BREAKING
SoftBank, Kioxia Pass Toyota
Market caps top Toyota
SoftBank
488
Toyota
459
Kioxia
440
0
%
SoftBank YTD
0
%
Kioxia YTD
0
Nikkei 225 record
Two AI winners, one shift
SoftBank
First in ~23 yrs
●
OpenAI stake
●
AI investment gains
Kioxia
18 mo since IPO
●
NAND flash memory
●
Powers AI servers
Why Japan is rerating
1
NVIDIA AI demand
↓
2
Foreign fund buying
↓
3
Picks-and-shovels names
↓
4
Bubble fears
Structural or just mania?
AI NEWS BLITZ
AI-linked SoftBank and Kioxia have overtaken Toyota as Japan's most valuable firms.