SoftBank

SoftBank has agreed to acquire DigitalBridge in a $4 billion cash transaction, marking a strategic pivot toward AI infrastructure assets. The deal values DigitalBridge at $16.00 per share and reflects premium valuation multiples tied to scarce, power-secured data center capacity. As AI demand accelerates, SoftBank is shifting from software-focused venture investing to owning the physical backbone required to support large-scale computing. The acquisition strengthens SoftBank’s exposure to data centers, fiber, and power-ready land while supporting large AI initiatives such as the Stargate project. The transaction is expected to close in the second half of 2026. [more]

Elliott Investment Management has invested over $5 billion in Honeywell International and is advocating for the company to split into two independent businesses: Honeywell Aerospace and Honeywell Automation. The activist investor believes this separation could drive a 51%-75% share price increase by improving operational performance and valuation. This move follows a broader trend of industrial conglomerates simplifying their structures. Honeywell has acknowledged Elliott’s input and remains committed to sustainable growth and strategic portfolio optimization. [more]