The Nikkei 225 closed up 1,879 yen [1] to reach 60,1684 yen [1] on Thursday, returning the index to the 60,000-yen level.
This surge reflects a convergence of technological optimism and geopolitical stability. The recovery highlights the Japanese market's sensitivity to both the global AI semiconductor trade and U.S. diplomatic developments in the Middle East.
Investors drove AI-related semiconductor stocks higher after NVIDIA reported record revenue and profit. This trend provided a significant boost to the Tokyo Stock Exchange as traders reacted to the U.S. chipmaker's financial performance.
Market sentiment was further bolstered by comments from U.S. President Donald Trump. Trump said that talks with Iran were in a "final stage" [2]. This perception of diplomatic progress contributed to a broader atmosphere of optimism across the trading day.
Trading volatility was evident throughout the session. While the index closed at 60,1684 yen [1], some reports indicated the Nikkei 225 rose more than 2,300 yen intraday and surpassed 61,800 yen [2].
The rally in semiconductor stocks remains a primary driver for the index. The correlation between NVIDIA's earnings and the performance of Tokyo-listed tech firms continues to dictate short-term momentum in the region.
“The Nikkei 225 closed up 1,879 yen to reach 60,1684 yen.”
The Nikkei 225's return to the 60,000-yen threshold underscores the index's heavy reliance on the U.S. tech sector, specifically the AI hardware cycle. By reacting sharply to NVIDIA's record earnings and U.S. diplomatic signals, the Tokyo market demonstrates that its current growth is tightly coupled with American corporate success and the perceived stability of U.S. foreign policy.
