Nomura Holdings reported first-quarter net profit up 39% YoY to JPY145.6 bln (≈$890m), beating the consensus JPY111.5 bln, driven by a boom in equity trading. CEO Kentaro Okuda, in his seventh year, is pushing toward more fee-based, less cyclical businesses to stabilise earnings. Revenue hit a record for a second consecutive fiscal year, supported by Japanese retail investor activity and elevated global equity volatility; the result mirrors strong Wall Street trading — including record equity tr

Goldman Sachs says the sharp sell-off in Japan AI-related stocks has created a buy opportunity and that strong earnings could revive interest in semiconductor names. Bruce Kirk, Goldman's chief Japan equity strategist, said the correction has lowered the earnings bar, making outperformance more price-moving, and that current levels look attractive to add positions absent a material deterioration in geopolitical risk. He added that earnings will ultimately decide the direction and that strong results at much lower price levels should refocus investors on the AI profit story. Goldman cautioned short-term volatility may persist: its prime-brokerage data show hedge funds' gross and net Japan exposures sit above the 98th percentile of their five-year ranges, a historically high level.

據知情人士透露，投資公司Sixth Street Partners、韓國SK電訊、新加坡國有投資機構GIC以及加拿大La Caisse正在競購由私募股權公司貝恩資本持有的數據中心企業Bridge Data Centres。