---
symbol: "JP225"
name: "Nikkei 225"
date: 2026-09-25
change_pct: 1.704580199351801
direction: "up"
event_type: "other"
url: "https://perplo.app/why/JP225/2026-09-25"
updated_at: 2026-09-25T11:06:45.862Z
---

# Why Nikkei 225 (JP225) rose 1.70% on September 25, 2026

Nikkei 225 (JP225) rose 1.70% on September 25, 2026 — Chip stocks & dividend buying drive Nikkei higher.

## What happened

Tokyo's chip stocks and dividend-linked buying lifted the Nikkei 225 by 1.7% in Asian trade, with SoftBank a notable laggard despite the sector strength.

## Why it moved

Chip sector momentum—likely tied to broadening AI capex sentiment across semiconductors—combined with tactical dividend harvesting in January, created dual tailwinds for equities in Japan's low-rate environment where…

## Why it matters

Japan (Yen & Equities) theme: the Nikkei is rebounding on tech-led mean reversion and domestic liquidity flows, positioning it as a beneficiary of the same AI supply-chain acceleration driving global chip demand.

## What would break the thesis

SoftBank's Oracle-linked weakness and any fade in chip buying momentum into session close could stall the rally; a broader risk-off in US indices overnight would also undercut the carry-trade bid underpinning Japanese…

## Sources

- [investingLive Asia-Pacific market news: Iran offers seven-day Hormuz dea](https://investinglive.com/news/investinglive-asia-pacific-market-news-iran-offers-seven-day-hormuz-dea/) — ForexLive
- [Nikkei gains 1.2% as chip stocks and dividend buying lift Tokyo, SoftBank slips on Oracle](https://investinglive.com/stock-market-update/nikkei-gains-1-2-as-chip-stocks-and-dividend-buying-lift-tokyo-softbank-slips-on-oracle/) — ForexLive
- [US and China extend Busan trade truce to January 10 as Xi arrives for Trump summit](https://investinglive.com/news/us-and-china-extend-busan-trade-truce-to-january-10-as-xi-arrives-for-trump-summit/) — ForexLive

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