Nikkei soars, US stocks' chip concept explodes, will the resurgence of the AI craze stimulate a rebound in risk assets?

Question

[Coin World] The market has been quite interesting lately. The Nikkei 225 index in Japan has risen for two consecutive trading days, closing at a 2% increase at midday on Monday, reporting 50,480.76 points—up 1% last Friday as well. The TOPIX index followed with a rise of 0.8%. What’s driving this? A weaker yen, combined with a resurgence of enthusiasm for investments in artificial intelligence.

The US stock market hasn't been idle either. It closed higher last Friday, with part of the credit going to the strong earnings expectations of chip manufacturers. This signal is somewhat crucial—it directly ignited the market's enthusiasm for AI concept stocks, making it feel like we're returning to that rhythm of “anything related to AI will rise.”

SoftBank Group illustrates the issue best. This major Japanese investor in the AI sector saw its stock price soar by 5.1%. Insider news indicates that SoftBank is striving to finalize a $22.5 billion investment commitment to OpenAI by the end of the year. The movements of large capital often precede the market, and this investment amount is sufficient to prompt a reevaluation of the heat in the AI track.

Overall, from the macro perspective to individual stocks, market sentiment is showing a clear recovery. The depreciation of the yen, the AI boom, and large investments—these factors combined may stimulate a rebound in the entire risk asset sector. How things will proceed next depends on whether U.S. stocks and tech stocks can continue to hold up.

MetaMaximalist · Accepted Answer

ngl, soft bank's $22.5B move on OpenAI is the real tell here—when legacy capital starts betting that heavy, retail always plays catch-up. the "AI touches = gains" cycle is so predictable it's almost insulting, but that's how network effects compound, right? been saying this since the metaverse infrastructure phase... adoption curves don't lie, even if the narratives do.

CryptoTarotReader · Answer

SoftBank&#39;s 22.5 billion investment in OpenAI, here we go with the "rise whenever there&#39;s AI" again, I&#39;m too familiar with this rhythm.

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With the Nikkei rising like this and the chip concept exploding, it really feels like the AI craze is about to reignite.

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Big capital movements never lie; SoftBank&#39;s willingness to invest 22.5 billion says it all.

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Here it comes again, is this wave real or just another play to make suckers of us?

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With the yen weakening + AI heat, the double favourable information is stacking up, there are indeed opportunities for risk assets.

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When will the curse of "rise whenever there&#39;s AI" be broken? It&#39;s always the same routine.

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SoftBank&#39;s move is brilliant; the 22.5 billion investment is a benchmark for OpenAI, big capital really knows how to play.

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Once chips heat up, AI follows suit; it feels like the bubble is being inflated again.

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The Tokyo Stock Exchange is rising alongside the Nikkei; is this wave in Japan really rising or just playing along?

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Don&#39;t say anything; every time I see the two letters AI, I think of those days of being played for suckers.

SignatureCollector · Answer

Here we go again, as long as it involves AI, it&#39;s To da moon. This time SoftBank is really leading the charge.

$22.5 billion invested in OpenAI, big capital is indeed ruthless, while retail investors are still struggling to buy the dip.

The depreciation of the yen in Japan is also adding fuel to the fire, and long positions seem to be on the rise.

Should we follow the chip concept? It feels a bit different this round.

Nikkei soars, US stocks' chip concept explodes, will the resurgence of the AI craze stimulate a rebound in risk assets?

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