Day: 7 October 2025

Japan’s Nikkei 225 hit another record high on October 7th 2025 for the second consecutive session. Intraday trading saw the Nikkei rip through 40,500.

The rally was driven by a tech-fueled surge, especially after a landmark deal between OpenAI and AMD sent shockwaves through global markets.

AMD’s stock soared nearly 24%, challenging Nvidia’s dominance and lifting chip-related stocks in Tokyo like Advantest, Tokyo Electron, and Renesas Electronics.

The backdrop’s fascinating too: this optimism comes amid political upheaval in Japan, with Sanae Takaichi’s recent rise to LDP leadership sparking hopes of fresh fiscal stimulus.

However, on a cautionary note: Japan’s bond market is flashing warning signs—yields are spiking to levels not seen since 2008