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. | |||||||||
| 2025-12-06 | AMZN / Amazon | Arm Holdings To Open Chip School In South Korea To Train 1,400 Experts For 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 | -3.05% | +1.54% | -7.11% | -5.46% | |
| 2025-12-05 | AMZN / Amazon | Jim Cramer on Amazon: "Wall Street Only Seems to Care About Amazon Web 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 | -1.46% | +1.54% | -4.61% | -4.27% | |
| 2026-03-16 | META / Meta Platforms | AMD Stock Outlook: Here’s Why It Could Deliver 32% Upside in 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 | -3.73% | +7.03% | -5.33% | -18.46% | |
| 2026-03-16 | NVDA / Nvidia | Synopsys Software-defined Hardware-assisted Verification Enables 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 | -4.14% | +8.54% | +16.09% | +2.96% | |
| 2026-03-16 | NVDA / Nvidia | Phone-thin 800V power board frees space for NVIDIA AI GPUs in data centers | 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% | |
| 2026-03-13 | NVDA / Nvidia | Equinix launches 'vendor-neutral' Distributed AI Hub to bring inference closer to the edge | 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 | AAPL / Apple | Alcoa Corp. (AA): The Industrial Pivot to AI Infrastructure and the Aluminum 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 | -0.85% | +3.63% | +18.30% | +6.60% | |
| 2026-03-07 | META / Meta Platforms | Oracle, OpenAI end plans to expand flagship data center in Abilene | 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% | |
| 2026-03-06 | TSLA / Tesla | Analog Devices Stock: Quiet Chip Giant Riding the AI Wave | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -1.39% | -11.07% | +5.47% | -7.43% | |
| 2026-02-27 | META / Meta Platforms | Why Advanced Micro Devices Stock Jumped 90%? | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -0.51% | -17.18% | -1.90% | -12.21% | |
| 2026-02-24 | META / Meta Platforms | The Glass Ceiling Shatters: Corning’s AI Pivot Sparks 7% Stock Surge as Connectivity Demands Explode | 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% | |
| 2026-02-11 | META / Meta Platforms | Oracle: Strong Generative AI Demand Supports Data Center 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 | -3.81% | -8.22% | -9.75% | -16.72% | |
| 2025-12-11 | NVDA / Nvidia | Supermicro (NASDAQ: SMCI) distributor Azio AI backs Philippines sovereign AI infrastructure talks | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -3.75% | +2.22% | +2.82% | +4.40% | |
| 2025-12-10 | NVDA / Nvidia | HIVE Digital Technologies Enters Colombia’s Deep Andean Capital Markets With Colombia Listing, Advancing Its Role as Latin America’s Emerging Leader in Green AI and Bitcoin Infrastructure | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -6.99% | +0.59% | +0.54% | +1.76% | |
| 2025-12-10 | MSFT / Microsoft | Microsoft Plans to Invest $23 Billion on AI in India, Canada | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -0.51% | +0.15% | -15.02% | -13.80% | |
| 2025-12-07 | NVDA / Nvidia | Prediction: Nvidia Stock Is Going to Soar Past $300 in 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 | -3.36% | +2.65% | +0.13% | +0.92% | |
| 2025-10-17 | META / Meta Platforms | Intel to add new GPU to its AI portfolio - AI Business | 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% | |
| 2023-12-08 | MSFT / Microsoft | AMD debuts new chip with eye to rival Nvidia product | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -0.94% | +0.12% | +9.53% | -2.79% | |
| 2026-03-15 | AMZN / Amazon | Amazon.com (AMZN) Eyes $37 Billion to $42 Billion in Fresh Bond Issue | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | +1.19% | +19.91% | +18.47% | +4.18% | |
| 2026-03-10 | AMZN / Amazon | AMD Investment Positions Nutanix To Pursue Larger Enterprise AI Infrastructure 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 | +0.41% | +9.01% | +14.41% | +4.95% | |
| 2026-03-10 | AMZN / Amazon | Why nLIGHT (LASR) Stock Is Trading Up 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 | +0.41% | +9.01% | +14.41% | +4.95% | |
| 2026-03-09 | AMZN / Amazon | Amazon.com, Inc. (AMZN) Among Bill Ackman's Top Picks Amid Strong Secular Growth Trends | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -0.82% | +3.63% | +14.86% | +5.58% | |
| 2026-03-06 | AMZN / Amazon | Is Penguin Solutions (PENG) Recasting Its AI Strategy With AWS Veteran Ian Colle At The Helm? | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -2.60% | -0.20% | +19.03% | +6.13% | |
| 2026-03-03 | AMZN / Amazon | Seagate Technology (STX): The Storage Supercycle and the AI Data Lake Revolution | 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% | |
| 2026-03-02 | AMZN / Amazon | Cathie Wood Sees Competition For Nvidia As ARK Projects Custom Silicon Boom By 2030: Amazon Is The 'Sleeping Giant' | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | +2.45% | +1.05% | +25.37% | +14.56% | |
Historical observation only. This workspace does not provide investment advice, forecasts, price targets, buy/sell ratings, or claims of causation.