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1. backgroundNov 2

   Kioxia shares fall 15% as investors digest cautious guidance — Kioxia stock dropped as much as 15% on November 2 following the company's cautious outlook. The decline reflects investor concerns that the explosive AI-driven growth in memory chip demand may be leveling off, and was also part of a broader technology selloff driven by weakness in US tech stocks.

2. 3 Nov 1

   Kioxia releases first-half fiscal 2026 earnings with cautious outlook

   Kioxia released earnings results on October 30 with a profit outlook that disappointed investors and suggested demand growth may be moderating.

   “Kioxia Holdings Corp.'s shares fell as much as 15% on Monday after the Japanese memory maker's cautious outlook disappointed investors, flaring up concerns that the explosive growth driven by artificial intelligence may be leveling off.”

   1. 3 outlets Kioxia Shares Tumble After Outlook Suggests Demand Leveling Off

      first by Bloomberg Tech, 9d ago · also Bloomberg, Tech in Asia

      3 more headlines

      • Kioxia Shares Sink After Outlook Shows Demand Leveling Off Bloomberg · 9d ago
      • Kioxia shares fall as outlook raises concerns over AI demand Tech in Asia · 9d ago
      • NAND maker Kioxia's shares fell up to 15% on Monday after its cautious Q3 outlook disappointed investors, raising concerns that AI-driven growth may be slowing Bloomberg · 9d ago
   • R

     Memory stocks tend to look cheapest right before the cycle turns, so I wouldn't lean on the multiple. At ¥11,345 Kioxia is at about 13.6x trailing earnings, with free cash flow around 12% of the market cap, which is what a cycle high tends to look like in the numbers. If demand is leveling off, those earnings are the first thing to shrink. I don't…

     RaduCampeanr/StockMarket8d agoview on r/StockMarket ↗

   2 more of the top 3 · 4 posts in this stretch

   • T

     Kioxia Holdings delivered a profit outlook that trailed estimates, warning that an AI-fueled surge in flash memory chip prices was fading after several quarters of breakneck growth. https://www. japantimes.co.jp/business/2026 /11/01/companies/kioxia-chip-prices-stall/?utm_medium=Social&utm_source=mastodon # business # companies # kioxia #…

     thejapantimes@mastodon.socialMastodon9d agoview on Mastodon ↗
   • R

     I wonder how kioxia can see demand level off when every other memory company's supply can't meet demand.

     Remarkable_Cat_8696r/StockMarket9d agoview on r/StockMarket ↗

   all of them →
3. 3 days quiet
4. 2 Oct 29

   Analysts flag high bar for Kioxia earnings after 60% stock decline

   Bloomberg analysis noted Kioxia had swiftly fallen from being the world's top stock gainer to the worst performer in the memory chip sector, setting a demanding expectations landscape for its upcoming results.

   “Kioxia Holdings Corp. needs to clear a high bar with its upcoming results, after its swift slump from the world's top stock gainer to the worst performer in the battered memory chip sector.”

5. 1 Oct 28

   Kioxia stock surges 13% on SK Hynix strength and earnings anticipation

   Kioxia shares rallied after peer SK Hynix posted stronger-than-expected Q3 earnings signaling robust AI-fueled memory demand ahead. The momentum was amplified by investors positioning ahead of Kioxia's own earnings release scheduled for October 30 and the stock's increased weighting in the TOPIX index.

   “SK Hynix 's earnings sparked a sympathy rally across most chipmaking shares, given that they signaled that robust, AI-fueled demand for memory chips was likely to continue in the coming quarters.”

   1. 2 outlets Why is Kioxia stock tumbling today?

      first by Investing.com News, 9d ago · also Invezz

      1 more headline

      • Kioxia stock falls after issuing soft guidance: will it crash to ¥10k? Invezz · 9d ago
   2. 2 outlets Kioxia Faces Test to Impress With Earnings After 60% Stock Slump

      first by Bloomberg, 11d ago · also Bloomberg Markets

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