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. | |||||||||
| 2026-03-13 | NVDA / Nvidia | Nvidia Stock Faces New Threat -- Google, Amazon, Meta Build Rival 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 | -4.19% | +5.03% | +13.79% | +2.09% | |
| 2026-03-11 | NVDA / Nvidia | 5 Must-Read Analyst Questions From Broadcom's Q4 Earnings Call | 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% | |
| 2026-03-10 | NVDA / Nvidia | Nvidia to Invest in Thinking Machines Lab and Supply 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 | -1.53% | -0.46% | +13.06% | +3.60% | |
| 2026-03-10 | NVDA / Nvidia | Michael Burry Calls Nvidia 'Mafia-Like,' Says AI Chip Market Could Face Antitrust Scrutiny | 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% | |
| 2026-03-04 | MSFT / Microsoft | Broadcom's AI chip business jumps 106% as it cruises to another solid earnings and revenue beat | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -0.08% | -7.98% | +9.15% | -2.02% | |
| 2026-03-03 | GOOGL / Alphabet | Alphabet Stock Dips to $306 Amid Geopolitical Volatility and Heavy AI CapEx Outlook | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | +1.21% | -2.50% | +24.06% | +12.26% | |
| 2026-02-26 | META / Meta Platforms | Alphabet Inc. (GOOGL) Deep Dive: Navigating the Agentic Era and the $180 Billion AI Bet | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | +0.54% | -18.29% | -3.23% | -12.40% | |
| 2026-02-25 | META / Meta Platforms | Nvidia Heads Into Q4 Earnings With Vera Rubin Launch, China Chip Approvals, Meta Partnership — Can It Keep Its Record-Breaking Streak Alive? | 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 taps AMD for 6GW of AI chips to power next-gen services | 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% | |
| 2026-02-18 | META / Meta Platforms | Meta agrees to buy millions more AI chips for Nvidia, raising doubts about its in-house hardware | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | +1.63% | -7.63% | -6.23% | -13.44% | |
| 2025-12-12 | MSFT / Microsoft | Marvell Technology (MRVL) Stock: AI Infrastructure Star Faces Fresh Amazon and Microsoft Risks After November Rally | 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% | |
| 2025-12-11 | MSFT / Microsoft | What's Going On With Marvell Technology Stock Wednesday? - Marvell Tech (NASDAQ:MRVL) | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | +0.11% | -1.30% | -16.06% | -14.49% | |
| 2025-12-05 | MSFT / Microsoft | Alphabet Inc. (GOOGL/GOOG): Navigating the AI Frontier and Regulatory Headwinds | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -0.96% | -2.13% | -14.81% | -14.46% | |
| 2025-11-27 | GOOGL / Alphabet | How Google put together the pieces for its AI comeback | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -0.73% | -1.93% | -2.14% | -4.42% | |
| 2025-12-02 | AMZN / Amazon | Amazon Rushes Latest AI Chip to Market to Take on Nvidia, Google | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -2.77% | -3.38% | -11.10% | -12.11% | |
| 2026-03-10 | AMZN / Amazon | Amazon Wants To Raise $42 Billion Via Bond Sale To Fuel Massive AI Spending Spree: Report | 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% | +9.01% | +14.41% | +4.95% | |
| 2025-11-27 | AMZN / Amazon | Could This Be the Best Way to Invest in AI Without Buying a Single Chip 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 | -0.02% | +1.27% | -8.08% | -10.36% | |
| 2026-03-11 | AMZN / Amazon | CoreWeave Stock Is Surging: What's Happening 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 | -1.31% | +12.10% | +14.83% | +5.56% | |
| 2026-03-03 | AMZN / Amazon | Fabrinet’s AI Networking Role Brings Growth Potential And Concentration Risks | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | +2.68% | +0.50% | +25.17% | +13.37% | |
| 2026-03-01 | AMZN / Amazon | Baidu, Inc. (BIDU) Releases Q4 2025 and FY 2025 Results | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | +1.66% | -0.82% | +24.41% | +13.53% | |
| 2026-03-01 | AMZN / Amazon | Marvell Extends AI Data Center Reach With Celestial AI And PCIe 8.0 | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | +1.66% | -0.82% | +24.41% | +13.53% | |
| 2026-03-01 | AMZN / Amazon | Fabrinet Deepens AI Data Center Ties With Nvidia And Amazon | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | +1.66% | -0.82% | +24.41% | +13.53% | |
| 2026-02-27 | AMZN / Amazon | Will Heavy Capex Spending Weigh on Amazon's AI Ambitions? | 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% | -4.31% | +30.48% | +20.17% | |
| 2026-02-27 | AMZN / Amazon | Amazon Plans In-House AI Chips to Cut Costs | 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% | -4.31% | +30.48% | +20.17% | |
| 2026-02-27 | AMZN / Amazon | Blackstone plans public vehicle to buy AI data centers - Bloomberg | 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% | -4.31% | +30.48% | +20.17% | |
Historical observation only. This workspace does not provide investment advice, forecasts, price targets, buy/sell ratings, or claims of causation.