Group 1 - OpenAI has signed a $38 billion (approximately 270.56 billion RMB) computing service agreement with Amazon's AWS, which will provide computational power for ChatGPT developers to train and upgrade models [3] - As part of the agreement, Amazon will expand its data centers in the coming years to build dedicated cloud service infrastructure for OpenAI [3] - Amazon's stock surged by 4% on the news, reaching a record closing high, while other chip stocks like NVIDIA and Micron also saw gains of 2.17% and 4.88% respectively, with Micron also hitting a record closing high [3] Group 2 - In Europe, travel and leisure stocks saw widespread gains, with Ryanair's Q2 fiscal year 2026 earnings report showing a 13% year-on-year revenue increase, exceeding expectations [5] - Concerns over the supply of automotive-grade chips eased, leading to a rise in automotive stocks, with Renault and Volkswagen both increasing by over 2% [5] - The three major European stock indices showed mixed results, with the UK and France down by 0.16% and 0.14% respectively, while Germany rose by 0.73% [5] Group 3 - OPEC+ decided to maintain an increase in production by 137,000 barrels per day in December but announced a pause in the production increase plan for the first three months of 2026 [7] - International oil prices experienced slight increases, with light crude oil futures closing at $61.05 per barrel, up 0.11%, and Brent crude futures at $64.89 per barrel, up 0.19% [7] Group 4 - The ongoing U.S. federal government shutdown and poor manufacturing economic data have led some investors to increase their gold holdings as a safe haven, resulting in a rise in international gold prices [8] - Gold futures closed at $4,014 per ounce, reflecting a 0.44% increase [8]

Core Viewpoint - SoftBank is significantly increasing its investments in AI hardware, particularly by boosting its stakes in Nvidia and TSMC, as part of its strategy to capture key segments of the AI industry chain [3][7]. Investment Actions - As of March 31, SoftBank's stake in Nvidia rose from $1 billion to approximately $3 billion, with new investments of about $330 million in TSMC and $170 million in Oracle [3][8]. - These investments coincide with Nvidia's market capitalization surpassing $4 trillion and TSMC nearing a $1 trillion valuation, resulting in substantial paper gains for SoftBank [3][8]. Financial Performance - Analysts expect SoftBank to report a positive net profit in its upcoming Q2 financial results, primarily driven by the strong performance of its AI-related assets [5]. - SoftBank's stock reached an all-time high last month, reflecting investor confidence in its strategic initiatives, including a $500 billion Stargate data center project in collaboration with OpenAI and a $30 billion additional investment in OpenAI [5][10]. Strategic Goals - SoftBank's latest investment moves are strategically targeting critical nodes in the AI industry, with Nvidia representing AI chip design, TSMC for manufacturing, and Oracle for cloud service infrastructure [7]. - The company aims to become a leading platform provider in artificial superintelligence, as stated by its CEO Masayoshi Son [9][11]. Future Projects - SoftBank is pursuing large-scale partnerships to play a more central role in the AI proliferation process, including the $500 billion Stargate data center project and a $1 trillion AI manufacturing center plan in Arizona [10]. - The company plans to acquire Ampere Computing for $6.5 billion and has already raised approximately $4.8 billion by selling part of its T-Mobile stake to ensure liquidity for its hardware investments [8][10]. Market Positioning - SoftBank's investment strategy is seen as a way to regain access to profitable segments of the semiconductor supply chain, especially after previously selling 4.9% of Nvidia shares in early 2019 [11]. - The Vision Fund's past losses have limited SoftBank's ability to invest in generative AI during its early stages, but recent moves to repurchase Nvidia shares and invest in TSMC are viewed as corrective actions [11].