AlphaSense
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AlphaSense
18h ago
The cloud computing market landscape, relatively unknown since its inception in the mid-2000s, is now a booming vertical driving competition among Wall Street investors and tech mammoths alike. Today, almost every aspect of business seems to rely on cloud computing technology–the on-demand availability of computer system resources, especially data storage and computing power, without direct active management by a user.
While many analysts are focusing on the leaders of this industry (Google Cloud, AWS, and Azure) to lead the race, a growing number of new cloud-based technologies, companies, an ..read more
AlphaSense
18h ago
Since the inception of the COVID-19 pandemic, interest rates have been anything but favorable to investors. In an effort to address persistent inflationary pressures, the Federal Reserve implemented a series of 11 incremental increases to the federal funds rate spanning from March 2022 to July 2023.
But following its meeting in December 2023, the Fed outlined its intention to gradually reduce the benchmark rate to 4.6% by the conclusion of 2024, anticipating three quarter-point cuts. Although inflation has slightly curbed, the Fed is waiting for more encouraging economic data before impl ..read more
AlphaSense
5d ago
Expert networks are a critical tool for market intelligence and are leveraged by professionals to gain firsthand knowledge of specialized industries, companies, and markets. However, decades of costly third-party providers have led to many misconceptions about the efficiency and credibility of expert networks.
Fortunately, not all expert networks are created equal as the expert network industry has dramatically evolved since the late 1990s. Newer generation operating models provide actionable expert perspectives that empower informed decision-making while also maximizing your time through tech ..read more
AlphaSense
1w ago
Like many other industries, the retail industry has gone through a significant transformation in recent years, largely driven by advances in technology and artificial intelligence (AI), as well as shifting customer preferences and behaviors.
For the retail industry, consumers have always been a top priority. Any innovation, strategic move, or new product has to be consumer-centric—either designed to fulfill consumers’ existing expectations and desires, or delight them with a product or experience that shapes their expectations thereafter. That is why digital transformation has been so im ..read more
AlphaSense
1w ago
It is no secret that mergers and acquisitions (M&A) deal activity has declined over the last couple of years, leading investors to tread carefully. The healthcare sector, like others, has faced headwinds such as soaring interest rates, steep inflation, FTC regulatory challenges, post-pandemic supply chain issues, and market volatility that have flattened M&A deals.
There are early indicators of resurgence in deal volume, with notably large healthcare transactions closing at the beginning of the year and announced late last year. With steady interest rates paving the way for broader eco ..read more
AlphaSense
2w ago
ESG—environmental, social, and governance—practices are now ubiquitous in almost every industry. What started as little more than a passing fad has grown into one of the most integral components of most companies’ business strategies and investors’ investment decisions. The reason for this change?
As awareness of environmental, social, and corporate governance issues continues to grow on an individual, company, and government level, ESG has become a way to hold companies and nations responsible for their societal and environmental impacts. Today, companies face constant pressure to espouse ESG ..read more
AlphaSense
2w ago
As generative AI (genAI) continues to transform global business practices, ranging from optimizing workforce efficiency, reducing costs, and speeding up research and development, industry analysts are beginning to scrutinize its applications with a critical eye. This technology promises benefits for everyone from individual employees to executive leadership and shareholders, but could it be just as harmful as beneficial?
Due to genAI’s quick overtake, there’s virtually no national government oversight over how public or private companies wield this technology. Meanwhile, companies that l ..read more
AlphaSense
3w ago
Increasingly, artificial intelligence (AI) is transforming the delivery and speed of pharmaceutical drugs to the market. AI is solving challenges that come with traditional clinical processes, prompting a surge in AI-based initiatives aimed at reducing costs and expediting development timelines. Additional momentum is being fueled by advancements in AI technology, heightened awareness, and improved computer processing speed.
With a total addressable market of nearly $50 billion for AI-enabled drug development, it is estimated that 30% of new drugs will be discovered using AI by 2025. However ..read more
AlphaSense
3w ago
Generative artificial intelligence (genAI)—it’s seemingly ubiquitous, from its ascending market evaluation (reaching a $1.3 trillion by 2032 according to Bloomberg), to its proposed applications in nearly every industry (i.e., consulting, manufacturing, financial services, etc.) to its potential limitations. And while these discussions have been integral to understanding the importance of this iteration of AI today and in the years to come, the question of its value on an individual basis, and specifically within marketing intelligence, is left unanswered.
In our State of Generative AI & M ..read more
AlphaSense
3w ago
As generative artificial intelligence (genAI) gains momentum among institutional investors, investment teams are actively adapting to embrace this trending technology. They are most interested in understanding how genAI can transform their unique workflows and day-to-day functions that are traditionally plagued with complexity and inefficiencies.
With capabilities that are uniquely powerful and vast, understanding how to successfully harness genAI’s many use cases can be half the challenge with its implementation.
Furthermore, as resourcing and budgeting considerations remain top o ..read more