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

Puru Saxena
Artificial Intelligence
Investment Insights
Technology
Openai
NVIDIA
Google
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 monthlyEpisodes17Founded8 months ago
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BusinessInvesting

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Artwork for AlphaTarget PULSE

Latest Episodes

The stock market continues to push higher as growth stocks, AI infrastructure names and semiconductor companies rally aggressively on the back of surging demand for compute, memory and networking infrastructure.

In this episode of Alpha Target Pulse... more

Beneath a steady stock market, a much bigger shift is taking place. AI investment, cloud computing demand and technology earnings are accelerating, forcing investors to rethink the outlook for growth stocks and the broader economy.

Puru Saxena and t... more

The stock market is ripping higher, growth stocks are surging, and investors may have just badly misread one of the biggest artificial intelligence developments of the year.

Puru Saxena and the panel break down the powerful rebound in equities follo... more

Is the worst of the stock market correction now behind us?  This of episode provides a framework for navigating short term volatility in the stock market while staying focused on long term opportunities in artificial intelligence, cloud computing and... more

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Host

Puru Saxena
Puru Saxena is the founder of AlphaTarget and a veteran money manager who frequently shares investment insights on markets, disruptive tech trends, and opportunities for investors.

Chart Rankings

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Apple Podcasts
#79
Switzerland/Business/Investing
Apple Podcasts
#81
Denmark/Business/Investing
Apple Podcasts
#161
Argentina/Business/Investing
Apple Podcasts
#249
Switzerland/Business

Talking Points

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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?

A data-driven, market-forward show that centers on investing, technology, and disruptive business models. Recent episodes frequently explore AI developments, cloud infrastructure, and the economics of emerging tech—ranging from AI data centers and humanoid robots to autonomous driving and memory/storage trends—alongside macro-market themes like monetary policy, rate cuts, and geopolitical tariffs. The panel often weighs the impact of these technologies on investment opportunities, highlighting leaders such as Google, OpenAI, Tesla, and other high-growth firms, and offering pragmatic takeaways for institutional and sophisticated individual investors alike. A notable strength is the blend of rigorous analysis with forward-looking themes, crea... more

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These podcasts share a similar audience with AlphaTarget PULSE:

1. Excess Returns
2. Animal Spirits Podcast
3. The Master Investor Podcast with Wilfred Frost
4. Monetary Matters with Jack Farley
5. All-In with Chamath, Jason, Sacks & Friedberg

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AlphaTarget PULSE launched 8 months ago and published 17 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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