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. | |||||||||
| 2026-02-17 | META / Meta Platforms | Nvidia, Meta stocks rise after expanded AI infrastructure pact; AMD sinks | 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 | Volatility Index Reaches 2026 Peak as Technology Sector Faces Sustained Pressure | 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 | CRWD / CrowdStrike | Applied Digital Shifts To Monetization With Long Term AI Data Center Leases | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -15.46% | +3.35% | +49.37% | +40.91% | |
| 2026-02-16 | AAPL / Apple | Elon Musk, Tim Cook add voices to chorus of warnings about ‘unprecedented’ chip crisis | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | +4.07% | -2.28% | +16.55% | +7.91% | |
| 2026-02-15 | META / Meta Platforms | Corning Meta Fiber Deal Puts AI Data Center Growth In Focus | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -0.39% | -2.59% | -4.38% | -13.02% | |
| 2026-02-15 | META / Meta Platforms | Amazon’s down streak continues for the ninth day | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -0.39% | -2.59% | -4.38% | -13.02% | |
| 2026-02-13 | META / Meta Platforms | AI Deals Drives Corning (GLW) Shares Up 50% In 2026: Can the Rally Continue? | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | +2.48% | -1.84% | -3.25% | -13.30% | |
| 2026-02-09 | META / Meta Platforms | Williams Explores Upstream Gas Assets to Power AI-Driven Data Centers | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -5.60% | -3.30% | -11.50% | -18.32% | |
| 2026-02-08 | META / Meta Platforms | Quanta Services Benefits from Data Center Buildout | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -3.35% | -1.12% | -9.39% | -16.73% | |
| 2026-02-04 | META / Meta Platforms | Memory Costs Squeeze Tech, Apple Holds Firm | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -0.04% | -3.61% | -9.49% | -15.26% | |
| 2025-12-31 | JPM / JPMorgan Chase | KT Corp (ADR): Quiet Telecom Giant Caught Between Yield, AI Hype And Korea Risk Discount | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | +1.94% | -4.64% | -8.30% | -3.93% | |
| 2025-12-16 | GOOGL / Alphabet | Deep Dive: Viavi Solutions Inc. (NASDAQ: VIAV) – Navigating the Future of Networks and 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 | +2.54% | +8.55% | -0.26% | +0.90% | |
| 2025-12-16 | NVDA / Nvidia | Nvidia acquires Slurm developer SchedMD to enhance its software capabilities | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | +6.47% | +5.25% | +3.10% | +4.26% | |
| 2025-12-16 | NVDA / Nvidia | Envirotech Vehicles (NASDAQ: EVTV) pursues AZIO AI merger under exclusive framework | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | +6.47% | +5.25% | +3.10% | +4.26% | |
| 2025-12-16 | MSFT / Microsoft | Applied Digital Craters 17%: Is the AI Data Center Debt Party Over? | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | +2.20% | -4.14% | -15.85% | -14.70% | |
| 2025-12-14 | NVDA / Nvidia | Why Allegro MicroSystems (ALGM) Is Down 7.2% After China Prioritizes Local AI Chipmakers Over U.S. Suppliers | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | +4.95% | +6.17% | +4.69% | +6.27% | |
| 2025-12-14 | MSFT / Microsoft | Arista Networks (ANET) Stock: What to Know Before the US Market Opens on Dec. 15, 2025 | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | +1.34% | -1.64% | -16.23% | -14.65% | |
| 2025-12-13 | NVDA / Nvidia | Palantir se asocia con Nvidia y CenterPoint Energy para crear un software que acelere la construcción de centros de datos de IA | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | +4.95% | +5.67% | +2.99% | +5.56% | |
| 2025-12-12 | META / Meta Platforms | Broadcom Earnings: Buy the Dip Before the Rocket Takes Off | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | +2.34% | -0.27% | -0.86% | +1.16% | |
| 2025-12-12 | NVDA / Nvidia | AI Chips Update - Navitas Expands Global Reach With Avnet Partnership | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | +3.41% | +5.67% | +4.65% | +6.66% | |
| 2025-12-12 | NVDA / Nvidia | Predictive Oncology Becomes Axe Compute, Expanding Into High-Performance 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 | +3.41% | +5.67% | +4.65% | +6.66% | |
| 2025-12-12 | NVDA / Nvidia | Nvidia storms Ethernet switch market in challenge to Cisco, Arista | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | +3.41% | +5.67% | +4.65% | +6.66% | |
| 2025-12-12 | MSFT / Microsoft | Equity markets to broaden despite continued AI resilience | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | +1.54% | -0.28% | -15.83% | -13.82% | |
| 2025-12-11 | NVDA / Nvidia | Nvidia builds location verification tech that could help fight chip smuggling | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -3.75% | +2.22% | +2.82% | +4.40% | |
| 2025-12-11 | NVDA / Nvidia | KULR Technology Group Joins Open Compute Project as Platinum Member | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -3.75% | +2.22% | +2.82% | +4.40% | |
Historical observation only. This workspace does not provide investment advice, forecasts, price targets, buy/sell ratings, or claims of causation.