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

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

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:A viral Substack claims $140K is the new poverty line for a US family of four – we break down the reality vs. official figures. Inflation's

Welcome to AlphaTarget Pulse – your podcast on markets, business, technology and investing.In this episode we break down:Why the end of QT + rate cuts is rocket fuel for growth stocks (and why the recent AI pullback is just rotation, not the start of a bear market) NVIDIA’s Q3 beat: the key takeaways, GPU lifespan debate, power constraints, and whether Google’s Gemini 3 + TPUs can actually dent Nvidia’s moat The real implication if inference compute gets 30-50% cheaper in 2026-2027

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

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:850+ global leaders call for a pause on super intelligence development AI models now resist shutdown – sci-fi becoming reality? Nvidia starts U.S. AI chip production Fed cuts rates 25bps, ends QT 1 Dec – bullish for AI/growth stocks Full panel breakdown: Tesla Optimus vs Figure AI vs 1X vs Apptronik Our expert team:

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

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

From 3 October 2025, AlphaTarget PULSE delivers timely insights on markets, business, technology and investing. 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 trends, technological developments and opportunities, revealing where the smart money is investing.  New episodes are