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

March 24, 2026
About the Speakers
  • Michelle Brophy

    Director of TMT Research, AlphaSense
  • Jordan Nanos

    Member of Technical Staff, SemiAnalysis
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From Point Solutions to Enterprise: How AI Is Reshaping Research & Decision Making

In this roundtable, Doug Garber (Pitch The PM), Chris Vitale (the alloy network), and Ben Collins (AlphaSense) will discuss how AI is actually being deployed on the ground today — what’s working, what isn’t, and where the biggest ROI is emerging.
Webinars & VideosUpcoming on Apr 2, 2026
Three smiling men: Doug Garber of Westport Alpha Group, Christopher Vitale of the alloy network, and Ben Collins of AlphaSense. The AlphaSense logo is at the bottom.

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."

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.
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