The Nikkei 225 has risen 35% in 2026 and 15% in the past month, outperforming the S&P 500. Taiyo Yuden and Murata Manufacturing are leading the rally. Taiyo Yuden's share price jumped 163% as demand for MLCCs in AI servers is expected to quadruple by 2030. Murata Manufacturing, the world's largest MLCC maker, saw its stock rise over 96% as global shortages persist.
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Hewlett Packard Enterprise vs Dell: Which Stock is Better Now?
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