05.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/265286110.md) - [en](https://longbridge.com/en/news/265286110.md) - [zh-HK](https://longbridge.com/zh-HK/news/265286110.md) --- > Supported Languages: [简体中文](https://longbridge.com/zh-CN/news/265286110.md) | [繁體中文](https://longbridge.com/zh-HK/news/265286110.md) # SoftBank's Q2 profit surged! Liquidated NVIDIA to cash out $5.8 billion and will continue to invest in the AI ecosystem According to Zhitong Finance APP, SoftBank (SFTBY.US) recently released its quarterly financial report, which shows that benefiting from the strong rebound of technology stocks, the value of its holdings in companies such as NVIDIA and Intel has significantly increased, resulting in a substantial unexpected net profit surge. SoftBank sold all of its shares in NVIDIA, recording $5.8 billion from this transaction. These shares, along with an unexpected windfall from the Vision Fund's startup investment division, helped SoftBank achieve a net profit of 25 trillion yen (approximately $16.2 billion) in the second fiscal quarter, far exceeding the average analyst expectation of 4.182 trillion yen. The financial report indicates that SoftBank's net sales for the second quarter of fiscal year 2025 were 19.2 trillion yen; net sales for the first half of the year were 37.4 trillion yen, with a net profit of 29.2 trillion yen. The performance report shows that as of the end of the second quarter, 32.1 million shares of NVIDIA stock (including holdings from its asset management subsidiary) were sold in October 2025 for $5.83 billion. SoftBank also stated that it gained 2.157 trillion yen in investment income from its investment in OpenAI. SoftBank also announced a 1-for-4 stock split scheduled for January 1 next year. ![image.png](https://imageproxy.pbkrs.com/https://img.zhitongcaijing.com/image/20251111/1762847549477780.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg) Masayoshi Son's company now has a portfolio that includes some of the hottest AI companies in the world: OpenAI and Oracle. These shares have increased SoftBank's book earnings and helped drive its stock price up 78% over the three months ending in September—its strongest performance since the quarter ending December 2005. Citigroup analyst Keiichi Yoneshima wrote in a research report prior to the earnings release that the number of projects from which SoftBank has successfully recouped investments has increased, "therefore we have raised our expectations." This analyst set a target price of 27,100 yen for SoftBank's stock, referencing OpenAI's valuation and assuming its future valuation range to be between $500 billion and $1 trillion. Masayoshi Son is actively seeking to profit from the AI and chip investment boom, despite scaling back other investments. The ambitions of this SoftBank founder have driven multiple projects, including the launch of the "Stargate" data center and a planned $30 billion investment in OpenAI. SoftBank will add an investment of $22.5 billion to OpenAI through Vision Fund 2 in December, with OpenAI's co-investors committing to participate in the entire $10 billion syndicated financing. Masayoshi Son is also seeking participation from companies like TSMC (TSM.US) in a $1 trillion AI manufacturing center in Arizona. SoftBank even explored acquiring the American chip manufacturer Marvell Technology (MRVL.US) earlier this year The challenge will be how to balance the financing behind new investments, including the approximately $20 billion investment in OpenAI and the planned acquisition of chip design company Ampere Computing for $6.5 billion. Concerns also persist regarding the high valuations supporting AI companies and their capital expenditures, as well as who will ultimately benefit from the large data centers and other infrastructure under construction. A research report released by Finimize Research on Smartkarma before the earnings report stated, "The simple operation is to buy SoftBank's stock to cheaply invest in Arm's stock and gain broader exposure to the AI and tech industry. This idea has proven to be very correct—the stock has more than doubled, far exceeding the modest increase in net asset value," referring to SoftBank's net asset value. The analyst stated, "But the discount has basically disappeared now, so SoftBank is no longer a 'cheap' investment option. Therefore, based on this, it may now be a good time to sell and take profits." ### Related Stocks - [NVIDIA Corporation (NVDA.US)](https://longbridge.com/en/quote/NVDA.US.md) - [SoftBank Corp. (SOBKY.US)](https://longbridge.com/en/quote/SOBKY.US.md) - [GraniteShares 2x Long NVDA Daily ETF (NVDL.US)](https://longbridge.com/en/quote/NVDL.US.md) - [XL2CSOPNVDA (07788.HK)](https://longbridge.com/en/quote/07788.HK.md) - [XI2CSOPNVDA (07388.HK)](https://longbridge.com/en/quote/07388.HK.md) - [YieldMax NVDA Option Income Strategy ETF (NVDY.US)](https://longbridge.com/en/quote/NVDY.US.md) - [Direxion Daily NVDA Bear 1X ETF (NVDD.US)](https://longbridge.com/en/quote/NVDD.US.md) - [T-REX 2X Long NVIDIA Daily Target ETF (NVDX.US)](https://longbridge.com/en/quote/NVDX.US.md) - [T-REX 2X Inverse NVIDIA Daily Target ETF (NVDQ.US)](https://longbridge.com/en/quote/NVDQ.US.md) ## Related News & Research - [Nvidia Stumbled in the First Quarter: Here are My Top 3 Nvidia Predictions for the Second Quarter](https://longbridge.com/en/news/281620093.md) - [Bye Bye, NVDA! Cathie Wood Dumps Nearly $30 Million in Nvidia](https://longbridge.com/en/news/281559711.md) - [Why Is Vanguard Total Stock Market ETF (VTI) Rising Today, 3/31/26?](https://longbridge.com/en/news/281211233.md) - [Argentarii LLC Acquires 20,602 Shares of NVIDIA Corporation $NVDA](https://longbridge.com/en/news/281612604.md) - [Fractile Seeks $200 Million as Nvidia Faces Inference Pressure](https://longbridge.com/en/news/281215985.md)