What does new research on multi-turn large language models (LLMs) signal

In this episode of AlphaTarget PULSE, host Puru Saxena is joined by an expert panel to examine how artificial intelligence is shifting from experimentation to measurable business impact. Drawing on real-world experience across finance, technology and global capital markets, the panel brings multiple perspectives on valuation, capital allocation and risk management in today’s evolving economy.

The panel explores:

Artificial intelligence monetization: How AI agents embedded in enterprise software are expanding margins, driving recurring revenue, and creating second-order winners across data infrastructure, semiconductor suppliers and cybersecurity platforms.

Infrastructure and capital cycles: Why the current cloud computing capital expenditure cycle could be longer and larger than expected, and how robotics adoption is improving productivity across manufacturing and logistics.

Commercial adoption curves: The real-world timeline and investment implications of autonomous driving technology, plus how leading ecommerce platforms are using artificial intelligence to optimize pricing, advertising and fulfilment.

Valuation and portfolio strategy: Which growth stocks have genuine earnings power versus narrative momentum, how disruptive stocks are being priced in tightening financial conditions, and how to position portfolios within today’s evolving economy and global finance landscape.

Welcome back to AlphaTarget Pulse — your deep dive into markets, business, technology, and investing. In this episode, our expert panel breaks down the wild rotation out of high-growth tech/AI stocks, the irrational fears around an "AI bubble" vs. "AI killing software," and why Google's Q4 2025 results (released after close) confirm the AI capex cycle is roaring ahead.Joined by: 

Key highlights: We separate hype from reality: This pullback looks like a classic rotation, not the end of AI/software growth. Oversold names could deliver big gains ahead.

Welcome back to AlphaTarget Pulse – your go-to podcast for sharp insights on markets, business, technology, and investing.

In this episode, we dive deep into the explosive topic of building AI data centers in space – why tech giants like Google (Project Suncatcher), Nvidia-backed Starcloud, Blue Origin, and even China are taking it seriously.

We explore the massive energy advantages (constant solar power, 5-20x cheaper energy), the key bottlenecks (launch costs, Starship's potential game-changer in 2026), and which workloads (training vs. inference) could thrive in orbit despite latency challenges.

We also break down recent market rotation after Fed rate cuts and QT end – why AI/software stocks pulled back but remain in early innings with strong fundamentals (McKinsey: AI workloads 3x by 2030, inference 5x at 35% CAGR). Plus, our take on the macro tailwinds, oversold growth names, and S&P 500 historical post-rate-cut rallies.

Finally, we discuss the wild geopolitical volatility from President Trump's tariff threats on European nations over Greenland – and how a last-minute "framework" deal eased the pressure, but uncertainty lingers.

Join host Puru Saxena with our expert panel:

AlphaTarget publishes in-depth research on high-growth, disruptive public companies. Want access? Check out our subscription at https://alphatarget.com

Subscribe for more episodes every couple of weeks, like if this added value, and drop a comment: Do you think AI data centers in space will happen in 5 years or 10+? Thanks for watching – see you in the next one!

Dive into the latest market pulse with Puru Saxena and the AlphaTarget team as we unpack the 2026 stock market outlook and the hottest themes shaping investing this year!

After a volatile 2025 — marked by tariff shocks, a massive recovery, Fed rate cuts, the end of QT, and a sharp rotation out of AI/hypergrowth names into cyclicals and small-caps (Russell 2000) — we explore why this is likely just a healthy pause. Rate cuts remain a powerful tailwind for long-duration growth stocks, with many AI and quality growth names now deeply oversold and primed for a strong rebound in the coming 6-12 months. Historically, the S&P 500 rallies ~15% in the year following the first rate cut after a pause — the setup looks favorable!

Our expert panel breaks down the key 2026 themes:

Hosted by Puru Saxena (@saxena_puru) with insights from Oyvind (big picture), Damia (data queen), and Irnest (numbers man). Whether you're positioned in growth, watching AI infrastructure, or hunting the next rotation — this episode delivers actionable insights on markets, tech disruption, and where the real opportunities lie in 2026.

Welcome to Episode 6 of AlphaTarget Pulse – your go-to podcast for sharp insights on markets, business, technology, and investing.In this episode, Puru kicks off with a bullish stock market outlook amid Fed rate cuts and the end of QT, drawing parallels to the late-90s tech rally in today's AI boom.Then, our analysts dive deep:Consumer Focus with Damia:

AI Landscape with Irnest & Anirban:

Welcome to AlphaTarget Pulse – your podcast on markets, business, technology and investing.In this episode we break down:

Welcome to AlphaTarget Pulse – your go-to podcast for sharp insights on markets, business, technology, and investing. In this episode, we unpack the biggest news from the past weeks: Trump ends the historic government shutdown and proposes $2,000 tariff-relief dividends; SoftBank exits Nvidia for $5.83B to fuel AI bets; Anthropic's $50B U.S. AI infra push; Michael Burry's massive shorts on Palantir (60% of portfolio) and Nvidia; and Tesla shareholders greenlight Elon Musk's ~$1T compensation package.Puru breaks down the bullish stock market outlook: Fed rate cuts + QT end as tailwinds for growth stocks, AI boom echoing 1998 tech mania, seasonal Q4 strength, and historical ~15% S&P gains post-rate-cut pauses.Then, our analysts dive deep into Q3 2025 earnings:

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Dive deep into the humanoid robotics revolution, Fed rate cuts + QT-end impact on stocks, and shocking new AI "survival drive” news! In this packed episode:

Our expert team:

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Dive into the AlphaTarget Pulse podcast as we unpack the latest in markets, AI and autonomous driving technology. Kicking off with hot news: OpenAI's ChatGPT apps, Broadcom's AI accelerator collaboration, Google's Gemini Enterprise launch, Fed's QT end & rate cuts signalling a bull run for AI growth stocks and Trump's China tariffs sparking market volatility.Our expert pane —Irnest (CFA - our numbers man), Anirban (PhD Computer Science - Mr. Bleeding Edge), Damia (our data queen), and Oyvind (our big-picture guy)— breaks down autonomous driving:

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AlphaTarget is not a registered investment adviser and discusses research for informational and general educational purposes only. Please conduct your own research prior to making any financial decisions.

Understanding AI's market cycle and its potential parallels with historical technological advancements will help guide its implementation in investment strategies and emerging markets. Host Puru Saxena (veteran money manager and founder of money management firms in Hong Kong) introduces his panel of expert financial analysts (ex-Citibank, Societe Generale, Peel Hunt, Berenberg, Motley Fool) to discuss recent developments in AI, technology, and business trends. 

The team unpacks the $300 billion partnership between OpenAI and Oracle, and what it means for the future of AI infrastructure. Drawing on their wealth of experience, they explore not only the technological implications of these AI developments but also how they could positively, or negatively, impact the way we operate within the stock market and broader business landscape. 

Meet the panellists: 

Puru Saxena – Built and managed two Hong Kong–based investment firms (2001–2016) before selling to a listed asset manager. A frequent guest on Bloomberg, CNBC, BBC, and CNN, he now shares insights with 380,000+ followers on X (@saxena_puru). 

Irnest Kaplan – Equity analyst turned founder of a boutique research firm, recognised as South Africa’s #1 analyst in Computing and Electronics. Holds a BSc in Electrical Engineering (cum laude) and is a CFA Charterholder. 

Oyvind Bjerke – Investor and researcher with experience at Arceau Family Office, MMC Ventures, Peel Hunt, and Berenberg, specialising in disruptive tech and thematic research. MSc in Behavioural Finance (distinction) and MA (Hons) in Economics and Accounting. 

Anirban Mahanti – Technology and machine learning specialist, former Director of Research at The Motley Fool (Australia), and co-author of 70+ peer-reviewed papers. Holds a PhD and MSc in Computer Science. 

Damia Othman – Experienced in banking and equity research, with roles at Citibank Malaysia, Affin Hwang Investment Bank, KAF Equities, and TA Securities. BA (Hons) in Business Economics from the University of Exeter. 

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AlphaTarget is not a registered investment adviser and discusses research for informational and general educational purposes only. Please conduct your own research prior to making any financial decisions.