Japan's Nikkei 225 climbed for a third straight session as renewed optimism in AI names supported sentiment. A Refinitiv poll showed Japan's November manufacturing confidence rose to its highest in over five years, lifted by strong semiconductor demand. US equities fell overnight, but AI cloud provider CoreWeave said after the close it expects adjusted profitability in H1 2028. A Nomura equity strategist said investors are focused on NVIDIA's Q3 results next week; if NVIDIA's report is strong en

Japan's Nikkei 225 climbed for a third straight session as renewed optimism in AI names supported sentiment. A Refinitiv poll showed Japan's November manufacturing confidence rose to its highest in over five years, lifted by strong semiconductor demand. US equities fell overnight, but AI cloud provider CoreWeave said after the close it expects adjusted profitability in H1 2028. A Nomura equity strategist said investors are focused on NVIDIA's Q3 results next week; if NVIDIA's report is strong enough to allay profitability concerns for AI and semiconductor stocks, the positive shock could spill over to Japan's AI-related firms and help fuel further share gains.