Insights

Guns, Cigarettes and Chocolate: The COVID Pantry

In this post, we explore interesting pantry loading trends using document theme extraction on earnings transcripts, now dynamically generated in AlphaSense.

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New: See the Most Important Themes in Transcripts Instantly

AlphaSense Staff

Theme extraction from transcripts fuels competitive intelligence efforts, earnings prep and buy-side investment strategies. Learn about the new feature here.

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Shape of the Recovery: Torsten Slok, Deutsche Bank Chief Economist

AlphaSense Staff

This week, we sat down with Torsten Slok, Chief Economist at Deutsche Bank Securities to discuss what the shape of recovery will actually look like.

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How Corporations are Responding to George Floyd Protests

AlphaSense Staff

While some leaders focused their communications on anti-Blackness and systemic racism, others spoke this week about property damage and looting. Read more here.

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Differing Messages on #BlackLivesMatter & Pride Showcase Corporate Bias

AlphaSense Staff

An analysis of how companies have historically messaged on two underrepresented communities: LGBTQ+ and Black employees. Read the company commentary here.

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Hong Kong Policy Shifts and U.S. Backlash Raise Uncertainty

AlphaSense Staff

As the U.S. and China engage in a trade war, Hong Kong’s future hangs in the balance. Discover what news sources & company executives imagine for Hong Kong's future.

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The Growing Trend Towards Ghost Kitchens and Dark Stores Accelerates

AlphaSense Staff

Restaurants and retailers have been forced to innovate during quarantine, with many shifting their focus to ghost kitchens and dark stores. Read about it here.

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The Real Estate Industry Prepares for Tenant Bankruptcies

AlphaSense Staff

REITs are commenting on how possible tenant bankruptcies will impact their own balance sheets. Discover COVID's impact on commercial real estate here.

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As the Economy Reopens, Companies Comment on May Trends

AlphaSense Staff

With conference season in full swing, companies are revealing trends from May data. How are industries impacted as the world loosens restrictions? Find out here.

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Healthcare

BioTech Carefully Races Toward Safe and Effective Coronavirus Vaccines

AlphaSense Staff

This week, Moderna announced its first successful test of a coronavirus vaccine, while healthcare giants presented at the UBS Global Healthcare Conference.

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Tech

Tech Ushers in the ‘New Normal’

AlphaSense Staff

Learn how Tech is leading society’s transformation to a 'new normal' driven by esports/gaming, cloud computing, collaboration software, mobility & cybersecurity.

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