{"id":73273,"date":"2026-10-19T19:08:19","date_gmt":"2026-10-19T23:08:19","guid":{"rendered":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/nikkei-225-recovers-from-1400-point-plunge-as-gmo-internet-bets-%c2%a526-1-billion-on-nvidia-b300-infrastructure\/73273\/"},"modified":"2026-10-19T19:08:19","modified_gmt":"2026-10-19T23:08:19","slug":"nikkei-225-recovers-from-1400-point-plunge-as-gmo-internet-bets-%c2%a526-1-billion-on-nvidia-b300-infrastructure","status":"publish","type":"post","link":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/nikkei-225-recovers-from-1400-point-plunge-as-gmo-internet-bets-%c2%a526-1-billion-on-nvidia-b300-infrastructure\/73273\/","title":{"rendered":"Nikkei 225 Recovers from 1,400-Point Plunge as GMO Internet Bets \u00a526.1 Billion on Nvidia B300 Infrastructure"},"content":{"rendered":"<h2>Key Takeaways<\/h2>\n<ul>\n<li><strong>Nikkei 225 (<a href=\"\/stock\/N225\">^N225<\/a>) closed down 0.62% at 64,916.70<\/strong> after staging a massive recovery from an intraday drop of more than <strong>1,400 points<\/strong> triggered by a U.S. semiconductor rout.<\/li>\n<li><strong>GMO Internet (<a href=\"\/stock\/9449\">9449<\/a>)<\/strong> announced a <strong>\u00a526.1 billion ($165 million)<\/strong> investment to acquire up to <strong>116 <a href=\"https:\/\/stockmarketwatch.com\/stock\/NVDA\" data-internallinksmanager029f6b8e52c=\"15\" title=\"stock: NVDA\">Nvidia<\/a> (<a href=\"\/stock\/NVDA\">NVDA<\/a>) B300 servers<\/strong>, aiming to bolster its AI cloud infrastructure in Hokkaido.<\/li>\n<li><strong>Koei Tecmo (<a href=\"\/stock\/3635\">3635<\/a>)<\/strong> raised its first-half profit guidance, citing <strong>strong game sales<\/strong> and significant gains from its strategic investment portfolio.<\/li>\n<li><strong>U.S. Vice President JD Vance<\/strong> addressed the resignation of Ambassador <strong>Kimberly Guilfoyle<\/strong>, stating he does not have full details but warned that &quot;selling access&quot; to the White House should carry consequences.<\/li>\n<li><strong>Japan\u2019s 20-year government bond (JGB) yields<\/strong> eased to <strong>3.78%<\/strong> as the Ministry of Finance prepared for new debt issuance amid high retail investor demand.<\/li>\n<\/ul>\n<h2>Tokyo Markets Resilient Amid Global Tech Volatility<\/h2>\n<p>The <strong>Nikkei 225 (<a href=\"\/stock\/N225\">^N225<\/a>)<\/strong> experienced a volatile session on Monday, initially cratering by over <strong>2%<\/strong> to an intraday low of <strong>63,831.78<\/strong>. The sell-off followed a sharp decline in the <strong>Philadelphia Semiconductor Index<\/strong>, which fell <strong>3.8%<\/strong> on Friday. However, domestic buying in banks and utilities helped the index pare most losses, while the broader <strong>TOPIX (<a href=\"\/stock\/TOPX\">^TOPX<\/a>)<\/strong> managed a slight gain of <strong>0.04%<\/strong> to close at <strong>4,067.48<\/strong>.<\/p>\n<p><em>Market sentiment remains fragile as investors weigh the massive capital expenditures required for AI against immediate returns.<\/em> Chip-equipment giants like <strong>Tokyo Electron (<a href=\"\/stock\/8035\">8035<\/a>)<\/strong> and <strong>Advantest (<a href=\"\/stock\/6857\">6857<\/a>)<\/strong> remained under pressure, falling <strong>3.1%<\/strong> and <strong>3.9%<\/strong> respectively, reflecting the global cooling of semiconductor valuations.<\/p>\n<h2>GMO Internet and Koei Tecmo Signal Sector Strength<\/h2>\n<p><strong>GMO Internet (<a href=\"\/stock\/9449\">9449<\/a>)<\/strong> is doubling down on AI, with its board approving a <strong>\u00a526.1 billion<\/strong> purchase of <strong><a href=\"https:\/\/stockmarketwatch.com\/stock\/NVDA\" data-internallinksmanager029f6b8e52c=\"15\" title=\"stock: NVDA\">Nvidia<\/a> (<a href=\"\/stock\/NVDA\">NVDA<\/a>) B300 servers<\/strong>. The hardware will be housed in a new data center in <strong>Ishikari, Hokkaido<\/strong>, with deliveries expected to begin in <strong>August 2027<\/strong>. This move follows the company&#39;s strategy to provide high-performance managed Slurm environments for Japan&#39;s growing AI research sector.<\/p>\n<p>Separately, <strong>Koei Tecmo (<a href=\"\/stock\/3635\">3635<\/a>)<\/strong> upgraded its financial outlook for the first half of the fiscal year. The publisher reported that <strong>ordinary profit and net profit<\/strong> are expected to double previous estimates. Beyond strong software performance, the company\u2019s renowned &quot;financial mastermind&quot; strategy\u2014leveraging stock investments\u2014continues to provide a significant buffer to its core gaming revenue.<\/p>\n<h2>Political Turbulence Hits U.S.-Greece Diplomacy<\/h2>\n<p>In Washington, <strong>Vice President JD Vance<\/strong> commented on the sudden departure of <strong>Kimberly Guilfoyle<\/strong> from her post as U.S. Ambassador to Greece. Guilfoyle resigned last Tuesday following allegations she sought <strong>$100,000<\/strong> from a donor to cover personal credit card debt. Vance noted that while he is not fully briefed on the specifics, the administration maintains a zero-tolerance policy for officials seeking financial gain in exchange for government access.<\/p>\n<h2>Fixed Income and Currency Update<\/h2>\n<p>The <strong>Japanese Yen<\/strong> remained stable at <strong>158.49 per U.S. dollar<\/strong>, showing little reaction to the equity market&#39;s morning volatility. In the fixed-income market, the <strong>20-year JGB yield<\/strong> dipped to <strong>3.78%<\/strong> ahead of upcoming auctions. <em>The Ministry of Finance has noted a surge in retail bond sales in 2026, which have already surpassed total 2025 volumes as Japanese investors seek higher yields following the end of the negative interest rate era.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Key Takeaways Nikkei 225 (^N225) closed down 0.62% at 64,916.70 after staging a massive recovery from an intraday drop of 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