FINCATCH API

The market is connected.
Your AI should be, too.

Company intelligence, meaningful events, and the relationships behind them. Bring FinCatch research into the apps and agents you build.

15 free requests every dayREST + MCP
YOUR NEXT RESEARCH WORKFLOW
curl 'https://api.fincatch.io/v1/events?ticker=NVDA&limit=3' \
  -H "X-API-Key: $FINCATCH_API_KEY"
Structured JSON. Your application takes it from here.
MORE CONTEXT IN EVERY CONNECTION
SourcesEventsFinCatchCompaniesRelationships
Connected research context → your app, model, or agent
One REST API
21 MCP research tools
Source-linked evidence
One shared usage allowance
THE DATA. THE ACCESS. THE AGENT.SCROLL TO FOLLOW THE CONNECTIONS
The market graph

The market doesn’t move
one company at a time.

FinCatch’s market graph is carefully designed to capture connections between companies, events, and evidence. Every recorded connection has temporal context—when it was observed and how it fits into the market’s changing story.

Millions of connections, preserving both market structure and time.
FINCATCH MARKET GRAPHILLUSTRATIVE VIEW
TSMCCOMPANYNVIDIACOMPANYMicrosoftCOMPANYCapacity expansionEVENTAI infrastructureCONTEXTGET /v1/companies/NVDA/relationships“What is changing around NVIDIA?”
TIME-AWARE CONTEXT
CompaniesEventsEvidence
Keep the connections. Keep the chronology.
CompanyEventRecorded connection
INTELLIGENCE, IN ACTION

Start with a ticker.
Follow the connections.

Real API resultsRecorded October 2026 · no API key needed
SUPPLY-CHAIN INTELLIGENCE

Who is connected to NVIDIA?
Follow a connection. Find the evidence.

Go from one company to its suppliers, customers, and competitors. Select a company below to inspect the stored context behind the relationship.

NVIDIA’S BUSINESS NETWORKTHROUGH 14 OCT 2026
SUPPLIERS
NVDANVIDIAFOCAL COMPANY
CUSTOMERS
COMPETITORS
Select a company to follow the evidence.8 selected relationships

Recorded observations, not estimates of financial exposure. Counts describe stored relationships, not independent publishers. Evidence shown is a sample.

Inspect the original request and response
REQUEST · API KEY PLACEHOLDER
curl 'https://api.fincatch.io/v1/companies/NVDA/relationships' \
  -H 'X-API-Key: YOUR_API_KEY'
RECORDED RESPONSE · OCTOBER 2026
{
  "data": {
    "ticker": "NVDA",
    "name": "NVIDIA Corporation",
    "relationships": [
      {
        "ticker": "AMD",
        "name": "Advanced Micro Devices, Inc.",
        "kind": "public",
        "role": "competitor",
        "relationship_count": 1978,
        "evidence_count": 1969,
        "first_seen": "2026-01-02",
        "last_seen": "2026-10-13",
        "evidence": [
          {
            "reference_id": "dyov7bszlcksse5e",
            "resolution": "document",
            "event_id": null,
            "document_key": "dyov7bszlcksse5e",
            "summary": null,
            "published_at": "2026-10-13T13:39:27+00:00",
            "source_url": "https://finance.yahoo.com/markets/stocks/articles/nvidia-nvda-among-claude-ai-133927424.html",
            "source_title": "Nvidia (NVDA) Was Among Claude AI’s Top Picks This Year. Can The Stock Keep Rising?",
            "context": "AMD is pushing hard against Nvidia in AI chips and AMD's shares have outperformed Nvidia's so far this year."
          },
          {
            "reference_id": "pnynfqey6bfgxgoj",
            "resolution": "document",
            "event_id": null,
            "document_key": "pnynfqey6bfgxgoj",
            "summary": null,
            "published_at": "2026-10-13T12:38:00+00:00",
            "source_url": "https://finance.yahoo.com/technology/ai/articles/nvidia-begins-vera-rubin-production-123800854.html",
            "source_title": "NVIDIA Begins Vera Rubin Production: Can It Extend NVDA's AI Lead?",
            "context": "AMD challenging NVIDIA with its Instinct GPUs and Helios rack-scale systems in the AI accelerator market"
          },
          {
            "reference_id": "veenebkbdb6ktm5p",
            "resolution": "document",
            "event_id": null,
            "document_key": "veenebkbdb6ktm5p",
            "summary": null,
            "published_at": "2026-10-13T13:55:41+00:00",
            "source_url": "https://finance.yahoo.com/markets/article/bank-stocks-rise-on-jpmorgan-goldman-earnings-as-chip-stocks-fall-alphacheck-135541160.html",
            "source_title": "Bank stocks rise on JPMorgan, Goldman earnings as chip stocks fall: AlphaCheck",
            "context": "Both identified as chip giants declining in the semiconductor sell-off"
          }
        ],
        "evidence_has_more": true,
        "truncated": true
      },
      {
        "ticker": "AVGO",
        "name": "Broadcom Inc.",
        "kind": "public",
        "role": "competitor",
        "relationship_count": 846,
        "evidence_count": 841,
        "first_seen": "2026-01-02",
        "last_seen": "2026-10-13",
        "evidence": [
          {
            "reference_id": "ab35jazcffycvtpq",
            "resolution": "document",
            "event_id": null,
            "document_key": "ab35jazcffycvtpq",
            "summary": null,
            "published_at": "2026-10-13T10:20:00+00:00",
            "source_url": "https://finance.yahoo.com/m/a4aefd29-a37b-353f-96a9-5ef862fc5240/nvidia-stock-slips.-how.html",
            "source_title": "Nvidia Stock Slips. How Broadcom and Microsoft Are Shaking the Chip Sector.",
            "context": "Both Nvidia and Broadcom compete in the semiconductor/chip sector, referenced together as impacting the sector."
          },
          {
            "reference_id": "blywerpwvmd5myes",
            "resolution": "document",
            "event_id": null,
            "document_key": "blywerpwvmd5myes",
            "summary": null,
            "published_at": "2026-10-12T16:47:02+00:00",
            "source_url": "https://finance.yahoo.com/technology/ai/articles/broadcom-financing-spans-both-biggest-164702461.html",
            "source_title": "Broadcom’s Financing Web Spans Both Biggest AI Labs. The Deal Isn’t Done.",
            "context": "Both extending balance-sheet financing to AI compute customers to retain position, per Seaport Research analyst Jay Goldberg: 'Nvidia is putting in place a massive amount of its balance sheet, and Broadcom is having to follow suit'"
          },
          {
            "reference_id": "nw3l7i32uht3r3ao",
            "resolution": "document",
            "event_id": null,
            "document_key": "nw3l7i32uht3r3ao",
            "summary": null,
            "published_at": "2026-10-10T14:43:43+00:00",
            "source_url": "https://finance.yahoo.com/markets/stocks/articles/broadcom-ai-revenue-tripling-stock-144343796.html",
            "source_title": "Broadcom’s AI Revenue Is Tripling, but the Stock Has Lagged. Is It Time to Load Up?",
            "context": "Article directly compares Broadcom and Nvidia as leading AI chip investment candidates"
          }
        ],
        "evidence_has_more": true,
        "truncated": true
      },
      {
        "ticker": "INTC",
        "name": "Intel Corporation",
        "kind": "public",
        "role": "competitor",
        "relationship_count": 772,
        "evidence_count": 772,
        "first_seen": "2026-01-01",
        "last_seen": "2026-10-13",
        "evidence": [
          {
            "reference_id": "dyov7bszlcksse5e",
            "resolution": "document",
            "event_id": null,
            "document_key": "dyov7bszlcksse5e",
            "summary": null,
            "published_at": "2026-10-13T13:39:27+00:00",
            "source_url": "https://finance.yahoo.com/markets/stocks/articles/nvidia-nvda-among-claude-ai-133927424.html",
            "source_title": "Nvidia (NVDA) Was Among Claude AI’s Top Picks This Year. Can The Stock Keep Rising?",
            "context": "AMD and Intel are pushing hard against Nvidia in AI chips."
          },
          {
            "reference_id": "pnynfqey6bfgxgoj",
            "resolution": "document",
            "event_id": null,
            "document_key": "pnynfqey6bfgxgoj",
            "summary": null,
            "published_at": "2026-10-13T12:38:00+00:00",
            "source_url": "https://finance.yahoo.com/technology/ai/articles/nvidia-begins-vera-rubin-production-123800854.html",
            "source_title": "NVIDIA Begins Vera Rubin Production: Can It Extend NVDA's AI Lead?",
            "context": "Intel expanding its data-center CPU, advanced packaging and manufacturing capabilities to compete for AI infrastructure spending against NVIDIA"
          },
          {
            "reference_id": "wwzwv7mg6mxgpwos",
            "resolution": "document",
            "event_id": null,
            "document_key": "wwzwv7mg6mxgpwos",
            "summary": null,
            "published_at": "2026-10-13T13:16:00+00:00",
            "source_url": "https://finance.yahoo.com/technology/ai/articles/intel-vs-sanmina-ai-infrastructure-131600335.html",
            "source_title": "Intel vs. Sanmina: Which AI Infrastructure Stock is a Better Buy Now?",
            "context": "Intel is lagging in the GPU and AI front compared to peers such as NVIDIA, whose GPUs are being stockpiled to build AI computing clusters"
          }
        ],
        "evidence_has_more": true,
        "truncated": true
      },
      {
        "ticker": "TSM",
        "name": "Taiwan Semiconductor Manufacturing Company",
        "kind": "public",
        "role": "supplier",
        "relationship_count": 764,
        "evidence_count": 764,
        "first_seen": "2026-01-01",
        "last_seen": "2026-10-14",
        "evidence": [
          {
            "reference_id": "eyt6pb3jlaotni4h",
            "resolution": "document",
            "event_id": null,
            "document_key": "eyt6pb3jlaotni4h",
            "summary": null,
            "published_at": "2026-10-14T05:42:41+00:00",
            "source_url": "https://finance.yahoo.com/markets/stocks/articles/tsmc-shares-rise-ahead-closely-054241637.html",
            "source_title": "TSMC shares rise ahead of closely watched Q3 earnings",
            "context": "semiconductors, including AI chips"
          },
          {
            "reference_id": "iyynrvfn6irxy2vk",
            "resolution": "document",
            "event_id": null,
            "document_key": "iyynrvfn6irxy2vk",
            "summary": null,
            "published_at": "2026-10-14T02:56:19+00:00",
            "source_url": "https://finance.yahoo.com/markets/world-indices/articles/asian-markets-mixed-tech-firms-025619455.html",
            "source_title": "Asian markets mixed as tech firms claw back some losses",
            "context": "advanced processors"
          },
          {
            "reference_id": "3bsn7drd3uempjzf",
            "resolution": "document",
            "event_id": null,
            "document_key": "3bsn7drd3uempjzf",
            "summary": null,
            "published_at": "2026-10-12T12:06:00+00:00",
            "source_url": "https://finance.yahoo.com/markets/stocks/articles/zacks-investment-ideas-feature-highlights-120600260.html",
            "source_title": "Zacks Investment Ideas feature highlights: Qualcomm, Alphabet, Tesla, AMD, Amazon, Taiwan Semiconductor, NVIDIA, Intel, Apple, Broadcom and SpaceX",
            "context": "Contract-manufactured AI chips (TSMC is world's largest AI chip manufacturer; produces 60%+ of global contract chips and 90%+ of advanced chips)"
          }
        ],
        "evidence_has_more": true,
        "truncated": true
      },
      {
        "ticker": "GOOG",
        "name": "Alphabet Inc.",
        "kind": "public",
        "role": "competitor",
        "relationship_count": 519,
        "evidence_count": 518,
        "first_seen": "2026-01-01",
        "last_seen": "2026-10-12",
        "evidence": [
          {
            "reference_id": "urxqm33pnr6jsxrp",
            "resolution": "document",
            "event_id": null,
            "document_key": "urxqm33pnr6jsxrp",
            "summary": null,
            "published_at": "2026-10-12T13:00:00+00:00",
            "source_url": "https://finance.yahoo.com/technology/article/microsoft-reveals-maia-300-ai-chip-as-it-works-to-reduce-dependence-on-nvidia-amd-130000212.html",
            "source_title": "Microsoft reveals Maia 300 AI chip, as it works to reduce dependence on Nvidia, AMD",
            "context": "Google develops and rents custom AI chips to third-party customers, threatening Nvidia's business"
          },
          {
            "reference_id": "nqpbql7k2jupxjkp",
            "resolution": "document",
            "event_id": null,
            "document_key": "nqpbql7k2jupxjkp",
            "summary": null,
            "published_at": "2026-10-06T14:24:00+00:00",
            "source_url": "https://finance.yahoo.com/markets/stocks/articles/etfs-buy-nvidia-marches-toward-142400466.html",
            "source_title": "ETFs to Buy as NVIDIA Marches Toward $6 Trillion Market Cap",
            "context": "Google is a major NVIDIA customer that also develops custom chips, creating competitive pressure on NVIDIA"
          },
          {
            "reference_id": "7lzgowixugssn2gj",
            "resolution": "document",
            "event_id": null,
            "document_key": "7lzgowixugssn2gj",
            "summary": null,
            "published_at": "2026-10-05T21:47:05+00:00",
            "source_url": "https://finance.yahoo.com/technology/ai/articles/wall-street-tests-lender-appetite-214705266.html",
            "source_title": "Wall Street tests lender appetite with $60 billion Broadcom-Anthropic deal - FT",
            "context": "Google co-developed TPUs with Broadcom to challenge Nvidia's dominant position in AI hardware market"
          }
        ],
        "evidence_has_more": true,
        "truncated": true
      },
      {
        "ticker": "MU",
        "name": "Micron Technology, Inc.",
        "kind": "public",
        "role": "supplier",
        "relationship_count": 465,
        "evidence_count": 465,
        "first_seen": "2026-01-02",
        "last_seen": "2026-10-12",
        "evidence": [
          {
            "reference_id": "x4mp4jnrpifao6zy",
            "resolution": "document",
            "event_id": null,
            "document_key": "x4mp4jnrpifao6zy",
            "summary": null,
            "published_at": "2026-10-12T13:21:00+00:00",
            "source_url": "https://finance.yahoo.com/markets/stocks/articles/micron-may-become-safe-haven-132100297.html",
            "source_title": "Micron May Become a Safe Haven Investment Prospect in 2027 and Beyond",
            "context": "HBM memory for AI-enabled chipsets"
          },
          {
            "reference_id": "dmp2zsusl6gvbr5l",
            "resolution": "document",
            "event_id": null,
            "document_key": "dmp2zsusl6gvbr5l",
            "summary": null,
            "published_at": "2026-10-07T23:51:27+00:00",
            "source_url": "https://finance.yahoo.com/technology/articles/samsung-q3-profit-surges-record-235127092.html",
            "source_title": "Samsung Q3 profit surges to record high, but misses lofty expectations",
            "context": "High Bandwidth Memory (HBM)"
          },
          {
            "reference_id": "fksw4aomecssi5xt",
            "resolution": "document",
            "event_id": null,
            "document_key": "fksw4aomecssi5xt",
            "summary": null,
            "published_at": "2026-10-07T11:50:32+00:00",
            "source_url": "https://seekingalpha.com/news/4650920-da-davidson-lifts-micron-price-target-to-3000-on-ai-memory-demand",
            "source_title": "DA Davidson lifts Micron price target to $3000 on AI memory demand",
            "context": "memory chips under long-term supply agreements per DA Davidson analysis"
          }
        ],
        "evidence_has_more": true,
        "truncated": true
      },
      {
        "ticker": "AMZN",
        "name": "Amazon.com, Inc.",
        "kind": "public",
        "role": "competitor",
        "relationship_count": 440,
        "evidence_count": 439,
        "first_seen": "2026-01-01",
        "last_seen": "2026-10-12",
        "evidence": [
          {
            "reference_id": "huat6yvwnbvvguly",
            "resolution": "document",
            "event_id": null,
            "document_key": "huat6yvwnbvvguly",
            "summary": null,
            "published_at": "2026-10-12T01:32:56+00:00",
            "source_url": "https://finance.yahoo.com/technology/ai/articles/amazon-reportedly-talks-buy-decart-013303203.html",
            "source_title": "Amazon Reportedly in Talks to Buy Decart for $7 Billion — Market Strategist Says It Is 'Effectively Buying Software Expertise'",
            "context": "AWS Trainium family of custom AI chips competes with Nvidia processors"
          },
          {
            "reference_id": "urxqm33pnr6jsxrp",
            "resolution": "document",
            "event_id": null,
            "document_key": "urxqm33pnr6jsxrp",
            "summary": null,
            "published_at": "2026-10-12T13:00:00+00:00",
            "source_url": "https://finance.yahoo.com/technology/article/microsoft-reveals-maia-300-ai-chip-as-it-works-to-reduce-dependence-on-nvidia-amd-130000212.html",
            "source_title": "Microsoft reveals Maia 300 AI chip, as it works to reduce dependence on Nvidia, AMD",
            "context": "Amazon develops and rents custom AI chips to third-party customers, threatening Nvidia's business"
          },
          {
            "reference_id": "o5cfbynd7jc5vu4u",
            "resolution": "document",
            "event_id": null,
            "document_key": "o5cfbynd7jc5vu4u",
            "summary": null,
            "published_at": "2026-10-11T23:55:02+00:00",
            "source_url": "https://finance.yahoo.com/technology/ai/articles/amazon-talks-acquire-ai-startup-235502420.html",
            "source_title": "Amazon in talks to acquire AI startup Decart for $7 bln- WSJ",
            "context": "Amazon is progressing with development of its own AI chip, Trainium3, in competition with Nvidia"
          }
        ],
        "evidence_has_more": true,
        "truncated": true
      },
      {
        "ticker": "000660",
        "name": "SK hynix",
        "kind": "public",
        "role": "supplier",
        "relationship_count": 427,
        "evidence_count": 427,
        "first_seen": "2026-01-06",
        "last_seen": "2026-10-12",
        "evidence": [
          {
            "reference_id": "g3mqhxsl3n42sdlm",
            "resolution": "document",
            "event_id": null,
            "document_key": "g3mqhxsl3n42sdlm",
            "summary": null,
            "published_at": "2026-10-12T12:47:00+00:00",
            "source_url": "https://finance.yahoo.com/markets/stocks/articles/play-sk-hynix-stock-amid-124700566.html",
            "source_title": "How to Play SK Hynix Stock Amid a Potential $10B Solidigm IPO",
            "context": "High-bandwidth memory (HBM) used in AI accelerators"
          },
          {
            "reference_id": "dmp2zsusl6gvbr5l",
            "resolution": "document",
            "event_id": null,
            "document_key": "dmp2zsusl6gvbr5l",
            "summary": null,
            "published_at": "2026-10-07T23:51:27+00:00",
            "source_url": "https://finance.yahoo.com/technology/articles/samsung-q3-profit-surges-record-235127092.html",
            "source_title": "Samsung Q3 profit surges to record high, but misses lofty expectations",
            "context": "High Bandwidth Memory (HBM)"
          },
          {
            "reference_id": "4d910f094c95df05f75acb6036b4c0fbc8ea3125ccb43587ed5cda5544877ff6",
            "resolution": "document",
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            "summary": null,
            "published_at": "2026-09-29T19:47:34+00:00",
            "source_url": "https://finance.yahoo.com/technology/article/new-apple-ceo-john-ternus-is-reportedly-planning-layoffs-as-memory-chip-costs-rise-194734002.html",
            "source_title": "New Apple CEO John Ternus is reportedly planning layoffs as memory chip costs rise",
            "context": "Premium AI memory (HBM/DRAM) for AI infrastructure"
          }
        ],
        "evidence_has_more": true,
        "truncated": true
      },
      {
        "ticker": "MSFT",
        "name": "Microsoft Corporation",
        "kind": "public",
        "role": "customer",
        "relationship_count": 422,
        "evidence_count": 422,
        "first_seen": "2026-01-06",
        "last_seen": "2026-10-13",
        "evidence": [
          {
            "reference_id": "atiqjqafibjca7we",
            "resolution": "document",
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            "document_key": "atiqjqafibjca7we",
            "summary": null,
            "published_at": "2026-10-13T13:31:38+00:00",
            "source_url": "https://finance.yahoo.com/markets/stocks/articles/claude-microsoft-msft-stock-keep-133138259.html",
            "source_title": "Claude Was Right About Microsoft (MSFT): Can The Stock Keep Rising?",
            "context": "AI chips on which Azure relies"
          },
          {
            "reference_id": "4euqlnej5fjix6nj",
            "resolution": "document",
            "event_id": null,
            "document_key": "4euqlnej5fjix6nj",
            "summary": null,
            "published_at": "2026-10-12T13:42:02+00:00",
            "source_url": "https://finance.yahoo.com/markets/article/tech-slumps-as-oil-prices-rise-focus-turns-to-earnings-season-kickoff-alphacheck-134202547.html",
            "source_title": "Tech slumps as oil prices rise, focus turns to earnings season kickoff: AlphaCheck",
            "context": "AI chips as external supplier"
          },
          {
            "reference_id": "53jaiyljdffpu7ex",
            "resolution": "document",
            "event_id": null,
            "document_key": "53jaiyljdffpu7ex",
            "summary": null,
            "published_at": "2026-10-12T22:03:31+00:00",
            "source_url": "https://finance.yahoo.com/video/microsofts-ai-chief-on-if-maia-300-cuts-its-nvidia-dependence-competition-is-good-220331536.html",
            "source_title": "Microsoft's AI chief on if Maia 300 cuts its Nvidia dependence: 'Competition is good'",
            "context": "AI chip programs deployed within Microsoft cloud"
          }
        ],
        "evidence_has_more": true,
        "truncated": true
      },
      {
        "ticker": "AMZN",
        "name": "Amazon.com, Inc.",
        "kind": "public",
        "role": "customer",
        "relationship_count": 418,
        "evidence_count": 418,
        "first_seen": "2026-01-05",
        "last_seen": "2026-10-10",
        "evidence": [
          {
            "reference_id": "2uw5fudsnergj2sw",
            "resolution": "document",
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            "document_key": "2uw5fudsnergj2sw",
            "summary": null,
            "published_at": "2026-10-10T11:30:07+00:00",
            "source_url": "https://finance.yahoo.com/technology/ai/articles/aws-ceo-says-ai-spending-113007316.html",
            "source_title": "AWS CEO Says AI Spending Isn’t a Bubble Just Yet — Amazon’s Cloud Chief Says ‘We Feel Really Good’ as Ray Dalio Warns the Boom Is Near a Breaking Point",
            "context": "Nvidia Grace Blackwell AI chips (~$8B held by Amazon)"
          },
          {
            "reference_id": "r5ckf2utek6hxclw",
            "resolution": "document",
            "event_id": null,
            "document_key": "r5ckf2utek6hxclw",
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            "published_at": "2026-10-10T22:11:26+00:00",
            "source_url": "https://finance.yahoo.com/technology/ai/articles/amazon-amzn-wants-investors-finance-221126922.html",
            "source_title": "Amazon (AMZN) Wants Investors to Finance $8 Billion of Nvidia Chips. Is AI Spending Getting Too Heavy?",
            "context": "Grace Blackwell AI chips"
          },
          {
            "reference_id": "a32qc626jyrad4li",
            "resolution": "document",
            "event_id": null,
            "document_key": "a32qc626jyrad4li",
            "summary": null,
            "published_at": "2026-10-09T20:22:30+00:00",
            "source_url": "https://finance.yahoo.com/markets/stocks/articles/jim-cramer-said-nvidia-shares-225430193.html",
            "source_title": "Jim Cramer Said NVIDIA’s Shares Were Due For A Gut Check Following Morgan Stanley’s Coverage",
            "context": "AI GPUs (the ~$8B NVIDIA chips Amazon would move into a shell company via sale-leaseback)"
          }
        ],
        "evidence_has_more": true,
        "truncated": true
      }
    ]
  },
  "meta": {
    "source": "graph",
    "coverage": "stored_relationship_observations",
    "row_count": 10,
    "limit": 10,
    "offset": 0,
    "has_more": true,
    "next_offset": 10,
    "evidence_limit": 3,
    "evidence": {
      "status": "available",
      "attempted": 26,
      "resolved_events": 0,
      "resolved_documents": 26,
      "unresolved": 0,
      "warning": null
    },
    "truncated": true
  }
}
EVENT RESEARCH

A question in.
Research context out.

Search for meaning, then inspect the dates, certainty, and source references in the results. Your agent gets a starting point for its investigation.

Semantic retrievalStructured filtersSource references
Try a live query in the playground
RECORDED EVENT SEARCH13 OCT 2026
3 of 5 recorded resultsPublication dates shown below
confirmedsimilarity 0.813

Worldwide data center capital expenditures grew 92% YoY in 2Q 2026, driven by sustained AI infrastructure investment and rising memory/storage prices that lifted server average selling prices. US and China hyperscalers roughly doubled spending, with capital concentrated in NVIDIA Blackwell Ultra and hyperscaler custom accelerators; agentic AI generated incremental demand for general-purpose compute, storage, and networking.

Data Center Capex Grew 92 Percent in 2Q 2026, Driven by Surging AI Demand and Memory Costs, According to Dell'Oro Group
NVDA
confirmedsimilarity 0.791

AI inference and generation are creating massive data volumes, intensifying demand for both NAND flash/enterprise SSDs and high-capacity hard drives in data centers; SanDisk CEO David Goeckeler called AI a 'memory-centric, storage-intensive problem' while Seagate CEO Dave Mosley highlighted data compounding from agentic and physical AI workloads.

SanDisk (SNDK) vs. Seagate (STX): Which Storage Stock Is the Better Buy Right Now?
Similarity ranks relevance to your query; it is not a confidence score.
Inspect the original request and response
REQUEST · API KEY PLACEHOLDER
curl 'https://api.fincatch.io/v1/events/screen' \
  -H 'X-API-Key: YOUR_API_KEY' \
  -H 'Content-Type: application/json' \
  --data '{
  "query": "AI chip demand and data center spending",
  "min_similarity": 0.5,
  "limit": 5
}'
RECORDED RESPONSE · OCTOBER 2026
{
  "data": [
    {
      "event_id": "j3ahyv37lfrttj6r-0",
      "summary": "Worldwide data center capital expenditures grew 92% YoY in 2Q 2026, driven by sustained AI infrastructure investment and rising memory/storage prices that lifted server average selling prices. US and China hyperscalers roughly doubled spending, with capital concentrated in NVIDIA Blackwell Ultra and hyperscaler custom accelerators; agentic AI generated incremental demand for general-purpose compute, storage, and networking.",
      "event_type": "industry_shift",
      "catalyst_type": null,
      "certainty": "confirmed",
      "published_at": "2026-09-16T12:00:00Z",
      "entity_key": "Technology Hardware, Storage & Peripherals",
      "source_url": "https://finance.yahoo.com/technology/ai/articles/data-center-capex-grew-92-120000745.html",
      "source_title": "Data Center Capex Grew 92 Percent in 2Q 2026, Driven by Surging AI Demand and Memory Costs, According to Dell'Oro Group",
      "companies": [
        {
          "entity_id": "NVDA",
          "ticker": "NVDA",
          "name": "NVIDIA",
          "roles": [
            "impacted"
          ],
          "sentiment": {
            "score": 0.9,
            "label": "positive"
          },
          "relevance": 1,
          "impact": "NVIDIA Blackwell Ultra was a primary beneficiary of record AI-driven accelerator capex in 2Q 2026"
        }
      ],
      "similarity": 0.8126669924116682
    },
    {
      "event_id": "rfamu7nebg6jh24e-5",
      "summary": "IDC expects 2026 semiconductor revenue to rise 52.8% driven overwhelmingly by AI infrastructure investment, and projects data-center semiconductors will account for nearly half of the total semiconductor market by 2030.",
      "event_type": "prediction_analysis",
      "catalyst_type": null,
      "certainty": "projected",
      "published_at": "2026-09-16T08:19:00Z",
      "entity_key": "Semiconductors & Semiconductor Equipment",
      "source_url": "https://finance.yahoo.com/technology/articles/zacks-industry-outlook-nvidia-texas-081900233.html",
      "source_title": "Zacks Industry Outlook NVIDIA, Texas, STMicroelectronics and Intel",
      "companies": [],
      "similarity": 0.8005550396438226
    },
    {
      "event_id": "618b01c00eae1cad3f5522390f26a89cc6818c608e81943fdc6cf984185e1079-5",
      "summary": "AI inference and generation are creating massive data volumes, intensifying demand for both NAND flash/enterprise SSDs and high-capacity hard drives in data centers; SanDisk CEO David Goeckeler called AI a 'memory-centric, storage-intensive problem' while Seagate CEO Dave Mosley highlighted data compounding from agentic and physical AI workloads.",
      "event_type": "industry_shift",
      "catalyst_type": null,
      "certainty": "confirmed",
      "published_at": "2026-10-02T02:59:05Z",
      "entity_key": "Technology Hardware, Storage & Peripherals",
      "source_url": "https://finance.yahoo.com/markets/stocks/articles/sandisk-sndk-vs-seagate-stx-025905868.html",
      "source_title": "SanDisk (SNDK) vs. Seagate (STX): Which Storage Stock Is the Better Buy Right Now?",
      "companies": [],
      "similarity": 0.7908189883791461
    },
    {
      "event_id": "md4v4lwfpgphj6a3-3",
      "summary": "Alphabet, Amazon, Meta Platforms, and Microsoft plan to spend approximately $650 billion in 2026 largely on chip-packed data centers, driving unprecedented demand for advanced packaging materials, specialty gases, CMP slurries, photoresists, high-density substrates, and thermal management materials.",
      "event_type": "company_catalyst",
      "catalyst_type": "guidance",
      "certainty": "projected",
      "published_at": "2026-09-25T13:44:00Z",
      "entity_key": "GOOG",
      "source_url": "https://finance.yahoo.com/technology/ai/articles/ai-driven-investment-surge-reshapes-134400945.html",
      "source_title": "AI-Driven Investment Surge Reshapes the Electronic Chemicals and Materials Industry",
      "companies": [
        {
          "entity_id": "amzn",
          "ticker": "AMZN",
          "name": "Amazon",
          "roles": [
            "impacted"
          ],
          "sentiment": {
            "score": -0.3,
            "label": "negative"
          },
          "relevance": 0.8,
          "impact": "Amazon commits part of $650B 2026 capex largely to chip-packed data centers, driving higher capital intensity"
        },
        {
          "entity_id": "goog",
          "ticker": "GOOG",
          "name": "Alphabet",
          "roles": [
            "impacted"
          ],
          "sentiment": {
            "score": -0.3,
            "label": "negative"
          },
          "relevance": 0.8,
          "impact": "Alphabet commits part of $650B 2026 capex largely to chip-packed data centers, driving higher capital intensity"
        },
        {
          "entity_id": "meta",
          "ticker": "META",
          "name": "Meta Platforms",
          "roles": [
            "impacted"
          ],
          "sentiment": {
            "score": -0.3,
            "label": "negative"
          },
          "relevance": 0.7,
          "impact": "Meta Platforms commits part of $650B 2026 capex largely to chip-packed data centers, driving higher capital intensity"
        },
        {
          "entity_id": "msft",
          "ticker": "MSFT",
          "name": "Microsoft",
          "roles": [
            "impacted"
          ],
          "sentiment": {
            "score": -0.3,
            "label": "negative"
          },
          "relevance": 0.8,
          "impact": "Microsoft commits part of $650B 2026 capex largely to chip-packed data centers, driving higher capital intensity"
        }
      ],
      "similarity": 0.7843290754935137
    },
    {
      "event_id": "scqwctm2thkpzvmh-2",
      "summary": "Microchip Technology's data center revenue is projected to grow from ~US$591 million in 2025 to ~US$1 billion in 2026, with an estimated US$100 million annual PCIe Gen6 program starting in 2027, indicating accelerating AI/data center exposure beyond headline numbers.",
      "event_type": "prediction_analysis",
      "catalyst_type": null,
      "certainty": "projected",
      "published_at": "2026-10-03T16:11:07Z",
      "entity_key": "MCHP",
      "source_url": "https://finance.yahoo.com/technology/articles/3-tech-hardware-stocks-built-161107576.html",
      "source_title": "3 Tech Hardware Stocks Built For Higher Rates And AI Infrastructure",
      "companies": [
        {
          "entity_id": "MCHP",
          "ticker": "MCHP",
          "name": "Microchip Technology",
          "roles": [
            "impacted"
          ],
          "sentiment": {
            "score": 0.8,
            "label": "positive"
          },
          "relevance": 0.8,
          "impact": "Data center revenue projected to grow from ~US$591M in 2025 to ~US$1B in 2026, with ~US$100M annual PCIe Gen6 program starting 2027"
        }
      ],
      "similarity": 0.7827098865386721
    }
  ],
  "meta": {
    "row_count": 5,
    "mode": "semantic",
    "from": "2026-09-13T03:29:43.504175Z",
    "to": "2026-10-13T03:29:43.504175Z",
    "has_more": true,
    "truncated": false,
    "semantic_ranking": "approximate",
    "min_similarity": 0.5
  }
}
About these examples

These are the original showcase’s historical API responses, captured in read-only mode from real PostgreSQL and Neo4j data. Authentication was overridden for capture. Event results were recorded on 13 October 2026; relationship observations run through 14 October. This page explores the saved data and makes no live research calls.

Extracted summaries and relationship contexts are API data, not independently verified reporting. Coverage varies; these are bounded samples. Source links and results from a new query may differ today. Retired ingestion-provider fields were removed in the original showcase; other recorded values are preserved in the downloadable data.

YOUR AGENT. OUR RESEARCH LAYER.

One connection.
A lot more to work with.

FinCatch meets you where you already work. Pick an agent, connect once, and bring company and event research into your next question.

CONNECT FINCATCH TO

Claude

Sign in with FinCatch

Research in the conversation you’re already having.

  1. 1

    In Claude, add a custom connector and paste the server URL.

  2. 2

    Choose Claude’s published OAuth identity, or use the client ID below if asked.

  3. 3

    Sign in to FinCatch, select your API key allowance, and approve.

Works with custom connectors on Claude web and desktop. Workspace permissions may apply.

MCP SERVER URL
https://api.fincatch.io/mcp
OAUTH CLIENT ID · IF REQUESTED
https://claude.ai/oauth/mcp-oauth-client-metadata
AFTER CONNECTING, TRY ASKING

“Use FinCatch to map NVIDIA’s suppliers, customers, and competitors. Cite the evidence behind the relationships.”

21 research toolsUses your selected key’s allowanceManage access from the console
WHAT YOU CAN BUILD ON

A research layer.
More than a data feed.

Use a single endpoint or combine them into a workflow. REST gives you direct control; MCP exposes research tools to your agent.

Full endpoint reference Selected endpoints shown. Coverage varies by company, period, and source.
Events & research

Find what changed. Understand why it matters.

Semantic retrieval, structured screening, event details, evidence, and related event chains.

  • POST/v1/events/screen
  • GET/v1/events/{event_id}/evidence
  • GET/v1/events/{event_id}/chain
Companies & relationships

Put the company in context.

Company profiles, suppliers, customers, competitors, and exposure context.

  • GET/v1/companies/{ticker}
  • GET/v1/companies/{ticker}/relationships
  • GET/v1/companies/{ticker}/exposures
Disclosures & operating updates

Bring the underlying business into view.

Structured filing and transcript disclosures, operating updates, and company signals.

  • GET/v1/companies/{ticker}/filings
  • GET/v1/companies/{ticker}/transcripts
  • GET/v1/companies/{ticker}/operating-updates
Graph queries & discovery

Build a research path of your own.

Resolve company identities, discover approved graph templates, and execute bounded research queries.

  • GET/v1/resolve
  • GET/v1/graph/templates
  • POST/v1/graph/query
THE NEXT LAYER OF YOUR PRODUCT

Build something
worth knowing.

Bring connected financial research into your next idea.