---
title: "Concerns over AI bubble sweep the globe! SoftBank's market value evaporates by over $50 billion in a single week as tech stocks collectively \"cool down\""
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/264770704.md"
description: "Shares of SoftBank Group Corp. in Japan resumed their decline due to investor concerns over the overvaluation in the artificial intelligence (AI) sector, falling more than 8% on Friday, with a market value loss of approximately $53 billion this week. MST Financial analyst David Gibson noted that cautious sentiment towards the AI industry is rising, as investors realize that the collaboration with OpenAI is still in a potential stage, leading to uncertainty in funding prospects. Other tech stocks also fell, with global tech stocks dragged down by the broad decline of AI concept stocks in the U.S. market"
datetime: "2025-11-07T02:48:03.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/264770704.md)
  - [en](https://longbridge.com/en/news/264770704.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/264770704.md)
---

> 支持的语言: [English](https://longbridge.com/en/news/264770704.md) | [繁體中文](https://longbridge.com/zh-HK/news/264770704.md)


# Concerns over AI bubble sweep the globe! SoftBank's market value evaporates by over $50 billion in a single week as tech stocks collectively "cool down"

According to Zhitong Finance APP, SoftBank Group's stock price resumed its decline on Friday, primarily due to investors' renewed caution regarding the excessively high valuations in the artificial intelligence (AI) sector, leading to a collective drop in related stocks.

As a major investment giant with extensive layouts in AI infrastructure, semiconductors, and applications, SoftBank's stock price on the Tokyo stock market fell by more than 8%. Previously, SoftBank's stock price plummeted by 10% on Wednesday, marking its worst single-day performance since April, and rebounded slightly by nearly 3% on Thursday. If the decline on Friday remains unchanged, the group's market value will shrink by approximately $53 billion this week.

![image.png](https://imageproxy.pbkrs.com/https://img.zhitongcaijing.com/image/20251107/1762483011149209.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg)

"The decline in SoftBank's stock price is because many investors see it as the only publicly listed alternative investment to OpenAI," said David Gibson, a senior research analyst at MST Financial.

He added that this pullback reflects a growing cautious sentiment in the market towards the AI industry, as investors gradually realize that most of OpenAI's collaborations are still in potential stages and have not yet materialized, with uncertain funding prospects.

Reports indicate that OpenAI CEO Sam Altman has discussed a federal loan guarantee program with the U.S. government to encourage the construction of chip factories. Previously, the company's CFO also expressed a desire for federal-level chip financing support.

Other Japanese tech stocks also declined. Semiconductor testing equipment manufacturer Advantest fell by over 6%, chipmaker Renesas Electronics dropped nearly 4%, and chip manufacturing equipment company Tokyo Electron decreased by about 1.5%.

SoftBank's UK chip design company Arm (ARM.US) occupies a key position in the global mobile and AI processor market, with its stock listed on NASDAQ dropping 1.21% overnight. The world's largest chip foundry, TSMC, also saw its stock price retreat by 0.6%.

Additionally, NVIDIA (NVDA.US) supplier SK Hynix fell by over 1%, and South Korean memory chip peer Samsung Electronics dropped by 0.5%.

The weakness in Asian tech stocks was also dragged down by the overnight decline of AI concept stocks in the U.S. market. Qualcomm (QCOM.US), despite strong quarterly performance, saw its stock price drop nearly 4% due to warnings of potentially losing future business with Apple (AAPL.US); AMD (AMD.US), which performed strongly on Wednesday, fell by 7%, while Palantir (PLTR.US) and Oracle (ORCL.US) dropped by approximately 7% and 3%, respectively; NVIDIA and Meta Platforms (META.US) also closed lower.

The market exuberance triggered by the AI boom raises concerns that a tech bubble may be forming. Some experts point out that current valuations of AI companies are beginning to resemble the internet bubble of the late 1990s, with stock price increases far exceeding actual profit expectations.

Laura Cooper, a global investment strategist at Nuveen, stated that the economic impact of AI is undeniable, but market volatility is also inevitable "But it is still too early to assert that a bubble has formed. Today's AI capital expenditures are primarily borne by companies with ample cash and strong balance sheets, rather than cheap credit or speculative behavior," she pointed out. "The greater risk is not a bubble bursting, but valuation fatigue—investors growing weary of paying increasingly high premiums for AI returns that have not materialized in a timely manner."

### 相关股票

- [SoftBank (SOBKY.US)](https://longbridge.com/zh-CN/quote/SOBKY.US.md)
- [SoftBank (SFTBY.US)](https://longbridge.com/zh-CN/quote/SFTBY.US.md)

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