AI CapEx investment sentiment
Evidence Sources
Tracked AI CapEx universe translated into investment actions for infrastructure exposure.
SEC EDGAR
Configured
Official SEC company filings are the primary evidence source for AI CapEx signals. No SEC API key is required.
Last import: 6/12/2026, 10:54:11 AM
SEC 10-Q / 10-K Language Diffs
Configured
Compares current 10-Q and 10-K AI CapEx language against the prior same-form filing to separate changed evidence from repeated boilerplate.
Last import: 6/12/2026, 10:54:11 AM
Deterministic Keyword Extraction
Configured
Rule-based extraction maps SEC filing language into the signal ontology. Final scoring remains deterministic.
Last import: Not available
FRED Transformer PPI
Configured
Monthly transformer producer-price pressure is used as a data-center power equipment cost overlay.
Last import: 5/1/2026, 12:00:00 AM
GDELT DOC 2.0
Configured
Recent news volume around AI data center power, HBM allocation, and CoWoS packaging is used as a low-weight pressure overlay.
Last import: 6/12/2026, 10:53:25 AM