According to @CNBC, SoftBank has fully funded a $40 billion investment in OpenAI, based on unnamed sources reported by CNBC on December 30, 2025. Source: CNBC, Dec 30, 2025. For trading relevance, Microsoft maintains a multiyear partnership with OpenAI with Azure as OpenAI’s exclusive cloud provider, making MSFT a key secondary exposure to OpenAI developments. Source: Microsoft official blog, Jan 23, 2023. SoftBank is the majority owner of Arm, linking ARM to SoftBank’s AI capital allocation narrative. Source: Arm Holdings F-1 filing, 2023. In crypto, AI-related tokens such as FET, RNDR, and GRT are classified in the AI category, making them relevant for monitoring when major AI investment headlines emerge. Source: CoinGecko AI tokens category, 2024. Tickers and symbols to track include SoftBank 9984.T and SFTBY (CNBC), Microsoft MSFT (Microsoft), Arm ARM (Arm F-1), and AI tokens FET, RNDR, GRT (CoinGecko).

According to @CNBC, a venture capital founder stated that AI is not in a bubble and that today’s cycle differs from the dot-com boom; the report did not provide specific immediate market moves or valuation metrics (source: CNBC). For crypto traders, this constructive AI headline can shift attention toward AI-linked tokens such as Fetch.ai (FET), Render (RNDR), and The Graph (GRT), which are categorized as AI and Big Data assets by CoinMarketCap (sources: CNBC, CoinMarketCap). Based on the CNBC report, traders can translate the sentiment into a watchlist approach by monitoring spot volumes, open interest, and funding rates in these tokens during U.S. hours to gauge whether AI-narrative risk appetite is strengthening (source: CNBC).