Sony raised its FY26 profit forecast as U.S.–Japan trade relief reduced the expected tariff impact by 30%. The hit anime film Demon Slayer and the upcoming Ghost of Yotei game boosted optimism. Gaming revenue jumped 72% in Q1, while PS5 sales rose 4%. Shares surged 4.4%. Tariff risks on chips remain, but Sony’s music and gaming units show strong momentum.