What is SoftBank's relationship with OpenAI?

SoftBank is a major investor in OpenAI through its Vision Fund and expects returns from the IPO.

Did the news affect other stocks?

Goldman Sachs and Morgan Stanley shares were slightly affected, but the biggest impact was on SoftBank.

SoftBank Shares Tumble 12% on OpenAI IPO Delay Report

SoftBank Group Corp. shares tumbled 12% on reports that OpenAI may postpone its initial public offering until next year, delaying expected returns for the Japanese investor.

June 26, 2026

2 min read

Source: Bloomberg

Key Numbers

stock decline

12%

SoftBank Group Corp. shares plunged 12% on Friday after media reports indicated that OpenAI may delay its initial public offering (IPO) until 2027, pushing back expected returns for the Japanese backer.

Reasons for the Decline

The reports, published by Bloomberg citing sources familiar with the matter, suggest OpenAI plans to postpone its IPO to next year instead of this year. SoftBank, which has invested heavily in OpenAI through its Vision Fund, was anticipating quick returns from the offering.

Context

The decline comes after a strong performance for SoftBank shares over the past month, which had risen about 15% on investor optimism about its AI investments. However, the IPO delay raises concerns about the timing of realizing returns.

Similar Moves in the Sector

In related trading, shares of other AI-linked companies such as Goldman Sachs (GS) and Morgan Stanley (MS) edged slightly lower, but the impact was most pronounced on SoftBank due to its direct exposure to OpenAI.

Frequently Asked Questions

The stock fell 12% after reports that OpenAI may delay its IPO until 2027.

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This article was rewritten in Wrqti's editorial style based on information from the original source above. Content is informational only — not investment advice.