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
Merrowstone Research Board
Save selected events, signals, companies, graph items, and outcome context on this device for later research.
Research boards are stored in this browser using local storage. They are not synced across devices. You can clear or export the board at any time.Save current research view
Choose what to capture from this Continue Research page. You can remove items later.
Saved research view summary will appear here after saving.
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. | |||||||||
| 2025-11-15 | AAPL / Apple | Intel Stock Outlook November 2025: Rallying on AI Hopes Amid Turnaround Challenges | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | +1.29% | +0.62% | -6.02% | -7.78% | |
| 2025-11-07 | AAPL / Apple | Exclusive: Intel Is Losing A Data Center AI Executive To AMD | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | +1.57% | +3.61% | +2.87% | +1.58% | |
| 2025-11-06 | AAPL / Apple | Qualcomm Outlook Fails to Meet Lofty Investor Expectations | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | +1.28% | +3.11% | +2.59% | -0.08% | |
| 2025-11-03 | META / Meta Platforms | Amazon.com Inc. (AMZN) Project Rainier Signals AI Infrastructure Breakthrough | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -0.93% | +0.30% | +10.86% | +8.80% | |
| 2025-10-31 | META / Meta Platforms | AI Stock Celestica Surged 10% on Q3 Earnings and 2026 Guidance That Breezed By Wall Street's Estimates | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -4.11% | -1.15% | +13.97% | +11.91% | |
| 2025-10-29 | META / Meta Platforms | Upcoming Meta earnings: will the AI transformation be well received by the market? 🔎 | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -15.40% | -13.80% | -10.40% | -11.87% | |
| 2025-10-19 | META / Meta Platforms | Analyst Explains Why Meta Platforms (META) Signed Data Center Deal With Coreweave - Yahoo | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | +4.73% | -16.63% | -15.67% | -17.95% | |
| 2025-10-19 | META / Meta Platforms | Analyst Explains Why Meta Platforms (META) Signed Data Center Deal With Coreweave - Insider Monkey | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | +4.73% | -16.63% | -15.67% | -17.95% | |
| 2025-10-17 | META / Meta Platforms | Meta's $30 Billion AI Data Center Deal Breaks Records - TradingView | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | +2.99% | -16.03% | -13.34% | -17.84% | |
| 2025-10-17 | META / Meta Platforms | Oracle declines on concerns about fulfilling AI cloud demand - Fortune | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | +2.99% | -16.03% | -13.34% | -17.84% | |
| 2024-12-24 | MSFT / Microsoft | Hyperscale Data, Inc. (GPUS) Secures $25M for AI – Centric Data Center Expansion | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -4.06% | +1.68% | -10.35% | -6.11% | |
| 2024-12-23 | NVDA / Nvidia | Equinix Partners with Dell Technologies to Provide Scalable AI Infrastructure for Enterprises | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -1.56% | +5.30% | -13.07% | -9.89% | |
| 2024-12-02 | NVDA / Nvidia | European AI infra company Nebius nabs $700M from Nvidia, Accel, others | 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% | |
| 2024-10-31 | AAPL / Apple | Lambda CEO Stephen Balaban says S. Korea has Fast-Paced AI Innovation, SKT-Lambda Partnership to Bring Exciting Changes | SK telecom newsroom | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | +0.70% | +6.17% | +6.07% | -0.12% | |
| 2024-06-19 | AAPL / Apple | Nvidia becomes world’s most valuable company, dethroning Microsoft | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -0.49% | +4.68% | +1.28% | -1.71% | |
| 2024-06-18 | AAPL / Apple | Nvidia Becomes Most Valuable Public Company, Topping Microsoft (Published 2024) | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -2.44% | +4.62% | +1.06% | -1.88% | |
| 2023-12-10 | MSFT / Microsoft | AMD launches MI300, claims AI performance lead over Nvidia ... | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -0.42% | +0.42% | +8.29% | -3.26% | |
| 2023-12-06 | MSFT / Microsoft | AMD releases new chips to power faster AI training | 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% | |
| 2023-11-10 | NVDA / Nvidia | After Earnings, Is AMD Stock a Buy, a Sell, or Fairly Valued? | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | +1.99% | -3.53% | +44.09% | +30.54% | |
| 2023-07-14 | MSFT / Microsoft | Fortinet’s stock nabs record closing high, while Microsoft, Nvidia, Broadcom bids all fall short | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -0.43% | -6.14% | -3.88% | -0.74% | |
| 2022-09-01 | NVDA / Nvidia | Nvidia could take a $400M revenue hit from new government restrictions on 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 | +0.41% | -10.20% | +21.49% | +18.23% | |
| 2022-09-01 | NVDA / Nvidia | Nvidia says U.S. government allows A.I. chip development in China | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | +0.41% | -10.20% | +21.49% | +18.23% | |
| 2026-03-27 | CRWD / CrowdStrike | US100 slumps 1.5% 🚩 Anthropic Claude pressures Nasdaq again | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | +7.85% | +23.01% | +83.63% | +67.53% | |
| 2026-03-16 | META / Meta Platforms | Nebius Group, CytomX Therapeutics, National Storage Affiliates Trust And Other Big Stocks Moving Higher On Monday | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -3.73% | +7.03% | -5.33% | -18.46% | |
| 2026-03-16 | NVDA / Nvidia | Nebius Secures Massive Meta AI Contract Worth Up To $27 Billion | 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.