DigitalBridge Rallies on SoftBank Talks; Lululemon Edges Higher; Airbus Ramps Up Deliveries
Dec 29, 2025
The podcast discusses the potential acquisition of DigitalBridge by SoftBank, igniting interest in digital infrastructure. Lululemon's founder is pushing for a board overhaul as he prepares to fight for control during CEO searches. Airbus is ramping up aircraft deliveries, showing improved confidence in meeting targets. Additionally, there’s chatter about Elon Musk's remarks on export restrictions and a surprising trend of job networking through dating apps.
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insights INSIGHT
SoftBank Targets Digital Infrastructure
SoftBank is nearing a deal to buy DigitalBridge to capture AI-driven digital infrastructure demand.
DigitalBridge's portfolio of data-center assets makes it a strategic target for SoftBank's Stargate push.
insights INSIGHT
Shares React Quickly To Deal Buzz
DigitalBridge shares jumped after reports of a potential SoftBank acquisition announcement.
The stock was already up about 23% year-to-date, reflecting investor enthusiasm for data-center plays.
insights INSIGHT
DigitalBridge's Scale Explains The Interest
DigitalBridge manages roughly $108 billion in assets and holds stakes in major data-center operators.
That scale helps explain its $2.5 billion market value and SoftBank's interest amid AI computing demand.
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On this episode of Stock Movers: - Shares of private equity firm DigitalBridge Group (DBRG) soared in premarket trading as Japan's SoftBank Group is said to near a deal to acquire DigitalBridge. The Japanese conglomerate could announce an agreement as soon as Monday for New York-listed DigitalBridge, according to sources who asked not to be identified because the information is private. Terms of the transaction, part of SoftBank’s campaign to take advantage of an AI-driven boom in digital infrastructure, couldn’t be learned. Representatives for SoftBank and DigitalBridge declined to comment. - Shares of Lululemon Athletica (LULU) edged higher ahead of the US market open after the Wall Street Journal reported that founder Chip Wilson will launch a proxy fight to remake the company's board while it searches for a new chief executive. Citing unnamed sources, the Journal says Wilson has nominated three director candidates to the company's board, including former On Running co-CEO Marc Maurer, former ESPN Chief Marketing Officer Laura Gentile, and former Activision CEO Eric Hirshberg. - Shares of Airbus SE (AIR FP) were little changed in the early session after Bloomberg reporting that the company is churning out aircraft at a rapid clip in the final days of the year, with confidence building at the European planemaker that it can achieve the delivery goal it was forced to cut only a few weeks ago, according to people familiar with the situation. The company has delivered about 90 civil aircraft so far in December, with another 35 or so earmarked for delivery, meaning they have completed customer acceptance flights, said one of the people, who asked not to be identified because the figures aren’t public. Another person said management has no indication at this point that it might need to reduce its target again.
Stock Movers