Nikkei Average rebounds, recovers the ¥63,000 level | Analysis of semiconductor stocks and the AI-related market

The story

The Nikkei Average rebounded in the Tokyo market on 27 October 2026. The previous day's closing price was ¥62,189.65, marking three consecutive declines.

Buying returned to semiconductor-related stocks, driving the Nikkei Average higher. Specifically, Tokyo Electron rose approximately 4.5% and SCREEN Holdings approximately 5.2%.

Improved investor sentiment toward AI-related stocks supported the market. US AI company Anthropic announced that it had filed for an IPO, reporting first-half revenue of approximately $16.3 billion and more than 11,900 customers, and explaining that most of its net loss was attributable to accounting factors.

The key areas of focus going forward will be monetary policy at the FOMC and the Bank of Japan, earnings announcements from major companies, and the sustainability of AI demand. Expanding data-center investment and trends in semiconductor demand will also continue to warrant attention.

At a glance

Nikkei AverageThe notable point is that it has recovered to the ¥63,000 range.

Previous close¥62,189.65, listed as the closing price on 10/26.

Stock movementsTokyo Electron up 4.5%; SCREEN Holdings up 5.2%.

AI-relatedAnthropic files for an IPO, with $16.3 billion in revenue and more than 11,900 customers.

Next stepsAttention is focused on the FOMC and Bank of Japan meetings and earnings reports from major companies.

Reference information. Every claim resolves to something the story actually named.