Nikkei equities boom + Sony/Nintendo gadget & music trends
Key Questions
What is driving the Nikkei above 62,000?
Tech inflows and a defense pivot have pushed the Nikkei above 62,000. Speculation about a move toward 70,000 continues amid strong market momentum.
How has SoftBank performed relative to Toyota?
SoftBank surpassed Toyota as Japan's largest company after an 80% YTD rally. Masayoshi Son pitched a $1 trillion AI manufacturing complex in Arizona.
What Japanese SaaS companies are showing strong earnings?
OBIC, Rakus, and Money Forward reported strong growth in the SaaS earnings season. Money Forward is launching a new AI cowork tool.
Nikkei 62k+ with tech inflows and defense pivot. SoftBank surpasses Toyota as Japan's largest company with 80% YTD rally; Son pitches $1 trillion AI manufacturing complex in Arizona. Mitsubishi Electric backs ZutaCore in $100M series C for waterless cooling. Nikkei 70k speculation. Nintendo Switch 2 performance debate. Japan SaaS earnings season strong—OBIC, Rakus, Money Forward growing; Money Forward launching AI cowork tool. NEW: RingConn Gen 3 smart ring review highlights Japanese market gadget trends (vascular health, vibration feedback).