The Memory Cycle Gauge reads 82.0 for October 2026, in the Shortage zone. It reached 98.4 in September, the highest reading of the year, and every month of 2026 has landed in Shortage. The October drop comes from one place. Micron's share price fell back below its six-month trend while Korean chip exports, Micron's margins and the supply language from the memory makers all … [Read more...] about Memory Cycle Gauge Reads 82 Shortage as Micron Stock Breaks Trend While Supply Stays Sold Out
Micron
AI Capex Tracker November 2026, Hyperscalers Spend $237 Billion in One Quarter as Free Cash Flow Turns Negative
This is the first monthly AI Capex Tracker on MarketAnalysis.com: one page, refreshed each month, showing what the largest AI infrastructure buyers spent, what they say they will spend, how they pay for it, and where the money ends up. The September quarter closed the books on a simple number. Amazon, Alphabet, Microsoft, Meta and Oracle put $237.3 billion into capital spending … [Read more...] about AI Capex Tracker November 2026, Hyperscalers Spend $237 Billion in One Quarter as Free Cash Flow Turns Negative
