Micron Falls 4% as Kioxia's Cautious Outlook Hits Memory Stocks; Western Digital Drops 5%, SanDisk Slides 3%
Published . Updated .
Covered by 2 outlets: Yahoo Finance, 24/7 Wall St..
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A cautious forecast from Kioxia Holdings, Japan’s largest memory chipmaker, turned an overnight gain in Micron Technology (NASDAQ:MU) into a loss and pulled memory stocks lower. Micron stock is at $853.34, down 4% this afternoon. The decline adds to a pullback from an AI-fueled
Directly affected
- MU Micron Technology-15.2% 30d
Named in this report.
- SNDK Sandisk-24.8% 30d
Named in this report.
- KXIAY Kioxia Holdings
Named in this report.
Indirectly affected
- SMH VanEck Semiconductor ETF-12.3% 30d
VanEck Semiconductor ETF: it holds chipmakers. Linked by “chipmaker” (semiconductors) in this story.
- SOXX iShares Semiconductor ETF-15.7% 30d
iShares Semiconductor ETF: it holds chipmakers. Linked by “chipmaker” (semiconductors) in this story.
- QQQ Invesco QQQ-2.6% 30d
Invesco QQQ: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story.
- EWJ iShares MSCI Japan ETF-0.2% 30d
iShares MSCI Japan ETF holds stocks listed in Japan, which this story is about (“japan”).
- ASML ASML Holding N.V+1.0% 18d
ASML Holding N.V (special industry machinery): chip demand, export rules and supply drive chipmakers' shares. Linked by “chipmaker” (semiconductors) in this story.
- NVDA Nvidia-9.9% 30d
Nvidia (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “chipmaker” (semiconductors) in this story.
- TSM Taiwan Semiconductor Manufacturing-8.8% 30d
Taiwan Semiconductor Manufacturing (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “chipmaker” (semiconductors) in this story.
- MSFT Microsoft
Microsoft (prepackaged software): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| MU | +2.15% | +11.12% | base | -5.96% | after close | after close | after close |
| SNDK | +8.99% | +21.89% | base | -6.41% | after close | after close | after close |
| KXIAYNo price data for this ticker | — | — | — | — | — | — | — |
| SMH | +3.57% | +8.65% | base | -2.71% | after close | after close | after close |
| SOXX | +4.40% | +10.71% | base | -3.71% | after close | after close | after close |
| QQQ | +3.12% | +5.08% | base | -1.17% | after close | after close | after close |
| EWJNo price data for this ticker | — | — | — | — | — | — | — |
| ASML | +1.58% | +6.31% | base | -2.67% | after close | after close | after close |
| NVDA | +5.49% | +5.17% | base | -0.82% | after close | after close | after close |
| TSM | +4.53% | +8.29% | base | -1.56% | after close | after close | after close |
| MSFTNo price data for this ticker | — | — | — | — | — | — | — |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
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Micron Falls 4% as Kioxia’s Cautious Outlook Hits Memory Stocks; Western Digital Drops 5%, SanDisk Slides 3% Yahoo Finance
Source: Yahoo Finance
How far Spdr Dow Jones Industrial Average Etf Trust (DIA) has moved since 2 Nov 2026
| Company | When | Move | Status |
|---|---|---|---|
| ASML | that day | -2.67% | still updating |
| ASML | three days earlier | +6.31% | final price |
| ASML | five days earlier | +1.58% | final price |
| MU | that day | -5.96% | still updating |
| MU | three days earlier | +11.12% | final price |
| MU | five days earlier | +2.15% | final price |
| NVDA | that day | -0.82% | still updating |
| NVDA | three days earlier | +5.17% | final price |
| NVDA | five days earlier | +5.49% | final price |
| Invesco Qqq Trust, Series 1 (QQQ) | that day | -1.17% | still updating |
| Invesco Qqq Trust, Series 1 (QQQ) | three days earlier | +5.08% | final price |
| Invesco Qqq Trust, Series 1 (QQQ) | five days earlier | +3.12% | final price |
| SMH | that day | -2.71% | still updating |
| SMH | three days earlier | +8.65% | final price |
| SMH | five days earlier | +3.57% | final price |
| SNDK | that day | -6.41% | still updating |
| SNDK | three days earlier | +21.89% | final price |
| SNDK | five days earlier | +8.99% | final price |
| SOXX | that day | -3.71% | still updating |
| SOXX | three days earlier | +10.71% | final price |
| SOXX | five days earlier | +4.40% | final price |
| TSM | that day | -1.56% | still updating |
| TSM | three days earlier | +8.29% | final price |
| TSM | five days earlier | +4.53% | final price |
Trades by members of Congress and officials in the stocks in this story
- Sen. John Boozman sold Micron Technology (MU) (jointly held), worth $1,001 - $15,000 on 24 Sep 2026. That is 39 days before publication. Filed 21 Oct 2026. View the filing.
- Sen. John Boozman sold Micron Technology (MU) (jointly held), worth $1,001 - $15,000 on 9 Sep 2026. That is 54 days before publication. Filed 21 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold Micron Technology (MU), worth $250,001 - $500,000 on 21 Aug 2026. That is 73 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Kevin Hern sold Asml Holding (ASML) (jointly held), worth $15,001 - $50,000 on 23 Oct 2026. That is 10 days before publication. Filed 28 Oct 2026. View the filing.
- Rep. Michael T. McCaul bought Asml Holding (ASML) (held by a spouse), worth $50,001 - $100,000 on 7 Aug 2026. That is 87 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Pete Sessions sold Nvidia (NVDA) (held by a spouse), worth $15,001 - $50,000 on 2 Oct 2026. That is 31 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Cleo Fields bought Nvidia (NVDA), worth $1,001 - $15,000 on 1 Oct 2026. That is 32 days before publication. Filed 22 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Nvidia (NVDA) (held by a dependent child), worth $1,001 - $15,000 on 23 Sep 2026. That is 40 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Cleo Fields bought Taiwan Semiconductor Manufacturing (TSM), worth $1,001 - $15,000 on 9 Oct 2026. That is 24 days before publication. Filed 22 Oct 2026. View the filing.
- Rep. Gilbert Cisneros bought Taiwan Semiconductor Manufacturing (TSM), worth $1,001 - $15,000 on 22 Sep 2026. That is 41 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold Taiwan Semiconductor Manufacturing (TSM) (held by a spouse), worth $1,001 - $15,000 on 25 Aug 2026. That is 69 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Pete Sessions sold Microsoft (MSFT) (held by a spouse), worth $250,001 - $500,000 on 2 Oct 2026. That is 31 days before publication. Filed 27 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Who gains and who loses around Spdr Dow Jones Industrial Average Etf Trust (DIA)
Companies carried with this story
- DIA Spdr Dow Jones Industrial Average Etf Trust
Spdr Dow Jones Industrial Average Etf Trust (DIA) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “Micron Falls 4% as Kioxia's Cautious Outlook Hits Memory Stocks; Western Digital Drops 5%, SanDisk Slides 3%.” Reason on file: SPDR Dow Jones Industrial Average ETF: it is a broad US stock-market fund. Linked by “stocks” (the broad US market) in this story
- QQQ Invesco Qqq Trust, Series 1
For “Micron Falls 4% as Kioxia's Cautious Outlook Hits Memory Stocks; Western Digital Drops 5%, SanDisk Slides 3%,” Invesco Qqq Trust, Series 1 (QQQ) is linked, with no stored direction, medium confidence. Reason on file: Invesco QQQ: it is a broad US stock-market fund. Linked by “stocks” (the broad US market) in this story
- IWM Ishares Tr
For “Micron Falls 4% as Kioxia's Cautious Outlook Hits Memory Stocks; Western Digital Drops 5%, SanDisk Slides 3%,” Ishares Tr (IWM) is linked, with no stored direction, medium confidence. Reason on file: iShares Russell 2000 ETF: it is a broad US stock-market fund. Linked by “stocks” (the broad US market) in this story
- RSP Invesco Exchange Traded Fd T
For “Micron Falls 4% as Kioxia's Cautious Outlook Hits Memory Stocks; Western Digital Drops 5%, SanDisk Slides 3%,” Invesco Exchange Traded Fd T (RSP) is linked, with no stored direction, medium confidence. Reason on file: Invesco S&P 500 Equal Weight ETF: it is a broad US stock-market fund. Linked by “stocks” (the broad US market) in this story
- VTI Vanguard Index Fds
For “Micron Falls 4% as Kioxia's Cautious Outlook Hits Memory Stocks; Western Digital Drops 5%, SanDisk Slides 3%,” Vanguard Index Fds (VTI) is linked, with no stored direction, medium confidence. Reason on file: Vanguard Total Stock Market ETF: it is a broad US stock-market fund. Linked by “stocks” (the broad US market) in this story
Spdr Dow Jones Industrial Average Etf Trust (DIA)
On 2 Nov 2026, “Micron Falls 4% as Kioxia's Cautious Outlook Hits Memory Stocks; Western Digital Drops 5%, SanDisk Slides 3%” is the story that connects Spdr Dow Jones Industrial Average Etf Trust (DIA) to this story.
What ties Spdr Dow Jones Industrial Average Etf Trust (DIA) to the headline is this: SPDR Dow Jones Industrial Average ETF: it is a broad US stock-market fund. Linked by “stocks” (the broad US market) in this story
Also listed, Invesco Qqq Trust, Series 1 (QQQ): Invesco QQQ: it is a broad US stock-market fund. Linked by “stocks” (the broad US market) in this story
Price levels for Spdr Dow Jones Industrial Average Etf Trust (DIA)
DIA traded between 504.92 and 522.62 across 18 sessions. The latest close on file is 515.65. IWM traded between 269.88 and 285.25 across 20 sessions. The latest close on file is 279.37. QQQ traded between 683.47 and 762.84 across 20 sessions. The latest close on file is 690.51.
How strong the case is around Spdr Dow Jones Industrial Average Etf Trust (DIA)
47 out of 100Price not final
“Micron Falls 4% as Kioxia's Cautious Outlook Hits Memory Stocks; Western Digital Drops 5%, SanDisk Slides 3%” scores 47 out of 100. The score uses 2 sources, and 5 linked companies. The price is not final yet.