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What’s Next for AI and Data Centers: The Future of Cloud Compute and Data Center Ecosystem
Watch this session with Patrick O’Shaughnessy, CEO and Founder of Positive Sum and host of Invest Like the Best, for a timely conversation with Michelle Brophy, Director of TMT Research at AlphaSense, and Gary Meshell, former AWS executive and current Executive Partner at CyberEdge Advisory.
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From Hype to Heritage: Identifying Durable Winners in Luxury Investing
Listen to this session with AlphaSense partner Drew Cohen of Speedwell Research and Claire Kent, advisor and former Prada Director, as they unpack the forces reshaping the luxury market and what they mean for investors.
Women in Financial Services and Fintech Panel: Leading with Insight, Succeeding with Impact
Featuring: Inessa Even, Wells Fargo Nacira Alioua, Emirates NBD Bank Katie Rapp, AlphaSense
Data Center & Energy Transitions Impact on the Oil & Natural Gas Markets
Former Goldman Partner and Super-Spiked author Arjun Murti joins us to analyze how the "data problem" is now fundamentally an energy story. We'll unpack how the consistent energy requirements of data centers are reshaping natural gas markets and the broader energy transition.
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