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shahid1233
#SoftBankQ2AIReturns
432bp: SoftBank's 5-year CDS on Tuesday, its widest since November 2022.
It only broke 400bp a week ago.
The stock is down about 50% from its June high.
Bloomberg Intelligence sees at least $6B of cash outflow in the year to March 2027.
And SoftBank is in talks to put more into OpenAI's ~$30B round at a $1.4T+ valuation.
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