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U.S. investors liked the Stargate AI news. Asian investors loved it. - MarketWatch

1. SoftBank shares rose significantly after securing AI infrastructure deal. 2. The project, backed by Trump, allocates up to $500 billion. 3. Masayoshi Son to chair the venture, enhancing investor confidence. 4. ARM, SoftBank's top holding, joins leading tech partners like Oracle and Nvidia. 5. SoftBank's disciplined financial strategy supports future borrowing potential.

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FAQ

Why Bullish?

The substantial investment and involvement in AI signals growth potential, reminiscent of past tech booms that uplifted similar stocks.

How important is it?

The significant investment in AI infrastructure points to potential high returns, crucial for SoftBank’s portfolio.

Why Long Term?

The project’s planned investment period of four years indicates sustained positive effects on SoftBank's valuation.

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