[Apple's memory crunch](https://www.marketwatch.com/story/supply-chain-legend-tim-cook-finally-meets-his-match-with-apples-memory-crunch-9bce0b11?mod=mw_rss_topstories) is being framed as a logistics failure. Wrong. The real signal: when financing costs stay elevated, even hyperscalers stop bidding aggressively for capacity.

Research these companies