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SoftBank shares rebound November 2025: Snap-back on Nikkei rally and Fed cut hopes

SoftBank shares rebound November 2025 dominated trading on Nov 26 as the stock closed up 5.7% and climbed as much as 7.4% intraday. The softbank stock rebound came after nearly 20% losses over the prior two sessions, according to available reports from The Business Times and Business Recorder.

TL;DR

• SoftBank reversed part of a sharp drop, finishing +5.7% after an intraday jump of up to 7.4%.
• The move followed a 9.95% fall linked to “openai vs google gemini” concerns.
• Macro tailwinds included a Nikkei rally and stronger odds of a December U.S. rate cut.

SoftBank shares rebound November 2025: What happened

SoftBank rose 5.7% at the close and as much as 7.4% intraday, participating in a broad Japan rally. The Nikkei closed 1.9% higher at 49,559.07, while early gains approached 2%, supported by improving risk appetite and Wall Street strength.

Meanwhile, hopes for a December U.S. rate cut helped sentiment. Reuters also noted rising probability signals in futures, which aligned with the day’s tech-led upswing.

Why shares plunged on Nov 25

The prior session was rough. SoftBank ended 9.95% lower as investors weighed “openai vs google gemini” competition and what it might imply for OpenAI’s edge.

Moreover, AI-linked names softened as Gemini headlines spread. The “openai vs google gemini” narrative pressured sentiment across the complex, adding to sector volatility.

Timeline: Late-October peak to Nov 26 rebound and December catalysts

SoftBank is still down roughly 40% from late-October peaks, underscoring the depth of the softbank 40% slide. According to Bloomberg reporting, that drawdown has erased more than ¥16 trillion in market value.

On Nov 25, shares slumped nearly 10% as Gemini concerns escalated. Then on Nov 26, the SoftBank shares rebound November 2025 restored a slice of those losses during the Nikkei surge.

On the same day, SoftBank said it completed a $6.5 billion deal for Ampere Computing. Looking ahead, December could bring a pivotal Fed decision, a scheduled OpenAI payment, and updates on the ABB robotics unit plan.

Drivers of the SoftBank shares rebound

Macro factors played a central role. Reuters reported futures implying about an 80.7% chance of a 25-basis-point Fed cut in December, fueling risk-taking. That nikkei rally fed rate cut backdrop helped the softbank stock rebound.

Asia’s overnight gains were led by about a 2% Nikkei surge, according to Reuters. As momentum built, flows favored tech and growth exposures, reinforcing the move.

AI exposure: Ampere, OpenAI and ABB

Investor attention remains fixed on AI-focused bets and obligations. The softbank ampere acquisition was pegged at $6.5 billion, while the company is pursuing a $5.4 billion purchase of ABB’s robotics unit, according to Bloomberg reporting. Additionally, SoftBank has significant commitments tied to OpenAI.

These exposures magnify sensitivity to headline risk. Consequently, positioning can swing quickly as leadership in AI appears contested. Nevertheless, the SoftBank shares rebound November 2025 may stay fragile if competitive dynamics intensify.

Scale of the slide: down ~40% since October

Despite the bounce, the softbank 40% slide since late October still defines the medium-term picture. Bloomberg reporting indicates the drawdown has erased over ¥16 trillion.

Therefore, recent strength is a retracement rather than a full reversal. Volatility could remain elevated as catalysts approach.

What’s Next

Into December, macro remains in focus. If easing arrives, the nikkei rally fed rate cut setup could extend. However, a surprise hold could challenge risk appetite.

Company-specific catalysts also loom. Watch integration updates on the softbank ampere acquisition, progress on the ABB robotics unit deal, and the scheduled OpenAI payment, according to Bloomberg reporting. In the meantime, the SoftBank shares rebound November 2025 will be tested by evolving AI narratives and earnings signals.