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OpenAI should strike while iron's hot, raise $200 billion at $1 trillion valuation: Jim Cramer
CNBC Television· 2025-12-20 00:57
Hey, I'm Kramer. Welcome to Mad Money. Welcome to Cra America.Other people make friends. I'm just trying to make you a little money. My job is not just to entertain, but to teach you how everything works here.So, call me at 1800743 CNBC. Tweet me, Jim Kramer. After an agonizing period where Wall Street decided it was done with one of the greatest growth stories in history, artificial intelligence and everything attached to it.Today we got a reprieve, maybe even a second win that showered money on the cowork ...
孙正义投资OpenAI遭遇资金压力:欲套现滴滴持股、抵押ARM股票
Feng Huang Wang· 2025-12-20 00:15
知情人士称,软银还想要将部分滴滴出行的持股进行套现,后者正寻求在中国香港上市。软银愿景基金 的投资经理正被引导将工作重点转向OpenAI这笔交易。 孙正义已大幅放缓软银愿景基金的其他多数交易进程,目前任何超过5000万美元的交易都需要他本人的 明确批准。软银匆忙筹集资金的举动,揭示了一个现实:即便是全球顶尖的投资机构,在为耗资数千亿 美元的雄心勃勃的AI数据中心项目融资时,也面临着巨大压力。 截至发稿,软银不予置评。(作者/箫雨) 孙正义 凤凰网科技讯北京时间12月20日,据路透社报道,知情人士称,软银集团正争分夺秒,力争在年底前落 实对OpenAI高达225亿美元的投资承诺。该公司正通过多种方案筹集现金,其中包括出售部分投资。此 外,软银还可能动用尚未提取的保证金贷款,这些贷款以旗下芯片公司ARM的高价值持股作为抵押。 软银此次豪赌OpenAI,是孙正义迄今最大规模的投资之一。目前,这位日本亿万富翁正寻求提升公司 在AI竞赛中的地位。为了筹集资金,孙正义已经出售了软银所持有AI芯片领头羊英伟达的全部58亿美 元股份,抛售了48亿美元的T-Mobile美国股份,并进行了裁员。 ...
X @Bloomberg
Bloomberg· 2025-12-20 00:09
Why Disney cut a deal with OpenAI after decades of safeguarding its intellectual property, what it stands to gain — and why now. @sarahsholder gets the latest reporting on this billion dollar deal from @tgbuckley and @shiringhaffary.🎙️ Listen now: https://t.co/CDKZEjxWqv https://t.co/KtjFvU6j4Q ...
Data center stocks can get on track if OpenAI raises money, Jim Cramer says
CNBC· 2025-12-19 23:53
CNBC's Jim Cramer on Friday explained how he thinks the data center sector can regain its footing on the market, saying OpenAI needs to raise cash to pay Oracle, one of its major partners."No matter what, OpenAI needs to raise a lot of money, and it needs to raise it now," he said. "Or else the whole data center edifice will go down and stay down."While artificial intelligence stocks managed to rally on Friday — with the tech-heavy Nasdaq Composite gaining 1.31% — the group has been under pressure in recent ...
华尔街见闻早餐FM-Radio|2025年12月20日
Sou Hu Cai Jing· 2025-12-19 23:52
华见早安之声 市场概述 科技股力挺, 美股无惧周五 创纪录"三巫日"动荡继续走高,三大股指 两连阳,纳指两日均涨超1%,和标普全周惊险转涨,但道指一个月来首度周跌; TikTok协议消息后, 甲骨文大涨6.6%,带动AI股和芯片股走高,芯片指数涨3%,AMD涨超6%, 英伟达涨近4%;特斯拉逆市回落,但全周涨近5%。欧央 行上调经济预期后,泛欧股指两日连创历史新高。 日本央行加息后, 全球债市价格齐跌。10年期日债收益率1999年来首次升破2.0%;法国预算案谈判破裂,30年期法债收益率创2009年来新高;美联储"三把 手"称不急于降息, 美债收益率加速反弹。 美元指数三连涨至一周高位、扭转全周跌势; 日央行加息前景"审慎", 日元盘中跌超1%至四周新低,创逾两月最差表现;离岸人民币暂别14个月高位,连 涨四周;加密货币反弹,比特币一度较日高涨近5%、重新逼近9万美元,以太坊盘中涨超7%。 金银反弹, 银铜齐创历史新高,黄金盘中转涨、靠近纪录高位;白银本周二度创新高,期银盘中涨近4%,连涨四周;伦铜时隔一周又收创新高,一周涨超 3%;原油盘中涨超1%,连续三日反弹、仍连跌两周。 亚洲时段,A股和港股股指数集体 ...
消息人士:软银力争年底前兑现向OpenAI提供225亿美元资金的承诺
Xin Lang Cai Jing· 2025-12-19 23:36
北京时间12月20日早间消息,消息人士称,软银集团正通过一系列现金筹集计划(包括出售部分投 资),争分夺秒地争取在年底前完成对OpenAI的225亿美元融资承诺,并可能动用以其在芯片公司Arm 的宝贵所有权为抵押而借入的未提取保证金贷款。 消息人士:软银力争年底前兑现向OpenAI提供225亿美元资金的承诺 消息人士:软银力争年底前兑现向OpenAI提供225亿美元资金的承诺 软银首席执行官孙正义对OpenAI下的"全押"赌注,这是这位日本亿万富翁迄今为止下的最大赌注之 一,因为他希望提高公司在人工智能竞争中的地位。为了筹集资金,孙正义已经出售了软银在人工智能 芯片领军企业英伟达58亿美元的全部股份,减持了T-Mobile US 48亿美元的股份,并裁减了员工。 其中两位消息人士透露,孙正义已经放缓了软银愿景基金(Vision Fund)的大部分其他交易,任何超过 5000万美元的交易现在都需要孙正义的明确批准。 孙正义的公司正在努力将旗下的支付应用运营商PayPay上市。原定于本月进行的首次公开募股因美国政 府长达43天的关门而推迟,关门已于11月结束。据一位直接消息人士和另一位熟悉情况的人士透露, Pay ...
Exclusive: SoftBank races to fulfill $22.5 billion funding commitment to OpenAI by year-end, sources say
Reuters· 2025-12-19 23:32
Core Viewpoint - SoftBank Group is working to finalize a $22.5 billion funding commitment to OpenAI by the end of the year through various cash-raising strategies [1] Funding Strategies - The company plans to utilize a combination of selling some investments and potentially accessing undrawn margin loans secured against its ownership in Arm Holdings [1]
SoftBank races to fulfill $22.5 billion funding commitment to OpenAI by year-end
Yahoo Finance· 2025-12-19 23:32
By Echo Wang, Miho Uranaka and Krystal Hu NEW YORK/TOKYO/SAN FRANCISCO, Dec 19 (Reuters) - SoftBank Group (SFTBY) is racing to close a $22.5 billion funding commitment to OpenAI (OPAI.PVT) by year-end through an array of cash-raising schemes, including a sale of some investments, and could tap its undrawn margin loans borrowed against its valuable ownership in chip firm Arm Holdings (ARM), sources said. The "all-in" bet ​on OpenAI is among the biggest yet by SoftBank CEO Masayoshi Son, as the Japanese b ...
X @Bloomberg
Bloomberg· 2025-12-19 23:01
Why Disney cut a deal with OpenAI after decades of safeguarding its intellectual property, what it stands to gain — and why now. @sarahsholder gets the latest reporting on this billion dollar deal from @tgbuckley and @shiringhaffary https://t.co/e1vy03yNRW https://t.co/mY3jdXOAmp ...
X @Bloomberg
Bloomberg· 2025-12-19 22:56
Why Disney cut a deal with OpenAI after decades of safeguarding its intellectual property, what it stands to gain — and why now. @sarahsholder gets the latest reporting on this billion dollar deal from @tgbuckley and @shiringhaffary. https://t.co/jwoAlyV0eo ...