Ai Monetisation Progress
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
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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 |
|---|---|---|---|---|---|---|---|---|---|
| Related / Co-Signal EventsThe selected signal appears alongside another primary or contextual signal. | |||||||||
| 2026-03-06 | META / Meta Platforms | Broadcom (AVGO) CEO Forecasts $100B+ in AI Chip Sales by 2027 | Show explanationAssigned AI Monetisation Progress because the event showed strong term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -4.83% | -11.06% | -2.60% | -15.50% | |
| 2026-03-05 | MSFT / Microsoft | After Earnings, Is Salesforce Stock a Buy, a Sell, or Fairly Valued? | Show explanationAssigned AI Monetisation Progress because the event showed strong term evidence, event/entity hint alignment, entity context. |
Revenue Acceleration | -2.15% | -9.20% | +4.28% | -6.72% | |
| 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 Monetisation Progress because the event showed strong term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -0.08% | -7.98% | +9.15% | -2.02% | |
| 2026-03-02 | GOOGL / Alphabet | JPMorgan Sees Broadcom AI Revenue Topping $9B This Quarter On Strong Google TPU Demand | Show explanationAssigned AI Monetisation Progress because the event showed strong term evidence, event/entity hint alignment, entity context. |
Demand Strength | +0.02% | -2.91% | +22.87% | +12.06% | |
| 2026-02-27 | GOOGL / Alphabet | Alphabet Inc. Shares Dip on Heavy AI Spending Outlook Despite Strong Earnings Momentum | Show explanationAssigned AI Monetisation Progress because the event showed strong term evidence, event/entity hint alignment, entity context. |
Earnings Beat | -4.25% | -12.21% | +25.23% | +14.92% | |
| 2026-02-19 | META / Meta Platforms | Arista Networks (ANET) Valuation Check After Earnings Beat And Higher AI Revenue Targets | Show explanationAssigned AI Monetisation Progress because the event showed strong term evidence, event/entity hint alignment, entity context. |
Earnings Beat | +1.90% | -6.24% | -6.08% | -14.67% | |
| 2026-02-12 | META / Meta Platforms | Homestead Advisers Corp Has $71.45 Million Holdings in Alphabet Inc. $GOOG | Show explanationAssigned AI Monetisation Progress because the event showed strong term evidence, event/entity hint alignment, entity context. |
Insider Selling | -0.77% | -3.36% | -5.02% | -14.28% | |
| 2025-12-15 | MSFT / Microsoft | Alphabet (GOOG) Stock News Today: AI Monetization Optimism Collides With EU Antitrust Probes and 2026 Capex Questions | Show explanationAssigned AI Monetisation Progress because the event showed strong term evidence, event/entity hint alignment, entity context. |
Regulatory Pressure | +2.13% | -3.25% | -15.58% | -14.15% | |
| 2025-12-14 | NVDA / Nvidia | Broadcom (AVGO) Stock Outlook on Dec. 14, 2025: AI Chip Boom, Margin Pressure, and Wall Street Price Targets | Show explanationAssigned AI Monetisation Progress because the event showed strong term evidence, event/entity hint alignment, entity context. |
Guidance Reaffirmed | +4.95% | +6.17% | +4.69% | +6.27% | |
| 2025-12-11 | MSFT / Microsoft | Broadcom (AVGO) Stock After Hours on December 10, 2025: AI Rally, Fed Cut and What to Watch Before the December 11 Open | Show explanationAssigned AI Monetisation Progress because the event showed strong term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | +0.11% | -1.30% | -16.06% | -14.49% | |
| 2025-12-10 | NVDA / Nvidia | Nvidia: $11T Market Cap By FY2030 - AI Monetization Deepens (NASDAQ:NVDA) | Show explanationAssigned AI Monetisation Progress because the event showed strong term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -6.99% | +0.59% | +0.54% | +1.76% | |
| 2025-12-09 | NVDA / Nvidia | Clean Energy Expansion; AI Capital Considerations; and Fund Finance Shaping Private Credit | Show explanationAssigned AI Monetisation Progress because the event showed strong term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -3.92% | +0.04% | -1.25% | -0.85% | |
| 2025-12-08 | MSFT / Microsoft | Broadcom (AVGO) Stock: Wall Street Hikes Price Targets as AI Boom Faces Q4 2025 Earnings Test | Show explanationAssigned AI Monetisation Progress because the event showed strong term evidence, event/entity hint alignment, entity context. |
Guidance Reaffirmed | -3.30% | -1.54% | -16.43% | -15.94% | |
| 2025-12-05 | MSFT / Microsoft | Alphabet Inc. (GOOGL/GOOG): Navigating the AI Frontier and Regulatory Headwinds | Show explanationAssigned AI Monetisation Progress because the event showed strong term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -0.96% | -2.13% | -14.81% | -14.46% | |
| 2025-12-04 | XOM / Exxon Mobil | ServiceNow, Inc. (NOW): A Bull Case Theory | Show explanationAssigned AI Monetisation Progress because the event showed strong term evidence, event/entity hint alignment, entity context. |
Revenue Acceleration | +2.05% | +7.02% | +28.75% | +28.35% | |
| 2025-12-02 | MSFT / Microsoft | Broadcom (AVGO) Stock on December 2, 2025: AI Supercycle, New $460 Target and What Investors Should Watch Next | Show explanationAssigned AI Monetisation Progress because the event showed strong term evidence, event/entity hint alignment, entity context. |
Revenue Acceleration | +0.41% | -3.48% | -18.48% | -19.49% | |
| 2025-11-29 | MSFT / Microsoft | Broadcom (AVGO) Stock on November 29, 2025: AI Megadeals, Goldman’s $435 Target and a Gemini 3-Fueled Rally | Show explanationAssigned AI Monetisation Progress because the event showed strong term evidence, event/entity hint alignment, entity context. |
Revenue Acceleration | -0.20% | -1.00% | -19.99% | -20.67% | |
| 2025-11-29 | MSFT / Microsoft | The Agentforce Opportunity: Why Salesforce Will Win Autonomous AI | Show explanationAssigned AI Monetisation Progress because the event showed strong term evidence, event/entity hint alignment, entity context. |
Revenue Acceleration | -0.20% | -1.00% | -19.99% | -20.67% | |
| 2025-11-05 | AAPL / Apple | Qualcomm and Arm beat expectations, but investors’ reactions are mixed | Show explanationAssigned AI Monetisation Progress because the event showed strong term evidence, event/entity hint alignment, entity context. |
Earnings Beat | +1.33% | +3.30% | -0.15% | -2.21% | |
| 2024-12-19 | AAPL / Apple | After Earnings, Is Broadcom Stock a Buy, a Sell, or Fairly Valued? | Show explanationAssigned AI Monetisation Progress because the event showed strong term evidence, event/entity hint alignment, entity context. |
Revenue Acceleration | +3.70% | -10.87% | -13.74% | -10.83% | |
| 2025-12-15 | AMZN / Amazon | Sony Says AWS-Powered AI Platform Processes 150,000 Inference Requests Per Day | Show explanationAssigned AI Monetisation Progress because the event showed contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | +2.65% | +6.34% | -4.85% | -3.42% | |
| 2025-12-04 | AMZN / Amazon | Globant (NYSE: GLOB) announces Converge 2025 to tackle AI paralysis and execution gaps | Show explanationAssigned AI Monetisation Progress because the event showed contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | +0.51% | +1.72% | -5.36% | -5.77% | |
| 2025-12-02 | AMZN / Amazon | AWS Powers Sony's Enterprise AI and Engagement Platforms | Show explanationAssigned AI Monetisation Progress because the event showed 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 | WRITER and AWS Team Up to Make Enterprise Agents More Scalable and Secure | Show explanationAssigned AI Monetisation Progress because the event showed contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -2.77% | -3.38% | -11.10% | -12.11% | |
| 2025-11-27 | AMZN / Amazon | Ignore AI hype: Meet raw power and flexibility for enterprise AI | Show explanationAssigned AI Monetisation Progress because the event showed contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -0.02% | +1.27% | -8.08% | -10.36% | |
Historical observation only. This workspace does not provide investment advice, forecasts, price targets, buy/sell ratings, or claims of causation.