Merrowstone Signal Intelligence
Ai Margin Risk
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. | ||||||||
| 2026-02-22 | AAPL / Apple | Apple's AI Valuation, Zuckerberg's Consultation With Tim Cook And More: This Week In Appleverse | Same signal: ai-margin-riskOutcome available: 7d, 30d, 90dTicker: AAPLAttribution confidence: 0.51Assigned AI Margin Risk because the event showed contextual term evidence, event/entity hint alignment, entit… | Ai Margin Risk | +0.05% | -4.89% | +16.64% | +7.47% |
| 2026-02-21 | META / Meta Platforms | Ray Dalio Sours On America And Sold These Tech Stocks | Same signal: ai-margin-riskOutcome available: 7d, 30d, 90dTicker: METAAttribution confidence: 0.51Assigned AI Margin Risk because the event showed contextual term evidence, event/entity hint alignment, entit… | Ai Margin Risk | -0.32% | -7.79% | -6.84% | -15.29% |
| 2026-02-17 | META / Meta Platforms | Why the ‘HALO’ trade boosting hard assets is no fluke, according to Morgan Stanley | Same signal: ai-margin-riskOutcome available: 7d, 30d, 90dTicker: METAAttribution confidence: 0.51Assigned AI Margin Risk because the event showed contextual term evidence, event/entity hint alignment, entit… | Ai Margin Risk | +0.00% | -5.02% | -4.31% | -12.78% |
| 2026-02-17 | AAPL / Apple | Magnificent 7 stocks are down for 2 reasons in 2026. The second reason is outside their control | Same signal: ai-margin-riskOutcome available: 7d, 30d, 90dTicker: AAPLAttribution confidence: 0.51Assigned AI Margin Risk because the event showed contextual term evidence, event/entity hint alignment, entit… | Ai Margin Risk | +3.13% | -5.65% | +12.97% | +4.51% |
| 2026-02-16 | CRWD / CrowdStrike | AI Spending Shock Triggers Big Tech Selloff And Small-Cap Revival | Same signal: ai-margin-riskOutcome available: 7d, 30d, 90dTicker: CRWDAttribution confidence: 0.51Assigned AI Margin Risk because the event showed contextual term evidence, event/entity hint alignment, entit… | Ai Margin Risk | -18.46% | +1.44% | +44.03% | +35.39% |
| 2025-12-02 | META / Meta Platforms | US Markets brief: Alphabet gains ground on Nvidia in AI spending war | Same signal: ai-margin-riskOutcome available: 7d, 30d, 90dTicker: METAAttribution confidence: 0.51Assigned AI Margin Risk because the event showed contextual term evidence, event/entity hint alignment, entit… | Ai Margin Risk | +1.52% | +0.59% | +1.08% | +0.07% |
| 2025-12-01 | META / Meta Platforms | US Markets brief: Alphabet gains ground on Nvidia in AI spending war | Same signal: ai-margin-riskOutcome available: 7d, 30d, 90dTicker: METAAttribution confidence: 0.51Assigned AI Margin Risk because the event showed contextual term evidence, event/entity hint alignment, entit… | Ai Margin Risk | +4.05% | +3.08% | +2.06% | +0.87% |
| 2025-12-01 | META / Meta Platforms | Markets Brief: Alphabet Gains Ground on Nvidia in AI Spending War | Same signal: ai-margin-riskOutcome available: 7d, 30d, 90dTicker: METAAttribution confidence: 0.51Assigned AI Margin Risk because the event showed contextual term evidence, event/entity hint alignment, entit… | Ai Margin Risk | +4.05% | +3.08% | +2.06% | +0.87% |
| 2026-05-07 | AMZN / Amazon | Layoffs Don’t Deliver AI ROI—Redeploying Workers Does, Data Shows | Same signal: ai-margin-riskOutcome available: 7d, 30dTicker: AMZNAttribution confidence: 0.59Assigned AI Margin Risk because the event showed contextual term evidence, event/entity hint alignment, entit… | Ai Margin Risk | -1.46% | -9.57% | Pending 90d window | Pending 90d window |
| 2026-05-01 | AMZN / Amazon | Alphabet, Amazon outpace Meta in AI during earnings bonanza | Same signal: ai-margin-riskOutcome available: 7d, 30dTicker: AMZNAttribution confidence: 0.59Assigned AI Margin Risk because the event showed contextual term evidence, event/entity hint alignment, entit… | Ai Margin Risk | +1.65% | -2.61% | Pending 90d window | Pending 90d window |
| 2026-05-10 | MSFT / Microsoft | Is WCLD the Pure-Play Cloud Bet for the AI Era | Same signal: ai-margin-riskOutcome available: 7d, 30dTicker: MSFTAttribution confidence: 0.51Assigned AI Margin Risk because the event showed contextual term evidence, event/entity hint alignment, entit… | Ai Margin Risk | +2.03% | -2.61% | Pending 90d window | Pending 90d window |
| 2026-05-09 | MSFT / Microsoft | Jim Cramer’s Thoughts on 16 Stocks: Arista, Taiwan Semi, and Big Tech’s AI Spending | Same signal: ai-margin-riskOutcome available: 7d, 30dTicker: MSFTAttribution confidence: 0.51Assigned AI Margin Risk because the event showed contextual term evidence, event/entity hint alignment, entit… | Ai Margin Risk | +2.03% | -0.60% | Pending 90d window | Pending 90d window |
| 2026-06-13 | AAPL / Apple | Intel Just Got a Rare Double Upgrade From Bank of America. Here's the AI Shift Behind the Call. | Same signal: ai-margin-riskOutcome available: 7dTicker: AAPLAttribution confidence: 0.51Assigned AI Margin Risk because the event showed contextual term evidence, event/entity hint alignment, entit… | Ai Margin Risk | +2.02% | Pending 30d window | Pending 90d window | Pending 90d window |
| 2026-06-12 | MSFT / Microsoft | Alphabet Inc. Class C Stock (US02079K1079): Alphabet shares stay in focus after legal and AI cost he | Same signal: ai-margin-riskOutcome available: 7dTicker: MSFTAttribution confidence: 0.51Assigned AI Margin Risk because the event showed contextual term evidence, event/entity hint alignment, entit… | Ai Margin Risk | -5.99% | Pending 30d window | Pending 90d window | Pending 90d window |
| 2026-06-08 | NVDA / Nvidia | ASML Holding N.V. (ASML) Is A Top AI Stock In Billionaire Ken Fisher’s Portfolio | Same signal: ai-margin-riskOutcome available: 7dTicker: NVDAAttribution confidence: 0.51Assigned AI Margin Risk because the event showed contextual term evidence, event/entity hint alignment, entit… | Ai Margin Risk | +1.83% | Pending 30d window | Pending 90d window | Pending 90d window |
| 2026-06-08 | MSFT / Microsoft | What Is AI Tokenomics? The Hidden Cost Problem Behind Uber's AI Spending Shock | Same signal: ai-margin-riskOutcome available: 7dTicker: MSFTAttribution confidence: 0.51Assigned AI Margin Risk because the event showed contextual term evidence, event/entity hint alignment, entit… | Ai Margin Risk | -2.91% | Pending 30d window | Pending 90d window | Pending 90d window |
| 2026-06-08 | MSFT / Microsoft | Microsoft seeks Nevada tariff to shield ratepayers from data center costs | Same signal: ai-margin-riskOutcome available: 7dTicker: MSFTAttribution confidence: 0.51Assigned AI Margin Risk because the event showed contextual term evidence, event/entity hint alignment, entit… | Ai Margin Risk | -2.91% | Pending 30d window | Pending 90d window | Pending 90d window |
| 2026-06-05 | MSFT / Microsoft | Finout Launches AI Agent Suite for Enterprise FinOps | Same signal: ai-margin-riskOutcome available: 7dTicker: MSFTAttribution confidence: 0.51Assigned AI Margin Risk because the event showed contextual term evidence, event/entity hint alignment, entit… | Ai Margin Risk | -6.22% | No price data | Pending 90d window | Pending 90d window |
| 2026-06-03 | GOOGL / Alphabet | FCF Archives - First Commonwealth Financial Corp (FCF) Stock News & Articles | Same signal: ai-margin-riskOutcome available: 7dTicker: GOOGLAttribution confidence: 0.51Assigned AI Margin Risk because the event showed contextual term evidence, event/entity hint alignment, entit… | Ai Margin Risk | -0.67% | No price data | Pending 90d window | Pending 90d window |
| 2026-06-01 | MSFT / Microsoft | Apollo chief economist says there's ‘zero evidence’ AI is killing jobs—in fact, he says it's creating them | Same signal: ai-margin-riskOutcome available: 7dTicker: MSFTAttribution confidence: 0.51Assigned AI Margin Risk because the event showed contextual term evidence, event/entity hint alignment, entit… | Ai Margin Risk | -10.59% | No price data | Pending 90d window | Pending 90d window |
| 2026-05-29 | GOOGL / Alphabet | Starbucks to weigh AI usage into account in tech workers' bonuses | Same signal: ai-margin-riskOutcome available: 7dTicker: GOOGLAttribution confidence: 0.51Assigned AI Margin Risk because the event showed contextual term evidence, event/entity hint alignment, entit… | Ai Margin Risk | -3.11% | No price data | Pending 90d window | Pending 90d window |
| Related / Co-Signal EventsThe selected signal appears alongside another primary or contextual signal. | ||||||||
| 2026-03-10 | AMZN / Amazon | Amazon Wants To Raise $42 Billion Via Bond Sale To Fuel Massive AI Spending Spree: Report | Co-occurs with: ai-margin-riskPrimary signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: AMZNAttribution confidence: 0.59Assigned AI Margin Risk because the event showed contextual term evidence, event/entity hint alignment, entit… | Ai Capex Growth | +0.41% | +9.01% | +14.41% | +4.95% |
| 2026-03-03 | AMZN / Amazon | REAP Financial Group LLC Sells 3,537 Shares of Amazon.com, Inc. $AMZN | Co-occurs with: ai-margin-riskPrimary signal: insider-sellingOutcome available: 7d, 30d, 90dTicker: AMZNAttribution confidence: 0.59Assigned AI Margin Risk because the event showed contextual term evidence, event/entity hint alignment, entit… | Insider Selling | +2.68% | +0.50% | +25.17% | +13.37% |
| 2026-03-01 | AMZN / Amazon | Fabrinet Deepens AI Data Center Ties With Nvidia And Amazon | Co-occurs with: ai-margin-riskPrimary signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: AMZNAttribution confidence: 0.59Assigned AI Margin Risk because the event showed contextual term evidence, event/entity hint alignment, entit… | Ai Capex Growth | +1.66% | -0.82% | +24.41% | +13.53% |
| 2026-02-27 | AMZN / Amazon | Why the AI capex cycle is built to persist | Co-occurs with: ai-margin-riskPrimary signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: AMZNAttribution confidence: 0.59Assigned AI Margin Risk because the event showed contextual term evidence, event/entity hint alignment, entit… | Ai Capex Growth | +1.53% | -4.31% | +30.48% | +20.17% |
| 2025-11-25 | AMZN / Amazon | Alphabet: Next Best Bet Outside Of Nvidia? (NASDAQ:GOOGL) | Co-occurs with: ai-margin-riskPrimary signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: AMZNAttribution confidence: 0.59Assigned AI Margin Risk because the event showed contextual term evidence, event/entity hint alignment, entit… | Ai Capex Growth | +2.07% | +1.24% | -10.62% | -12.01% |
| 2025-10-31 | META / Meta Platforms | Palantir Co-Founder Says AI Giants Face Endless Capital Hunt But 'Afraid To Scare Their Investor' | Co-occurs with: ai-margin-riskPrimary signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: METAAttribution confidence: 0.56Assigned AI Margin Risk because the event showed contextual term evidence, event/entity hint alignment, entit… | Ai Capex Growth | -4.11% | -1.15% | +13.97% | +11.91% |
| 2026-03-09 | MSFT / Microsoft | Oracle expected to slash thousands of jobs as massive AI spending creates financial cash crisis | Co-occurs with: ai-margin-riskPrimary signal: layoffsOutcome available: 7d, 30d, 90dTicker: MSFTAttribution confidence: 0.51Assigned AI Margin Risk because the event showed contextual term evidence, event/entity hint alignment, entit… | Layoffs | -2.31% | -8.57% | +0.79% | -8.50% |
| 2026-03-04 | META / Meta Platforms | Meta Tests AI Tool That Finds Products Based On Your Profile | Co-occurs with: ai-margin-riskPrimary signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: METAAttribution confidence: 0.51Assigned AI Margin Risk because the event showed contextual term evidence, event/entity hint alignment, entit… | Ai Capex Growth | -1.93% | -14.11% | -10.42% | -21.59% |
| 2026-02-27 | META / Meta Platforms | What Big Tech's AI spending means for your IT budget | Co-occurs with: ai-margin-riskPrimary signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: METAAttribution confidence: 0.51Assigned AI Margin Risk because the event showed contextual term evidence, event/entity hint alignment, entit… | Ai Capex Growth | -0.51% | -17.18% | -1.90% | -12.21% |
| 2026-02-23 | META / Meta Platforms | Fidelity Blue Chip Growth Still Rides High on Artificial Intelligence Beneficiaries | Co-occurs with: ai-margin-riskPrimary signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: METAAttribution confidence: 0.51Assigned AI Margin Risk because the event showed contextual term evidence, event/entity hint alignment, entit… | Ai Capex Growth | +2.56% | -6.57% | -3.83% | -14.12% |
| 2025-12-31 | NVDA / Nvidia | TikTok Parent Plans $14 Billion Nvidia Buying Spree | Co-occurs with: ai-margin-riskPrimary signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: NVDAAttribution confidence: 0.51Assigned AI Margin Risk because the event showed contextual term evidence, event/entity hint alignment, entit… | Ai Capex Growth | +1.40% | +2.48% | -6.48% | -2.11% |
| 2025-12-09 | MSFT / Microsoft | BlackRock bets on ‘pick and shovel’ trade, singling out clear winners in AI spending spree | Co-occurs with: ai-margin-riskPrimary signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: MSFTAttribution confidence: 0.51Assigned AI Margin Risk because the event showed contextual term evidence, event/entity hint alignment, entit… | Ai Capex Growth | -3.18% | -2.83% | -16.60% | -16.20% |
| 2025-12-08 | NVDA / Nvidia | 'The Money Is Very, Very Clear:' BlackRock Says The Biggest Winners Of AI Revolution Are Hidden In Plain Sight — And Investors Are Missing Them | Co-occurs with: ai-margin-riskPrimary signal: ai-capex-growthOutcome available: 7d, 30d, 90dTicker: NVDAAttribution confidence: 0.51Assigned AI Margin Risk because the event showed contextual term evidence, event/entity hint alignment, entit… | Ai Capex Growth | -4.99% | +1.92% | -1.56% | -1.07% |
| 2025-11-02 | META / Meta Platforms | Amazon, Meta Beware: The AI Spending Boom Is Pushing Tech Firms Into A Debt Spiral | Co-occurs with: ai-margin-riskPrimary signal: leverage-pressureOutcome available: 7d, 30d, 90dTicker: METAAttribution confidence: 0.51Assigned AI Margin Risk because the event showed contextual term evidence, event/entity hint alignment, entit… | Leverage Pressure | -2.56% | -0.19% | +9.04% | +6.79% |
| 2026-06-04 | META / Meta Platforms | Broadcom stock sinks in pre-market as AI chip forecast disappoints | Co-occurs with: ai-margin-riskPrimary signal: ai-capex-growthOutcome available: 7dTicker: METAAttribution confidence: 0.71Assigned AI Margin Risk because the event showed strong term evidence, event/entity hint alignment, entity co… | Ai Capex Growth | -9.42% | No price data | Pending 90d window | Pending 90d window |
| 2026-05-29 | AMZN / Amazon | “MAMA”四巨头，“叛逃”黄仁勋 | Co-occurs with: ai-margin-riskPrimary signal: ai-capex-growthOutcome available: 7d, 30dTicker: AMZNAttribution confidence: 0.59Assigned AI Margin Risk because the event showed contextual term evidence, event/entity hint alignment, entit… | Ai Capex Growth | -9.09% | -11.27% | Pending 90d window | Pending 90d window |
| 2026-05-28 | AMZN / Amazon | Oracle vs. ServiceNow: Which Artificial Intelligence (AI) Tech Stock Is a Better Buy in 2026? | Co-occurs with: ai-margin-riskPrimary signal: ai-capex-growthOutcome available: 7d, 30dTicker: AMZNAttribution confidence: 0.59Assigned AI Margin Risk because the event showed contextual term evidence, event/entity hint alignment, entit… | Ai Capex Growth | -7.38% | -12.36% | Pending 90d window | Pending 90d window |
| 2026-05-13 | AMZN / Amazon | AI capex is a ‘euphoric’ bubble and you should buy into it, Wells Fargo analyst urges | Co-occurs with: ai-margin-riskPrimary signal: ai-capex-growthOutcome available: 7d, 30dTicker: AMZNAttribution confidence: 0.59Assigned AI Margin Risk because the event showed contextual term evidence, event/entity hint alignment, entit… | Ai Capex Growth | -1.90% | -11.69% | Pending 90d window | Pending 90d window |
| 2026-05-12 | AMZN / Amazon | Amazon.com, Inc. (AMZN): A Top Tech Stock in Louis Navellier’s Eyeing Swiss Debt for AI Spending | Co-occurs with: ai-margin-riskPrimary signal: ai-capex-growthOutcome available: 7d, 30dTicker: AMZNAttribution confidence: 0.59Assigned AI Margin Risk because the event showed contextual term evidence, event/entity hint alignment, entit… | Ai Capex Growth | -2.44% | -9.15% | Pending 90d window | Pending 90d window |
| 2026-05-01 | AMZN / Amazon | The 'Prove It' Quarter: How Meta, Microsoft, Amazon, And Alphabet Backed AI Capex With Real Run Rates | Co-occurs with: ai-margin-riskPrimary signal: ai-capex-growthOutcome available: 7d, 30dTicker: AMZNAttribution confidence: 0.59Assigned AI Margin Risk because the event showed contextual term evidence, event/entity hint alignment, entit… | Ai Capex Growth | +1.65% | -2.61% | Pending 90d window | Pending 90d window |
| 2026-05-15 | NVDA / Nvidia | Morgan Stanley sees AI and consumers driving growth as energy shock clouds outlook | Co-occurs with: ai-margin-riskPrimary signal: oil-supply-riskOutcome available: 7d, 30dTicker: NVDAAttribution confidence: 0.51Assigned AI Margin Risk because the event showed contextual term evidence, event/entity hint alignment, entit… | Oil Supply Risk | -4.43% | -5.60% | Pending 90d window | Pending 90d window |
| 2026-05-15 | NVDA / Nvidia | Nvidia, AMD Leads Chip Stock Selloff as Inflation Panic Hits AI Trade | Co-occurs with: ai-margin-riskPrimary signal: ai-capex-growthOutcome available: 7d, 30dTicker: NVDAAttribution confidence: 0.51Assigned AI Margin Risk because the event showed contextual term evidence, event/entity hint alignment, entit… | Ai Capex Growth | -4.43% | -5.60% | Pending 90d window | Pending 90d window |
| 2026-05-11 | GOOGL / Alphabet | Alphabet plans to issue yen-denominated bonds amid high AI infrastructure spending needs (GOOG:NASDAQ) | Co-occurs with: ai-margin-riskPrimary signal: ai-capex-growthOutcome available: 7d, 30dTicker: GOOGLAttribution confidence: 0.51Assigned AI Margin Risk because the event showed contextual term evidence, event/entity hint alignment, entit… | Ai Capex Growth | +2.14% | -8.25% | Pending 90d window | Pending 90d window |
| 2026-05-11 | MSFT / Microsoft | Broadcom Turns To Private Credit For Record $35 Billion Financing - Broadcom (NASDAQ:AVGO) | Co-occurs with: ai-margin-riskPrimary signal: ai-capex-growthOutcome available: 7d, 30dTicker: MSFTAttribution confidence: 0.51Assigned AI Margin Risk because the event showed contextual term evidence, event/entity hint alignment, entit… | Ai Capex Growth | +2.64% | -3.50% | Pending 90d window | Pending 90d window |
| 2026-05-08 | NVDA / Nvidia | Broadcom (AVGO) Launches VCF 9.1 to Accelerate Production AI in Private Clouds | Co-occurs with: ai-margin-riskPrimary signal: ai-capex-growthOutcome available: 7d, 30dTicker: NVDAAttribution confidence: 0.51Assigned AI Margin Risk because the event showed contextual term evidence, event/entity hint alignment, entit… | Ai Capex Growth | +4.70% | -2.94% | Pending 90d window | Pending 90d window |
| 2026-05-07 | MSFT / Microsoft | Cramer Defends Massive AI Spending Spree: 'The Demand Already Exists' | Co-occurs with: ai-margin-riskPrimary signal: ai-capex-growthOutcome available: 7d, 30dTicker: MSFTAttribution confidence: 0.51Assigned AI Margin Risk because the event showed contextual term evidence, event/entity hint alignment, entit… | Ai Capex Growth | -2.70% | -1.93% | Pending 90d window | Pending 90d window |
| 2026-04-13 | META / Meta Platforms | Corning (GLW) Is Up 15.8% After US$6 Billion Meta AI Fiber Deal - Has The Bull Case Changed? | Co-occurs with: ai-margin-riskPrimary signal: ai-capex-growthOutcome available: 7d, 30dTicker: METAAttribution confidence: 0.51Assigned AI Margin Risk because the event showed contextual term evidence, event/entity hint alignment, entit… | Ai Capex Growth | +5.73% | -2.82% | Pending 90d window | Pending 90d window |
| 2026-04-09 | META / Meta Platforms | Meta Secures $21 Billion AI Cloud Capacity Deal with CoreWeave Through 2032 | Co-occurs with: ai-margin-riskPrimary signal: ai-capex-growthOutcome available: 7d, 30dTicker: METAAttribution confidence: 0.51Assigned AI Margin Risk because the event showed contextual term evidence, event/entity hint alignment, entit… | Ai Capex Growth | +7.71% | -4.70% | Pending 90d window | Pending 90d window |
| 2026-06-12 | AMZN / Amazon | Meiji Yasuda America Inc Makes New $21.27 Million Investment in Amazon.com, Inc. $AMZN | Co-occurs with: ai-margin-riskPrimary signal: guidance-reaffirmedOutcome available: 7dTicker: AMZNAttribution confidence: 0.59Assigned AI Margin Risk because the event showed contextual term evidence, event/entity hint alignment, entit… | Guidance Reaffirmed | -2.41% | Pending 30d window | Pending 90d window | Pending 90d window |
| 2026-06-08 | AMZN / Amazon | Glenview Trust Co Has $146.22 Million Stake in Amazon.com, Inc. $AMZN | Co-occurs with: ai-margin-riskPrimary signal: insider-sellingOutcome available: 7dTicker: AMZNAttribution confidence: 0.59Assigned AI Margin Risk because the event showed contextual term evidence, event/entity hint alignment, entit… | Insider Selling | +0.33% | Pending 30d window | Pending 90d window | Pending 90d window |
| 2026-06-08 | AMZN / Amazon | Amazon Seeks to Raise at Least C$7 Billion in Canada Bond Sale | Co-occurs with: ai-margin-riskPrimary signal: ai-capex-growthOutcome available: 7dTicker: AMZNAttribution confidence: 0.59Assigned AI Margin Risk because the event showed contextual term evidence, event/entity hint alignment, entit… | Ai Capex Growth | +0.33% | Pending 30d window | Pending 90d window | Pending 90d window |
| 2026-05-27 | AMZN / Amazon | $800B AI Binge Led By AMZN, MSFT Feeds Wall Street’s Worst Nightmare - Amazon.com (NASDAQ:AMZN), BlackRoc | Co-occurs with: ai-margin-riskPrimary signal: ai-capex-growthOutcome available: 7dTicker: AMZNAttribution confidence: 0.59Assigned AI Margin Risk because the event showed contextual term evidence, event/entity hint alignment, entit… | Ai Capex Growth | -8.03% | No price data | Pending 90d window | Pending 90d window |
| 2026-05-27 | AMZN / Amazon | An Upcoming IPO Could Soon Surpass NVIDIA As The World's Most Valuable Company (It's Not SpaceX) | Co-occurs with: ai-margin-riskPrimary signal: revenue-accelerationOutcome available: 7dTicker: AMZNAttribution confidence: 0.59Assigned AI Margin Risk because the event showed contextual term evidence, event/entity hint alignment, entit… | Revenue Acceleration | -8.03% | No price data | Pending 90d window | Pending 90d window |
| 2026-05-27 | AMZN / Amazon | Bank of America Says Nvidia Is Still the Top AI Compute Stock to Buy Despite YTD Underperformance. Here’s Why. | Co-occurs with: ai-margin-riskPrimary signal: ai-capex-growthOutcome available: 7dTicker: AMZNAttribution confidence: 0.59Assigned AI Margin Risk because the event showed contextual term evidence, event/entity hint alignment, entit… | Ai Capex Growth | -8.03% | No price data | Pending 90d window | Pending 90d window |
| 2026-05-27 | AMZN / Amazon | Fed Fighting FOMO | Co-occurs with: ai-margin-riskPrimary signal: ai-capex-growthOutcome available: 7dTicker: AMZNAttribution confidence: 0.59Assigned AI Margin Risk because the event showed contextual term evidence, event/entity hint alignment, entit… | Ai Capex Growth | -8.03% | No price data | Pending 90d window | Pending 90d window |
| 2026-06-10 | NVDA / Nvidia | NVIDIA Gets the Headlines, But Micron Could Offer More Upside | Co-occurs with: ai-margin-riskPrimary signal: ai-capex-growthOutcome available: 7dTicker: NVDAAttribution confidence: 0.51Assigned AI Margin Risk because the event showed contextual term evidence, event/entity hint alignment, entit… | Ai Capex Growth | +2.11% | Pending 30d window | Pending 90d window | Pending 90d window |
| 2026-06-08 | NVDA / Nvidia | Why Applied Optoelectronics Sank 13% | Co-occurs with: ai-margin-riskPrimary signal: ai-capex-growthOutcome available: 7dTicker: NVDAAttribution confidence: 0.51Assigned AI Margin Risk because the event showed contextual term evidence, event/entity hint alignment, entit… | Ai Capex Growth | +1.83% | Pending 30d window | Pending 90d window | Pending 90d window |
| 2026-06-08 | NVDA / Nvidia | Amazon Signs Multibillion-Dollar Corning Deal for AI Data Center Fiber, Creating 1,000 Jobs | Co-occurs with: ai-margin-riskPrimary signal: ai-capex-growthOutcome available: 7dTicker: NVDAAttribution confidence: 0.51Assigned AI Margin Risk because the event showed contextual term evidence, event/entity hint alignment, entit… | Ai Capex Growth | +1.83% | Pending 30d window | Pending 90d window | Pending 90d window |
| 2026-06-06 | NVDA / Nvidia | These Four Stocks Could Do What Cisco Did in 2000 | Co-occurs with: ai-margin-riskPrimary signal: ai-capex-growthOutcome available: 7dTicker: NVDAAttribution confidence: 0.51Assigned AI Margin Risk because the event showed contextual term evidence, event/entity hint alignment, entit… | Ai Capex Growth | +3.58% | Pending 30d window | Pending 90d window | Pending 90d window |
| 2026-06-05 | MSFT / Microsoft | Global Fixed Income Strategy – Monthly Update | Co-occurs with: ai-margin-riskPrimary signal: ai-capex-growthOutcome available: 7dTicker: MSFTAttribution confidence: 0.51Assigned AI Margin Risk because the event showed contextual term evidence, event/entity hint alignment, entit… | Ai Capex Growth | -6.22% | No price data | Pending 90d window | Pending 90d window |
| 2026-06-04 | MSFT / Microsoft | A Look At Astera Labs (ALAB) Valuation After Taiwan Expansion And AI Data Center Push | Co-occurs with: ai-margin-riskPrimary signal: ai-capex-growthOutcome available: 7dTicker: MSFTAttribution confidence: 0.51Assigned AI Margin Risk because the event showed contextual term evidence, event/entity hint alignment, entit… | Ai Capex Growth | -8.81% | No price data | Pending 90d window | Pending 90d window |
| 2026-06-01 | GOOGL / Alphabet | Alphabet to raise $80 billion in equity capital for AI spending | Co-occurs with: ai-margin-riskPrimary signal: ai-capex-growthOutcome available: 7dTicker: GOOGLAttribution confidence: 0.51Assigned AI Margin Risk because the event showed contextual term evidence, event/entity hint alignment, entit… | Ai Capex Growth | -3.41% | No price data | Pending 90d window | Pending 90d window |
| 2026-06-01 | MSFT / Microsoft | Alphabet unveils plan to sell $80B in shares to fund ongoing AI infrastructure buildout | Co-occurs with: ai-margin-riskPrimary signal: ai-capex-growthOutcome available: 7dTicker: MSFTAttribution confidence: 0.51Assigned AI Margin Risk because the event showed contextual term evidence, event/entity hint alignment, entit… | Ai Capex Growth | -10.59% | No price data | Pending 90d window | Pending 90d window |
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