Breaking

Japanese Stocks Set to Reopen Into AI-Led Rally After Three-Day Holiday

September 23, 2026 at 05:31 EDT

Finance
Infra & Chips
AI Agents

Japanese equities are set to reopen on Thursday, September 24, with Nikkei futures signaling a catch-up move after Tokyo's cash market missed a global AI-led rally during a three-day holiday stretch. Nikkei futures were trading at 66,775 on Wednesday, about 1,760 points above the Nikkei 225's Friday close, as semiconductors and AI-agent-linked stocks lifted U.S., Korean and Taiwanese benchmarks.

Sep. 24, 2026 · Japan equities

Tokyo reopens into the AI trade

Japan's cash market returns after three holidays with Nikkei futures above Friday's close, while AI-agent adoption and chip demand have lifted global technology shares.

66,775

Nikkei futures during the holiday break

+1,760

Points above Friday's cash close

Straight gains for the semiconductor gauge

$1T

AMD valuation milestone

The catch-up gap

Futures implied a higher open versus the last cash close.

65,019

Friday close

66,775

Holiday futures

Why AI moved markets

Muse adoption

Consumer agents show practical demand

→

Compute proxy

Investors map usage to chips and memory

→

Asia semis

Korea and Taiwan rallied before Tokyo reopened

Catch-up case

Futures, lower crude and chip leadership all point toward buying pressure in Japan's AI-linked names.

Risk case

The rally remains concentrated, while higher rates, oil volatility and agent-shopping trust limits can restrain follow-through.

Continue reading

The rest of this article is for AI News Blitz readers. Choose an option below to keep reading.