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. | |||||||||
| 2026-03-02 | AMZN / Amazon | Western Digital (WDC) 2026 Feature: The Pure-Play Pivot to AI Storage Dominance | 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% | |
| 2026-03-02 | AMZN / Amazon | Penguin Solutions Appoints Ian Colle as SVP and Chief Product Officer | 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% | |
| 2026-02-27 | AMZN / Amazon | Why the AI capex cycle is built to persist | 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 | Alphabet GOOG stock price rises on Meta AI chip deal, then slips after hours amid new Google ads probe | 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% | |
| 2025-12-12 | AMZN / Amazon | Rivian Takes On Tesla In Self-Driving Race With Level 4 Autonomy Goal, $49.99/Month Subscription, R2 LiDAR | 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% | +8.97% | -7.37% | -5.35% | |
| 2025-12-08 | AMZN / Amazon | The Smartest Dividend Stocks to Buy With $1,000 Right Now | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -1.92% | +6.47% | -5.91% | -5.42% | |
| 2025-12-05 | AMZN / Amazon | Amazon’s home-grown AI chips gain momentum as Trainium powers multibillion-dollar 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 | -1.46% | +1.54% | -4.61% | -4.27% | |
| 2025-12-02 | AMZN / Amazon | AWS brings sovereign AI on-prem with new AI Factories alongside Trainium3 and Nvidia GB300 launches | 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% | |
| 2025-12-02 | AMZN / Amazon | Marvell to acquire Celestial AI for as much as $5.5 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 | -2.77% | -3.38% | -11.10% | -12.11% | |
| 2025-11-28 | AMZN / Amazon | Nvidia plays down competition fears over Google's 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 | -1.58% | -0.49% | -10.85% | -12.01% | |
| 2025-11-25 | AMZN / Amazon | Amazon CTO Werner Vogels just released his 2026 tech 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 | +2.07% | +1.24% | -10.62% | -12.01% | |
| 2025-11-25 | AMZN / Amazon | Alphabet: Next Best Bet Outside Of Nvidia? (NASDAQ:GOOGL) | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | +2.07% | +1.24% | -10.62% | -12.01% | |
| 2026-03-16 | NVDA / Nvidia | The AI Boom Just Hit Its Next Bottleneck | 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 | Arista Networks Targets AI Data Centers With XPO Liquid Cooled Optics | 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 | Akamai Technologies (AKAM) Is Up 5.4% After $200 Million AI Cloud Deal With Major Tech Client | 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 | Intel's roadmaps examined — 14A, Nova Lake, Diamond Rapids & AI accelerator push | 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 | Intel Corp. Stock Consolidates at $45 as AI Gains Battle Foundry Losses | 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 | Akamai wires NVIDIA GPUs into 4,400 sites for real-time 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 | -4.14% | +8.54% | +16.09% | +2.96% | |
| 2026-03-16 | NVDA / Nvidia | Beyond the plumbing: How Cisco and Nvidia are industrializing the ‘token economy’ | 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 | Cisco and NVIDIA push AI from data centers to factories, hospitals, cars | 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 | Navitas Debuts Revolutionary 800 V-6 V Power Delivery Board at NVIDIA GTC 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 | -4.14% | +8.54% | +16.09% | +2.96% | |
| 2026-03-16 | NVDA / Nvidia | Silicon Motion Showcases Differentiated Enterprise SSD Controllers and PCIe NVMe Boot Drive Solutions Aligned with NVIDIA AI Ecosystem at GTC | 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 | How new SSD controllers slot into NVIDIA’s AI data storage tiers | 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 AI Pipeline: A Deep-Dive into Credo Technology Group (CRDO) and the Future of 1.6T Connectivity | 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 | Oracle Shares Rocket 9% as AI Infrastructure Demand Propels $553 Billion Backlog | 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% | |
Historical observation only. This workspace does not provide investment advice, forecasts, price targets, buy/sell ratings, or claims of causation.