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SoftBank Shares Plunge 12% as AI Infrastructure Costs and OpenAI IPO Delay Spark Asian Tech Selloff

businessstocksaiai-sector-impact 32 posts · 15 accounts

SoftBank Group shares fell more than 12% on Friday, leading a broad selloff across Asian technology stocks as investors weighed rising artificial intelligence infrastructure costs and concerns that OpenAI may delay its initial public offering until next year. The sharp decline for the Japanese venture-capital firm extended from early trading losses, where the stock first slid 10%. The drop underscored mounting pressure on mega-cap tech valuations after OpenAI's potential deferral pushes back the timeline for financial returns to its largest backer.

The sell-off extended a global retreat in AI and semiconductor equities that began on Wall Street earlier this week. The Nasdaq Composite and S&P 500 closed at more than one-week lows as investors scrutinized the sustainability of debt-funded AI spending and braced for a potentially hawkish US Federal Reserve. Higher Treasury yields added to the selling pressure, while regional indices including South Korea's KOSPI and US futures had already shown weakness following Tuesday's tech rout.

From the sources (25 posts)

@firstsquawk

The KOSPI in Seoul dropped 4.5% during the session.

@bulltheoryio

Over ₩335,800,000,000,000 ($243 BILLION) wiped out from South Korea's stock market as the KOSPI crashed -4.6%, falling below 8,700.

@firstsquawk

Korea Exchange imposed a sidecar on the KOSPI following a 5% decline in KOSPI 200 futures, pausing program trading for five minutes.

@marketnews_feed

KOREA EXCHANGE IMPOSED A SIDECAR ON THE KOSPI FOLLOWING A 5% DECLINE IN KOSPI 200 FUTURES, PAUSING PROGRAM TRADING FOR FIVE MINUTES. ...

@zerohedge

And Korea halts program selling right on cue *KOREA EXCHANGE ACTIVATES SIDECAR TO HALT KOSPI PROGRAM SELLING

@macroedgeres

Korea Exchange triggered a KOSPI circuit breaker after KOSPI 200 futures plunged 5% on AI stock weakness; program trading halted for 5 minutes #MacroEdge

@firstsquawk

KOSPI dropped over 6% on the Seoul stock exchange.

@bulltheoryio

BREAKING: Korea Exchange briefly halted program selling as KOSPI crashed -6.5%. Samsung and SK Hynix, which together make up 50% of the index, fell -5.7% and -6.8%.

@business

US stock futures fell Tuesday as a selloff in megacap technology shares spilled over into Asian AI-related stocks

@business

European stocks fell sharply at the open on Tuesday as a global retreat in technology firms weighed on indexes

@ft

Big Tech leads sell-off in global stocks

@firstsquawk

Big Tech leads sell-off in global stocks

@deitaone

TECH SELLOFF DRAGS US STOCK FUTURES LOWER US equity futures fell sharply Tuesday as investors questioned the outlook for AI spending and returns. Nasdaq 100 futures dropped 2.5%, S&P 500 futures fell 1.3%, and Dow futures slipped 0.6%. A

@business

Tech losses are stacking up around the world as the AI rally slams into reverse.

@cointelegraph

🚨 ALERT: U.S. stocks erased $1.2 trillion in market value at the open as the U.S. Dollar Index (DXY) climbed to its highest level in 13 months.

@coinmarketcap

LATEST: 📊 Bitcoin fell below $63,000 today as a selloff in tech and chip stocks dragged down global markets.

@cointelegraph

🚨 ALERT: The U.S. stock market wiped out over $1 trillion in market value today.

@cointelegraph

🚨 UPDATE: Nvidia’s market cap has fallen below $5 trillion after shares dropped more than 4% today.

@reuters

The Nasdaq and the S&P 500 closed at more than one-week lows on Tuesday, dragged down by sharp losses in semiconductor stocks as investors scrutinized growing debt-funded AI spending and braced for a more hawkish US Federal Reserve http

@wsj

A selloff in global tech stocks intensified, leaving investors worried about higher interest rates and stretched valuations

@reutersbiz

WATCH: The Nasdaq and the S&P 500 closed at more than one-week lows on Tuesday, dragged down by sharp losses in semiconductor stocks as investors scrutinized growing debt-funded AI spending and braced for a more hawkish US Federal Reser

@reuters

Wall Street ends lower on semiconductor selloff as AI spending concerns mount

@business

US technology stocks were set to rebound on Wednesday after concerns around AI valuations led to a rout

@firstsquawk

NASDAQ UP 234.68 POINTS, OR 0.92 PERCENT, AT 25,711.32 AFTER MARKET OPEN S&P 500 UP 57.40 POINTS, OR 0.78 %, AT 7,415.62 AFTER MARKET OPEN DOW JONES UP 327.07 POINTS, OR 0.63 PERCENT, AT 52,175.97 AFTER MARKET OPEN

@deitaone

NASDAQ TURNS NEGATIVE, LAST DOWN 0.73%

Preview built on a synthetic news corpus (16 weeks, Apr–Jul 2026). Impact calls are model reads, not price data.

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