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
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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. | |||||||||
| 2026-03-12 | NVDA / Nvidia | Assessing Analog Devices (ADI) Valuation As Recent Momentum Cools After Strong Longer Term Gains | 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% | |
| 2026-03-12 | NVDA / Nvidia | Why Lightwave Logic Stock Is Surging 30% Premarket Today | 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% | |
| 2026-03-12 | MSFT / Microsoft | Nvidia Pumps $2 Billion Into Nebius To Power Hyperscale AI Cloud | 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% | |
| 2026-03-12 | AAPL / Apple | Why Is Himax (HIMX) Stock Soaring Today | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -2.66% | +1.35% | +14.11% | +4.90% | |
| 2026-03-11 | NVDA / Nvidia | TSMC Hiring Surge For AI Chips Raises Valuation And Margin Questions | 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% | |
| 2026-03-11 | NVDA / Nvidia | Memory Stocks Jump on Tuesday: SanDisk, Micron See Strong Gains 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 | -3.03% | +1.40% | +12.04% | +2.77% | |
| 2026-03-11 | NVDA / Nvidia | QCOM Chips to Power AI Robotics Capabilities: Will it Boost Prospects? | 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% | |
| 2026-03-11 | NVDA / Nvidia | Coherent (COHR) Is Down 7.2% After NVIDIA’s US$2 Billion Investment And Supply Deal Announcement – 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 | -3.03% | +1.40% | +12.04% | +2.77% | |
| 2026-03-11 | NVDA / Nvidia | Synopsys Introduces Software-Defined Hardware-Assisted Verification to Enable AI Proliferation | 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% | |
| 2026-03-11 | NVDA / Nvidia | Synopsys rolls out new software tools for designing 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 | -3.03% | +1.40% | +12.04% | +2.77% | |
| 2026-03-11 | NVDA / Nvidia | Jim Cramer on Coherent Corp.: “I Think This Company’s Just Terrific” | 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% | |
| 2026-03-11 | NVDA / Nvidia | Synopsys AI Chip Design Tools for Chiplet Complexity | 2026 - 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 | -3.03% | +1.40% | +12.04% | +2.77% | |
| 2026-03-11 | MSFT / Microsoft | AI chipmaker Cerebras namedropped by Oracle, alongside Nvidia and 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 | -3.23% | -8.40% | -0.15% | -9.42% | |
| 2026-03-11 | MSFT / Microsoft | Micron and Applied Materials Stock Jumps on AI Memory Deals | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -3.23% | -8.40% | -0.15% | -9.42% | |
| 2026-03-11 | MSFT / Microsoft | Ciena's Networking Innovations Aim to Power the AI Infrastructure Boom | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -3.23% | -8.40% | -0.15% | -9.42% | |
| 2026-03-10 | TSLA / Tesla | Elon Musk's Tesla Loses Another Senior Executive As Finance VP Sendil Palani Steps Down After 17 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 | +0.01% | -13.43% | +2.43% | -7.03% | |
| 2026-03-10 | NVDA / Nvidia | Nvidia (NVDA) or Micron (MU)? Morgan Stanley Reinstates Its Top AI Chip Pick | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -1.53% | -0.46% | +13.06% | +3.60% | |
| 2026-03-10 | NVDA / Nvidia | The Architect of the AI Era: A Deep-Dive into Broadcom Inc. (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 | -1.53% | -0.46% | +13.06% | +3.60% | |
| 2026-03-10 | NVDA / Nvidia | The Silicon Architect: A Deep Dive into Applied Materials (AMAT) in 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 | -1.53% | -0.46% | +13.06% | +3.60% | |
| 2026-03-10 | NVDA / Nvidia | Cisco Systems Inc Stock (CSCO) Moved Up by 3.44% on Mar 10: Key Drivers Unveiled | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -1.53% | -0.46% | +13.06% | +3.60% | |
| 2026-03-10 | NVDA / Nvidia | Why Intel stock is soaring over 4% today | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -1.53% | -0.46% | +13.06% | +3.60% | |
| 2026-03-10 | NVDA / Nvidia | Optical-Tech Stocks Looking Sharp: Ciena Up 9%, Lumentum Rises 8%, Coherent Climbs 7% | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -1.53% | -0.46% | +13.06% | +3.60% | |
| 2026-03-10 | NVDA / Nvidia | ZJK Industrial (NasdaqCM:ZJK) Stock Forecast & Analyst Predictions | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -1.53% | -0.46% | +13.06% | +3.60% | |
| 2026-03-10 | MSFT / Microsoft | Alphabet Inc. (GOOGL): Navigating the Agentic AI Era and the $4 Trillion Frontier | 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% | -8.06% | +1.69% | -7.77% | |
| 2026-03-10 | MSFT / Microsoft | Amazon Trades at a Premium P/E: Time to Hold or Fold 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 | -1.57% | -8.06% | +1.69% | -7.77% | |
Historical observation only. This workspace does not provide investment advice, forecasts, price targets, buy/sell ratings, or claims of causation.