Japan Stock of the Day | Kabutaro & Friends

On August 5, 2026, the most talked-about Japanese stock online was SoftBank Group <9984>.
Background: The catalyst was the earnings report released after market close on August 4 by its consolidated subsidiary SoftBank <9434>, covering Q1 FY2026 (April-June). SoftBank posted operating profit of 302.2 billion yen (up 4% year-on-year) and revenue of 1.8147 trillion yen (up 9%), with a bullish AI and cloud business growth guidance of 30% CAGR that exceeded market expectations by approximately 10%. In response, SoftBank Group shares surged more than 11% on August 5, leading gains in the Nikkei 225.
The Nikkei 225 closed up 2,342.54 points (+3.66%) at 66,300.44, rebounding sharply. The U.S. Dow Jones average had set a record high the previous day and the Philadelphia Semiconductor Index posted a large gain, while easing concerns over Middle East tensions added to the bullish sentiment across AI and semiconductor stocks. With SoftBank Group's own earnings due the following day on August 6, anticipation built further, making it the day's most closely watched stock on social media.