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The Marked Chart Wire · Tech and AI
Memory Prices
TrendForce projects PC DRAM contract prices will increase 13 to 18 percent in Q4, following an 18 to 23 percent jump in Q3. Suppliers are shifting capacity to AI servers, causing PC output to fall and inventories to rise despite weak notebook demand.
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SpaceX
SpaceX stock declined by more than 5 percent, marking its lowest level since August.
HotSmartphone Chips
Counterpoint reports that worldwide mobile chip deliveries declined 21 percent year over year in Q3 2026. The firm expects a 20 percent drop for the full year as manufacturers cut budget models.
HotIntel
Intel is said to be creating a new processor called Moon Lake to replace its N-series lines. The design features four efficiency cores and could debut in 2028 for entry-level laptops.
HotAI and chips
The AI firm plans to spend up to $567 billion on computing power and facilities. Caterpillar provides essential generators and construction machinery for these projects.
HotMemory Demand
SanDisk CEO David Goeckeler stated that customers are securing long-term memory supply, with one major client returning for additional orders. He described the current demand pipeline as lasting through 2030.
HotAI Spending
Amazon shares fell 7 percent and Intel plunged 25 percent in premarket trading. Investors are concerned about the scale of artificial intelligence spending by major technology companies.
Fast headlines, summarized. Not verified and not advice. Check the full story before you act.