Watch Desk posted an update
Kioxia shares fell as much as 15% on Monday after the Japanese memory maker gave a cautious outlook, Bloomberg reports. The move has revived investor concerns that growth driven by AI could be levelling off.
Why it mattersThat is a market reaction, not proof that AI demand is fading. But it gives memory makers’ outlooks another job beyond forecasting sales: calming investors who have grown used to the boom.
Discuss: Does one cautious outlook meaningfully challenge the AI-memory boom, or are investors reacting too sharply to a single forecast?
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