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SoftBank Group, which received investment from US AI, is leading the way.
The Nikkei average rose significantly for three consecutive days. With an increase of 618.27 yen, it closed at 39,646.25 yen (estimated Volume of 1.7 billion 50 million shares), recovering to the 39,600 yen level for the first time since the 9th. The rise in major stock market indices in the USA the previous day was well received, in addition to President Trump's announcement that SoftBank Group <9984>, OpenAI, and Oracle Corp would together invest 500 billion dollars (approximately 78 trillion yen) in the next four years to develop AI-related infrastructure such as Datacenter in the USA.
The Nikkei average rises for three consecutive days as expectations strengthen for Trump's economic policies.
On the 21st, the US Stocks market continued to rise. The Dow Inc average gained $537.98 to close at $44,025.81, while the Nasdaq increased by 126.58 points to finish at 19,756.78. After the opening, expectations grew that the tariff measures from the Trump administration would not be strengthened as feared, which contributed to the rise. Reports of large-scale AI infrastructure investments from three private companies, including SoftBank Group <9984>, also served as positive material, leading to further gains. The decline in interest rates and the rise of Semiconductors NVIDIA, as well as the search engine Google operated by Alfu, contributed to this upward trend.
In the future, attention will turn to the Bank of Japan's monetary policy decision-making meetings.
The Nikkei average continued to rise, closing up 125.48 yen at 39,027.98 yen (Volume estimated at 1.5 billion 30 million shares), recovering the 39,000 yen level for the first time since the 10th. Developments were influenced by reports regarding tariffs from U.S. President Trump. Anticipating that Trump would postpone tariff policies during his inauguration, buying activity led to a rise, reaching 39,238.21 yen shortly after the opening. However, after reports emerged about considering tariffs on Mexico and Canada, it turned negative in the middle of the first half.
ORIX, Mitsui Chemicals, etc. [List of stock materials from the newspaper]
*ORIX <8591> sells its Indian subsidiary, reinvesting in next-generation energy through asset replacement (Nikan Kogyo, page 3) - ○ *Daiwa House <1925> raises annual income by 10%, starting salary for new graduates is 0.35 million yen (Nikan Kogyo, page 3) - ○ *Shimadzu Corporation <7701> opens a new factory in India, operational in spring 2027 (Nikan Kogyo, page 3) - ○ *Hitachi <6501> acquires a company in North America, selling and maintaining high-pressure motors (Nikan Kogyo, page 4) - ○ *Sojitz <2768> evaluates Sojitz, trucking for electric aircraft, this summer between Kitakyushu and Miyazaki - (Nikan Kogyo
The Nikkei average rebounded significantly, temporarily recovering to 39,000 yen, but caution regarding Trump 2.0 weighed heavily.
On the 17th, the US stock market rebounded. The Dow Inc rose by 334.70 points to 43,487.83, while the Nasdaq closed 291.91 points higher at 19,630.20. In addition to the International Monetary Fund's (IMF) upward revision of global and domestic economic growth forecasts for 2025, optimistic views on the economy were spreading due to the better-than-expected number of housing starts and industrial production in December, leading to a rise after the opening. With the presidential inauguration set for the 20th, there are expectations for regulatory easing by the next administration and support measures for businesses and the economy.
NINTENDO CO LTD - continued decline, as expectations for the new Game Console have been somewhat factored in, leading to a downgrade by a U.S. securities firm.
Continued decline. Morgan Stanley MUFG Securities has downgraded its investment rating from "overweight" to "equal weight," while leaving the Target Price at 9,800 yen. Although there has been no change in the outlook for performance expansion due to Switch 2, it seems to determine that the stock price has somewhat incorporated these expectations. They would like to monitor the expected release in June-July and subsequent sell-through to explore whether there is an opportunity to turn back to a positive stance.