Switch 2 momentum is “surging thanks to the viral hit” of the game, helping to counteract “memory cost headwinds” that have weighed on Nintendo’s stock since late 2025, wrote Jefferies analyst Atul Goyal in a note. Amazon has already raised the price of the Pokémon title to around US$80 in a sign of its popularity, he added.
Even taking into account Wednesday’s climb, Nintendo shares have lost almost 30% from a recent peak in November as skyrocketing memory prices, fuelled by insatiable demand from AI, fuel worries about console costs.
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