Key insights
- The Nikkei reached an all-time high, driven by strong performance in semiconductor and technology stocks across Asia. Tokyo Electron, a key player in AI chip capacity expansion, saw significant gains following robust earnings guidance and a new partnership. This highlights a positive trend in the AI chip sector, potentially influencing global tech markets.
Investing.com — While Wall Street was digesting the Iran peace deal Friday, Asian markets didn’t wait. The Nikkei surged to a fresh all-time high as a wave of relief buying swept across the region, lifting semiconductor heavyweights, infrastructure plays, and technology names simultaneously from Tokyo to Jakarta to Sydney.
Among them was one Japanese semiconductor equipment titan that jumped another 7% today — extending its June gain to +38% and its total return since being selected by our ProPicks AI models in May to a massive +54.42%.
InvestingPro members who received an AI-powered list of global stock picks at the start of the month were already positioned across ALL OF IT! And right now, new members can access the same edge as part of our Flash Sale — now offering up to 55% off. But hurry, as prices return to normal this week.
The scale of this morning’s moves across our global picks is extraordinary. From Indonesia and Hong Kong to Japan, the UK, South Korea, and Australia, ProPicks AI members received early calls on some of the biggest gains of the year in JUST TWO WEEKS:
Among many more!
Want to see the full list? InvestingPro members can access June’s complete set of AI-powered stock picks HERE.
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So which Japanese semiconductor titan is continuing its huge rally?
Tokyo Electron (TSE:8035) is that stock — and today’s session is just the latest leg higher as the news behind its run keeps getting better.
Last month, first-half 2026 guidance came in at 1.57 trillion yen in sales — up 33% — with operating profit surging 42% to 431 billion yen, beating expectations across the board. Samsung, SK Hynix, and TSMC are all expanding AI chip capacity aggressively, and Tokyo Electron is capturing roughly 40% of its total sales from that wave alone.
Then came the Teradyne partnership — a jointly developed test cell solution purpose-built for AI and data center chiplets, pairing Tokyo Electron’s Prexa SDP prober with Teradyne’s UltraFLEXplus platform. It targets exactly the reliability demands hyperscalers now require at scale.
And to cap it off, the board authorised a 150 billion JPY share buyback — up to 7.5 million shares — one of the largest in the company’s history, just as the growth outlook is strongest.
What the models identified were the tailwinds already building long before any of these catalysts made the headlines.
ProPicks AI was built for exactly this — to apply investor-grade financial research and machine-learning models to thousands of stocks globally, finding the companies where fundamentals and growth momentum are pointing to major moves before the rest of the market catches on. Every pick comes with the full rationale behind it, so members know exactly what the models saw before the move happened.
Here is what our ML engine identified in Tokyo Electron before the ongoing rally:
The Teradyne partnership and buyback announcement came later — but they are precisely the kind of commercial validation and management conviction that the underlying data was already signalling weeks earlier.
A track record built on getting there first
Tokyo Electron’s +54.42% since selection is impressive — but it is far from the biggest long-term win our global strategies have delivered. These are just some of the extraordinary compounding gains members are currently sitting on from picks made in recent months:
Triple-digit gains across four continents. These are the product of the same disciplined, data-driven process running every single month across more than 60,000 stocks worldwide.
Finding winners early is only part of the story. Holding them through their full growth cycle — and knowing when to rotate out — is where the real outperformance compounds. Since launch in November 2023, that process has delivered an enormous +227.58% return, outpacing the S&P 500 by +152.38%.
These are real-world numbers, recorded since the official launch of our AI models in November 2023.
InvestingPro members can access the list of stock picks for June HERE.
Still not a member? Then here’s your chance to get the full list of picks NOW:
How Investing.com’s AI-Powered Stock Picker Works
At the beginning of each month, our proprietary AI system evaluates thousands of global equities using a complex blend of historical data, valuation signals, and forward-looking growth metrics.
By processing more than 15 years of financial data across more than 150 quantitative models, the engine identifies up to 20 high-conviction stocks per strategy based on their projected medium-term upside potential.
Every month, these strategies undergo a strict rebalancing process. New opportunities are added, strong performers are retained, and stocks that no longer meet the criteria are removed.
To consistently track performance, each strategy utilises equal weighting across all selected stocks. While investors are free to adjust their own allocations, this structure provides a transparent benchmark for evaluating overall model performance.
The goal is to keep capital positioned in the companies showing the strongest combination of momentum, valuation, and business performance.
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