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AlphaSense

@AlphaSenseInc

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Following
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Powering the world’s biggest decisions. 6K+ companies trust our AI search and market intelligence platform to deliver timely insights. (Not investment advice)

US | EU | IN
Joined September 2013
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@AlphaSenseInc
AlphaSense
1 month
$500M ARR. 6,500+ customers. All of the world's top investment banks. The race isn’t just about AI; it’s about trusted, enterprise-ready AI that knows your industry and scales across the workflows that matter most. The demand for domain-specific AI insights is accelerating, and
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@AlphaSenseInc
AlphaSense
2 hours
$CSCO CEO on hyperscale AI orders and growth: "I want to just clarify the $3 billion number that we gave out was a revenue number from the hyperscale AI infrastructure in the fiscal year. I would say that the $1.3 billion was -- were new orders that we took during the quarter
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@NTU
National Taxpayers Union
2 days
The IRS’s appeal in AbbVie threatens to undermine the Trump administration’s pro-growth agenda by paving the way for higher corporate tax burdens.
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@AlphaSenseInc
AlphaSense
4 hours
$CSCO Earnings: - Revenue of $14.9 billion, up 8% year over year; GAAP EPS of $0.72, up 6% year over year; and Non-GAAP EPS of $1.00, up 10% year over year, above the high end of our guidance ranges and demonstrating solid operating leverage - Earnings per Share: GAAP: $0.72;
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@AlphaSenseInc
AlphaSense
7 hours
👂 Heard at #AlphaSummit: during our Unlocking Emerging Investment Themes breakout session, Mira Witzig Borja from Citi shared how our 'Think Longer' functionality helps her filter research and filings, surface the most relevant content, and deliver written outputs that hit all
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@AlphaSenseInc
AlphaSense
9 hours
$CRCL CEO discusses use cases for $USDC beyond crypto: "So we are definitely not agnostic to the use cases USDC, However, what we do often say is stable point money is increasingly a general purpose, general architecture form of money that is being used across a very wide range
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@roocode
Roo Code
7 hours
Some of you noticed that our Github was down this morning. Here's why.
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@AlphaSenseInc
AlphaSense
10 hours
If you are interested in more interviews like this one, make sure to follow us! Stop second-guessing. Whether you're tracking market shifts, exploring new opportunities, or need clarity on complex decisions, our extensive transcript library and custom expert calls give you the
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alpha-sense.com
Tap Into the Deep Industry Expertise of Wall Street’s Top Analysts. Start Your Free Trial.
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@AlphaSenseInc
AlphaSense
10 hours
An interview with a former $MSFT employee explaining GPT-5's and Claude's strengths and weaknesses ( $AMZN, $MSFT ): - The expert explains that GPT-5 represents a significant improvement over GPT-4, particularly in terms of speed, coding ability, and multimodal reasoning. He
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@AlphaSenseInc
AlphaSense
10 hours
🔌 AI’s rising power demand is reshaping the energy equation and the ripple effects are hitting oil & natural gas markets harder than expected. The good news? Industry leaders are already unpacking how data centers, durable oil demand, and the energy transition intersect,
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@AlphaSenseInc
AlphaSense
13 hours
$CRCL Earnings: - USDC in circulation of $73.7 billion at quarter end grew 108% year-over-year - Total revenue and reserve income of $740 million grew 66% year-over-year - Net Income of $214 million increased 202% year-over-year - Adjusted EBITDA of $166 million grew 78%
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@getpodmark
Podmark
15 hours
Patrick O'Shaughnessy, Host of Invest Like the Best podcast, on AlphaSense: AI-powered market intelligence for investors:
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@AlphaSenseInc
AlphaSense
1 day
🔍 Most professionals spend up to 🔟 hours a week just searching for information. Half still juggle multiple research tools. When data is fragmented, you miss signals that drive stronger performance and mitigate risk. The answer isn’t more data. It’s smarter, unified
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@AlphaSenseInc
AlphaSense
1 day
If you are interested in more interviews like this one, make sure to follow us! Stop second-guessing. Whether you're tracking market shifts, exploring new opportunities, or need clarity on complex decisions, our extensive transcript library and custom expert calls give you the
Tweet card summary image
alpha-sense.com
Tap Into the Deep Industry Expertise of Wall Street’s Top Analysts. Start Your Free Trial.
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@AlphaSenseInc
AlphaSense
1 day
Former $PYPL employee believes innovation and simplicity will define $PYPL's relevance over the next 3-5 years ( $AAPL, $GOOGL, $ADYEN ): - The expert highlights that while $ADYEN leads in the enterprise space, Stripe's partner-friendly pricing model, which offers wholesale
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@AlphaSenseInc
AlphaSense
1 day
👂 Heard at #AlphaSummit: Lloyd Blankfein, former CEO of Goldman Sachs, shared his perspective on staying at the forefront of technological change on our keynote stage. From seasoned leaders in their 80s to rising professionals, he emphasized the importance of embracing
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@AlphaSenseInc
AlphaSense
2 days
$SE Earnings: - Total GAAP revenue was US$6.0 billion, up 38.3% year-on-year. - Total gross profit was US$2.6 billion, up 39.7% year-on-year. - Total net income was US$375.0 million, as compared to total net income of US$153.3 million for the third quarter of 2024. - Total
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@AlphaSenseInc
AlphaSense
2 days
$CRWV CEO discusses supply chain challenges and bottlenecks: "It is very frustrating for our clients. It's very frustrating for us. because of the kind of systemic challenges that exist within the supply chains that are necessary to deliver the global infrastructure. that's
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@AlphaSenseInc
AlphaSense
2 days
$BBAI Earnings: - Revenue decreased 20% to $33.1 million for the third quarter of 2025, compared to $41.5 million for the third quarter of 2024 primarily due to lower volume on certain Army programs - Net income in the third quarter of 2025 was $2.5 million, compared to a net
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@AlphaSenseInc
AlphaSense
2 days
$OXY Earnings: - Earnings per diluted share of $0.65 and adjusted earnings per diluted share of $0.64 - Oil and gas pre-tax income was $1.3 billion for the third quarter of 2025. - Strong operational performance drove operating cash flow of $2.8 billion and operating cash flow
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@AlphaSenseInc
AlphaSense
2 days
$RKLB Earnings: - Revenue between $170 million and $180 million. - GAAP Gross Margins between 37% and 39%. - Non-GAAP Gross Margins between 43% and 45%. - GAAP Operating Expenses between $122 million and $128 million. - Non-GAAP Operating Expenses between $107 million and $113
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@AlphaSenseInc
AlphaSense
2 days
$CRWV Earnings: - Revenue: $1.36 billion - Diluted net loss per share: -$0.22 - Entered into an up to approximately $14.2 billion multi-year deal with Meta to power next-generation workloads with option to meaningfully expand - Expanded the OpenAI partnership with an up to
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