2026-09-29 · 12:30 JST · Close + midsession
Tokyo reversed on Monday and fell again Tuesday morning. Ex-dividend adjustments, higher funding costs and the weaker overnight U.S. session frame the afternoon outlook. September 28 closes: Nikkei 65,877.62 (−0.73%); TOPIX 4,112.00 (−0.40%). Market Mover: Ex-dividend repricing and higher funding costs. Confidence: Medium on attribution; no exact dividend adjustment is claimed.
Ex-dividend · rates · yenSeptember 28 close / September 29 morning
2026-09-28 · Midsession · 12:15 JST
At the verified 10:00 snapshot, the Nikkei was 66,657.73 (+0.44%) and TOPIX 4,146.57 (+0.44%). U.S. strength and AI/semiconductor buying supported equities while the high-157 yen and roughly 3.1% 10-year JGB yield framed the afternoon.
Market Mover: SoftBank Group (9984). Shares were about 4% higher in an early public quote; selected as a gauge of broad AI risk appetite. Confidence: Medium.
AI chips · yen · 3% JGBsMidsession · 12:15 JST
September 26 weekend · Week in Review / next-open setup
Tokyo traded only Thursday and Friday after Silver Week, yet the Nikkei finished 2.07% above the prior Friday and TOPIX gained 0.92%. AI and semiconductors broadened into banks and dividend buying while the yen and higher yields shaped Monday’s setup.
Market Mover: AI / semiconductors (Tokyo Electron 8035, Advantest 6857). The group repeatedly led the post-holiday rally; Tokyo Electron rose 4.82% on Friday. Price-action confidence: High; single-cause attribution: Medium.
AI chips · banks · dividends · yen · ratesWeek in Review · weekend / next-open setup
2026-09-25 · September 24 close + September 25 morning · 12:00 JST
September 24 closed with the Nikkei at 65,513.99 (+0.76%) and TOPIX at 4,075.30 (−0.39%). September 25 morning closes reached 66,318.14 (+1.23%) and 4,123.73 (+1.19%), with broader buying. Ibiden, the yen and yields frame the afternoon outlook.
Market mover: Ibiden (4062). Thursday’s sharp gain extended in Friday’s delayed 11:19:24 quote. Selected as a focus of AI and semiconductor buying; confidence in the interpretation: medium.
AI chips · Breadth · Yen · RatesSeptember 24 close + September 25 morning · 12:00 JST
2026-09-24 · September 24, 12:00 JST · Morning close
The Nikkei reached 65,883.41 and TOPIX 4,096.01 at the morning close. SoftBank Group (9984) was the focus as AI buying coincided with new foreign-currency bond terms; confidence in the causal interpretation was medium.
AI investment · Financing · Yen · JGBsSeptember 24, 12:00 JST · Morning close
2026-09-22–23 · No reports issued during Silver Week. Tokyo cash equities were closed on both dates.
2026-09-21 · September 21, 13:00 JST · Holiday setup
The holiday report separates September 18 closing prices from a reported noon USD/JPY rate of 156.89. Reuters reporting on SoftBank Group bond plans supplied the focus; with no domestic cash trading, confidence in calling it a price mover was low.
AI financing · Yen · BOJSeptember 21, 13:00 JST · Holiday setup
2026-09-19 · September 18 close + September 14–18 weekly review
The Nikkei closed at 65,018.95, up 1.38%, while TOPIX fell 0.07% to 4,091.14. Weekly gains were 1.57% and 1.56%. Advantest (6857) rose 5.99%; no new company-specific catalyst was established. Interpretation confidence: medium.
Semiconductors · Rates · BreadthSeptember 18 close + September 14–18 weekly review
2026-09-18 · September 17 close + September 18 midsession · 13:00 JST
September 17 closed with Nikkei +0.33% and TOPIX +0.80%. On September 18, morning changes were +0.82% and −0.44%; the Nikkei reached +1.87% at 12:45 after the BOJ decision. Advantest’s morning rise preceded that decision. Interpretation confidence: medium.
Semiconductors · BOJ · BreadthSeptember 17 close + September 18 midsession · 13:00 JST
2026-09-17 · September 16 close + September 17 midsession · 13:00 JST
September 16 gains of 0.69% for the Nikkei and 0.61% for TOPIX gave way to morning gains of 0.07% and 0.72%. MUFG (8306), Mizuho (8411) and Tokio Marine (8766) represented the financial-sector focus. Policy interpretation confidence: medium.
BOJ · Banks · InsuranceSeptember 16 close + September 17 midsession · 13:00 JST
2026-09-16 · September 15 close + September 16 midsession · 13:00 JST
September 15 closed with Nikkei −0.01% and TOPIX −0.52%; the following morning showed −0.14% and +0.50%. ENEOS (5020) was up 5.02% at 10:28 as WTI traded above $105. Price confidence was high; confidence in the oil explanation was medium to high.
Oil · ENEOS · Yen · JGBsSeptember 15 close + September 16 midsession · 13:00 JST
2026-09-15 · September 14 close + September 15 midsession · 13:00 JST
September 14 ended with Nikkei −0.81% and TOPIX +0.74%; September 15 morning changes were +0.93% and −0.03%. SoftBank Group (9984) rose 9.13% in an 11:35 display after falling 10.72%. Price confidence was high; the rebound explanation remained medium confidence.
AI infrastructure · SoftBank · YenSeptember 14 close + September 15 midsession · 13:00 JST
2026-09-14 · September 14 midsession · 13:00 JST
At the morning close, the Nikkei was down 0.80% and TOPIX up 0.66%. SoftBank Group (9984) showed an 11.31% decline at 12:44. Reuters linked selling to reports about OpenAI’s listing timetable; that explanation was attributed reporting.
AI investment · Index concentration · Central banksSeptember 14 midsession · 13:00 JST
2026-09-13 · September 7–11 weekly review
The Nikkei lost 1.55% and TOPIX 1.83% for the week. Howa Machinery (6203) gained 88.10%, ending September 11 at ¥2,844, alongside Prodrone’s factory and financing announcement. The report did not establish future earnings effects or a definitive causal explanation.
Drone production · Oil · Yen · PolicySeptember 7–11 weekly review
2026-09-12 · No report issued
2026-09-11 · September 10 close + September 11 midsession · 13:00 JST
September 10 ended with both indexes up 0.20%; September 11 morning losses were 2.76% for the Nikkei and 1.09% for TOPIX. Advantest (6857) showed an 8.25% decline at 12:34 amid sector selling. No new company-specific adverse disclosure was established.
AI chips · Oil · RatesSeptember 10 close + September 11 midsession · 13:00 JST
2026-09-10 · September 9 close + September 10 midsession · 13:00 JST
September 9 losses were 0.19% for the Nikkei and 0.09% for TOPIX; morning losses on September 10 were 0.84% and 0.34%. Fujikura (5803) fell 5.46% by 12:58 after an 8.07% gain. The rotation explanation was editorial analysis, with medium confidence.
AI infrastructure · Fujikura · Oil · RatesSeptember 9 close + September 10 midsession · 13:00 JST
2026-09-09 · September 8 close + September 9 midsession · 13:10 JST
September 8 closed with Nikkei −1.70% and TOPIX −1.83%; at 12:32 on September 9 they were up 0.34% and 0.36%. Fujikura (5803), Sumitomo Electric (5802) and Furukawa Electric (5801) featured as the Verizon–Corning agreement focused attention on optical demand.
AI infrastructure · Optical networks · YenSeptember 8 close + September 9 midsession · 13:10 JST
2026-09-08 · September 7 close + September 8 midsession · Around 13:00 JST
September 7 gains were 2.12% for the Nikkei and 0.55% for TOPIX. Around 13:00 the next day, changes were +0.40% and −0.42%. SoftBank Group (9984) highlighted AI concentration and a weaker broader market.
AI concentration · Yen · DivergenceSeptember 7 close + September 8 midsession · Around 13:00 JST
2026-09-07 · Midsession · 13:00 JST
Both indexes rose, but by sharply different amounts. SoftBank Group (9984) gained more than 8%, while morning Prime-market decliners exceeded advancers.
AI chips · Index concentrationMidsession · 13:00 JST
2026-09-05 · Weekly review · Next-open setup
The Nikkei lost 2.09% and TOPIX 1.05% for the week. The 10-year JGB was the focus as its yield reached 3% for the first time since 1996 amid BOJ expectations and global bond selling.
JGBs · Yen · AI reboundWeekly review · Next-open setup
2026-09-04 · September 3 close + September 4 midsession · 13:00 JST
September 3 ended with Nikkei −0.17% and TOPIX +0.50%. On September 4 the Nikkei was up 1.14% at 12:46, while TOPIX had closed the morning down 0.18%. SoftBank Group (9984) gained 10.27% by the morning close.
AI · Lower US yields · YenSeptember 3 close + September 4 midsession · 13:00 JST
2026-09-03 · Midsession · 13:00 JST
The Nikkei showed a small gain around 13:00; TOPIX had gained 1.04% at the morning close. Mitsubishi Corporation (8058) and financials represented a recovery in value shares as bond selling eased.
Trading houses · Financials · YenMidsession · 13:00 JST
2026-09-02 · Tokyo market close
The Nikkei fell 2.85% and TOPIX 2.40%. SoftBank Group (9984) lost 6.42%, reflecting pressure on large AI-sensitive stocks amid oil costs and 10-year yields above 3%.
AI · Oil · RatesTokyo market close
2026-09-01 · August 31 close + September 1 midsession · 13:00 JST
August 31 closed with Nikkei −0.14% and TOPIX +0.23%. On September 1 the Nikkei was down 1.00% around 13:00, while TOPIX had gained 0.52% by the morning close. Tokyo Electron (8035) represented the chip-sector drag.
Semiconductors · Oil · JGBsAugust 31 close + September 1 midsession · 13:00 JST
2026-08-31 · Midsession · 13:00 JST
Morning losses were 1.57% for the Nikkei and 0.43% for TOPIX. Advantest (6857), Tokyo Electron (8035) and SoftBank Group (9984) highlighted sensitivity to US yields and global chip selling.
AI chips · US yields · ConcentrationMidsession · 13:00 JST
2026-08-29 · Weekly review · Next-open setup
Weekly gains were 0.59% for the Nikkei and 1.95% for TOPIX. TOPIX rose on all five trading days, ending a seven-session advance as banks, insurers, autos and domestic-demand shares broadened participation.
Breadth · Yen · YieldsWeekly review · Next-open setup
2026-08-28 · August 27 close + August 28 midsession · Around 13:30 JST
August 27 closed with Nikkei −0.20% and TOPIX +0.15%. The next afternoon showed gains of about 0.72% and 1.01%. Advantest (6857) contributed about 205 Nikkei points at 11:00 following Nvidia’s results and outlook.
AI chips · US technology · YieldsAugust 27 close + August 28 midsession · Around 13:30 JST
2026-08-27 · August 26 close + August 27 midsession
August 26 gains were 0.62% and 0.42%; August 27 morning changes were Nikkei −0.15% and TOPIX +0.09%. Advantest (6857) subtracted 197.91 Nikkei points. Profit-taking and expectations explanations remained partly inferential.
AI testing · Expectations · Index contributionAugust 26 close + August 27 midsession
2026-08-26 · August 25 close + August 26 midsession
Both indexes gained 0.50% on August 25; morning gains the next day were 0.56% for the Nikkei and 0.61% for TOPIX. Advantest (6857) led positive Nikkei contributions amid mixed chip performance.
AI chips · Oil · US yieldsAugust 25 close + August 26 midsession
2026-08-25 · Midsession · 11:30 JST snapshot
The Nikkei closed the morning up 0.11% and TOPIX up 0.33%. Fujikura (5803) gained 6.02%, contributing about 60.74 Nikkei points. No new company-specific morning catalyst was established.
Optical infrastructure · AI · BreadthMidsession · 11:30 JST snapshot
2026-08-24 · Midsession · Cash market open
The Nikkei was lower in a delayed 12:47 quote and TOPIX higher in a 13:01 official reading. SoftBank Group (9984) fell 4.57% at 13:04 amid reported concerns about financing and AI investment.
AI financing · Leverage · ConcentrationMidsession · Cash market open
2026-08-22 · Weekly review · Next-open setup
The Nikkei lost 3.93% and TOPIX 3.10% for the week. Advantest (6857), Tokyo Electron (8035) and Lasertec (6920) illustrated pressure on chip valuations from yields, oil and Middle East risks.
AI chips · Global yields · ValuationsWeekly review · Next-open setup
2026-08-21 · August 20 close + August 21 midsession
The Nikkei was lower in an 11:35 delayed reading, while TOPIX was slightly higher at 12:45. ASICS (7936) fell 5.59% by 11:30 after earlier strong results and a raised outlook, as yields and profit-taking weighed.
Consumer growth · Yields · YenAugust 20 close + August 21 midsession
2026-08-20 · Midsession · Market open
The Nikkei rose; TOPIX appeared higher but its precise level was unconfirmed. Daiichi Sankyo (4568) gained 4.7% early as risk appetite recovered. No fresh company-specific catalyst was independently verified.
Pharmaceuticals · Dip-buying · RatesMidsession · Market open
2026-08-19 · Midsession · Market open
Both indexes fell. SoftBank Group (9984) was down 9.85% at 14:02 amid US AI-stock weakness, reports of roughly ¥1 trillion in bond issuance and high yields.
AI investment · Financing · RatesMidsession · Market open
2026-08-18 · Close · Market closed
Both indexes fell. INPEX (1605) rose 3.31% as Brent remained in the $91 range and energy shares diverged from the wider market.
Oil · Energy security · Import inflationClose · Market closed
2026-08-17 · Midsession · Market open
The Nikkei was broadly flat and TOPIX lower. Mitsui Kinzoku (5706) gained more than 3% as strong quarterly results helped nonferrous metals lead sector gains.
AI copper foil · Metals · GDPMidsession · Market open
2026-08-14 · Midsession + weekly review · 13:45 JST
Both indexes rose. Nintendo (7974) gained about 6.3% in a delayed afternoon quote, with worldwide Pokémon Pokopia sales above five million underpinning interest in its content business.
Content IP · Switch 2 · BreadthMidsession + weekly review · 13:45 JST
2026-08-13 · Midsession · Market open
Advantest (6857) was the featured mover, with the report examining chip testing, yen weakness, the BOJ and index concentration.
AI chips · Semiconductor testing · Yen · BOJMidsession · Market open
2026-08-11 · Holiday setup · Market closed
The holiday report focused on Advantest (6857), AI semiconductor testing, yen weakness and JGBs ahead of the next Tokyo session.
AI chips · Yen · JGBsHoliday setup · Market closed
2026-08-10 · Midsession · 14:30 JST
Fujikura (5803) was the focus, connecting AI data-center optical infrastructure with the yen, BOJ policy and index concentration.
AI infrastructure · Optical fiber · YenMidsession · 14:30 JST
2026-08-08 · Weekend review · Next-open setup
Lasertec (6920) was the featured mover in a review of AI-chip expectations, the week’s market, the yen and TOPIX breadth.
AI chips · Weekly market · Yen · BreadthWeekend review · Next-open setup
41 reports from August 8 through September 29, 2026. No reports were issued September 22–23 during Silver Week, nor September 12, 6, or August 9, 12, 15, 16, 23 and 30. Historical midsession reports retain the observations and timestamps available when they were published.