SoftBank shares surged in Tokyo, echoing Oracle's 36% jump after upbeat AI guidance tied to the $500 billion Stargate program. Analysts say investors "joined the dots" as Masayoshi Son's group, a key Nikkei 225 weight, partners with Oracle and OpenAI on US AI infrastructure. Despite weak retail sentiment, SoftBank's stock has gained 95% YTD, backed by strong Vision Fund bets on Nvidia and tech.