Merrowstone Signal Intelligence
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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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 |
|---|---|---|---|---|---|---|---|---|
| Direct Signal MatchesThe selected signal is the primary or directly attributed signal. | ||||||||
| 2025-12-14 | AMZN / Amazon | Alphabet Class C Stock (GOOG) News and Forecasts: AI Overviews, Cloud Capex, and Antitrust Risks (Dec. 14, 2025) | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: AMZNAttribution confidence: 0.98Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | +0.99% | +7.26% | -6.39% | -4.81% |
| 2026-03-15 | NVDA / Nvidia | Duos Technologies Group Executes Definitive Agreement with Hydra Host | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: NVDAAttribution confidence: 0.95Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | -2.56% | +9.02% | +18.00% | +3.72% |
| 2026-03-13 | NVDA / Nvidia | DGXX - Digi Power X Inc Latest Stock News & Market Updates | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: NVDAAttribution confidence: 0.95Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | -4.19% | +5.03% | +13.79% | +2.09% |
| 2026-03-13 | NVDA / Nvidia | Duos Technologies Group Executes Definitive Agreement with Hydra Host | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: NVDAAttribution confidence: 0.95Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | -4.19% | +5.03% | +13.79% | +2.09% |
| 2026-03-12 | MSFT / Microsoft | Cramer: Marvell beat by $1B in sales, data center play to watch | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: MSFTAttribution confidence: 0.95Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | -3.20% | -4.35% | -0.91% | -10.12% |
| 2026-03-11 | NVDA / Nvidia | Broadcom’s Next Catalyst Has Wall Street Asking an Awkward Question: Are We Late? | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: NVDAAttribution confidence: 0.95Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | -3.03% | +1.40% | +12.04% | +2.77% |
| 2026-03-07 | META / Meta Platforms | Broadcom (AVGO) CEO Forecasts $100B+ in AI Chip Sales by 2027 | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: METAAttribution confidence: 0.95Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | -2.62% | -11.06% | -7.96% | -17.96% |
| 2026-03-05 | MSFT / Microsoft | Alphabet Stock Edges Lower in Early Trading as AI Capex Concerns Weigh Amid Geopolitical Volatility | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: MSFTAttribution confidence: 0.95Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | -2.15% | -9.20% | +4.28% | -6.72% |
| 2026-02-25 | META / Meta Platforms | Arista Networks (ANET) Is Down 9.7% After AMD‑Meta AI Pact Expands Hyperscaler Buildouts – Has The Bull Case Changed? | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: METAAttribution confidence: 0.95Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | +2.15% | -19.51% | -6.25% | -14.83% |
| 2026-02-24 | META / Meta Platforms | Meta and AMD announce 6-gigawatt GPU deal as part of AI buildout, AMD stock jumps | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: METAAttribution confidence: 0.95Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | +2.47% | -14.28% | -4.14% | -13.63% |
| 2026-02-10 | META / Meta Platforms | Bull of the Day: Broadcom (AVGO) | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: METAAttribution confidence: 0.95Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | -4.69% | -4.85% | -10.64% | -17.75% |
| 2026-02-09 | TSLA / Tesla | AMD Rally Raises 2026 Expectations as Chip Demand Strengthens | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: TSLAAttribution confidence: 0.95Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | -1.60% | -2.28% | +6.63% | -0.19% |
| 2026-02-08 | META / Meta Platforms | The Hidden Gem AI Networking Stock That Could Own the Next 5 Years | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: METAAttribution confidence: 0.95Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | -3.35% | -1.12% | -9.39% | -16.73% |
| 2025-12-15 | NVDA / Nvidia | AI infrastructure selloff continues on Wall Street as Broadcom, Oracle shares slide | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: NVDAAttribution confidence: 0.95Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | +4.20% | +3.89% | +3.94% | +5.37% |
| 2025-12-15 | NVDA / Nvidia | GIBO Announces Strategic Collaboration with E Total Technology Sdn Bhd to Accelerate Deployment of AI Compute Centers Featuring NVIDIA's Most Advanced Chips | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: NVDAAttribution confidence: 0.95Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | +4.20% | +3.89% | +3.94% | +5.37% |
| 2025-12-12 | MSFT / Microsoft | Amazon's Datacenter Boom: The Next Big Growth Driver for the Stock? | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: MSFTAttribution confidence: 0.95Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | +1.54% | -0.28% | -15.83% | -13.82% |
| 2025-12-07 | MSFT / Microsoft | Nvidia vs. AMD: Which Is the Better AI Chip Stock for 2026? | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: MSFTAttribution confidence: 0.95Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | -1.73% | -0.96% | -15.07% | -14.28% |
| 2025-11-26 | META / Meta Platforms | Alphabet (GOOG) Stock Today, November 26, 2025: AI Chips, Near-$4 Trillion Valuation and What It Means for Investors | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: METAAttribution confidence: 0.95Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | +0.95% | +4.77% | +0.98% | -0.45% |
| 2025-11-26 | META / Meta Platforms | AMD Stock Extends Decline In Pre-Market On Meta’s Reported Interest In Google’s TPUs – Mizuho Warns Of A ‘Modest Challenge’ | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: METAAttribution confidence: 0.95Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | +0.95% | +4.77% | +0.98% | -0.45% |
| 2025-11-25 | META / Meta Platforms | AMD Stock Today: Why Advanced Micro Devices (NASDAQ: AMD) Is Dropping Around 8% on November 25, 2025 | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: METAAttribution confidence: 0.95Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | +1.71% | +4.34% | +0.24% | -1.15% |
| 2025-11-24 | META / Meta Platforms | Nvidia Shares Drop on Report of Google Challenge in AI Chips | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: METAAttribution confidence: 0.95Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | +4.54% | +8.98% | +4.03% | +1.69% |
| 2025-11-11 | META / Meta Platforms | Nvidia-backed CoreWeave's shares fall as data center delay hits annual revenue forecast | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: METAAttribution confidence: 0.95Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | -4.69% | +4.09% | +8.08% | +6.18% |
| 2024-12-02 | NVDA / Nvidia | Nvidia leads $700M investment in ex-Yandex CEO Arkady Volozh’s Nebius Group to fuel AI infrastructure growth | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: NVDAAttribution confidence: 0.95Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | +0.14% | -0.22% | -17.72% | -14.75% |
| 2023-12-06 | MSFT / Microsoft | AMD's highly anticipated MI300X AI chips hit general availability along with new Ryzen 8040 CPUs | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: MSFTAttribution confidence: 0.95Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | +1.51% | -0.28% | +9.38% | -2.60% |
| 2026-03-16 | NVDA / Nvidia | Broadcom (AVGO): The Architect of the AI Infrastructure Supercycle | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: NVDAAttribution confidence: 0.91Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | -4.14% | +8.54% | +16.09% | +2.96% |
| 2026-03-13 | NVDA / Nvidia | Nvidia Stock Faces New Threat -- Google, Amazon, Meta Build Rival AI Chips | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: NVDAAttribution confidence: 0.91Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | -4.19% | +5.03% | +13.79% | +2.09% |
| 2026-03-11 | NVDA / Nvidia | 5 Must-Read Analyst Questions From Broadcom's Q4 Earnings Call | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: NVDAAttribution confidence: 0.91Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | -3.03% | +1.40% | +12.04% | +2.77% |
| 2026-03-10 | NVDA / Nvidia | Nvidia to Invest in Thinking Machines Lab and Supply AI Chips | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: NVDAAttribution confidence: 0.91Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | -1.53% | -0.46% | +13.06% | +3.60% |
| 2026-03-10 | NVDA / Nvidia | Michael Burry Calls Nvidia 'Mafia-Like,' Says AI Chip Market Could Face Antitrust Scrutiny | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: NVDAAttribution confidence: 0.91Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | -1.53% | -0.46% | +13.06% | +3.60% |
| 2026-03-04 | MSFT / Microsoft | Broadcom's AI chip business jumps 106% as it cruises to another solid earnings and revenue beat | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: MSFTAttribution confidence: 0.91Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | -0.08% | -7.98% | +9.15% | -2.02% |
| 2026-03-03 | GOOGL / Alphabet | Alphabet Stock Dips to $306 Amid Geopolitical Volatility and Heavy AI CapEx Outlook | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: GOOGLAttribution confidence: 0.91Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | +1.21% | -2.50% | +24.06% | +12.26% |
| 2026-02-26 | META / Meta Platforms | Alphabet Inc. (GOOGL) Deep Dive: Navigating the Agentic Era and the $180 Billion AI Bet | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: METAAttribution confidence: 0.91Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | +0.54% | -18.29% | -3.23% | -12.40% |
| 2026-02-25 | META / Meta Platforms | Nvidia Heads Into Q4 Earnings With Vera Rubin Launch, China Chip Approvals, Meta Partnership — Can It Keep Its Record-Breaking Streak Alive? | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: METAAttribution confidence: 0.91Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | +2.15% | -19.51% | -6.25% | -14.83% |
| 2026-02-24 | META / Meta Platforms | Meta taps AMD for 6GW of AI chips to power next-gen services | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: METAAttribution confidence: 0.91Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | +2.47% | -14.28% | -4.14% | -13.63% |
| 2026-02-18 | META / Meta Platforms | Meta agrees to buy millions more AI chips for Nvidia, raising doubts about its in-house hardware | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: METAAttribution confidence: 0.91Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | +1.63% | -7.63% | -6.23% | -13.44% |
| 2025-12-12 | MSFT / Microsoft | Marvell Technology (MRVL) Stock: AI Infrastructure Star Faces Fresh Amazon and Microsoft Risks After November Rally | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: MSFTAttribution confidence: 0.91Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | +1.54% | -0.28% | -15.83% | -13.82% |
| 2025-12-11 | MSFT / Microsoft | What's Going On With Marvell Technology Stock Wednesday? - Marvell Tech (NASDAQ:MRVL) | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: MSFTAttribution confidence: 0.91Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | +0.11% | -1.30% | -16.06% | -14.49% |
| 2025-12-05 | MSFT / Microsoft | Alphabet Inc. (GOOGL/GOOG): Navigating the AI Frontier and Regulatory Headwinds | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: MSFTAttribution confidence: 0.91Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | -0.96% | -2.13% | -14.81% | -14.46% |
| 2025-11-27 | GOOGL / Alphabet | How Google put together the pieces for its AI comeback | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: GOOGLAttribution confidence: 0.91Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | -0.73% | -1.93% | -2.14% | -4.42% |
| 2025-12-02 | AMZN / Amazon | Amazon Rushes Latest AI Chip to Market to Take on Nvidia, Google | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: AMZNAttribution confidence: 0.89Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | -2.77% | -3.38% | -11.10% | -12.11% |
| 2026-03-10 | AMZN / Amazon | Amazon Wants To Raise $42 Billion Via Bond Sale To Fuel Massive AI Spending Spree: Report | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: AMZNAttribution confidence: 0.84Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | +0.41% | +9.01% | +14.41% | +4.95% |
| 2025-11-27 | AMZN / Amazon | Could This Be the Best Way to Invest in AI Without Buying a Single Chip Stock? | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: AMZNAttribution confidence: 0.84Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | -0.02% | +1.27% | -8.08% | -10.36% |
| 2026-03-11 | AMZN / Amazon | CoreWeave Stock Is Surging: What's Happening Today? | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: AMZNAttribution confidence: 0.80Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | -1.31% | +12.10% | +14.83% | +5.56% |
| 2026-03-03 | AMZN / Amazon | Fabrinet’s AI Networking Role Brings Growth Potential And Concentration Risks | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: AMZNAttribution confidence: 0.80Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | +2.68% | +0.50% | +25.17% | +13.37% |
| 2026-03-01 | AMZN / Amazon | Baidu, Inc. (BIDU) Releases Q4 2025 and FY 2025 Results | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: AMZNAttribution confidence: 0.80Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | +1.66% | -0.82% | +24.41% | +13.53% |
| 2026-03-01 | AMZN / Amazon | Marvell Extends AI Data Center Reach With Celestial AI And PCIe 8.0 | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: AMZNAttribution confidence: 0.80Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | +1.66% | -0.82% | +24.41% | +13.53% |
| 2026-03-01 | AMZN / Amazon | Fabrinet Deepens AI Data Center Ties With Nvidia And Amazon | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: AMZNAttribution confidence: 0.80Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | +1.66% | -0.82% | +24.41% | +13.53% |
| 2026-02-27 | AMZN / Amazon | Will Heavy Capex Spending Weigh on Amazon's AI Ambitions? | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: AMZNAttribution confidence: 0.80Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | +1.53% | -4.31% | +30.48% | +20.17% |
| 2026-02-27 | AMZN / Amazon | Amazon Plans In-House AI Chips to Cut Costs | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: AMZNAttribution confidence: 0.80Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | +1.53% | -4.31% | +30.48% | +20.17% |
| 2026-02-27 | AMZN / Amazon | Blackstone plans public vehicle to buy AI data centers - Bloomberg | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: AMZNAttribution confidence: 0.80Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | +1.53% | -4.31% | +30.48% | +20.17% |
| 2025-12-06 | AMZN / Amazon | Arm Holdings To Open Chip School In South Korea To Train 1,400 Experts For AI | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: AMZNAttribution confidence: 0.80Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | -3.05% | +1.54% | -7.11% | -5.46% |
| 2025-12-05 | AMZN / Amazon | Jim Cramer on Amazon: "Wall Street Only Seems to Care About Amazon Web Services" | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: AMZNAttribution confidence: 0.80Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | -1.46% | +1.54% | -4.61% | -4.27% |
| 2026-03-16 | META / Meta Platforms | AMD Stock Outlook: Here’s Why It Could Deliver 32% Upside in 2026 | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: METAAttribution confidence: 0.76Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | -3.73% | +7.03% | -5.33% | -18.46% |
| 2026-03-16 | NVDA / Nvidia | Synopsys Software-defined Hardware-assisted Verification Enables AI Proliferation | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: NVDAAttribution confidence: 0.76Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | -4.14% | +8.54% | +16.09% | +2.96% |
| 2026-03-16 | NVDA / Nvidia | Phone-thin 800V power board frees space for NVIDIA AI GPUs in data centers | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: NVDAAttribution confidence: 0.76Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | -4.14% | +8.54% | +16.09% | +2.96% |
| 2026-03-13 | NVDA / Nvidia | Equinix launches 'vendor-neutral' Distributed AI Hub to bring inference closer to the edge | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: NVDAAttribution confidence: 0.76Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | -4.19% | +5.03% | +13.79% | +2.09% |
| 2026-03-13 | AAPL / Apple | Alcoa Corp. (AA): The Industrial Pivot to AI Infrastructure and the Aluminum Surge | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: AAPLAttribution confidence: 0.76Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | -0.85% | +3.63% | +18.30% | +6.60% |
| 2026-03-07 | META / Meta Platforms | Oracle, OpenAI end plans to expand flagship data center in Abilene | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: METAAttribution confidence: 0.76Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | -2.62% | -11.06% | -7.96% | -17.96% |
| 2026-03-06 | TSLA / Tesla | Analog Devices Stock: Quiet Chip Giant Riding the AI Wave | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: TSLAAttribution confidence: 0.76Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | -1.39% | -11.07% | +5.47% | -7.43% |
| 2026-02-27 | META / Meta Platforms | Why Advanced Micro Devices Stock Jumped 90%? | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: METAAttribution confidence: 0.76Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | -0.51% | -17.18% | -1.90% | -12.21% |
| 2026-02-24 | META / Meta Platforms | The Glass Ceiling Shatters: Corning’s AI Pivot Sparks 7% Stock Surge as Connectivity Demands Explode | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: METAAttribution confidence: 0.76Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | +2.47% | -14.28% | -4.14% | -13.63% |
| 2026-02-11 | META / Meta Platforms | Oracle: Strong Generative AI Demand Supports Data Center Buildout | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: METAAttribution confidence: 0.76Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | -3.81% | -8.22% | -9.75% | -16.72% |
| 2025-12-11 | NVDA / Nvidia | Supermicro (NASDAQ: SMCI) distributor Azio AI backs Philippines sovereign AI infrastructure talks | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: NVDAAttribution confidence: 0.76Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | -3.75% | +2.22% | +2.82% | +4.40% |
| 2025-12-10 | NVDA / Nvidia | HIVE Digital Technologies Enters Colombia’s Deep Andean Capital Markets With Colombia Listing, Advancing Its Role as Latin America’s Emerging Leader in Green AI and Bitcoin Infrastructure | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: NVDAAttribution confidence: 0.76Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | -6.99% | +0.59% | +0.54% | +1.76% |
| 2025-12-10 | MSFT / Microsoft | Microsoft Plans to Invest $23 Billion on AI in India, Canada | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: MSFTAttribution confidence: 0.76Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | -0.51% | +0.15% | -15.02% | -13.80% |
| 2025-12-07 | NVDA / Nvidia | Prediction: Nvidia Stock Is Going to Soar Past $300 in 2026 | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: NVDAAttribution confidence: 0.76Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | -3.36% | +2.65% | +0.13% | +0.92% |
| 2025-10-17 | META / Meta Platforms | Intel to add new GPU to its AI portfolio - AI Business | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: METAAttribution confidence: 0.76Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | +2.99% | -16.03% | -13.34% | -17.84% |
| 2023-12-08 | MSFT / Microsoft | AMD debuts new chip with eye to rival Nvidia product | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: MSFTAttribution confidence: 0.76Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | -0.94% | +0.12% | +9.53% | -2.79% |
| 2026-03-15 | AMZN / Amazon | Amazon.com (AMZN) Eyes $37 Billion to $42 Billion in Fresh Bond Issue | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: AMZNAttribution confidence: 0.75Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | +1.19% | +19.91% | +18.47% | +4.18% |
| 2026-03-10 | AMZN / Amazon | AMD Investment Positions Nutanix To Pursue Larger Enterprise AI Infrastructure Deals | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: AMZNAttribution confidence: 0.75Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | +0.41% | +9.01% | +14.41% | +4.95% |
| 2026-03-10 | AMZN / Amazon | Why nLIGHT (LASR) Stock Is Trading Up Today | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: AMZNAttribution confidence: 0.75Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | +0.41% | +9.01% | +14.41% | +4.95% |
| 2026-03-09 | AMZN / Amazon | Amazon.com, Inc. (AMZN) Among Bill Ackman's Top Picks Amid Strong Secular Growth Trends | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: AMZNAttribution confidence: 0.75Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | -0.82% | +3.63% | +14.86% | +5.58% |
| 2026-03-06 | AMZN / Amazon | Is Penguin Solutions (PENG) Recasting Its AI Strategy With AWS Veteran Ian Colle At The Helm? | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: AMZNAttribution confidence: 0.75Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | -2.60% | -0.20% | +19.03% | +6.13% |
| 2026-03-03 | AMZN / Amazon | Seagate Technology (STX): The Storage Supercycle and the AI Data Lake Revolution | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: AMZNAttribution confidence: 0.75Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | +2.68% | +0.50% | +25.17% | +13.37% |
| 2026-03-02 | AMZN / Amazon | Cathie Wood Sees Competition For Nvidia As ARK Projects Custom Silicon Boom By 2030: Amazon Is The 'Sleeping Giant' | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: AMZNAttribution confidence: 0.75Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | +2.45% | +1.05% | +25.37% | +14.56% |
| 2026-03-02 | AMZN / Amazon | Western Digital (WDC) 2026 Feature: The Pure-Play Pivot to AI Storage Dominance | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: AMZNAttribution confidence: 0.75Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | +2.45% | +1.05% | +25.37% | +14.56% |
| 2026-03-02 | AMZN / Amazon | Penguin Solutions Appoints Ian Colle as SVP and Chief Product Officer | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: AMZNAttribution confidence: 0.75Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | +2.45% | +1.05% | +25.37% | +14.56% |
| 2026-02-27 | AMZN / Amazon | Why the AI capex cycle is built to persist | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: AMZNAttribution confidence: 0.75Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | +1.53% | -4.31% | +30.48% | +20.17% |
| 2026-02-27 | AMZN / Amazon | Alphabet GOOG stock price rises on Meta AI chip deal, then slips after hours amid new Google ads probe | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: AMZNAttribution confidence: 0.75Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | +1.53% | -4.31% | +30.48% | +20.17% |
| 2025-12-12 | AMZN / Amazon | Rivian Takes On Tesla In Self-Driving Race With Level 4 Autonomy Goal, $49.99/Month Subscription, R2 LiDAR | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: AMZNAttribution confidence: 0.75Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | +0.51% | +8.97% | -7.37% | -5.35% |
| 2025-12-08 | AMZN / Amazon | The Smartest Dividend Stocks to Buy With $1,000 Right Now | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: AMZNAttribution confidence: 0.75Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | -1.92% | +6.47% | -5.91% | -5.42% |
| 2025-12-05 | AMZN / Amazon | Amazon’s home-grown AI chips gain momentum as Trainium powers multibillion-dollar business | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: AMZNAttribution confidence: 0.75Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | -1.46% | +1.54% | -4.61% | -4.27% |
| 2025-12-02 | AMZN / Amazon | AWS brings sovereign AI on-prem with new AI Factories alongside Trainium3 and Nvidia GB300 launches | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: AMZNAttribution confidence: 0.75Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | -2.77% | -3.38% | -11.10% | -12.11% |
| 2025-12-02 | AMZN / Amazon | Marvell to acquire Celestial AI for as much as $5.5 billion | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: AMZNAttribution confidence: 0.75Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | -2.77% | -3.38% | -11.10% | -12.11% |
| 2025-11-28 | AMZN / Amazon | Nvidia plays down competition fears over Google's AI chips | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: AMZNAttribution confidence: 0.75Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | -1.58% | -0.49% | -10.85% | -12.01% |
| 2025-11-25 | AMZN / Amazon | Amazon CTO Werner Vogels just released his 2026 tech predictions | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: AMZNAttribution confidence: 0.75Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | +2.07% | +1.24% | -10.62% | -12.01% |
| 2025-11-25 | AMZN / Amazon | Alphabet: Next Best Bet Outside Of Nvidia? (NASDAQ:GOOGL) | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: AMZNAttribution confidence: 0.75Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | +2.07% | +1.24% | -10.62% | -12.01% |
| 2026-03-16 | NVDA / Nvidia | The AI Boom Just Hit Its Next Bottleneck | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: NVDAAttribution confidence: 0.72Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | -4.14% | +8.54% | +16.09% | +2.96% |
| 2026-03-16 | NVDA / Nvidia | Arista Networks Targets AI Data Centers With XPO Liquid Cooled Optics | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: NVDAAttribution confidence: 0.72Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | -4.14% | +8.54% | +16.09% | +2.96% |
| 2026-03-16 | NVDA / Nvidia | Akamai Technologies (AKAM) Is Up 5.4% After $200 Million AI Cloud Deal With Major Tech Client | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: NVDAAttribution confidence: 0.72Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | -4.14% | +8.54% | +16.09% | +2.96% |
| 2026-03-16 | NVDA / Nvidia | Intel's roadmaps examined — 14A, Nova Lake, Diamond Rapids & AI accelerator push | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: NVDAAttribution confidence: 0.72Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | -4.14% | +8.54% | +16.09% | +2.96% |
| 2026-03-16 | NVDA / Nvidia | Intel Corp. Stock Consolidates at $45 as AI Gains Battle Foundry Losses | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: NVDAAttribution confidence: 0.72Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | -4.14% | +8.54% | +16.09% | +2.96% |
| 2026-03-16 | NVDA / Nvidia | Akamai wires NVIDIA GPUs into 4,400 sites for real-time AI | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: NVDAAttribution confidence: 0.72Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | -4.14% | +8.54% | +16.09% | +2.96% |
| 2026-03-16 | NVDA / Nvidia | Beyond the plumbing: How Cisco and Nvidia are industrializing the ‘token economy’ | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: NVDAAttribution confidence: 0.72Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | -4.14% | +8.54% | +16.09% | +2.96% |
| 2026-03-16 | NVDA / Nvidia | Cisco and NVIDIA push AI from data centers to factories, hospitals, cars | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: NVDAAttribution confidence: 0.72Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | -4.14% | +8.54% | +16.09% | +2.96% |
| 2026-03-16 | NVDA / Nvidia | Navitas Debuts Revolutionary 800 V-6 V Power Delivery Board at NVIDIA GTC 2026 | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: NVDAAttribution confidence: 0.72Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | -4.14% | +8.54% | +16.09% | +2.96% |
| 2026-03-16 | NVDA / Nvidia | Silicon Motion Showcases Differentiated Enterprise SSD Controllers and PCIe NVMe Boot Drive Solutions Aligned with NVIDIA AI Ecosystem at GTC | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: NVDAAttribution confidence: 0.72Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | -4.14% | +8.54% | +16.09% | +2.96% |
| 2026-03-16 | NVDA / Nvidia | How new SSD controllers slot into NVIDIA’s AI data storage tiers | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: NVDAAttribution confidence: 0.72Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | -4.14% | +8.54% | +16.09% | +2.96% |
| 2026-03-16 | MSFT / Microsoft | The AI Pipeline: A Deep-Dive into Credo Technology Group (CRDO) and the Future of 1.6T Connectivity | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: MSFTAttribution confidence: 0.72Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | -4.24% | +2.82% | +0.17% | -12.96% |
| 2026-03-16 | MSFT / Microsoft | Oracle Shares Rocket 9% as AI Infrastructure Demand Propels $553 Billion Backlog | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: MSFTAttribution confidence: 0.72Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | -4.24% | +2.82% | +0.17% | -12.96% |
| 2026-03-16 | MSFT / Microsoft | Nscale and Microsoft Announce Collaboration with NVIDIA and Caterpillar to Deliver 1.35GW of NVIDIA Vera Rubin NVL72 GPUs at Flagship AI Factory Campus in West Virginia | Press Release | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: MSFTAttribution confidence: 0.72Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | -4.24% | +2.82% | +0.17% | -12.96% |
| 2026-03-16 | MSFT / Microsoft | Secure AI Factory Makes AI Easier to Deploy and Secure | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: MSFTAttribution confidence: 0.72Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | -4.24% | +2.82% | +0.17% | -12.96% |
| 2026-03-16 | AAPL / Apple | Why Bitcoin Miners Are Abandoning The Orange Coin For AI — And Why It Might Be A Massive Trap | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: AAPLAttribution confidence: 0.72Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | -0.53% | +5.38% | +17.35% | +4.22% |
| 2026-03-15 | MSFT / Microsoft | DigitalOcean (DOCN) Soars 26% Amid Tech Surge | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: MSFTAttribution confidence: 0.72Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | -3.17% | -0.62% | +1.28% | -13.00% |
| 2026-03-14 | NVDA / Nvidia | Jim Cramer Notes NVIDIA’s Investment in Lumentum and Coherent and Highlights the “Better Performer” | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: NVDAAttribution confidence: 0.72Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | -2.56% | +5.03% | +13.97% | +1.67% |
| 2026-03-14 | NVDA / Nvidia | Musk says Tesla's 'gigantic' chip fab project to launch in seven days | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: NVDAAttribution confidence: 0.72Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | -2.56% | +5.03% | +13.97% | +1.67% |
| 2026-03-13 | META / Meta Platforms | Advanced Micro Devices, Inc. (AMD) Focused on Growth through Strategic Partnerships | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: METAAttribution confidence: 0.72Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | -3.18% | +3.48% | -7.30% | -19.00% |
| 2026-03-13 | NVDA / Nvidia | Sandisk (SNDK) Surges 6.9% as Investors Take Advantage of Bloodbath | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: NVDAAttribution confidence: 0.72Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | -4.19% | +5.03% | +13.79% | +2.09% |
| 2026-03-13 | MSFT / Microsoft | S&P 500 Rebalance: Vertiv, Lumentum, Coherent, EchoStar Join Index - News and Statistics | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: MSFTAttribution confidence: 0.72Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | -3.46% | -2.83% | -1.10% | -12.80% |
| 2026-03-12 | NVDA / Nvidia | From Dependence to Control. Meta’s Development of Proprietary AI Chips | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: NVDAAttribution confidence: 0.72Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | -2.50% | +3.37% | +9.56% | +0.35% |
| 2026-03-12 | NVDA / Nvidia | Synopsys Introduces Software-Defined Hardware-Assisted Verification to Enable AI Proliferation | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: NVDAAttribution confidence: 0.72Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | -2.50% | +3.37% | +9.56% | +0.35% |
| 2026-03-12 | MSFT / Microsoft | Voya Limits Data Center Credit Investing on AI Demand Worries | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: MSFTAttribution confidence: 0.72Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | -3.20% | -4.35% | -0.91% | -10.12% |
| 2026-03-11 | NVDA / Nvidia | VCI Global Launches AI Compute Treasury Strategy Built on NVIDIA GPU Infrastructure | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: NVDAAttribution confidence: 0.72Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | -3.03% | +1.40% | +12.04% | +2.77% |
| 2026-03-11 | NVDA / Nvidia | Inside Synopsys' race to test ever-bigger AI chips twice as fast | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: NVDAAttribution confidence: 0.72Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | -3.03% | +1.40% | +12.04% | +2.77% |
| 2026-03-11 | NVDA / Nvidia | Navitas Semiconductor Shares Surge on Strategic Pivot to AI Data Centers and High-Power Markets | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: NVDAAttribution confidence: 0.72Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | -3.03% | +1.40% | +12.04% | +2.77% |
| 2026-03-11 | NVDA / Nvidia | AMD Stock Just Flipped the Script: What Smart Money Is Seeing Now | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: NVDAAttribution confidence: 0.72Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | -3.03% | +1.40% | +12.04% | +2.77% |
| 2026-03-11 | NVDA / Nvidia | Equinix Unveils the Distributed AI Hub to Simplify and Secure Enterprise AI Infrastructure | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: NVDAAttribution confidence: 0.72Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | -3.03% | +1.40% | +12.04% | +2.77% |
| 2026-03-11 | MSFT / Microsoft | Hyperscale Data Provides 2026 Revenue Guidance of $180 Million to $200 Million as Artificial Intelligence Infrastructure Scale-Up Continues and Higher Margin Platforms Expand | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: MSFTAttribution confidence: 0.72Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | -3.23% | -8.40% | -0.15% | -9.42% |
| 2026-03-10 | NVDA / Nvidia | Why Nvidia Snubbed Micron For Samsung, SK Hynix | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: NVDAAttribution confidence: 0.72Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | -1.53% | -0.46% | +13.06% | +3.60% |
| 2026-03-10 | NVDA / Nvidia | MACOM Technology Solutions (MTSI) Stock Gains on Analyst AI Data Center Outlook | 2026 - News and Statistics | Same signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: NVDAAttribution confidence: 0.72Assigned AI Capex Growth because the event showed strong term evidence, contextual term evidence, event/entit… | Ai Capex Growth | -1.53% | -0.46% | +13.06% | +3.60% |
Historical observation only. This workspace does not provide investment advice, forecasts, price targets, buy/sell ratings, or claims of causation.
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