SoftBank is seeking to raise up to $100 billion from Gulf investors to expand its AI investments after already committing $64.6 billion to OpenAI, where its stake could reach $260 billion at a $2 trillion valuation.

According to @KobeissiLetter, major tech companies including Amazon ($AMZN), Alphabet ($GOOGL), Microsoft ($MSFT), Meta ($META), and Oracle ($ORCL) have significantly reduced their share buybacks to allocate more capital towards AI-related expenditures. In Q4 2025, combined buybacks dropped to $12.6 billion, marking the lowest level since Q1 2018 and a 74% decline from previous highs. This shift highlights the growing prioritization of AI investments within the tech sector.

According to @QCompounding, Alphabet (GOOGL) has a 32.1% ROIC, and its core monetization comes mainly from advertising, with assets including YouTube and Android and ongoing investments in AI and other technology projects, which define its current business profile and cash flow drivers for traders to track, source: @QCompounding. According to @QCompounding, the update does not reference any cryptocurrency exposure or token-linked initiatives at Alphabet, implying no stated direct impact on crypto markets in this disclosure, source: @QCompounding.

According to @StockMKTNewz, SoftBank sold around $9.2 billion of T-Mobile (TMUS) stock during the quarter to help fund its AI investments, source: Reuters. The move indicates a sizable portfolio reallocation that boosts SoftBank’s cash for AI dealmaking, a data point traders track for tech-liquidity and capital-flow conditions, source: Reuters via @StockMKTNewz.

According to @StockMKTNewz, SoftBank disclosed it sold its entire Nvidia (NVDA) stake for $5.8 billion in October to free up cash for large AI investments, per CNBC. For traders, the divestment happened in October, meaning the supply event is already in the tape while highlighting a capital rotation toward AI initiatives, per CNBC as cited by @StockMKTNewz. Crypto takeaway: no digital assets were mentioned in the report, so any impact is indirect via AI-investment sentiment rather than token-specific flows, per CNBC coverage referenced by @StockMKTNewz.