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AlphaTarget PULSE - Markets | Business | Technology | Investing | Insights

Puru Saxena
Artificial Intelligence
Investment Insights
Technology
Google
Openai
Nvidia
Tesla
Data Centers
Humanoid Robots
Oracle
Autonomous Driving
Robotaxis
Cloud Computing
Federal Reserve
Tech Companies
AI Workloads
Capital Expenditure
Waymo
Alphabet
Neoclouds

AlphaTarget PULSE brings you timely, institutional-grade insights on markets, business, technology and investing. Every other Friday, our Founder Puru Saxena (veteran money manager and Founder of money management firms in Hong Kong) and our highly experienced analysts (ex-Citibank, Societe Generale, Peel Hunt, Berenberg, Motley Fool) cut through the noise and dissect markets, disruptive business t... more

PublishesTwice monthlyEpisodes11Founded5 months ago
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Latest Episodes

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

for agentic artificial intelligence, enterprise automation and long-term

monetization models? As these systems move from single prompts to sustained, decision-driven workflows, ... more

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. "A... more

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 (Pro... more

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 ... more

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Puru Saxena
Host of the podcast, he is a veteran money manager and founder of AlphaTarget, with a strong background in financial markets and a significant presence in investment-related discussions. Puru contributes deep insights drawn from a wealth of experience in managing investments and navigating market complexities.

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How AI is Reshaping Investing and the Stock Market
Q: Where do you think we are in the AI cycle and what does this mean for the stock market?
We are at the beginning of the AI technology proliferation and while the technology will continue to grow, the stock market might face corrections and volatility due to economic cycles.
How AI is Reshaping Investing and the Stock Market
Q: What is your take on the data center CAPEX boom?
The spending by megatech companies on AI infrastructure is justified and necessary, with operational cash flows supporting their investments, making it sustainable in the long term.
How AI is Reshaping Investing and the Stock Market
Q: What potential use cases do you see for AI technology?
AI has gone viral and is now used in diverse applications, from coding assistance to optimizing telco networks. It is pervasive and at some point, all businesses will have to adopt it for efficiency gains and new business models.

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Frequently Asked Questions About AlphaTarget PULSE

What is AlphaTarget PULSE about and what kind of topics does it cover?

Timely insights on market dynamics, technological advancements, and disruptive business trends are the core of the discussions. Episodes feature experienced analysts and a founder with a strong background in money management, who craft narratives around investing strategies shaped by economic fluctuations and trends in artificial intelligence, autonomous driving, and robotics. Highlights include deep dives into the performance of key tech stocks while also tackling macroeconomic factors like inflation and interest rates that are reshaping investor outlooks. The focus on AI's transformative impact across industries, alongside investment implications in emerging sectors, sets this content apart as particularly relevant for informed investors ... more

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1. Motley Fool Money
2. Bloomberg Daybreak: US Edition
3. All-In with Chamath, Jason, Sacks & Friedberg
4. Moonshots with Peter Diamandis
5. The Compound and Friends

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AlphaTarget PULSE launched 5 months ago and published 11 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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