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

Semiconductor and memory stocks have pulled back sharply while software names stage a quiet comeback, is this just healthy rotation, or the start of something bigger?  Puru Saxena, founder of AlphaTarget and growth investor, is joined by AlphaTarget's analyst team to unpack the sharp fifteen percent pullback in the SOXX semiconductor ETF against a ten percent rally in...

The stock market staged a sharp reversal this week after Micron's blowout earnings reignited enthusiasm for AI infrastructure stocks, but is the rally on solid footing, or are investors getting ahead of themselves again?  Puru Saxena, founder of AlphaTarget and growth investor, is joined by AlphaTarget's analyst team to unpack the recent stabilisation in equity markets, the easing of oil prices an...

Markets have finally started pulling back after months of relentless gains, but is this correction only just beginning?  Puru Saxena, founder of AlphaTarget and growth investor, is joined by AlphaTarget's analyst team to discuss the recent turbulence in equity markets, why the firm raised cash and hedged its portfolio ahead of the sell-off, and why the team believes a deeper correction may still l...

The stock market is ripping higher again, AI stocks are surging vertically, and investors may be underestimating just how stretched this rally has become.  Puru Saxena, founder of AlphaTarget and growth investor, and the panel break down the explosive rebound in equities following recent geopolitical tensions in the Middle East, explain why semiconductor stocks and AI-related stocks continue to pu...

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, investor and founder Puru Saxena is joined by Irnest, CFA charterholder and former analyst at Société Générale, Anirban Mahanti, former Director of...

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 the panel dive into the forces driving this market move, from surging AI investment to a decisive shift in sentiment following strong Big Tech results....

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 following heightened Middle East tensions, explain why software and growth stocks are rallying aggressively, and unpack why Anthropic’s latest AI release m...

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 disruptive technologies.  Host of AlphaTarget PULSE, Puru Saxena, and the panel unpack the evolving macro landscape as geopolitical tensions in the M...

How should investors navigate a world of simultaneous geopolitical shock, a hawkish Federal Reserve and relentless innovation in artificial intelligence? And with growth stocks down 50 to 80% while indices remain relatively resilient, is the worst of the selling behind us or is there more pain ahead?  In this episode of AlphaTarget PULSE, host Puru Saxena and the panel assess the compounding press...

How should investors interpret geopolitical escalation in the Middle East, oil price volatility and extreme weakness in high-growth technology stocks? And is the current drawdown in artificial intelligence and enterprise software a structural reset or the next major opportunity in the stock market? In this episode of AlphaTarget PULSE, host Puru Saxena and panel examine the market impact of rising...

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, the commercial implications for enterprise software, productivity and margin expansion are becoming clearer. In this episode of AlphaTarget PULSE, hos...

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:  Irnest (CFA, top...

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 sola...

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...

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 p...

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...

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 Palanti...

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...

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 num...

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 dis...

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 d...