Against the backdrop of yesterday’s turmoil in US equity markets, several stocks drew attention in the Tokyo market. Fスターズ announced the launch of its liquid-cooled GPU container for AI infrastructure, while セルソース indicated that its revenue, operating income and ordinary income forecasts for the fiscal year ending October 2026 would be revised upward, although its net income forecast would be revised downward.
Following the sharp decline in US markets, trading activity in Tokyo focused mainly on AI-related stocks. Fスターズ announced the launch of its liquid-cooled GPU container, DC-PKG, and indicated its intention to capture demand related to AI data centers.
ライフコーポ announced a tender offer, while アルビス disclosed a tender offer for its shares. As a result, supply-demand dynamics in related stocks drew attention, while companies returning to profitability also emerged on the TSE Standard Market.
セルソース lowered its net income forecast for the fiscal year ending October 2026, while raising its forecasts for revenue, operating income and ordinary income. Progress in new AI-related businesses and demand trends attracted investor attention.
QDレーザ announced that it had completed the relocation and start-up of its MBE equipment and resumed production operations. Meanwhile, スバル興 was expected to see slower operating profit growth in the first half, pointing to a soft performance.