CreditSights analyst Mary Pollock warned that SoftBank bonds may be affected by AI market sentiment, even though its second-quarter performance was strong due to the increased valuation of OpenAI. She emphasized that there is a bubble risk in AI valuations and advised investors to be patient and wait for a better get on board opportunity.
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CreditSights analyst Mary Pollock warned that SoftBank bonds may be affected by AI market sentiment, even though its second-quarter performance was strong due to the increased valuation of OpenAI. She emphasized that there is a bubble risk in AI valuations and advised investors to be patient and wait for a better get on board opportunity.