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From Point Solutions to Enterprise: How AI Is Reshaping Research & Decision Making

April 2, 2026
About the Speakers
  • Doug Garber

    Host of Pitch The PM and Chief Investment Officer at Westport Alpha Group
  • Christopher Vitale

    Founder, the alloy network
  • Ben Collins

    Senior Director of Solution Marketing, Alphasense
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Software Under Pressure: AI Uncertainty and the Path to Growth

Join this live Quarterly AI Update with AlphaSense and Morgan Stanley as they explore the core findings of Morgan Stanley’s recent report, “Software Gut Check – AI IS Software,” to help you navigate the road ahead for incumbent vendors and emerging disruptors.
Webinars & VideosUpcoming on Mar 25, 2026
Headshots of Keith Weiss, Head of U.S. Software Research at Morgan Stanley, and Sarah Hoffman, Director of AI Thought Leadership at AlphaSense. A banner below reads "AlphaSense x Morgan Stanley."

NVIDIA GTC 2026: The Key Signals Investors Shouldn’t Miss

Join Jordan Nanos (SemiAnalysis) and Michelle Brophy (AlphaSense) as they break down the most important announcements and market-moving signals — from the unveiling of Nvidia’s Vera Rubin architecture and next-generation chip updates to rack-scale system evolution and HBM4 memory integration.
Webinars & VideosUpcoming on Mar 24, 2026
Headshots of Jordan Nanos, Member of Technical Staff at SemiAnalysis, and Michelle Brophy, Director of TMT Research at AlphaSense. AlphaSense and SemiAnalysis company logos are shown.

AI Agents for TMT: Find Hidden Signals, Spot M&A Early, Win Faster

Join this tactical webinar to discover how to move beyond manual research and build a modern market intelligence engine powered by agentic workflows.
Webinars & VideosUpcoming on Mar 16, 2026
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