EPISODE · Oct 3, 2025 · 32 MIN
How AI is Reshaping Investing and the Stock Market
from AlphaTarget PULSE - Markets | Business | Technology | Investing | Insights · host Puru Saxena
Understanding AI's market cycle and its potential parallels with historical technological advancements will help guide its implementation in investment strategies and emerging markets. Host Puru Saxena (veteran money manager and founder of money management firms in Hong Kong) introduces his panel of expert financial analysts (ex-Citibank, Societe Generale, Peel Hunt, Berenberg, Motley Fool) to discuss recent developments in AI, technology, and business trends. The team unpacks the $300 billion partnership between OpenAI and Oracle, and what it means for the future of AI infrastructure. Drawing on their wealth of experience, they explore not only the technological implications of these AI developments but also how they could positively, or negatively, impact the way we operate within the stock market and broader business landscape. Meet the panellists: Puru Saxena – Built and managed two Hong Kong–based investment firms (2001–2016) before selling to a listed asset manager. A frequent guest on Bloomberg, CNBC, BBC, and CNN, he now shares insights with 380,000+ followers on X (@saxena_puru). Irnest Kaplan – Equity analyst turned founder of a boutique research firm, recognised as South Africa’s #1 analyst in Computing and Electronics. Holds a BSc in Electrical Engineering (cum laude) and is a CFA Charterholder. Oyvind Bjerke – Investor and researcher with experience at Arceau Family Office, MMC Ventures, Peel Hunt, and Berenberg, specialising in disruptive tech and thematic research. MSc in Behavioural Finance (distinction) and MA (Hons) in Economics and Accounting. Anirban Mahanti – Technology and machine learning specialist, former Director of Research at The Motley Fool (Australia), and co-author of 70+ peer-reviewed papers. Holds a PhD and MSc in Computer Science. Damia Othman – Experienced in banking and equity research, with roles at Citibank Malaysia, Affin Hwang Investment Bank, KAF Equities, and TA Securities. BA (Hons) in Business Economics from the University of Exeter. -- AlphaTarget is not a registered investment adviser and discusses research for informational and general educational purposes only. Please conduct your own research prior to making any financial decisions.
What this episode covers
Understanding AI's market cycle and its potential parallels with historical technological advancements will help guide its implementation in investment strategies and emerging markets. Host Puru Saxena (veteran money manager and founder of money management firms in Hong Kong) introduces his panel of expert financial analysts (ex-Citibank, Societe Generale, Peel Hunt, Berenberg, Motley Fool) to discuss recent developments in AI, technology, and business trends. The team unpacks the $300 billion partnership between OpenAI and Oracle, and what it means for the future of AI infrastructure. Drawing on their wealth of experience, they explore not only the technological implications of these AI developments but also how they could positively, or negatively, impact the way we operate within the stock market and broader business landscape. Meet the panellists: Puru Saxena – Built and managed two Hong Kong–based investment firms (2001–2016) before selling to a listed asset manager. A frequent guest on Bloomberg, CNBC, BBC, and CNN, he now shares insights with 380,000+ followers on X (@saxena_puru). Irnest Kaplan – Equity analyst turned founder of a boutique research firm, recognised as South Africa’s #1 analyst in Computing and Electronics. Holds a BSc in Electrical Engineering (cum laude) and is a CFA Charterholder. Oyvind Bjerke – Investor and researcher with experience at Arceau Family Office, MMC Ventures, Peel Hunt, and Berenberg, specialising in disruptive tech and thematic research. MSc in Behavioural Finance (distinction) and MA (Hons) in Economics and Accounting. Anirban Mahanti – Technology and machine learning specialist, former Director of Research at The Motley Fool (Australia), and co-author of 70+ peer-reviewed papers. Holds a PhD and MSc in Computer Science. Damia Othman – Experienced in banking and equity research, with roles at Citibank Malaysia, Affin Hwang Investment Bank, KAF Equities, and TA Securities. BA (Hons) in Business Economics from the University of Exeter. -- AlphaTarget is not a registered investment adviser and discusses research for informational and general educational purposes only. Please conduct your own research prior to making any financial decisions.
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How AI is Reshaping Investing and the Stock Market
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