AlphaSense

🍽️ Finally, a Thanksgiving table where all your favorites are on the menu! 🦃 We recognize that everyone has a different workflow, and whether you crave mashed potatoes, cranberry sauce, fresh dinner rolls or even some pumpkin pie? We've got you covered. 🥧 Whether you spend your 9-5 in finance, life sciences, telecom, energy, consulting, legal and so many more: we want you at our table. Happy Thanksgiving from us at AlphaSense!

🛑 Many executives are holding off on going public, and that pressure is reshaping liquidity, exits, and valuations across private markets. You can get ahead of this shift by understanding the strategies LPs and GPs are using to unlock liquidity, adapt operating models, and navigate tariff-driven uncertainty. Learn directly from Ted Seides (Founder of Capital Allocators) and Xavier S. (AlphaSense Director of E&I Research) to understand how partial stake sales, AI-driven workflows, and private wealth inflows are shaping the next phase of distributions.  ⬇️ https://lnkd.in/eTpvj6nW

Corporate venture teams face a volume problem and a conviction problem, and both reduce your ability to win strategic deals. You can fix this with unified workflows that cut weeks of diligence down to hours and keep every stakeholder aligned from Day 1️⃣. Read the full breakdown to see how teams use AI-driven tools to accelerate screening, tighten teardowns, validate diligence, and boost adoption across business units. ⬇️ https://lnkd.in/eYkZF7xR

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