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Market Daily Report: Bursa Malaysia Ends Nearly Flat As Construction Stocks Attract Buying

 KUALA LUMPUR, Sept 8 (Bernama) -- Bursa Malaysia closed almost flat on Tuesday as buying interest rotated away from index heavyweights towards smaller-cap construction stocks, with sentiment affected by geopolitical uncertainty, said an analyst. At 5 pm, the FTSE Bursa Malaysia KLCI (FBM KLCI) eased 0.39 of a point to 1,714.40 from Monday’s close of 1,714.79. The benchmark index opened 1.65 points lower at 1,713.14 and moved between 1,710.44 and 1,714.50 throughout the trading session. The broader market was almost evenly balanced, with decliners leading gainers 548 to 546, while 598 counters were unchanged, 1,107 were untraded and 25 were suspended. Turnover expanded to 4.13 billion units valued at RM3.14 billion from 3.60 billion units valued at RM2.45 billion on Monday.
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SoftBank Doubles Down on Nvidia & TSMC as Son Eyes AI Supremacy

SoftBank is back in the AI spotlight — raising its Nvidia stake to $3B and taking new positions in TSMC ($330M) and Oracle ($170M). Masayoshi Son is assembling an AI hardware empire around Arm Holdings, betting big on the tech fueling the next industrial revolution.

AI-Driven Portfolio Moves

  • Nvidia: ▲ stake to $3B (up from $1B)

  • TSMC: 🆕 stake worth $330M

  • Oracle: 🆕 stake worth $170M

  • Vision Fund: Monetized nearly $2B in 1H2025

 “Nvidia is the picks and shovels for the gold rush of AI,” says Tenacity VC’s Ben Narasin
Son’s play? Access, influence — and perhaps front-of-line access to Nvidia’s cutting-edge chips.

Arm Holdings: The Central Pillar

  • SoftBank owns ~90% of $148B-valued Arm

  • IP powers most mobile chips and increasingly AI server chips

  • Positioning: A chip IP kingmaker, without being a manufacturer

Mega Projects in Motion

  • $500B Stargate AI Data Center with OpenAI, Oracle & MGX

  • Talks underway for a $1T AI chip hub in Arizona with TSMC

  • $6.5B Ampere Computing deal + $30B more for OpenAI

Reclaiming Missed Gains

  • Missed 2019 Nvidia rally: Sold 4.9% stake — now worth $200B

  • Nvidia ▲90% and TSMC ▲40% since April lows

  • Goal: Reenter the AI chip supply chain fast

Investor Optimism Building

  • Analysts expect a return to profitability in June quarter

  • SoftBank shares hit record highs in July

  • Yet still trades at ~40% discount to NAV

Geopolitics in the Mix

  • Trump ties: Son’s frequent White House visits aim to ease friction

  • M&A Watch: Ampere deal now under FTC review

  • US–China–Japan chip race intensifies: Stakes couldn’t be higher

Takeaway
Masayoshi Son is playing the AI endgame — building a vertically integrated AI portfolio from chip IP to hyperscale data centers. With fresh Nvidia/TSMC stakes and multibillion-dollar projects, Son is betting that SoftBank will be more than just a funder — it’ll be a global AI enabler.

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