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. | |||||||||
| 2026-03-16 | NVDA / Nvidia | Lam Research Corp Stock (LRCX) Opened Up by 3.36% on Mar 16: Facts Behind the Movement | 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% | |
| 2026-03-16 | NVDA / Nvidia | Why Is CoreWeave Stock Surging 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 | -4.14% | +8.54% | +16.09% | +2.96% | |
| 2026-03-16 | NVDA / Nvidia | AI-Driven Memory Chip Demand to Drive Micron's DRAM Revenue in Q2 | 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% | |
| 2026-03-16 | NVDA / Nvidia | Cadence and NVIDIA Unveil Accelerated Engineering Solutions Purpose-Built for Agentic AI Chip and System Design | 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% | |
| 2026-03-16 | NVDA / Nvidia | Inside HPE’s €55M AI factories giving Europe and the US more control over data | 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% | |
| 2026-03-16 | NVDA / Nvidia | Eaton collaborates with Nvidia to unveil the Eaton Beam Rubin DSX platform to address the nearly $7 trillion data center buildout market from Grid to Chip | 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% | |
| 2026-03-16 | NVDA / Nvidia | NVIDIA Releases Vera Rubin DSX AI Factory Reference Design and Omniverse DSX Digital Twin Blueprint With Broad Industry Support | 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% | |
| 2026-03-16 | NVDA / Nvidia | Flex Accelerates AI Factory Deployment with NVIDIA Omniverse DSX Reference Designs | 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% | |
| 2026-03-16 | MSFT / Microsoft | The Optical Supercycle: How Corning (GLW) Became the 'Nervous System' of the AI Era | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -4.24% | +2.82% | +0.17% | -12.96% | |
| 2026-03-16 | MSFT / Microsoft | Nvidia ups the stakes for AI infra with turbocharged Vera Rubin platform launch | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -4.24% | +2.82% | +0.17% | -12.96% | |
| 2026-03-16 | MSFT / Microsoft | JBL Stock Before Q2 Earnings: A Smart Buy or Risky Investment? | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -4.24% | +2.82% | +0.17% | -12.96% | |
| 2026-03-16 | MSFT / Microsoft | Nscale to acquire American Intelligence & Power Corporation and signs LOI with Microsoft covering 430,000 GPUs | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -4.24% | +2.82% | +0.17% | -12.96% | |
| 2026-03-16 | MSFT / Microsoft | Microsoft at NVIDIA GTC: New solutions for Microsoft Foundry, Azure AI infrastructure and Physical AI | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -4.24% | +2.82% | +0.17% | -12.96% | |
| 2026-03-16 | MSFT / Microsoft | IBM Quantum Centric Architecture Aims To Reshape Enterprise AI And Security | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -4.24% | +2.82% | +0.17% | -12.96% | |
| 2026-03-16 | MSFT / Microsoft | Nvidia Highlights $1 Trillion Opportunity: Jensen Huang Puts 13-Digit Figure In Reach | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -4.24% | +2.82% | +0.17% | -12.96% | |
| 2026-03-15 | NVDA / Nvidia | AXT Inc. (AXTI) Skyrockets 50.9% on Tech Surge | 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% | |
| 2026-03-15 | NVDA / Nvidia | GSI Technology Inc Stock (ISIN: US36253G1013) Faces Investor Scrutiny Amid AI Chip Controversy | 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% | |
| 2026-03-14 | META / Meta Platforms | Why Are Meta Shares Sliding On Friday? | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -1.49% | +3.48% | -7.54% | -19.84% | |
| 2026-03-14 | NVDA / Nvidia | US Commerce Dept Reportedly Withdraws Planned Rule On AI Chip Exports | 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% | +5.03% | +13.97% | +1.67% | |
| 2026-03-13 | NVDA / Nvidia | ByteDance gains access to Nvidia’s top AI chips despite China export restrictions, WSJ reports (NVDA:NASDAQ) | 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 | China's ByteDance Outsmarts US Sanctions With Offshore Nvidia AI Buildout | 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 | MSFT / Microsoft | Can AXT’s (AXTI) Indium Phosphide Capacity Bet Reframe Its AI Infrastructure Investment Story? | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -3.46% | -2.83% | -1.10% | -12.80% | |
| 2026-03-13 | MSFT / Microsoft | Microsoft becomes first cloud provider to begin validating Nvidia's Vera Rubin NVL72 system | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -3.46% | -2.83% | -1.10% | -12.80% | |
| 2026-03-13 | AAPL / Apple | Qualcomm Stock Slides to 52-Week Lows Amid Smartphone Weakness—But AI Chips Offer a Lifeline | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -0.85% | +3.63% | +18.30% | +6.60% | |
| 2026-03-12 | NVDA / Nvidia | HBM4E Memory Standard: Doubling Bandwidth for AI Accelerators - News and Statistics | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -2.50% | +3.37% | +9.56% | +0.35% | |
Historical observation only. This workspace does not provide investment advice, forecasts, price targets, buy/sell ratings, or claims of causation.