SoftBank Group posted a surprise Q4 profit of ¥1.83 trillion ($11.6 billion), far above the ¥295.2 billion estimate, boosted by valuation gains on its OpenAI stake. Despite losses in holdings like Coupang and Grab amid Middle East turmoil, founder Masayoshi Son is expanding AI bets and plans to raise OpenAI investment to $64.6 billion. SoftBank also benefits from Arm Holdings and its telecom unit, offsetting reliance on OpenAI amid rising competition and missed targets.