The Nikkei 225 is seen as likely to turn higher from the 26th through the 30th, while many AI- and semiconductor-related companies are scheduled to report earnings. Earnings trends at major Japanese and US companies and the outcomes of policy meetings will be the focus of the stock market going forward.
The Nikkei 225 is expected to have a strong chance of turning higher from the 26th through the 30th. Many companies, particularly in the AI and semiconductor sectors, are scheduled to announce their earnings, which are expected to provide catalysts for the market.
Concerns over excessive investment in AI infrastructure are cited as a factor behind the recent decline in share prices. However, some expect the market to recover if earnings show that companies continue to perform solidly. Earnings trends at major stocks will be a factor influencing the market's direction.
From the 26th through the 30th, the Federal Open Market Committee (FOMC) is expected to meet on the 27th and 28th, while the Bank of Japan is expected to hold its monetary policy meeting on the 29th and 30th. Interest rate policy developments at both meetings will draw market attention.
The Nikkei 225 could be influenced by the results of earnings releases and policy meetings in Japan and the United States.