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. | |||||||||
| 2026-03-09 | NVDA / Nvidia | Why MACOM (MTSI) Stock Is 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 | +0.32% | -0.31% | +14.37% | +5.09% | |
| 2026-03-09 | MSFT / Microsoft | Architecting the AI Interconnect: A Comprehensive Research Feature on Marvell Technology (MRVL) | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -2.31% | -8.57% | +0.79% | -8.50% | |
| 2026-03-09 | MSFT / Microsoft | VivoPower leverages sovereign partnerships to secure AI infrastructure advantage | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -2.31% | -8.57% | +0.79% | -8.50% | |
| 2026-03-07 | META / Meta Platforms | AMD Stock Prediction: Can AMD Stock Surge to $300 in the AI Boom? | 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 | MSFT / Microsoft | IREN Stock Drops After $6B Offering, But Retail Bulls Supercharged With Massive Nvidia GPU Buy | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -3.28% | -8.82% | +4.89% | -8.01% | |
| 2026-03-04 | META / Meta Platforms | Can Broadcom Ever Reach the Status of Nvidia | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -1.93% | -14.11% | -10.42% | -21.59% | |
| 2026-03-04 | AAPL / Apple | Jim Cramer Notes That Corning Is One of the Stocks He Is "Most Excited About" | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -0.65% | -1.39% | +20.18% | +9.01% | |
| 2026-03-03 | MSFT / Microsoft | Advanced Micro Devices Inc Stock Moved Down by 4.01% on Mar 3: What Signal Does It Send? | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | +0.45% | -7.54% | +14.26% | +2.46% | |
| 2026-03-03 | MSFT / Microsoft | Nvidia Is Morgan Stanley's Favorite Chip Stock Again. Here's Why | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | +0.45% | -7.54% | +14.26% | +2.46% | |
| 2026-03-02 | AAPL / Apple | New iPad Air packs Apple’s M4 AI chip, keeps $599 starting price | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -1.83% | -3.43% | +15.82% | +5.00% | |
| 2026-02-27 | GOOGL / Alphabet | Rocket Lab Stock: Are Gigawatt Space Solar Arrays Enough To Offset Neutron Jitters? | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -4.25% | -12.21% | +25.23% | +14.92% | |
| 2026-02-25 | GOOGL / Alphabet | Xcel Energy Locks In Google and Doubles Its Pipeline to 6 GW: Here’s What Investors Need to Know | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -3.12% | -12.26% | +24.37% | +15.79% | |
| 2026-02-25 | META / Meta Platforms | Oracle Lawsuits Put AI Data Center Spending And OpenAI Ties Under Review | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | +2.15% | -19.51% | -6.25% | -14.83% | |
| 2026-02-24 | META / Meta Platforms | Meta strikes AI chip deal with AMD days after committing to deploy millions of Nvidia GPUs | 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% | |
| 2026-02-24 | META / Meta Platforms | AMD and Meta agree to AI chip deal that could be worth up to $100 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 | +2.47% | -14.28% | -4.14% | -13.63% | |
| 2026-02-24 | META / Meta Platforms | Meta Announces Major Chips-for-Stock Deal With AMD | 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% | |
| 2026-02-24 | META / Meta Platforms | Meta Just Made a Massive AI Chip Bet—And It’s Not on Nvidia | 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% | |
| 2026-02-23 | META / Meta Platforms | Fidelity Blue Chip Growth Still Rides High on Artificial Intelligence Beneficiaries | 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% | -6.57% | -3.83% | -14.12% | |
| 2026-02-21 | XOM / Exxon Mobil | HIVE Digital Technologies President and CEO Aydin Kilic wants to drive the future of AI in 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 | +4.71% | +9.40% | +5.90% | -2.55% | |
| 2026-02-20 | AAPL / Apple | Microsoft Valuation Hits Decade-Low: Citigroup Issues Rare "Buy" Alert Amid AI Volatility | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -0.15% | -4.95% | +15.38% | +7.36% | |
| 2026-02-19 | META / Meta Platforms | Oracle stock price holds gains after hours as AI trade steadies and Michigan data-center power deal looms | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | +1.90% | -6.24% | -6.08% | -14.67% | |
| 2026-02-19 | XOM / Exxon Mobil | Targa Resources Corp. (TRGP): The Midstream Powerhouse Powering the AI Infrastructure Boom | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -1.61% | +6.73% | +4.22% | -4.37% | |
| 2026-02-18 | META / Meta Platforms | Brittany Kaiser, CEO of AlphaTON Capital ($ATON), Goes Live on X to Reveal the Strategy Behind Recent AI Infrastructure Play | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | +1.63% | -7.63% | -6.23% | -13.44% | |
| 2026-02-17 | META / Meta Platforms | Meta taps NVIDIA chips to build 'personal superintelligence' for billions | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | +0.00% | -5.02% | -4.31% | -12.78% | |
| 2026-02-17 | META / Meta Platforms | Meta Builds AI Infrastructure With NVIDIA | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | +0.00% | -5.02% | -4.31% | -12.78% | |
Historical observation only. This workspace does not provide investment advice, forecasts, price targets, buy/sell ratings, or claims of causation.