Tokyo stocks that reported first-quarter results over the weekend diverged sharply on August 10 as investors rewarded earnings beats and guidance upgrades while punishing weaker outlooks. Recruit Holdings hit its daily limit up and rose yen 3,000 to yen 16,165 after April-June operating profit jumped 66.1% to yen 255.4 billion, well above a market consensus of just under yen 200 billion, and the company lifted its full-year forecast to yen 945 billion from yen 787 billion. Growth in U.S. paid job advertising through Indeed's "Premium Sponsored Jobs" supported the HR Technology segment, and a major European brokerage had already raised its target price to yen 17,100 from yen 12,800. Hirata Corporation also hit limit up after operating profit more than doubled to yen 3.87 billion as semiconductor orders benefited from generative AI demand, while UT Group surged on a 42.4% profit increase and a share buyback. Sysmex, Olympus and Fujikura also advanced after strong profit beats and forecast upgrades, with Fujikura lifting its full-year outlook to yen 432 billion in its second upward revision this fiscal year. On the downside, Mitsui Mining And Smelting Company, Limited fell after cutting its first-half forecast despite higher quarterly profit, and CyberAgent dropped as quarterly operating profit missed consensus and game earnings stalled. Mitsubishi Gas Chemical and Postal Life Insurance also declined as investors focused on temporary earnings tailwinds and weak progress against full-year targets, while mbs rose on a NETIS registration, Saxeed fell on lower recurring profit and Waqoo hit limit up after raising guidance and adding shareholder benefits.