Demand Strength
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 |
|---|---|---|---|---|---|---|---|---|---|
| Related / Co-Signal EventsThe selected signal appears alongside another primary or contextual signal. | |||||||||
| 2025-12-14 | NVDA / Nvidia | Microchip Technology (MCHP): Reassessing Valuation After Raised Outlook and AI-Driven Data Center Demand | Show explanationAssigned Demand Strength because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Revenue Acceleration | +4.95% | +6.17% | +4.69% | +6.27% | |
| 2023-12-05 | JNJ / Johnson & Johnson | Johnson & Johnson forecasts as much as 6% sales growth in 2024 | Show explanationAssigned Demand Strength because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Revenue Acceleration | -2.19% | +1.31% | +1.58% | -11.07% | |
| 2026-03-09 | CRWD / CrowdStrike | 1 Cash-Producing Stock with Exciting Potential and 2 We Find Risky | Show explanationAssigned Demand Strength because the event showed strong term evidence, contextual term evidence, entity context. |
Revenue Acceleration | -2.37% | -1.76% | +51.75% | +42.47% | |
| 2025-12-02 | AAPL / Apple | Walmart credits AI, fast delivery for strong Black Friday-Cyber Monday | Show explanationAssigned Demand Strength because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Revenue Acceleration | -3.15% | -5.30% | -7.42% | -8.42% | |
| 2025-11-25 | AMZN / Amazon | Best Buy hikes sales forecast as shoppers upgrade tech, splurge on devices | Show explanationAssigned Demand Strength because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Revenue Acceleration | +2.07% | +1.24% | -10.62% | -12.01% | |
| 2026-03-20 | CRWD / CrowdStrike | CyberArk Software Aktie surges on strong Q4 earnings and cybersecurity demand boost | Show explanationAssigned Demand Strength because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Revenue Acceleration | -9.64% | +5.90% | +67.45% | +52.01% | |
| 2026-03-16 | NVDA / Nvidia | Super Micro Stock Climbs as Nvidia GTC Puts AI Server Demand and Margins to the Test | Show explanationAssigned Demand Strength because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Inventory Build | -4.14% | +8.54% | +16.09% | +2.96% | |
| 2026-03-13 | MSFT / Microsoft | Salesforce Inc Stock (CRM) Moved Down by 3.38% on Mar 13: A Full Analysis | Show explanationAssigned Demand Strength because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Revenue Acceleration | -3.46% | -2.83% | -1.10% | -12.80% | |
| 2026-03-11 | MSFT / Microsoft | Should Teradyne’s AI-Driven Test Surge and 44% Revenue Jump Require Action From Teradyne (TER) Investors? | Show explanationAssigned Demand Strength because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Revenue Acceleration | -3.23% | -8.40% | -0.15% | -9.42% | |
| 2026-03-10 | MSFT / Microsoft | Applied Optoelectronics, Inc. (AAOI) Posts Fourth Quarter and Full Year 2025 Results | Show explanationAssigned Demand Strength because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Revenue Acceleration | -1.57% | -8.06% | +1.69% | -7.77% | |
| 2026-03-06 | MSFT / Microsoft | Investors marvel at Marvell’s solid earnings and revenue beat on AI chip demand | Show explanationAssigned Demand Strength because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Revenue Acceleration | -3.28% | -8.82% | +4.89% | -8.01% | |
| 2026-03-04 | MSFT / Microsoft | Jim Cramer Says He Is "Very Worried About Microsoft" | Show explanationAssigned Demand Strength because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Revenue Acceleration | -0.08% | -7.98% | +9.15% | -2.02% | |
| 2026-03-03 | GOOGL / Alphabet | Is BlackLine’s (BL) New ESOP Shelf a Signal on Management’s Long‑Term Confidence and Strategy? | Show explanationAssigned Demand Strength because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Revenue Acceleration | +1.21% | -2.50% | +24.06% | +12.26% | |
| 2026-02-28 | GOOGL / Alphabet | Globant S.A. (NYSE:GLOB) Q4 2025 Earnings Call Transcript | Show explanationAssigned Demand Strength because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Revenue Acceleration | -1.66% | -12.21% | +22.08% | +11.51% | |
| 2026-02-25 | AAPL / Apple | TSMC Raises Dividend 28% While 38% Revenue Growth Reframes the Geopolitical Risk | Show explanationAssigned Demand Strength because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Revenue Acceleration | -4.27% | -9.27% | +12.54% | +3.96% | |
| 2026-02-20 | META / Meta Platforms | Evergy’s capital spending plan jumps 24% to $21.6B, driven by generation | Show explanationAssigned Demand Strength because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Revenue Acceleration | -1.14% | -7.79% | -7.28% | -15.31% | |
| 2026-02-06 | CRWD / CrowdStrike | Fortinet, Inc. (NASDAQ:FTNT) Q4 2025 Earnings Call Transcript | Show explanationAssigned Demand Strength because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Revenue Acceleration | +8.63% | +9.77% | +27.87% | +21.65% | |
| 2025-12-15 | AAPL / Apple | 1 Reason I'm Watching Apple Heading Into 2026 | Show explanationAssigned Demand Strength because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Revenue Acceleration | -1.15% | -5.16% | -7.68% | -6.25% | |
| 2025-12-13 | META / Meta Platforms | Jim Cramer Calls Booking Holdings the "Superior Operator" Compared to Expedia | Show explanationAssigned Demand Strength because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Revenue Acceleration | +2.76% | -0.27% | -4.66% | -2.09% | |
| 2025-12-12 | NVDA / Nvidia | Broadcom tumbles 11% despite blockbuster earnings as 'AI angst' weighs on Oracle, Nvidia | Show explanationAssigned Demand Strength because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Margin Pressure | +3.41% | +5.67% | +4.65% | +6.66% | |
| 2025-12-12 | MSFT / Microsoft | Accenture (ACN) Stock Jumps on AI Deals and Fresh Institutional Buying: Latest News, Price Action and 2026 Forecasts | Show explanationAssigned Demand Strength because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Revenue Acceleration | +1.54% | -0.28% | -15.83% | -13.82% | |
| 2025-12-09 | MSFT / Microsoft | EPAM Launches New AI Solutions on Google Cloud Marketplace | Show explanationAssigned Demand Strength because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Revenue Acceleration | -3.18% | -2.83% | -16.60% | -16.20% | |
| 2025-12-07 | NVDA / Nvidia | Upgraded AI Infrastructure Outlook Could Be A Game Changer For nVent Electric (NVT) | Show explanationAssigned Demand Strength because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Revenue Acceleration | -3.36% | +2.65% | +0.13% | +0.92% | |
| 2025-11-28 | META / Meta Platforms | AMD Stock Suffers Worst Month Since 2022 as Meta--Google Chip Talks Shake AI Market | Show explanationAssigned Demand Strength because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Revenue Acceleration | +3.93% | +1.74% | +1.48% | +0.32% | |
| 2025-11-25 | AMZN / Amazon | Barnes & Noble Education Bets On Digital To Revive Growth | Show explanationAssigned Demand Strength because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Revenue Acceleration | +2.07% | +1.24% | -10.62% | -12.01% | |
Historical observation only. This workspace does not provide investment advice, forecasts, price targets, buy/sell ratings, or claims of causation.