{"id":45504,"date":"2025-11-25T11:36:06","date_gmt":"2025-11-25T11:36:06","guid":{"rendered":"https:\/\/quickassetsmarket.com\/index.php\/2025\/11\/25\/softbank-shares-plunge-as-googles-gemini-sparks-fears-over-openais-competitiveness\/"},"modified":"2025-11-25T11:36:06","modified_gmt":"2025-11-25T11:36:06","slug":"softbank-shares-plunge-as-googles-gemini-sparks-fears-over-openais-competitiveness","status":"publish","type":"post","link":"https:\/\/quickassetsmarket.com\/index.php\/2025\/11\/25\/softbank-shares-plunge-as-googles-gemini-sparks-fears-over-openais-competitiveness\/","title":{"rendered":"SoftBank shares plunge as Google\u2019s Gemini sparks fears over OpenAI\u2019s competitiveness"},"content":{"rendered":"<div><\/div>\n<p>SoftBank Group shares tumbled to a 2\u00bd-month low on Tuesday, extending a sharp two-day selloff triggered by concerns that <a href=\"https:\/\/invezz.com\/news\/2025\/11\/18\/what-makes-the-gemini-3-launch-googles-biggest-ai-push-yet\/\">Alphabet\u2019s latest Gemini artificial intelligence<\/a> model could intensify competitive pressure on OpenAI \u2014 one of the Japanese conglomerate\u2019s most important investments.<\/p>\n<p>The stock fell as much as 11% in Tokyo, following a 10.9% drop in the previous session before Japan\u2019s long weekend. <\/p>\n<p>The back-to-back declines stood out even for SoftBank, whose shares are known for their volatility.<\/p>\n<p>SoftBank ended down 9.95%, shaving 338 points off the Nikkei\u2019s final tally \u2014 even as Alphabet\u2019s US shares hit a record high after the Gemini launch.<\/p>\n<p>The Nikkei 225 erased most of its early gains to close nearly flat, rising just 0.07% to 48,659.52. <\/p>\n<p>The Topix slipped 0.21% to 3,290.89.<\/p>\n<p>\u201cInvestors were concerned about the competitiveness of ChatGPT from OpenAI, in which SoftBank Group invests, with Google\u2019s new Gemini,\u201d said Kazuaki Shimada, chief strategist at IwaiCosmo Securities.<\/p>\n<p>&#8220;Typically, Japan&#8217;s AI-related heavyweights move in the same direction, but today SoftBank Group fell on its own reason,&#8221; said Shimada.<\/p>\n<p>The Gemini 3 is receiving rave reviews, with Salesforce CEO Marc Benioff also stating that he will ditch ChatGPT for the Gemini 3. <\/p>\n<div class=\"wp-block-kevinbatdorf-xeet-wp xeet-wp\">\n<div class=\"react-tweet-theme Prh5YO6Z7gkcGwVjnX1Q\">\n<article class=\"y3vyxk0KOdMgcSTtzERK\">\n<div class=\"lXRMjX2KYR7IZSOZPFbm\"><a href=\"https:\/\/twitter.com\/Benioff\/status\/1992726929204760661\" class=\"nkzum3vS9EE0UMk6wIwD\" target=\"_blank\" rel=\"noopener noreferrer\"><\/p>\n<div class=\"gxuhzv6slGlIBy5JFjVm\"><\/div>\n<div class=\"gxuhzv6slGlIBy5JFjVm\">\n<div class=\"jM__a2FZ4FtvadsBSIC5\"><\/div>\n<\/div>\n<p><\/a><\/p>\n<div class=\"BwMePHrH3rvsmYE498nW\"><a href=\"https:\/\/twitter.com\/Benioff\/status\/1992726929204760661\" class=\"oDvOSSsrnTspryAL9YVt\" target=\"_blank\" rel=\"noopener noreferrer\"><\/p>\n<div class=\"YqFZOCD996i_gAbVzqfJ\"><span title=\"Marc Benioff\">Marc Benioff<\/span><\/div>\n<div class=\"k4aQ6nZmsk6GjbvjPKss FgA7vJPvpWgsyInO1FMI\"><\/div>\n<p><\/a><\/p>\n<div class=\"T65hgE51dyqUMzAY5hl0\"><a href=\"https:\/\/twitter.com\/Benioff\/status\/1992726929204760661\" class=\"jg4rjgPtL89uoWZw81FG\" target=\"_blank\" rel=\"noopener noreferrer\"><span title=\"@Benioff\">@Benioff<\/span><\/a><\/p>\n<div class=\"IulIEDncuBnezCKlPUfn\"><span class=\"f9i0GrOk4HWCqDStzGHE\">\u00b7<\/span><a href=\"https:\/\/twitter.com\/intent\/follow?screen_name=Benioff\" class=\"X9KF8bvQvjpxMkEUAQSg\" target=\"_blank\" rel=\"noopener noreferrer\">Follow<\/a><\/div>\n<\/div>\n<\/div>\n<p><a href=\"https:\/\/twitter.com\/Benioff\/status\/1992726929204760661\" class=\"VAKgDYwbCPjVtzvR7vsi\" target=\"_blank\" rel=\"noopener noreferrer\" aria-label=\"View on Twitter\"><\/a><\/div>\n<p class=\"AdGEHCYjGQTkPV_D5imj\"><span>Holy shit. I\u2019ve used ChatGPT every day for 3 years. Just spent 2 hours on Gemini 3. I\u2019m not going back. The leap is insane \u2014 reasoning, speed, images, video\u2026 everything is sharper and faster. It feels like the world just changed, again. \u2764\ufe0f \ud83e\udd16 <\/span><a href=\"https:\/\/www.wsj.com\/tech\/ai\/google-gemini-3-ai-behind-scenes-e1787729?mod=trending_now_news_5\" class=\"LuuFAn5qKGMLl5k1L76T\" target=\"_blank\" rel=\"noopener noreferrer\">wsj.com\/tech\/ai\/google\u2026<\/a><span><\/span><\/p>\n<div class=\"_0kiDv1j1JHI8CF0Ntb_\"><a class=\"PF6M5QdjvCYeUIeL82Pw\" href=\"https:\/\/twitter.com\/Benioff\/status\/1992726929204760661\" target=\"_blank\" rel=\"noopener noreferrer\" aria-label=\"4:18 AM \u00b7 Nov 24, 2025\">4:18 AM \u00b7 Nov 24, 2025<\/a><a class=\"EUWNvie68q0hB7x9gYil\" href=\"https:\/\/help.twitter.com\/en\/twitter-for-websites-ads-info-and-privacy\" target=\"_blank\" rel=\"noopener noreferrer\" aria-label=\"Twitter for Websites, Ads Information and Privacy\"><\/a><\/div>\n<div class=\"r1nP5SJS7VNmWTX19Auq\"><a class=\"gcUKEvUouWctDVs4Uni5\" href=\"https:\/\/twitter.com\/intent\/like?tweet_id=1992726929204760661\" target=\"_blank\" rel=\"noopener noreferrer\" aria-label=\"Like. This Tweet has 13.4K likes\"><\/p>\n<div class=\"EYp9rp32FVnHEztzLqMG\"><\/div>\n<p><span class=\"aMeAuAqW2H34ePc2jorL\">13.4K<\/span><\/a><a class=\"We700JQVK913TW5TZQk6\" href=\"https:\/\/twitter.com\/intent\/tweet?in_reply_to=1992726929204760661\" target=\"_blank\" rel=\"noopener noreferrer\" aria-label=\"Reply to this Tweet on Twitter\"><\/p>\n<div class=\"SXNJIS9giXWKxuUsSwXx\"><\/div>\n<p><span class=\"qAurmX5F17a0m0GbrhOq\">Reply<\/span><\/a><button type=\"button\" class=\"EDcxfgdhQDFSaBs5yAxC\" aria-label=\"Copy link\" data-xeet-url-to-copy=\"https:\/\/twitter.com\/Benioff\/status\/1992726929204760661\"><\/p>\n<div class=\"O1W4EuB8WU92_ex7pGQT\"><\/div>\n<p><span class=\"ovn4FbJMqbXsfiK7gvth\" data-copy-text=\"{&quot;copied&quot;:&quot;Copied!&quot;,&quot;copyAllText&quot;:&quot;Copy link to Tweet&quot;}\">Copy link<\/span><\/button><\/div>\n<div class=\"cjgWV81BwLW_tK8FicCg\"><a class=\"tczCx_QJsiI5O2NPUrfI\" href=\"https:\/\/twitter.com\/Benioff\/status\/1992726929204760661\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"LW1dI56xN0L7kAXJota7\">Read 765 replies<\/span><\/a><\/div>\n<\/article>\n<\/div>\n<\/div>\n<h2 class=\"wp-block-heading\">Concerns mount over OpenAI\u2019s position<\/h2>\n<p>Tuesday&#8217;s slump came even as several Japanese AI-related stocks advanced.<\/p>\n<p>Chip testing equipment maker Advantest rose, tracking a rally in global semiconductor shares during Japan\u2019s long weekend. SoftBank was the notable outlier.<\/p>\n<p>SoftBank\u2019s heavy exposure to OpenAI has become central to investor sentiment. <\/p>\n<p>The conglomerate reportedly approved the final tranche of its planned $30 billion investment in the US AI firm last month, though that commitment may be scaled down to $20 billion if OpenAI fails to fully convert itself into a for-profit entity by year-end.<\/p>\n<p>OpenAI recently completed a recapitalization that formalised nonprofit oversight while restructuring its commercial arm into a public benefit corporation called OpenAI Group PBC.<\/p>\n<p><a href=\"https:\/\/invezz.com\/news\/2025\/11\/11\/softbank-posts-16-6-bn-profit-as-openai-bet-pays-off-sells-nvidia-stake-for-5-83-bn\/\">SoftBank reported a net profit of \u00a52.5 trillion<\/a> ($16.6 billion) for the July\u2013September quarter, its third straight profitable period, helped by a surge in Vision Fund valuations.<\/p>\n<p>The Vision Fund recorded investment gains of \u00a53.5 trillion, including \u00a52.16 trillion from its OpenAI stake.<\/p>\n<h2 class=\"wp-block-heading\">Spending commitments raise wider questions<\/h2>\n<p>SoftBank\u2019s close relationship with OpenAI \u2014 including a partnership on a $500 billion US infrastructure venture \u2014 has become another source of anxiety. <\/p>\n<p>OpenAI has committed to more than $1 trillion in spending over the next five years, a target many analysts argue is unrealistic given that the company is not yet profitable.<\/p>\n<p>Recent comments from OpenAI executives suggesting the need for government support added to questions around funding, while Nvidia\u2019s earnings reinforced concerns about stretched AI valuations and circular investment flows in the industry.<\/p>\n<p>Investor Michael Burry, known for predicting the 2008 financial crisis, last week accused OpenAI of being the \u201clinchpin\u201d in a web of circular financing across the AI ecosystem.<\/p>\n<p>SoftBank\u2019s rapid decline underlines how quickly sentiment can shift in AI-related stocks. <\/p>\n<p>Fears that OpenAI is ceding ground to Alphabet have wiped out more than 40% of its market value in just a matter of weeks.<\/p>\n<p>The post <a href=\"https:\/\/invezz.com\/news\/2025\/11\/25\/softbank-shares-plunge-as-googles-gemini-sparks-fears-over-openais-competitiveness\/\">SoftBank shares plunge as Google\u2019s Gemini sparks fears over OpenAI\u2019s competitiveness<\/a> appeared first on <a href=\"https:\/\/invezz.com\/\">Invezz<\/a><\/p>\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>SoftBank Group shares tumbled to a 2\u00bd-month low on Tuesday, extending a sharp two-day selloff triggered by concerns that Alphabet\u2019s latest Gemini artificial intelligence model could intensify competitive pressure on OpenAI \u2014 one of the Japanese conglomerate\u2019s most important investments. The stock fell as much as 11% in Tokyo, following a 10.9% drop in the <\/p>\n","protected":false},"author":1,"featured_media":45505,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[],"class_list":{"0":"post-45504","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-investing"},"_links":{"self":[{"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/posts\/45504","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/comments?post=45504"}],"version-history":[{"count":0,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/posts\/45504\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/media\/45505"}],"wp:attachment":[{"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/media?parent=45504"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/categories?post=45504"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/tags?post=45504"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}