Welcome to Episode 6 of AlphaTarget Pulse – your go-to podcast for sharp insights on markets, business, technology, and investing.In this episode, Puru kicks off with a bullish stock market outlook amid Fed rate cuts and the end of QT, drawing parallels to the late-90s tech rally in today's AI boom.Then, our analysts dive deep:Consumer Focus with Damia:

• A viral Substack claims $140K is the new poverty line for a US family of four – we break down the reality vs. official figures.


• Inflation's bite: Everyday items up 4-19% YoY, hitting consumer spending hard.


• Underperforming consumer sectors YTD and looming 2026 risks from tariffs, weak dollar, and stretched budgets.

• Generative AI competition: ChatGPT's dominance slipping as Gemini surges to ~15% traffic share.


• Distribution as the ultimate moat – Apple/Siri flips, Meta's Llama in billions of apps.


• Open-weight models (Llama 4, DeepSeek) as disruptors vs. closed giants.


• Google's unmatched war chest: TPUs, cash pile, and ecosystem dominance.


• 2027 leaderboard predictions and wild ideas like orbital data centers revolutionizing compute costs.

AI Landscape with Irnest & Anirban: