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CapEx Tracker

Follow verified spending cycles from company commitments through reported progress, supplier participation, and market confirmation.

Official filings Spenders + beneficiaries Exhaustion aware
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Separate companies funding the cycle from suppliers benefiting from it, then confirm whether reported spending and market behavior support the thesis.

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Capital-cycle intelligenceCurrent Confirmation Board
Live PreviewAug 28, 2026 · 4:34 PM GMT-0400
Tracked companies68Spenders and mapped beneficiaries
Tracked FY plan$760B5 verified spenders
Reported progress59.1%roughly on pace
Average cycle score61.0Across the covered universe
ConfirmingPMemory & Storage
CAPEX cycle confirmingBeneficiary · Rally
Cycle score94Good confidence
ConfirmingMUMemory & Storage
CAPEX cycle confirmingBeneficiary · Uptrend
Cycle score92Good confidence
Exhaustion watchSMCIMemory & Storage
Confirmation and exhaustion are scored separately.High participation does not automatically mean a favorable entry; extension and cycle risk remain part of the read.
Risk89High

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