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. | |||||||||
| 2025-12-07 | NVDA / Nvidia | Credo Technology Stock Is Soaring. Is This a Top AI Play for 2026? | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -3.36% | +2.65% | +0.13% | +0.92% | |
| 2025-12-07 | NVDA / Nvidia | Nvidia CEO says data centers take about 3 years to construct in the U.S., while in China ‘they can build a hospital in a weekend’ | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -3.36% | +2.65% | +0.13% | +0.92% | |
| 2025-12-07 | AAPL / Apple | Key facts: Apple Invests in AI; Faces Leadership Changes and Competition | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -1.68% | -5.89% | -6.69% | -5.90% | |
| 2025-12-06 | NVDA / Nvidia | Nvidia CEO Says Nuclear Is AI's Future — Oklo, NuScale Ready To Roar Back? | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -3.36% | +3.13% | -2.52% | -0.86% | |
| 2025-12-05 | NVDA / Nvidia | Nvidia (NASDAQ: NVDA) Bull, Base, & Bear Price Prediction and Forecast (Dec 5) | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -4.05% | +3.13% | +0.51% | +0.86% | |
| 2025-12-05 | MSFT / Microsoft | Ohio lands another $1 billion chip plant | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -0.96% | -2.13% | -14.81% | -14.46% | |
| 2025-12-04 | GOOGL / Alphabet | Palantir Launches Chain Reaction to Build American AI Infrastructure; Founding Partners Include CenterPoint Energy and 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 | -1.57% | -0.27% | -4.50% | -4.90% | |
| 2025-12-02 | MSFT / Microsoft | The $8 Trillion AI Mirage: IBM Says The Math Just Doesn't Work | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | +0.41% | -3.48% | -18.48% | -19.49% | |
| 2025-12-02 | MSFT / Microsoft | Coherent Corp (NASDAQ: COHR) Soars 62% YTD, Fueled by AI Revolution and Robust Outlook | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | +0.41% | -3.48% | -18.48% | -19.49% | |
| 2025-12-02 | MSFT / Microsoft | Constellation Energy (CEG) Stock on December 2, 2025: AI Powerhouse, Nuclear Restart and What It Means for Investors | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | +0.41% | -3.48% | -18.48% | -19.49% | |
| 2025-12-01 | MSFT / Microsoft | Amazon.com Inc. (AMZN) Stock: AWS Acceleration and AI Demand Lift Outlook | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | +0.88% | -0.64% | -17.93% | -19.13% | |
| 2025-11-30 | TSLA / Tesla | Tesla Is Hiring AI, Chip Engineers As Custom Chip Production Expands | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | +2.19% | +5.64% | -6.24% | -6.98% | |
| 2025-11-30 | GOOGL / Alphabet | Oracle Might Be the Riskiest AI Stock as Bubble Fears Grow | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -1.95% | -1.91% | -4.20% | -4.94% | |
| 2025-11-30 | META / Meta Platforms | Broadcom (AVGO) Stock: AI Mega‑Deals and 18% Weekly Rally Set the Stage for December 1, 2025 Open | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | +2.91% | +2.86% | +0.95% | +0.21% | |
| 2025-11-27 | GOOGL / Alphabet | Google-Nvidia AI showdown sets up Samsung, SK Hynix as big winners | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | -0.73% | -1.93% | -2.14% | -4.42% | |
| 2025-11-27 | META / Meta Platforms | Nvidia Stock Slides on Alphabet Competition Fears: Is This a Buy-the-Dip Moment? | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | +4.41% | +4.04% | +3.25% | +0.97% | |
| 2025-11-26 | META / Meta Platforms | AMD Stock Bounces Back After Sharp Sell-Off: What's Going On? | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | +0.95% | +4.77% | +0.98% | -0.45% | |
| 2025-11-25 | META / Meta Platforms | Nvidia Shares Drop on Report of Google Challenge in 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 | +1.71% | +4.34% | +0.24% | -1.15% | |
| 2025-11-25 | META / Meta Platforms | Alphabet Stock Jumps As Meta Eyes Google 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 | +1.71% | +4.34% | +0.24% | -1.15% | |
| 2025-11-25 | AAPL / Apple | Why Nvidia Stock Could Reach a $20 Trillion Market Cap by 2030 | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | +3.33% | -1.29% | -3.81% | -5.20% | |
| 2025-11-24 | TSLA / Tesla | Why Tesla Stock Jumped 6.8% 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 | +2.96% | +16.19% | -4.30% | -6.64% | |
| 2025-11-23 | TSLA / Tesla | Musk Says Tesla Nears AI5 Chip Tape Out, Starting Work on AI6 | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | +9.98% | +24.16% | +2.23% | -1.62% | |
| 2025-11-22 | META / Meta Platforms | AMD vs. Intel: Which Chipmaker Is Poised for Explosive Data Center Growth? | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | +7.85% | +11.41% | +10.42% | +5.50% | |
| 2025-11-21 | AAPL / Apple | OpenAI Teams Up With Foxconn To Design And Manufacture AI Hardware In The US | Show explanationAssigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entity hint alignment, entity context. |
Ai Capex Growth | +2.71% | -0.19% | -3.93% | -8.10% | |
| 2025-11-17 | META / Meta Platforms | Amazon returns to US bond market with $12B offering | 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% | +7.98% | +6.28% | +3.40% | |
Historical observation only. This workspace does not provide investment advice, forecasts, price targets, buy/sell ratings, or claims of causation.