SoftBank has significantly increased its influence in the tech investment sphere, particularly through its ownership of ARM. ARM's market cap has surged to $182 billion, marking a substantial increase from the $32 billion SoftBank paid to acquire it in 2016. SoftBank currently holds a 90% stake in ARM, which has seen its shares rise by 57% in the past month. This has led to discussions about the potential benefits of SoftBank selling ARM shares to buy back its own shares, a strategy advocated by some investors, including Elliot. Meanwhile, SoftBank founder Masayoshi Son has announced plans to ramp up investments in generative AI and the US power business, signaling a major upcoming investment in the AI sector.