{"id":74432,"date":"2026-11-10T03:08:23","date_gmt":"2026-11-10T07:08:23","guid":{"rendered":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/softbank-plunges-on-7-billion-loss-infineon-and-henkel-lift-guidance-amid-tech-shifts\/74432\/"},"modified":"2026-11-10T03:08:23","modified_gmt":"2026-11-10T07:08:23","slug":"softbank-plunges-on-7-billion-loss-infineon-and-henkel-lift-guidance-amid-tech-shifts","status":"publish","type":"post","link":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/softbank-plunges-on-7-billion-loss-infineon-and-henkel-lift-guidance-amid-tech-shifts\/74432\/","title":{"rendered":"SoftBank Plunges on $7 Billion Loss; Infineon and Henkel Lift Guidance Amid Tech Shifts"},"content":{"rendered":"<h2>Key Takeaways<\/h2>\n<ul>\n<li><strong>SoftBank Group (<a href=\"\/stock\/9984\">9984<\/a>) reported a massive \u00a51.12 trillion ($7.09 billion) net loss<\/strong> for Q2, missing analyst expectations of a profit as AI-related impairments and a \u00a5597 billion charge on U.S. data center projects weighed on the bottom line.<\/li>\n<li><strong>Infineon Technologies (<a href=\"\/stock\/IFX\">IFX<\/a>) forecast 20% revenue growth for FY2027<\/strong>, targeting \u20ac20 billion driven by surging demand for AI data center power supplies, despite a slight miss on cash flow projections.<\/li>\n<li><strong>Honda Motor (<a href=\"\/stock\/HMC\">HMC<\/a>) slashed its full-year global sales forecast to 3.16 million vehicles<\/strong> (down from 3.39 million) due to persistent weakness in Asia, even as North American demand for hybrids remains a bright spot.<\/li>\n<li><strong>U.S. President Trump signaled a de-escalation with Iran<\/strong>, stating military action is &quot;unlikely&quot; following a Qatari-mediated proposal, a move that sent crude <a href=\"https:\/\/stockmarketwatch.com\/energy\/crude-oil\" data-internallinksmanager029f6b8e52c=\"12\" title=\"Crude oil\">oil prices<\/a> lower and boosted APAC equity markets.<\/li>\n<li><strong>Singapore launched a new <a href=\"https:\/\/stockmarketwatch.com\/metal\/gold\" data-internallinksmanager029f6b8e52c=\"4\" title=\"gold price today\">gold<\/a> vaulting service for central banks<\/strong>, aiming to store up to 500 tonnes of bullion as it positions itself as a neutral alternative to traditional hubs like London and New York.<\/li>\n<\/ul>\n<hr>\n<h2>SoftBank\u2019s AI Ambitions Hit by Data Center Charges<\/h2>\n<p>SoftBank Group (<a href=\"\/stock\/9984\">9984<\/a>) shocked markets on Tuesday by reporting a <strong>net loss of \u00a51.12 trillion ($7.09 billion)<\/strong> for the July-September quarter. The result was a dramatic reversal from the \u00a52.5 trillion profit recorded a year earlier and far below the \u00a5129 billion profit analysts had estimated. The loss was primarily driven by a <strong>\u00a5597 billion ($3.73 billion) impairment charge<\/strong> related to procurement activities for data centers in the U.S., alongside rising financing costs for loans backed by its stake in Arm (<a href=\"\/stock\/ARM\">ARM<\/a>).<\/p>\n<p>Despite the headline loss, SoftBank revealed it has significantly increased its exposure to OpenAI. The firm made an <strong>additional $10 billion investment in October<\/strong>, bringing its total investment in the ChatGPT creator to <strong>$54.6 billion<\/strong>. SoftBank currently values OpenAI at <strong>$99.6 billion<\/strong>, booking a fair value investment gain of $45 billion on the stake. The company also noted a <strong>\u00a51.06 trillion gain on its Intel (<a href=\"\/stock\/INTC\">INTC<\/a>) stake<\/strong>, though this was not enough to offset broader portfolio volatility and infrastructure setbacks.<\/p>\n<h2>Infineon and Henkel Raise Outlooks on Industrial Strength<\/h2>\n<p>German semiconductor giant Infineon Technologies (<a href=\"\/stock\/IFX\">IFX<\/a>) issued a bullish outlook for the coming year, projecting <strong>FY2027 revenue to grow by more than 20% to approximately \u20ac20 billion<\/strong>. The company is pivoting heavily toward AI infrastructure, expecting revenue from <strong>data center power supplies to reach nearly \u20ac4 billion<\/strong>. While Q4 2026 revenue rose 19% year-over-year to \u20ac4.71 billion, the company\u2019s free cash flow guidance of \u20ac2.2 billion fell short of the \u20ac2.74 billion analysts had hoped for due to heavy investments in new production facilities.<\/p>\n<p>Consumer and industrial goods firm Henkel (<a href=\"\/stock\/HEN3\">HEN3<\/a>) also updated its 2026 guidance following a strong Q3 performance. The company <strong>raised its organic sales growth outlook to 3.0%\u20134.0%<\/strong>, up from a previous range of 1.5%\u20133.5%. Henkel reported Q3 sales of <strong>\u20ac5.7 billion<\/strong>, with its Adhesive Technologies unit seeing 7.9% organic growth. However, the company slightly tightened its adjusted return on sales outlook to <strong>around 15%<\/strong> to account for ongoing restructuring expenses and volatile raw material costs.<\/p>\n<h2>Geopolitical Thaw and New Financial Hubs<\/h2>\n<p>In the geopolitical arena, <strong>U.S. President Trump<\/strong> stated that military action against Iran is &quot;highly unlikely&quot; at this point, following &quot;excellent&quot; talks with Qatar&#39;s Prime Minister. Reports indicate a <strong>Qatari-Pakistani proposal<\/strong> has revived negotiations between Washington and Tehran, focusing on nuclear program progress and the reopening of the Strait of Hormuz. This diplomatic shift provided a tailwind for Asian stocks and led to a pullback in spot gold and crude oil prices.<\/p>\n<p>Simultaneously, the <strong>Monetary Authority of Singapore (MAS)<\/strong> officially launched a gold vaulting service tailored for foreign central banks and sovereign entities. The facility, located within Singapore&#39;s national currency vault, has an initial capacity of <strong>500 tonnes<\/strong>. This move, coupled with new tax incentives for the bullion trade starting in 2027, is part of Singapore&#39;s strategy to capture the &quot;center of gravity&quot; shift in gold demand toward Asia, offering a politically neutral alternative to Western custody locations.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Key Takeaways SoftBank Group (9984) reported a massive \u00a51.12 trillion ($7.09 billion) net loss for Q2, missing analyst expectations of [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":50383,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"rank_math_schema_Article":[],"rank_math_focus_keyword":[],"rank_math_description":[],"financial_data_references":[],"stock_symbols_mentioned":[],"footnotes":""},"categories":[5012],"tags":[1684,4824,5317,6179,6689,7518,18909,23986,23987],"class_list":["post-74432","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-breaking-news","tag-gold","tag-geopolitics","tag-openai","tag-mas","tag-intel-intc-stock-intc","tag-honda-hmc-stock-hmc","tag-softbank-9984-stock-9984","tag-infineon-ifx-stock-ifx","tag-henkel-hen3-stock-hen3"],"_links":{"self":[{"href":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/wp-json\/wp\/v2\/posts\/74432","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/wp-json\/wp\/v2\/comments?post=74432"}],"version-history":[{"count":0,"href":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/wp-json\/wp\/v2\/posts\/74432\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/wp-json\/wp\/v2\/media\/50383"}],"wp:attachment":[{"href":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/wp-json\/wp\/v2\/media?parent=74432"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/wp-json\/wp\/v2\/categories?post=74432"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/wp-json\/wp\/v2\/tags?post=74432"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}