Morning Espresso

Archives
Log in
Subscribe
June 25, 2026

🚨 Alpha Signal: Kioxia Holdings Corp (285A.T) 📈 Price Surge 7.8%

🚨 Alpha Bond Signal Alert

Bond Market Analysis

Kioxia Holdings Corp (285A.T) +7.8% at 2026-06-25 12:00 JST from 2026-06-24 15:30 JST

🕒 Time (Local) 🌐 English Summary 📰 Original Headline (linked)
2026-06-25 09:38 JST Tokyo market opening piece notes the Nikkei 225 rebounding by 939 points, led by AI and semiconductor-related stocks. It highlights Kioxia HD among the most actively traded names moving higher after Micron Technology’s strong earnings and after-hours rise, and cites Japan’s new plan for over ¥370 trillion of investment in AI and semiconductors through 2040 as boosting interest in related shares including Kioxia. (zaikei.co.jp) 日経平均は939円高でスタート、キオクシアHDやアドバンテストなどが上昇
2026-06-25 09:10 JST Fisco’s “Today’s Focus Stocks” column on Yahoo!ファイナンス picks Kioxia HD as a key name for the session, saying Micron’s fiscal Q3 earnings and guidance beat, and its more than 15% after-hours jump, are expected to act as a tailwind that strengthens Kioxia’s rebound after the recent sell-off. (finance.yahoo.co.jp) キオクシアHD、マイクロニクス◆今日のフィスコ注目銘柄◆
2026-06-25 09:08 JST Kabutan reports that Kioxia has a large imbalance of buy orders at the open, with trading yet to start and the stock indicated significantly higher. The article links this demand to Micron’s blowout AI-driven memory earnings and 15%+ after-hours surge, describing investors as chasing that move by buying Kioxia, a pure-play NAND/SSD supplier to AI data centers, and suggests the stock may resume treating the ¥100,000 level as its base. (s.kabutan.jp) キオクシアに大量の買い注文、米マイクロン好決算を受けた時間外急騰を追う格好に
2026-06-25 08:42 JST A pre-open “Tokyo stock market opening comment” from Fisco (via Zaikei) says Japanese shares are set to open higher after Micron’s earnings beat and sharp after-hours rally. It specifically flags the rebound potential in recently corrected Kioxia HD, noting that a recovery in Kioxia and other high-impact semiconductor/AI stocks is expected to support a broader rebound in the Nikkei. (zaikei.co.jp) キオクシアHDのリバウンドの強さを見極め/東京株オープニングコメント
2026-06-25 08:37 JST An earlier Fisco note on Zaikei lists “gauging the strength of Kioxia HD’s rebound” as one of three key themes for the morning session. It states that Micron’s stronger‑than‑expected results and double‑digit after-hours jump should spur buying interest and a rebound in Kioxia and other AI/semiconductor names, which in turn are expected to help lift the Nikkei. (zaikei.co.jp) 前場に注目すべき3つのポイント~キオクシアHDのリバウンドの強さを見極め~
Don't miss what's next. Subscribe to Morning Espresso:
Powered by Buttondown, the easiest way to start and grow your newsletter.