Nov 30, 2022 - Mar 15, 2026
Major model launches, workforce effects, and market reactions tied to the AI shift.
Snapshot through Mar 15, 2026
Google's rushed Bard rollout backfires when a demo answer proves inaccurate, sharpening investor anxiety around the AI race ChatGPT ignited.
Caused by OpenAI: ChatGPT launches as a public research preview
Chegg becomes one of the clearest early public-market casualties of generative AI after telling investors ChatGPT is weakening new customer growth.
Caused by OpenAI: ChatGPT launches as a public research preview
Nvidia's blowout forecast confirms that the generative AI boom is translating directly into infrastructure spending and market value.
Caused by OpenAI: GPT-4 becomes OpenAI's new flagship model
Palantir's raised outlook and stronger AI platform demand push the stock to a fresh record as investors look for enterprise AI winners.
Caused by OpenAI: GPT-4 becomes OpenAI's new flagship model
Palantir's results reinforce that enterprise and government AI demand is still translating into software revenue and investor enthusiasm.
Trigger: Raised AI demand guidance and commercial momentum
Investors dump richly valued AI software names as fears grow around margins, spending discipline, and how durable the current wave of AI monetization will be.
Trigger: AI scare trade around spending and competitive pressure
Investors respond positively to Block's sharper cost discipline, treating the AI-linked restructuring as a margin and execution story rather than a demand warning.
Trigger: AI-first cost cuts and margin expectations
Oracle's latest results convince investors that AI infrastructure demand is flowing through to backlog, capex, and future revenue at scale.
Trigger: AI cloud revenue surge and backlog forecast