Japan cable maker rout exposes cracks in AI infrastructure rally

Alice French· May 26, 2026 · 1:34 AM UTC ·1 min read · 0 reactions · 0 comments · 31 views

Fujikura almost halved in value in the week through May 20 as investors rushed to dump its stock following a disappointing earnings forecast and lackluster medium-term plan.

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Original publisher	Japan Times
Canonical URL	https://www.japantimes.co.jp/business/2026/05/26/companies/japan-ai-stocks-fragility/
Publication time	Tue, 26 May 2026 10:34:00 +0900
Retrieval time	2026-05-26T01:37:41.679Z
Last seen	2026-05-26T01:37:41.679Z
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Opening excerpt (first ~120 words) tap to expand

Fujikura’s roller-coaster week reveals how quickly the tides can turn for artificial intelligence stock winners as investors realize hopes for explosive growth may have run far ahead of manufacturers’ ability to deliver. | BLOOMBERG

Excerpt limited to ~120 words for fair-use compliance. The full article is at Japan Times.

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