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. | |||||||||
| 2026-03-16 | MSFT / Microsoft | Nscale and Microsoft Announce Collaboration with NVIDIA and Caterpillar to Deliver 1.35GW of NVIDIA Vera Rubin NVL72 GPUs at Flagship AI Factory Campus in West Virginia | Press Release | 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 | Secure AI Factory Makes AI Easier to Deploy and Secure | 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 | AAPL / Apple | Why Bitcoin Miners Are Abandoning The Orange Coin For AI — And Why It Might Be A Massive Trap | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -0.53% | +5.38% | +17.35% | +4.22% | |
| 2026-03-15 | MSFT / Microsoft | DigitalOcean (DOCN) Soars 26% Amid 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 | -3.17% | -0.62% | +1.28% | -13.00% | |
| 2026-03-14 | NVDA / Nvidia | Jim Cramer Notes NVIDIA’s Investment in Lumentum and Coherent and Highlights the “Better Performer” | 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% | |
| 2026-03-14 | NVDA / Nvidia | Musk says Tesla's 'gigantic' chip fab project to launch in seven days | 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 | META / Meta Platforms | Advanced Micro Devices, Inc. (AMD) Focused on Growth through Strategic Partnerships | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -3.18% | +3.48% | -7.30% | -19.00% | |
| 2026-03-13 | NVDA / Nvidia | Sandisk (SNDK) Surges 6.9% as Investors Take Advantage of Bloodbath | 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 | S&P 500 Rebalance: Vertiv, Lumentum, Coherent, EchoStar Join Index - 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 | -3.46% | -2.83% | -1.10% | -12.80% | |
| 2026-03-12 | NVDA / Nvidia | From Dependence to Control. Meta’s Development of Proprietary 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 | -2.50% | +3.37% | +9.56% | +0.35% | |
| 2026-03-12 | 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 | -2.50% | +3.37% | +9.56% | +0.35% | |
| 2026-03-12 | MSFT / Microsoft | Voya Limits Data Center Credit Investing on AI Demand Worries | 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% | |
| 2026-03-11 | NVDA / Nvidia | VCI Global Launches AI Compute Treasury Strategy Built on NVIDIA GPU 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 | -3.03% | +1.40% | +12.04% | +2.77% | |
| 2026-03-11 | NVDA / Nvidia | Inside Synopsys' race to test ever-bigger AI chips twice as fast | 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 | Navitas Semiconductor Shares Surge on Strategic Pivot to AI Data Centers and High-Power Markets | 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 | AMD Stock Just Flipped the Script: What Smart Money Is Seeing 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 | -3.03% | +1.40% | +12.04% | +2.77% | |
| 2026-03-11 | NVDA / Nvidia | Equinix Unveils the Distributed AI Hub to Simplify and Secure Enterprise AI 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 | -3.03% | +1.40% | +12.04% | +2.77% | |
| 2026-03-11 | MSFT / Microsoft | Hyperscale Data Provides 2026 Revenue Guidance of $180 Million to $200 Million as Artificial Intelligence Infrastructure Scale-Up Continues and Higher Margin Platforms Expand | 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 | NVDA / Nvidia | Why Nvidia Snubbed Micron For Samsung, SK Hynix | 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 | MACOM Technology Solutions (MTSI) Stock Gains on Analyst AI Data Center Outlook | 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 | -1.53% | -0.46% | +13.06% | +3.60% | |
| 2026-03-10 | NVDA / Nvidia | STMicroelectronics begins high-volume production of silicon photonics platform for AI 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 | -1.53% | -0.46% | +13.06% | +3.60% | |
| 2026-03-10 | NVDA / Nvidia | Assessing STMicroelectronics’ Valuation As New AI Photonics And UWB Chips Expand Its Data Center Role | 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 | Intel Corporation launches Core Series 2 edge AI chips as turnaround pressure builds | 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 | Comfort Systems (FIX) +7.3%: AI Infrastructure Theme Fuels Rebound | 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 | Applied Materials forges partnerships with Micron and SK Hynix for AI memory 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 | -1.57% | -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.