Ai Capex Growth
Historical signal intelligence based on stored Merrowstone event memory and outcome observations. Results are ordered and labelled from existing database evidence only.
Signal Intelligence Summary
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Visual Intelligence Graph
Use this graph to understand how the selected signal connects to events, companies, related signals, and observed outcomes.
Historical Events Timeline
Direct matches are shown separately from co-signal observations. Pending outcome windows are labelled rather than shown as broken data.
| Date | Company | Headline | Why related? | Primary Signal | 7d Return | 30d Return | 90d Return | Relative 90d Return | Board |
|---|---|---|---|---|---|---|---|---|---|
| Direct Signal MatchesThe selected signal is the primary or directly attributed signal. | |||||||||
| 2025-12-14 | AMZN / Amazon | Alphabet Class C Stock (GOOG) News and Forecasts: AI Overviews, Cloud Capex, and Antitrust Risks (Dec. 14, 2025) | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | +0.99% | +7.26% | -6.39% | -4.81% | |
| 2026-03-15 | NVDA / Nvidia | Duos Technologies Group Executes Definitive Agreement with Hydra Host | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -2.56% | +9.02% | +18.00% | +3.72% | |
| 2026-03-13 | NVDA / Nvidia | DGXX - Digi Power X Inc Latest Stock News & Market Updates | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -4.19% | +5.03% | +13.79% | +2.09% | |
| 2026-03-13 | NVDA / Nvidia | Duos Technologies Group Executes Definitive Agreement with Hydra Host | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -4.19% | +5.03% | +13.79% | +2.09% | |
| 2026-03-12 | MSFT / Microsoft | Cramer: Marvell beat by $1B in sales, data center play to watch | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -3.20% | -4.35% | -0.91% | -10.12% | |
| 2026-03-11 | NVDA / Nvidia | Broadcom’s Next Catalyst Has Wall Street Asking an Awkward Question: Are We Late? | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -3.03% | +1.40% | +12.04% | +2.77% | |
| 2026-03-07 | META / Meta Platforms | Broadcom (AVGO) CEO Forecasts $100B+ in AI Chip Sales by 2027 | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -2.62% | -11.06% | -7.96% | -17.96% | |
| 2026-03-05 | MSFT / Microsoft | Alphabet Stock Edges Lower in Early Trading as AI Capex Concerns Weigh Amid Geopolitical Volatility | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -2.15% | -9.20% | +4.28% | -6.72% | |
| 2026-02-25 | META / Meta Platforms | Arista Networks (ANET) Is Down 9.7% After AMD‑Meta AI Pact Expands Hyperscaler Buildouts – Has The Bull Case Changed? | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | +2.15% | -19.51% | -6.25% | -14.83% | |
| 2026-02-24 | META / Meta Platforms | Meta and AMD announce 6-gigawatt GPU deal as part of AI buildout, AMD stock jumps | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | +2.47% | -14.28% | -4.14% | -13.63% | |
| 2026-02-10 | META / Meta Platforms | Bull of the Day: Broadcom (AVGO) | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -4.69% | -4.85% | -10.64% | -17.75% | |
| 2026-02-09 | TSLA / Tesla | AMD Rally Raises 2026 Expectations as Chip Demand Strengthens | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -1.60% | -2.28% | +6.63% | -0.19% | |
| 2026-02-08 | META / Meta Platforms | The Hidden Gem AI Networking Stock That Could Own the Next 5 Years | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -3.35% | -1.12% | -9.39% | -16.73% | |
| 2025-12-15 | NVDA / Nvidia | AI infrastructure selloff continues on Wall Street as Broadcom, Oracle shares slide | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | +4.20% | +3.89% | +3.94% | +5.37% | |
| 2025-12-15 | NVDA / Nvidia | GIBO Announces Strategic Collaboration with E Total Technology Sdn Bhd to Accelerate Deployment of AI Compute Centers Featuring NVIDIA's Most Advanced Chips | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | +4.20% | +3.89% | +3.94% | +5.37% | |
| 2025-12-12 | MSFT / Microsoft | Amazon's Datacenter Boom: The Next Big Growth Driver for the Stock? | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | +1.54% | -0.28% | -15.83% | -13.82% | |
| 2025-12-07 | MSFT / Microsoft | Nvidia vs. AMD: Which Is the Better AI Chip Stock for 2026? | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -1.73% | -0.96% | -15.07% | -14.28% | |
| 2025-11-26 | META / Meta Platforms | Alphabet (GOOG) Stock Today, November 26, 2025: AI Chips, Near-$4 Trillion Valuation and What It Means for Investors | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | +0.95% | +4.77% | +0.98% | -0.45% | |
| 2025-11-26 | META / Meta Platforms | AMD Stock Extends Decline In Pre-Market On Meta’s Reported Interest In Google’s TPUs – Mizuho Warns Of A ‘Modest Challenge’ | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | +0.95% | +4.77% | +0.98% | -0.45% | |
| 2025-11-25 | META / Meta Platforms | AMD Stock Today: Why Advanced Micro Devices (NASDAQ: AMD) Is Dropping Around 8% on November 25, 2025 | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | +1.71% | +4.34% | +0.24% | -1.15% | |
| 2025-11-24 | META / Meta Platforms | Nvidia Shares Drop on Report of Google Challenge in AI Chips | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | +4.54% | +8.98% | +4.03% | +1.69% | |
| 2025-11-11 | META / Meta Platforms | Nvidia-backed CoreWeave's shares fall as data center delay hits annual revenue forecast | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -4.69% | +4.09% | +8.08% | +6.18% | |
| 2024-12-02 | NVDA / Nvidia | Nvidia leads $700M investment in ex-Yandex CEO Arkady Volozh’s Nebius Group to fuel AI infrastructure growth | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | +0.14% | -0.22% | -17.72% | -14.75% | |
| 2023-12-06 | MSFT / Microsoft | AMD's highly anticipated MI300X AI chips hit general availability along with new Ryzen 8040 CPUs | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | +1.51% | -0.28% | +9.38% | -2.60% | |
| 2026-03-16 | NVDA / Nvidia | Broadcom (AVGO): The Architect of the AI Infrastructure Supercycle | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -4.14% | +8.54% | +16.09% | +2.96% | |
Historical observation only. This workspace does not provide investment advice, forecasts, price targets, buy/sell ratings, or claims of causation.