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The Marked Chart Wire · Tech and AI
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.
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AI Spending
NAND prices have risen 550 percent from 2023 lows due to AI data center demand. TechInsights estimates Apple will spend $25 billion on storage in 2026, up from $6 billion in 2025.
Apple
The new laptops include OLED displays and advanced AI features. Orders begin October 28, with units arriving in stores on November 6.
Apple
Apple introduced its first touch-enabled laptop, featuring an OLED display and M5 Pro processor. The release comes as global PC shipments dropped 20 percent in the third quarter, with Apple's own sales falling 11 percent.
SpaceX
SpaceX stock declined by more than 5 percent, marking its lowest level since August.
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.
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.
Fast headlines, summarized. Not verified and not advice. Check the full story before you act.