November 13, 2026 · Noon JST · Nov 12 final close + Nov 13 11:30/11:00 morning quotes
November 12 final: the Nikkei fell 429.23 points (−0.70%) to 60,819.36 while TOPIX gained 7.94 (+0.20%) to 3,937.33. On November 13 the Nikkei reached 61,816.72 (+997.36, +1.64%) at its 11:30 a.m. morning close. TOPIX was 3,969.67 (+32.34, +0.82%) at a separate 11:00 a.m. intraday observation. Advantest (6857) contributed about 380.79 Nikkei points at 11:00. These observations are not simultaneous.
Advantest (6857) · AI chips · index concentrationNov 12 final · Nov 13 Nikkei 11:30 morning close / TOPIX 11:00 intraday
November 12, 2026 · Noon JST · November 11 final close + November 12 intraday
On November 11 the Nikkei finished at 61,248.59 (+789.01, +1.31%) and TOPIX at 3,929.39 (+35.68, +0.92%), confirmed final closes. On November 12, an 11:00 a.m. JST intraday Nikkei observation was 61,570.07 (+321.48, +0.52%); TOPIX was 3,950.62 (+0.54%) at a separate 10:00 a.m. JST observation. USD/JPY ¥159.75 was a separate 11:29 a.m. JST reference. None of Thursday's figures is presented as a confirmed morning or final close.
Advantest (6857) · AI chips · yen / producer pricesNov 11 final · Nov 12 10:00/11:00 intraday
November 11, 2026 · 12:30 p.m. JST edition · November 10 final close + November 11 11:30 a.m. morning close
At the November 10 final close, the Nikkei gained 1,684.08 points (+2.87%) to 60,459.58, and TOPIX added 75.55 (+1.98%) to 3,893.71. At the November 11 11:30 a.m. morning close, the Nikkei stood at 60,942.48 (+482.90, +0.80%) and TOPIX at 3,924.51 (+30.80, +0.79%). USD/JPY at 158.80 was a separate noon JST observation, not a simultaneous equity-index quote.
AI chips · U.S. rates · yenNov 10 final at 15:30 · Nov 11 morning close at 11:30
November 10, 2026 · Noon JST · November 9 final close + November 10 11:00 intraday
On November 9 the Nikkei closed at 58,775.50 (+2.33%) and TOPIX at 3,818.16 (+2.97%). At 11:00 JST November 10 the intraday Nikkei stood at 60,483.02 (+2.91%). SoftBank Group (9984) and AI-chip shares were central. Tuesday’s reading is not a confirmed morning or final close.
SoftBank Group (9984) · AI chips · reboundNov 9 final close + Nov 10 intraday at 11:00
November 9, 2026 · 12:10 JST · 11:30 Nikkei morning close / 10:00 TOPIX and yen quotes
The Nikkei rose 1,976.57 points (+3.44%) to 59,411.34 at the 11:30 a.m. morning-session close. TOPIX was 3,816.53 (+2.93%) at 10:00 a.m.; dollar-yen was 158.29–30 at the same time. Advantest (6857) added roughly 310.68 points to the Nikkei. These figures are not November 9 full-day closes.
Advantest (6857) · AI chip testing · reboundNikkei 11:30 morning close · TOPIX/yen 10:00 intraday
November 7, 2026 · Weekly review · Nov 2–6 final closes / Saturday closed
The Nikkei fell 9.25% on the week to 57,434.77 and TOPIX lost 6.48% to 3,707.99. Friday’s declines were 5.96% and 5.90%, respectively. The analysis covers AI and chip-stock concentration, Toyota earnings, currencies, Japanese yields and Friday’s U.S. recovery before Tokyo reopens November 9.
Weekly review · AI chips · Advantest (6857) / SoftBank Group (9984)November 6 final close · November 7 closed · Next open November 9
November 6, 2026 · 12:00 JST · November 5 final close + November 6 11:30 a.m. morning close
November 5 closed with the Nikkei at 61,077.90 (−1.79%) and TOPIX at 3,940.39 (+1.16%). The Nikkei fell to 57,858.61 (−5.27%) at the November 6 morning close, when 1,515 Prime Market shares declined and all 33 sectors lost ground. A confirmed November 6 TOPIX morning-close figure was unavailable.
AI chips · Wall Street · market breadthNov 5 final · Nov 6 at 11:30 JST
November 5, 2026 · 12:30 p.m. JST · November 4 final close + November 5 midsession
The Nikkei closed November 4 at 62,188.63 (−1.42%) and TOPIX at 3,895.38 (−0.89%) after an extraordinary intraday recovery. An early November 5 Nikkei quote of 62,644.86 (+0.73%) suggested a tentative rebound, but is not a confirmed morning close. Advantest (6857) and chip-linked index concentration shaped the market narrative; dollar-yen, JGBs and the U.S. technology sector remained essential context.
Advantest (6857) · AI semiconductors · index concentrationNov 4 final · Nov 5 early intraday quote · 11:30 TOPIX unconfirmed
November 4, 2026 · 10:02 JST · Midsession (intraday observations)
After the November 3 Culture Day holiday, intraday quotes around 10:01 JST November 4 showed the Nikkei at 62,133.76 (−948.10, −1.50%) and TOPIX at 3,904.74 (approximately −0.65%). SoftBank Group (9984) and chip-linked heavyweights weighed on the Nikkei. These are not confirmed morning or final closing prices.
SoftBank Group (9984) · AI chips · index concentration10:01 JST intraday · morning/final closes unconfirmed
November 2, 2026 · 11:01 JST · Midsession (intraday observations)
The Nikkei was at 62,992.07 (−0.47%) at 11:00 a.m. JST November 2, while TOPIX was at 3,947.76 (−0.44%) at 10:00 a.m. Kioxia weighed on the benchmark even as Tokyo Electron gained. These are separate intraday observations, NOT confirmed morning or final closes. Tokyo cash equities are closed Tuesday, November 3 for Culture Day and reopen Wednesday, November 4.
Kioxia (285A) · AI memory · chipsNikkei 11:00 / TOPIX 10:00 · intraday
November 1, 2026 · October month in review · Sunday closed
The Nikkei ended October at 63,290.11 (−5.19% versus September 30), while TOPIX closed at 3,965.07 (−3.49%). The special report traces the reversal from early-month 70,000-level enthusiasm to the AI-chip selloff. Tokyo cash trading was closed Sunday, November 1.
Advantest (6857) · AI chips · ratesOctober month in review · Sunday closed
October 31, 2026 · Week in review · October 26–30 final closes / Saturday closed
Nikkei ended October 30 at 63,290.11, up 0.95% from the prior Friday; TOPIX closed at 3,965.07, down 0.02%. The report examines the AI-chip rally and Friday reversal, the BOJ’s 1.25% policy hold, currencies, bonds and the November 2 next-open outlook.
Advantest (6857) · AI chips · BOJOct 26–30 week · cash market closed Saturday
October 30, 2026 · 1:30 p.m. JST · October 29 final close + October 30 midsession
At the confirmed October 29 close, the Nikkei finished at 64,659.47 (+705.28, +1.10%) and TOPIX at 4,003.28 (+11.57, +0.29%). At 12:45 JST October 30, the Nikkei was 63,108.95 (−2.40%, intraday). The BOJ held its policy rate at 1.25%. Friday’s intraday quote is not a closing level.
Advantest (6857) · AI chips · BOJOct 29 final · Oct 30 intraday at 12:45 JST
October 29, 2026 · Noon JST · Oct 28 confirmed close + Oct 29 morning close
October 28 closed with the Nikkei at 63,954.19 (+685.82, +1.08%) and TOPIX at 3,991.71 (−5.66, −0.14%). At the October 29 morning close, the Nikkei reached 64,131.28 (+177.09, +0.28%), while 1,022 Prime Market stocks declined versus 478 that advanced. The October 29 TOPIX morning-close reading remains unverified.
Advantest (6857) · AI chips · narrow breadthOct 28 final · Oct 29 at 11:30 JST morning close
October 27, 2026 final close + October 28 noon JST (10:00:11 intraday quote)
At the confirmed October 27 close, the Nikkei rose 1,078.72 points (+1.73%) to 63,268.37 while TOPIX gained 24.39 (+0.61%) to 3,997.37. The October 28 10:00:11 a.m. JST intraday Nikkei observation was 64,124.87 (+856.50, +1.35%). The 11:30 a.m. morning close was not independently verified.
AI chips · Advantest · index concentrationOct 27 final close · Oct 28 10 a.m. intraday; morning close unverified
October 24, 2026 · Week in review · Oct 19–23 final closes; cash market closed Saturday
Tokyo equities ended a volatile week lower: the Nikkei finished October 23 at 62,693.16 (−4.03% for the week), and TOPIX at 3,965.81 (−2.46%). Saturday cash trading was closed; the report prepares readers for Monday, October 26.
AI chips · stronger yen · JGBs · weekly reviewOct 23 final closes · Saturday closed · next Oct 26
October 23, 2026 · Noon JST · Oct 22 final close + Oct 23 intraday
October 22 final: Nikkei 62,907.84 (−2.65%) and TOPIX 3,997.50 (−1.14%). At 9:49 a.m. JST on October 23, intraday quotes showed Nikkei 61,922.39 and TOPIX 3,951.12—not confirmed morning closes.
Advantest (6857) / Tokyo Electron (8035) · AI chipsOct 22 final close · Oct 23 at 9:49 JST intraday
October 22, 2026 · Noon JST · Oct 21 close + Oct 22 morning
October 21 final: Nikkei 64,621.24 (+0.85%) and TOPIX 4,043.73 (+0.86%). October 22 morning Nikkei reference 64,828.16 was not verified as the morning close. Advantest and chip-sector sentiment provide the main market lens.
Advantest (6857) · AI chips · reboundOct 21 final · Oct 22 morning reference
October 21, 2026 · Oct 20 final · Oct 21 TOPIX intraday
October 20 final: Nikkei 64,075.42 (−1.30%); TOPIX 4,009.21 (−1.43%). October 21 morning Nikkei close was 64,823.55 (+1.17%); TOPIX 4,060.05 (+1.27%) was a 10:30 a.m. intraday observation, not a morning close.
Advantest (6857) · chips · reboundOct 20 final · Oct 21 TOPIX intraday
October 20, 2026 · Oct 19 final · Oct 20 intraday at 9:46
October 19 final: Nikkei 64,916.70 (−0.62%); TOPIX 4,067.48 (+0.04%). At 9:46 a.m. October 20, the Nikkei stood at 64,176.81 (−1.14%) and TOPIX at 4,025.78 (−1.03%). The October 20 morning close was not confirmed.
AI chips · diverging indexes · yen and bondsOct 19 final · Oct 20 intraday at 9:46
October 19, 2026 · Timestamped intraday quote · morning close unverified
Chip-linked shares led early losses on October 19. A public delayed Nikkei quote at 9:20 a.m. was 64,023.59 (−1.99%). The October 19 morning close was unverified; the report separates the October 16 closing level from morning indications.
AI semiconductors · index concentration · ratesTimestamped intraday quote · morning close unverified
October 17, 2026 · Weekly review · next session October 19
Tokyo was closed for Sports Day on October 12. Over October 13–16, the Nikkei fell 5.37% to 65,324.29; TOPIX slipped 0.95% to 4,066.00. Large AI-related stocks bore the heaviest selling pressure.
Advantest (6857) · AI chips · concentrationWeekly review · next session October 19
October 16, 2026 · Oct 15 final · Oct 16 morning unverified
October 15 final: Nikkei 64,425.95 (−4.90%) and TOPIX 3,999.34 (−2.38%). The October 16 midday report discusses chips, interest rates and valuations without treating unverified morning prices as confirmed closes.
AI chips · interest rates · valuationsOct 15 final · Oct 16 morning unverified
October 15, 2026 · Oct 14 final · Oct 15 intraday
October 14 final: Nikkei 67,744.29 (−0.05%); TOPIX 4,096.78 (−0.34%). At 10:31 a.m. on October 15, a public intraday Nikkei quote was around 65,007, or roughly 4% lower. U.S. inflation and funding costs framed the discussion.
AI chips · U.S. inflation · fundingOct 14 final · Oct 15 intraday
October 14, 2026 · Oct 13 final · Oct 14 intraday
October 13 final: Nikkei 67,777.52 (−1.82%) while TOPIX rose 0.14% to 4,110.67. An October 14 10:00 a.m. observation put the Nikkei near 68,054 and TOPIX near 4,104, highlighting differences between index leaders and market breadth.
Semiconductors · index divergenceOct 13 final · Oct 14 intraday
October 13, 2026 · Opening and intraday quotes · no noon final
Tokyo cash equities were closed on October 12. October 9 final: Nikkei 69,030.92 and TOPIX 4,104.81. The Nikkei opened October 13 at 68,564.85 and was quoted at 67,684.92 at 9:38 a.m.; morning closes were not verified.
Holiday reopening · AI semiconductorsOpening and intraday quotes · no noon final
October 12, 2026 · Cash equities closed · next session Oct 13
The October 12 holiday suspended Tokyo cash trading. October 9 final: Nikkei 69,030.92; TOPIX 4,104.81. The holiday note surveys the yen, bonds and overseas markets before the October 13 reopening.
Sports Day · yen · JGBs · AICash equities closed · next session Oct 13
October 10, 2026 · Weekly review · holiday Oct 12
For October 5–9, the Nikkei finished at 69,030.92, about 1.06% above October 2; TOPIX ended at 4,104.81, up around 0.34%. AI optimism met worries about oil prices, interest rates and funding costs.
Advantest · AI chips · yields · oilWeekly review · holiday Oct 12
October 9, 2026 · Oct 8 close · next-open watch
October 8 final: Nikkei 69,042.11 (−1.42%); TOPIX 4,090.19 (−1.54%). The BOJ reported USD/JPY around 158.18–19 at 5 p.m.; the 10-year JGB yield was 3.091%. SoftBank Group (9984) ended at ¥6,040, down 4.28%.
AI risk · financing · oil · ratesOct 8 close · next-open watch
October 8, 2026 · Oct 7 close · next-open setup
October 7 final: Nikkei 70,035.71 (−0.92%); TOPIX 4,154.11 (−0.70%). USD/JPY was reported at 158.10–11 at 5 p.m., with the 10-year JGB yield near 3.11%. Tokyo Electron (8035) declined 2.38%.
AI chips · profit-taking · JGBsOct 7 close · next-open setup
October 7, 2026 · Oct 6 final · overseas handoff
October 6 final: Nikkei 70,683.98 (+1.05%); TOPIX 4,183.56 (+0.92%). On October 7 the yen was around 158.28 per dollar; October 6 JGB yield was approximately 3.087%. Advantest (6857) rose 3.85%.
AI chips · weak yen · 3% JGBsOct 6 final · overseas handoff
October 6, 2026 · Oct 5 close · Oct 6 midday
October 5 final: Nikkei 69,946.86 (+2.40%); TOPIX 4,145.22 (+1.33%). Before noon October 6, the Nikkei stood at 70,251.44, with USD/JPY around 157.9 and the 10-year JGB yield near 3.105%. Advantest was the market focus.
AI chips · 70,000 level · JGBsOct 5 close · Oct 6 midday
October 5, 2026 · Midsession · 12:00 JST
At the October 5 morning close the Nikkei stood at 70,037.61 (+2.53%). TOPIX at 11:03 a.m. was 4,130.73 (+0.97%); dollar-yen was near 157.60 and 10-year JGB yields around 3.095%. Advantest led positive index contributions.
AI chips · 70,000 milestone · JGBsMidsession · 12:00 JST
October 3, 2026 · Weekly review · next-open setup
The Nikkei rose 2.93% on the week to 68,309.46, while TOPIX fell 0.91% to 4,091.00. Surging AI heavyweights masked broader weakness amid Tokyo inflation, elevated JGB yields and a stronger yen.
AI chips · market breadth · Tokyo CPIWeekly review · next-open setup
October 2, 2026 · Oct 1 close · Oct 2 morning
October 1 final: Nikkei 68,956.72 (+3.30%); TOPIX 4,131.98 (+0.57%). The Nikkei declined roughly 1% on October 2 morning. Tokyo core consumer inflation accelerated to 2.7%; Advantest had gained 9.78% the previous day.
AI chips · Tokyo CPI · yenOct 1 close · Oct 2 morning
October 1, 2026 · Sep 30 final · Oct 1 intraday
September 30 final: Nikkei 66,753.72 (+1.94%) and TOPIX 4,108.65 (+1.67%). On October 1 the Nikkei opened at 67,106.52 (+0.53%) while TOPIX stood at 4,096.76 (−0.29%). Tokyo Electron remained central to semiconductor sentiment.
Chips · BOJ Tankan · yenSep 30 final · Oct 1 intraday
September 30, 2026 · Sep 29 final · Sep 30 opening
September 29 final: Nikkei 65,481.27 (−0.60%) and TOPIX 4,041.13 (−1.72%). On September 30 the Nikkei opened at 66,128.59 (+0.99%); Tokyo Electron was up 3.91% at 9:28 a.m.
AI chips · yen · Japanese bondsSep 29 final · Sep 30 opening
September 29, 2026 · Sep 28 final · Sep 29 morning
September 28 final: Nikkei 65,877.62 (−0.73%); TOPIX 4,112.00 (−0.40%). The September 29 morning continued lower amid dividend adjustments and funding-cost concerns. The precise index drag from ex-dividend effects was not established.
Dividends · borrowing costsSep 28 final · Sep 29 morning
September 28, 2026 · Midsession · 12:15 JST
At a 10 a.m. observation on September 28, the Nikkei and TOPIX were each up 0.44%; the Nikkei was 66,657.73 and TOPIX 4,146.57. Yen strength and 10-year JGB yields near 3.1% were potential constraints.
SoftBank Group (9984) · chips · yenMidsession · 12:15 JST
September 26, 2026 · Weekly review · next-open setup
Tokyo traded only Thursday and Friday after the Silver Week holidays. The Nikkei advanced 2.07% and TOPIX 0.92% from the prior week. Chip stocks, banks and dividend demand drove a selective recovery.
AI chips · banks · dividendsWeekly review · next-open setup
September 25, 2026 · Sep 24 close · Sep 25 morning
September 24 final: Nikkei 65,513.99 (+0.76%); TOPIX 4,075.30 (−0.39%). September 25 morning closes: Nikkei 66,318.14 (+1.23%); TOPIX 4,123.73 (+1.19%). Ibiden (4062) highlighted the broadening chip trade.
Ibiden (4062) · breadth · yenSep 24 close · Sep 25 morning
September 24, 2026 · Sep 24 morning close
September 24 morning close: Nikkei 65,883.41 (+1.33%); TOPIX 4,096.01 (+0.12%). SoftBank Group financing terms, yen movement and changes in BOJ policy formed the main context.
SoftBank Group · AI investment · bondsSep 24 morning close
September 21, 2026 · Cash market closed · next session Sep 24
Tokyo cash equities were closed for Respect for the Aged Day. Dollar-yen was publicly reported around 156.89 at noon; the report assessed SoftBank Group financing and the next reopening. The September 18 Nikkei had risen 1.38% while TOPIX slipped 0.07%.
Holiday · yen · AI financingCash market closed · next session Sep 24
September 19, 2026 · Sep 18 close · weekly review
September 18 final: Nikkei 65,018.95 (+1.38%) and TOPIX 4,091.14 (−0.07%). On the week both indexes rose about 1.6%. Advantest closed at ¥32,050, up 5.99%, during a week shaped by Japanese and U.S. monetary policy.
Advantest (6857) · chips · ratesSep 18 close · weekly review
September 18, 2026 · Sep 17 close · Sep 18 intraday
September 17 final: Nikkei 64,136.25 (+0.33%); TOPIX 4,094.19 (+0.80%). September 18 morning: Nikkei 64,662.11 (+0.82%); TOPIX 4,076.38 (−0.44%). Over 72% of Prime Market stocks fell in the morning despite chip-led Nikkei gains.
Advantest · BOJ hike · market breadthSep 17 close · Sep 18 intraday
September 17, 2026 · Sep 16 final · Sep 17 morning
September 16 final: Nikkei 63,923.00 (+0.69%); TOPIX 4,061.72 (+0.61%). September 17 morning closes were Nikkei 63,966.87 (+0.07%) and TOPIX 4,091.06 (+0.72%). Banks and insurers attracted attention ahead of the BOJ meeting.
Banks · insurers · BOJ policySep 16 final · Sep 17 morning
September 16, 2026 · Sep 15 final · Sep 16 morning
September 15 final: Nikkei 63,484.10 (−0.01%); TOPIX 4,037.16 (−0.52%). September 16 morning: Nikkei 63,396.00 (−0.14%); TOPIX 4,057.44 (+0.50%). ENEOS (5020) was up 5.02% at 10:28 a.m. as WTI oil traded above $105.
ENEOS (5020) · oil · AI divergenceSep 15 final · Sep 16 morning
September 15, 2026 · Sep 14 final · Sep 15 morning
SoftBank Group (9984) fell 10.72% on September 14, then was quoted 9.13% higher at 11:35 a.m. on September 15. The Nikkei and TOPIX moved in different directions across both sessions.
SoftBank Group (9984) · AI financingSep 14 final · Sep 15 morning
September 14, 2026 · Sep 14 midsession · 13:00 JST
The September 14 morning Nikkei was down 0.80% while TOPIX gained 0.66%. SoftBank Group (9984) fell 11.31% by 12:44 p.m.; public coverage linked selling to uncertainty around OpenAI's potential listing timetable.
SoftBank Group · index divergence · AISep 14 midsession · 13:00 JST
September 13, 2026 · Weekly review · next-open setup
For September 7–11, the Nikkei declined 1.55% and TOPIX 1.83%. Howa Machinery (6203) rose 88.10% on the week; the report examined announced Prodrone manufacturing plans while avoiding claims about future profits.
Howa Machinery (6203) · drones · oilWeekly review · next-open setup
September 12, 2026 · No report published
September 11, 2026 · Sep 10 final · Sep 11 morning
September 10 final: Nikkei 65,270.95 (+0.20%); TOPIX 4,054.58 (+0.20%). September 11 morning: Nikkei 63,469.39 (−2.76%); TOPIX 4,010.27 (−1.09%). Advantest was down 8.25% at a later quote.
Advantest (6857) · chips · oilSep 10 final · Sep 11 morning
September 10, 2026 · Sep 9 final · Sep 10 morning
September 9 final: Nikkei 65,142.78 (−0.19%); TOPIX 4,046.64 (−0.09%). September 10 morning: Nikkei −0.84%, TOPIX −0.34%. Fujikura reversed after an 8.07% advance on September 9, declining 5.46% at 12:58 p.m. on September 10.
Fujikura (5803) · AI infrastructure · yieldsSep 9 final · Sep 10 morning
September 9, 2026 · Sep 8 final · Sep 9 intraday
September 8 final: Nikkei −1.70% and TOPIX −1.83%. By 12:32 p.m. September 9, both were up around 0.35%. Fujikura, Sumitomo Electric and Furukawa Electric led interest in optical networking for AI infrastructure.
Optical fiber · yen · AI data centersSep 8 final · Sep 9 intraday
September 8, 2026 · Sep 7 final · Sep 8 intraday
September 7 final: Nikkei +2.12%, TOPIX +0.55%. On September 8 near 1 p.m., the Nikkei rose 0.40% while TOPIX fell 0.42%. SoftBank Group illustrated the gap between a few heavyweight stocks and the broader market.
SoftBank Group · AI concentration · yenSep 7 final · Sep 8 intraday
September 7, 2026 · Midsession · 13:00 JST
SoftBank Group rose more than 8% as major AI shares lifted the Nikkei. More Prime Market stocks declined than advanced at the morning close, showing that the headline index did not represent every sector.
SoftBank Group · AI chips · index concentrationMidsession · 13:00 JST
September 5, 2026 · Weekly review · next open
The Nikkei lost 2.09% for the week and TOPIX 1.05%. Japanese 10-year government bond yields reached 3%, amid BOJ tightening expectations and worldwide bond selling.
Japanese government bonds · yen · AIWeekly review · next open
September 4, 2026 · Sep 3 final · Sep 4 midday
September 3 final: Nikkei −0.17%; TOPIX +0.50%. By September 4 midday, the Nikkei was up 1.14% at a delayed quote while TOPIX's morning close was −0.18%. SoftBank Group gained 10.27% at the morning close.
SoftBank Group (9984) · rate relief · AISep 3 final · Sep 4 midday
September 3, 2026 · September 3 midday
Around 1 p.m. on September 3, the Nikkei was slightly positive while TOPIX's morning close was up 1.04%. Trading houses and financials benefited from calmer bond markets, despite yen strength and elevated oil.
Trading houses · financials · bondsSeptember 3 midday
September 2, 2026 · Tokyo closing review
The Nikkei fell 2.85% and TOPIX 2.40%. SoftBank Group (9984) dropped 6.42%, reflecting pressure on highly valued AI shares amid dearer energy and borrowing costs.
SoftBank Group · AI valuations · oilTokyo closing review
September 1, 2026 · Aug 31 final · Sep 1 intraday
August 31 final: Nikkei −0.14%; TOPIX +0.23%. Around 1 p.m. September 1, Nikkei was −1.00% while TOPIX's morning close was +0.52%. Tokyo Electron remained a key gauge of weakness in heavyweight chip shares.
Tokyo Electron · chips · 3% JGBsAug 31 final · Sep 1 intraday
August 31, 2026 · Midsession · morning close
Nikkei fell 1.57% and TOPIX 0.43% at the morning close. Advantest, Tokyo Electron and SoftBank Group illustrated how a few large chip and AI names can dominate Nikkei performance.
AI chips · U.S. yields · concentrationMidsession · morning close
August 29, 2026 · Weekly review · next open
Nikkei gained 0.59% for the week, while TOPIX rose 1.95%. TOPIX advanced on all five sessions and finished with a seven-day winning streak, reflecting wider strength in banks, insurers and domestic-demand shares.
TOPIX breadth · banks · yenWeekly review · next open
August 28, 2026 · Aug 27 final · Aug 28 midsession
August 27 final: Nikkei −0.20%; TOPIX +0.15%. On August 28 afternoon the Nikkei was about +0.72% and TOPIX +1.01%. Advantest contributed around 205 points to the Nikkei at 11 a.m. following Nvidia's earnings.
Advantest · Nvidia · funding ratesAug 27 final · Aug 28 midsession
August 27, 2026 · Aug 26 final · Aug 27 morning
August 26 final: Nikkei +0.62%, TOPIX +0.42%. August 27 morning: Nikkei −0.15%, TOPIX +0.09%. Advantest swung from a roughly 302-point positive Nikkei contribution on August 26 to a roughly 198-point drag the next morning.
Advantest (6857) · Nvidia · chip testingAug 26 final · Aug 27 morning
August 26, 2026 · Aug 25 close · Aug 26 morning
August 25 final: both Nikkei and TOPIX rose 0.50%. August 26 morning: Nikkei +0.56%, TOPIX +0.61%. Advantest led positive Nikkei contributions as chip shares diverged.
Advantest · chip shares · U.S. yieldsAug 25 close · Aug 26 morning
August 25, 2026 · Morning close · 11:30 JST
After a mixed Monday, Tuesday's morning session reversed an early Nikkei decline. At the morning close Nikkei gained 0.11% and TOPIX 0.33%; Fujikura rose 6.02%, adding about 60.74 points to the Nikkei.
Fujikura · optical fiber · AIMorning close · 11:30 JST
August 24, 2026 · Intraday · cash market open
Nikkei was down in a 12:47 p.m. delayed quote, while TOPIX was higher at a 1:01 p.m. intraday observation. SoftBank Group was quoted down 4.57% shortly after 1 p.m. amid attention to AI financing.
SoftBank Group · AI funding · index divergenceIntraday · cash market open
August 22, 2026 · Weekly review · next-open setup
Nikkei declined 3.93% for the week and TOPIX 3.10%. Higher global yields, oil and Middle East risk weighed on richly valued AI chip shares, notably Advantest, Tokyo Electron and Lasertec.
AI chips · global yields · valuationsWeekly review · next-open setup
August 21, 2026 · Aug 20 close review · Aug 21 morning
August 21 morning observations showed Nikkei lower while TOPIX was roughly flat to slightly higher. Asics (7936) had fallen 5.59% by 11:30 a.m. after earlier earnings-led strength.
Asics · growth consumer shares · ratesAug 20 close review · Aug 21 morning
August 20, 2026 · Midsession · market open
After a steep prior-session decline, Tokyo stocks rallied as U.S. bond yields calmed. Daiichi Sankyo (4568) rose about 4.7% early in the session; no fresh company-specific catalyst was confirmed.
Pharmaceuticals · dip buying · ratesMidsession · market open
August 19, 2026 · Midsession · market open
Nikkei losses approached 3% near the close. SoftBank Group (9984) fell 9.85% at 2:02 p.m. against a backdrop of AI-share weakness, funding concerns and elevated yields.
SoftBank Group · AI financing · yieldsMidsession · market open
August 18, 2026 · Tokyo close · market closed
Higher oil prices and long-term yields weighed on shares. INPEX (1605) rose 3.31% despite wider market weakness, reflecting investor interest in energy-related businesses.
INPEX · oil · energy securityTokyo close · market closed
August 17, 2026 · Midsession · market open
Nikkei was approximately flat while TOPIX declined. Mitsui Mining and Smelting (5706) rose more than 3% as nonferrous metals drew attention following strong first-quarter earnings.
Mitsui Mining & Smelting · copper foil · GDPMidsession · market open
August 14, 2026 · Mid-afternoon · weekly review
Tokyo shares gained for a fourth day. Nintendo (7974) rose about 6.3% in an afternoon delayed quote as investors assessed the announcement that Pokémon Pokopia had surpassed five million cumulative sales.
Nintendo · content IP · Switch 2Mid-afternoon · weekly review
August 13, 2026 · Midsession · market open
Advantest (6857) was the market focus amid AI chip demand, testing-equipment interest, yen weakness and attention to index concentration.
Advantest · AI chip testing · yenMidsession · market open
August 11, 2026 · Cash market closed · next-open setup
Tokyo cash equities were closed for Mountain Day. The report revisits August 10 and watches the yen, JGB yields and chip-sector sentiment ahead of reopening.
Holiday · AI chips · JGBsCash market closed · next-open setup
August 10, 2026 · Midsession · 2:30 p.m.
Fujikura (5803) led discussion of AI data-center optical networking infrastructure alongside the yen, BOJ policy and concentrated heavyweight stock influence.
Fujikura · optical fiber · AIMidsession · 2:30 p.m.
August 8, 2026 · Weekend review · next-open setup
Lasertec (6920) was the focus of a volatile week in AI-related chips, alongside the yen and differences between Nikkei leaders and wider TOPIX performance.
Lasertec · AI chips · market breadthWeekend review · next-open setup
All 77 previous reports from August 8 through November 12 retain their headlines, summaries and URLs. The November 13 combined-session report is entry 78. November 12 final closes are distinct from November 13 morning observations.
