On November 11, the Nikkei 225 Index advanced for a third consecutive trading session. A Reuters survey indicated that Japan's November manufacturing confidence index rose to its highest level in over five years, fueled by robust semiconductor demand, bolstering market optimism. Although U.S. stocks ended lower overnight, AI cloud computing company CoreWeave announced after hours that it expects to achieve adjusted profitability in the first half of 2028. Wataru Akiyama, a strategist at Nomura Securities, said investors are closely watching Nvidia's third-quarter earnings report due next week. Should the results prove strong enough, they could ease market concerns about the profitability of AI and semiconductor-related stocks, with the positive effects likely spilling over into major Japanese AI-related companies and potentially serving as a catalyst for a stock price rebound.