AlphaSense

Thank you to the SemiAnalysis team for an insightful evening with AlphaSense and our clients, diving deep into the evolving AI narrative. Doug O'Laughlin shared perspectives across key themes shaping the industry: --Nvidia’s quarter and guidance, SemiAnalysis described as strong across the board, and market potential for AMD and Google’s TPU for 2026. --Hyperscalers' capex strategy, from energy usage to in-house chip usage and the AI token economic stack. --Coreweave sitting atop SemiAnalysis ClusterMax ratings, the symbiotic relationship between Nebius and Microsoft, and the role of neoclouds. All signs point to 2026 being another pivotal year for the AI ecosystem.

In this issue, learn how a divided consumer economy may weigh on holiday sales, and explore key sector debates on OpenAI capex, Pfizer’s acquisition of Metsera, and Eos batteries. Your go-to source for expert insights into the forces shaping today’s markets, delivered twice a month. Read and subscribe today ⤵️

Is the drought finally over for private equity distributions? On November 18th, Xavier S. from AlphaSense and I will dive into how GPs are adapting, how LPs are accessing liquidity, and how AI is reshaping PE strategies. Register here: https://lnkd.in/ggYashsB

👀 Yield is harder to find and risk feels harder to price. Private credit has become the place investors look for answers. If you need clarity on how institutional capital, wealth channels, and new structures are reshaping this multi-trillion dollar market? We have a session for you... Join Marc Rubinstein, founder of Net Interest and Sayonton Roy from Citigroup for a data-driven breakdown of the forces powering private credit’s next phase. ⬇️ https://lnkd.in/eXssWjtU

👂 Being engulfed by external noise makes any market more difficult to navigate. That was the case this year for David Stone from HPE. During our Navigating Market Turbulence breakout session at #AlphaSummit, David reflected on the past year—one filled with complexity and information overload. With so much data to sift through, AlphaSense proved essential in turning noise into clarity, enabling smarter, faster decision-making. Watch the full conversation to hear how HPE leverages AlphaSense to navigate a rapidly changing landscape: https://lnkd.in/eZvJv54H

🏆 We have more good news to share today: AlphaSense has been recognized in the 2026 TrustRadius Buyers' Choice Awards! 🏆 This honor reflects the voices of our customers, whose feedback positioned us as the leading Financial Research Software company for: ✅ Best Relationship ✅ Best Feature Set ✅ Best Value for Price Don’t just take our word for it, check out the reviews that made it possible: https://lnkd.in/ehhWn7jv

🩺 The volatility in U.S. healthcare policy is forcing biopharma companies to fundamentally rethink their strategic approach under the second Trump administration. Amid rising cost controls and evolving regulations, manufacturers are rethinking pricing, supply chains, and competitiveness to stay ahead of policy change. Watch this session with our Director of Healthcare Research, Sara Mallatt, and Visiting Health Policy Fellow at the Pioneer Institute, and Former Pfizer VP of U.S. Government Relations, Dr. Robert Popovian, as they examine the future roadmap, drug pricing strategy, PBM reform, vaccine policy, supply chain planning, and the adaptation strategies proving most effective. ⬇️ https://lnkd.in/ear3xHRF

Biopharma teams are facing policy shocks that are reshaping strategy, pricing, and revenue planning. Tariffs, pricing reforms, and shifting federal priorities are creating real pressure on 2026 plans. There is a path forward! You can adapt faster when you understand how policy risk is evolving and how leaders are responding. Get the full breakdown from Dr. Robert Popovian and our Director of Research for Life Sciences Sara Mallatt with new insights from AlphaSense in this policy report. ⬇️ https://lnkd.in/eiK_kCT2

✨ Employee Spotlight: Meet Kevin Conlon! Kevin is a Software Engineer at AlphaSense who joined the team shortly after graduating college in May 2024. Based in Fort Collins, Colorado, Kevin works on the Expert Research team, developing and improving the systems that power client–expert communication. “I’m very much a people person,” he shares. “I enjoy collaborating and learning from others, and AlphaSense gives me the space to do both while growing technically.” Working remotely from his hometown, Kevin appreciates the flexibility to stay connected to friends and family in Colorado while contributing to a global, fast-paced team. Kevin’s curiosity, collaborative spirit, and dedication to learning make him an invaluable part of the AlphaSense engineering team and a great example of how we’re building the future together. Thinking about joining our team? Explore current openings and learn more about our company culture on our #careers page: https://lnkd.in/eQwwMJE

I’m honored to be included in INvolve - The Inclusion People and YouTube’s 2025 Outstanding Executives Role Model List, which recognizes leaders advancing inclusion for LGBTQ+ employees around the world. Early in my career, out LGBTQ+ leaders in senior roles were few and far between. The idea that I’d one day be recognized because I’m leading visibly, not in spite of it, is something I don’t take for granted. In running a strategy organization at AlphaSense, my work centers on scaling a product that gets the right insights to the right people at the right moment. I’ve seen how much stronger outcomes are when diverse perspectives are included, and that belief in access and visibility guides how I think about who gets opportunities to contribute and help define the future of this technology. Congratulations to my fellow honorees on #OUTRoleModels25. LINK: http://bit.ly/478FXZe