A record of the Nikkei, TOPIX, yen, Japanese government bonds, policy and the market movers that help explain each session.
The Nikkei ended the first half at 70,037.61, up 2.53%. TOPIX was 4,130.73 at the latest independently verified 11:03 public quote, USD/JPY was near 157.60 and the 10-year JGB yield around 3.095%. Market mover: Advantest (6857), the largest positive Nikkei contributor at lunch. Confidence: High.
Data basis: 2026-10-05 12:00 JST / 2026-10-04 20:00 PDT. The Nikkei is the confirmed first-half close; TOPIX is the latest independently verified public intraday quote found before noon. This is market journalism, not investment advice.
Market mover: Advantest (6857). Up 4.66% at an 11:08 public quote and the largest positive Nikkei contributor at lunch. Confidence: High.
The Nikkei ended the first half at 70,037.61, up 2.53%. TOPIX was 4,130.73 at the latest independently verified 11:03 public quote, USD/JPY was near 157.60 and the 10-year JGB yield around 3.095%. Market mover: Advantest (6857), the largest positive Nikkei contributor at lunch. Confidence: High.
The Nikkei finished the week 2.93% higher at 68,309.46 while TOPIX fell 0.91% to 4,091.00. Thursday’s AI-chip surge lifted the headline index, while Tokyo CPI, 3% JGBs, USD/JPY in the high 157s and $100-plus Brent kept the broader market selective. Market mover: AI semiconductor complex / Advantest (6857). Confidence: High.
October 1 closed with the Nikkei at 68,956.72 (+3.30%) and TOPIX at 4,131.98 (+0.57%). Friday morning the Nikkei was about 1% lower, USD/JPY near 157.81 and the 10-year JGB near 3.05%. Tokyo core CPI accelerated to 2.7%. Market mover: Advantest (6857), up 9.78% on October 1. Confidence: High.
September 30 closed with the Nikkei at 66,753.72 (+1.94%) and TOPIX at 4,108.65 (+1.67%). On October 1, the Nikkei opened at 67,106.52 (+0.53%) while TOPIX opened at 4,096.76 (−0.29%). Market mover: Tokyo Electron (8035). Confidence: High.
September 29 ended with the Nikkei at 65,481.27 (−0.60%) and TOPIX at 4,041.13 (−1.72%). Semiconductor and AI-linked shares rebounded the next morning. Market mover: Tokyo Electron (8035).
Tokyo reversed Monday and fell again Tuesday morning as ex-dividend adjustments, higher funding costs and the weaker overnight U.S. session shaped trade.
At the verified 10:00 snapshot, the Nikkei and TOPIX were both up 0.44%. SoftBank Group (9984) was the featured mover. Confidence: Medium.
Tokyo traded only Thursday and Friday after Silver Week, yet the Nikkei finished 2.07% above the prior Friday and TOPIX gained 0.92%.
The Nikkei rose 1.23% and TOPIX 1.19% by the September 25 morning close as buying broadened. Ibiden (4062) was the featured mover.
The Nikkei reached 65,883.41 and TOPIX 4,096.01 at the morning close. SoftBank Group (9984) was the focus.
Tokyo cash equities were closed. The report separated the prior close from holiday-period yen and SoftBank financing developments.
The Nikkei closed at 65,018.95, up 1.38%, while TOPIX fell 0.07%. Advantest (6857) rose 5.99%.
The BOJ decision lifted the Nikkei further, although morning breadth had been weak. Advantest’s rise preceded the policy announcement.
TOPIX outperformed as financial shares strengthened ahead of the BOJ meeting. MUFG, Mizuho and Tokio Marine were the focus.
ENEOS (5020) rose 5.02% as WTI traded above $105 while AI heavyweights weighed on the Nikkei.
SoftBank Group (9984) rebounded 9.13% after the previous session’s 10.72% fall, again amplifying the Nikkei’s move.
SoftBank Group fell more than 11% while TOPIX advanced, highlighting the gap between AI-heavy Nikkei components and the broader market.
The Nikkei lost 1.55% and TOPIX 1.83% for the week. Howa Machinery (6203) gained 88.10% alongside Prodrone’s factory and financing announcement.
Advantest (6857) fell 8.25% at 12:34 amid broad semiconductor selling after the prior session’s firm close.
Oil and higher yields weighed on the market while financials provided support. Fujikura (5803) reversed much of the prior day’s rise.
Fujikura, Sumitomo Electric and Furukawa Electric led attention to optical-network demand after the previous session’s selloff.
SoftBank Group highlighted an AI-concentrated Nikkei while yen strength and broader-market weakness produced index divergence.
SoftBank Group gained more than 8%, while Prime-market decliners still exceeded advancers at the morning close.
The Nikkei lost 2.09% and TOPIX 1.05% for the week as the 10-year JGB yield reached 3% for the first time since 1996.
SoftBank Group gained 10.27% by the morning close, driving a Nikkei rebound even as TOPIX slipped.
Mitsubishi Corporation and financials represented a recovery in value shares as bond selling eased.
The Nikkei fell 2.85% and TOPIX 2.40%. SoftBank Group lost 6.42% as oil, yields and AI valuation pressure converged.
Tokyo Electron represented the chip-sector drag as the Nikkei fell while TOPIX was supported by resource and rate-sensitive shares.
Advantest, Tokyo Electron and SoftBank Group highlighted sensitivity to U.S. yields and global semiconductor selling.
TOPIX rose on all five trading days and gained 1.95% for the week, outperforming the Nikkei’s 0.59% gain.
Advantest led positive Nikkei contributions following Nvidia’s results and outlook while yields remained elevated.
Advantest subtracted nearly 198 Nikkei points after having strongly supported the index a day earlier.
Both indexes gained as Advantest led positive Nikkei contributions amid mixed chip performance.
The Nikkei and TOPIX both finished the morning higher. Fujikura gained 6.02% and led the optical-infrastructure theme.
SoftBank Group fell 4.57% as financing and AI-investment concerns weighed on the Nikkei while TOPIX advanced.
The Nikkei lost 3.93% and TOPIX 3.10% for the week as global yields, oil and Middle East risk hit high-valuation AI shares.
ASICS fell 5.59% as higher yields and profit-taking tested the prior day’s market rebound.
The Nikkei rebounded after the previous day’s selloff. Daiichi Sankyo gained 4.7% early without a newly verified company-specific catalyst.
SoftBank Group fell 9.85% amid U.S. AI-stock weakness, financing reports and elevated long-term yields.
Both indexes fell while INPEX gained 3.31%, highlighting energy’s divergence from the broader market.
Mitsui Kinzoku gained more than 3% as strong quarterly results helped nonferrous metals lead sector gains.
Nintendo gained about 6.3% as content-IP strength supported investor interest.
Advantest was the featured mover, linking semiconductor testing, yen weakness, BOJ policy and index concentration.
The holiday report focused on Advantest, AI semiconductor testing, the yen and JGBs ahead of the next Tokyo session.
Fujikura was the focus, connecting AI data-center optical infrastructure with the yen, BOJ policy and index concentration.
Lasertec was the featured mover in a review of AI-chip expectations, the yen and TOPIX breadth.
