Ryosuke Izumida (泉田良輔), Monicle's director and COO and a securities analyst, appeared on BS TV Tokyo's “NIKKEI NEWS NEXT,” broadcast on 30 October 2026, and provided commentary on the future direction of the AI market based on Kioxia's earnings announced that day and the earnings of US hyperscalers.
Ryosuke Izumida (泉田良輔), Monicle's director and COO and a securities analyst, appeared on the business program “NIKKEI NEWS NEXT,” broadcast on Friday, 30 October 2026, from 22:24. During the program, he discussed market trends following Kioxia's earnings announcement and the earnings of US hyperscalers.
The program's market commentary noted that Intel's share price fell 23% in after-hours trading following its earnings announcement, while Amazon, which is pursuing large-scale AI investments, was reported to have posted a widening free cash flow deficit. For Japanese companies, the view was presented that Kioxia HD's net income outlook for the October-December quarter of fiscal 2026 would fall below market expectations.
Izumida provided commentary on the future direction of the AI market, incorporating views from experts familiar with the technology sector. The program整理ed the market's points of focus concerning future developments.
The official NIKKEI NEWS NEXT page and viewing links are provided as program-related viewing links and information.
A profile of Monicle and an overview of the company are also provided as supplementary information in the article.