Скачать или смотреть How to Separate AI Winners from Software Roadkill | AlphaTarget PULSE

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, host Puru Saxena is joined by an expert panel to break down how artificial intelligence is moving from experimentation to measurable business impact. Drawing on real-world experience across finance, technology and global capital markets, the discussion focuses on valuation, capital allocation and risk management in today’s evolving economy.

The episode examines where AI agents and enterprise software platforms are generating tangible earnings leverage. From automation layered on top of cloud computing infrastructure to ecommerce optimization engines powered by artificial intelligence, the panel separates durable revenue growth from speculative hype. As major indices such as the National Association of Securities Dealers Automated Quotations (NASDAQ) and the Financial Times Stock Exchange (FTSE) react to macroeconomic shifts, the conversation analyzes how the market is pricing disruptive stocks tied to robotics, data infrastructure and next-generation technology.

The panel also explores capital expenditure cycles, long-term business trends, and the structural implications of emerging technologies across the global economy. Which growth stocks have sustainable competitive advantages? How should investors balance high-conviction technology exposure with valuation discipline? And where could overlooked names in software, ecommerce or autonomous driving offer asymmetric upside?
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Chapters:
00:00 Intro and Welcome to AlphaTarget Pulse
02:10 Meet the Analysts and Latest AI News Roundup
03:07 Key AI Developments: Claude Sonnet 4.6, GPT-5.3-Codex-Spark, Snowflake + OpenAI Deal
07:50 Memory Shortage Boom
11:57 Micron and Hyperscaler Capex Surge
14:47 Tech Valuation Compression and SaaS Challenges
20:36 Is 'SaaS is Dead' Overblown? SMB SaaS Resilience
27:00 "LLMs Get Lost in Multi-Turn Conversation" Paper Insights
32:44 Closing Thoughts and Growth Stock Outlook
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AlphaTarget PULSE brings you timely, institutional-grade insights on markets, business, technology, and investing. Every other Friday, 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.
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AlphaTarget is not a registered investment adviser and discusses research for informational and general educational purposes only. Please conduct your own research prior to making any financial decisions