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The story
Tokyo stocks opened lower for a second straight day on the 14th, with the Nikkei average starting at ¥63,659.53, down ¥351.81 from the previous week’s close. The decline briefly topped ¥600, pushing the index below the psychologically important ¥64,000 mark. Selling was led by AI- and semiconductor-related names such as SoftBank Group and Advantest after news broke that U.S.-based OpenAI would postpone its IPO until next year, while rising oil futures — driven by expectations of prolonged tension in the Middle East — also weighed on investor sentiment. Opinions on the thread were split between those calling it “an AI bubble correction” and those insisting “growth is still underway,” with the discussion spreading to household self-defense topics like rising interest rates, heavier mortgage burdens, and rethinking term deposits and government bonds.
Tokyo stocks opened lower for a second consecutive day on the 14th. The opening price was ¥63,659.53, down ¥351.81 from the previous week’s close. The decline topped ¥600 at one point, falling below the key ¥64,000 level. News that U.S.-based OpenAI would postpone its initial public offering (IPO) until next year triggered early selling in AI- and semiconductor-related shares, including SoftBank Group (SBG) and Advantest. U.S. crude oil futures rose during Japan trading hours on the 14th on expectations that tensions in the Middle East will persist, adding further pressure to investor sentiment.
[Nikkei QUICK News (NQN)]
Nikkei, September 14, 2026, 9:12 AM
Source: nikkei.com / Original article here
What people said
It should be dropping into the ¥140 range — now I can't buy in!
Maybe money's fleeing shaky, bubble-inflated semiconductor stocks for lower-risk plays.
I think financials are trash, but when my own holdings go up I can't help feeling a little happy.
I'm only human.
Rate hikes are fundamentally bearish for stocks,
so yeah, it'll probably fall.
Well, if rate hikes are a sure thing, stocks will fall —
textbook stuff.
It only went up in the first place because of zero-rate policy.
No way AI stocks stall out here — this is supposedly tech advanced enough to wipe out humanity within 10 years. It's still just getting started.
I'm cashing in gains and putting them toward repayment.
Most people bought in when the Nikkei was under ¥40,000, so if rising rates are pushing people to lock in profits, it stands to reason the index could fall back below ¥40,000 too.
Barely anyone's actually doing real estate investment, come on.
TOPIX's peak was 4,197 on August 14th.
Now it's 4,036.
That's nowhere near a high, lolololol.
Hasn't that been true for a while now?
Even the rally was abnormal — it tracked the KOSPI more than the Dow, honestly.
Well, it only went up because of zero-rate policy, so yeah, it'll probably fall back into the ¥30,000 range.
Once people make money on capital gains, they start craving income gains.
Converting stock profits into real estate — BNF did the same thing, right? (BNF: a famous Japanese individual day trader)
Real estate is sitting at insanely inflated prices — anyone buying into that is a fool.
Bonds are the obvious choice.
Why would anyone take on debt to buy real estate yielding 3% when government-backed bonds pay 5%?
Anyone staying calm about that is a serious fool.
Seriously, this kind of thing almost never happens.
The real question is what happens if an AI bubble collapse gets piled on top of it.
Predictions that the Middle East crisis would seriously hurt the real economy have basically turned into "the boy who cried wolf" at this point.
Yeah, about half the current headcount would be plenty.
And if the people getting laid off are so confident stocks are strong, they can take their boosted voluntary-retirement severance package and go trade the market themselves, lol, since they talk such a big game.
Those guys never win, lol.
Same with bank employees —
most of them aren't even necessary, and they'd lose too.
I'll diagnose your holdings — just give me the actual names. Which stocks?
Only once it's clearly turned from a crash back into an uptrend.
Trying to buy at the exact bottom for maximum profit during a crash is way too hard for amateurs.
If it's not individual stocks but index funds or ETFs tracking a major index, buying in a planned, disciplined way during a crash is a valid strategy.
Just make sure to size positions heavier toward the bottom, assuming the maximum possible drawdown.
Emotional averaging-down is the first step toward ruin, so don't do that.
And USD/JPY down to around ¥125.
If stocks fall, the yen will just weaken even faster, you know.
There's no real reason stocks would rise because of her.
Back under the DPJ government it was 8,000.
Though GDP in dollar terms and real wages are both negative, lol.
They used to run "strong-yen dividend" sales back then — life was so much easier.
Those were the days when things actually worked for ordinary people.
term deposits are the true winner.
Stocks, or anything else — this isn't a market that just keeps going up forever, so no.
Ordinary people are better off just diligently saving.
Leave the high-stakes gambling den of the markets to the likes of us.
Japanese government bonds are a good pick too.
If you're fine with term-deposit-level rates, you'd just buy government bonds instead, wouldn't you.
Securing power supply is urgent, but even after a change of "boss" (nickname for a political leader), it'll remain national policy — though none of that matters if the funding doesn't actually flow into capital investment, lol.
For some reason they'll build it in America with Japanese money though.
And the profits will flow to America too.
Background and Key Points of This Discussion
The Nikkei has been trading in the ¥64,000 range since entering September, with inflows into AI and semiconductor stocks partly driving that climb. The key point about this drop is that it was triggered by a single piece of news — OpenAI’s delayed IPO — rather than any confirmed pessimism about AI investment overall. That’s exactly where opinions on the thread split, with posts calling it “the start of a bubble collapse” sitting alongside posts arguing it’s “just a correction, and growth will continue.” The discussion also touched on how U.S. interest-rate moves ripple into Japanese stocks, and on real voices from people whose mortgage variable rates have actually started climbing — making this a discussion that ties stock prices to household finances, not just the market. Exchanges about domestic politics that weren’t part of the original article were excluded, but it’s worth keeping in mind that the market’s actual moves from here will depend on future U.S. rate decisions and developments in the Middle East.
※This article is compiled from excerpts and a summary of the 5ch (News Express+) thread “[Stock Prices] Nikkei Opens Lower Again, AI/Semiconductor Sell-off, Falls Below ¥64,000.”
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