Boosted.ai Launches Enhanced Version of Alfa, the Agentic AI Platform That Unlocks Productivity and Improves Decision-Making
NEW YORK — Boosted.ai, the leader in AI-powered investment research, today announced the launch of the newest version of its flagship product, Alfa —a next-generation, agentic AI platform built to anticipate, analyze, and act the way investors do.
Article content
At its core, Alfa is about never missing anything that matters to your firm's investment process. Designed from the ground up to surface relevant insights proactively, Alfa adapts to how you think, monitors the information you care about, and offers contextual, accurate guidance at every step. It learns based on your preferences – honing in from generalized recommendations into hyper-specific 'agents' (smart assistants that can understand your goals and act on them) that predict your needs.
Article content
Article content
'Alfa is the culmination of everything we've learned about how asset managers want to work with AI,' said Joshua Pantony, CEO of Boosted.ai. 'It's fast, powerful, and most importantly, it's agentic. That means it works on your behalf, behind the scenes, to find the insights in the noise. This is what the future of AI in finance looks like: research and ideas delivered before you even ask.'
Article content
From vision to execution: Alfa in action
Article content
Alfa supports specific, high-value workflows investment teams rely on every day.
Article content
Some of the many ways users are getting value include:
Article content
Key data extraction
In seconds, Alfa finds the right peer group, extracts every relevant key performance indicator (KPIs like margins, multiples, segment revenue, etc.), and automatically sources them from filings—with full citations and links.
Benefits: Spend more time doing work that matters, have confidence in the number you report, identify trends and opportunities faster.
Article content
Email monitoring
Alfa ingests your inbox and surfaces the updates, documents, and disclosures that matter to your portfolio. It automatically categorizes and prioritizes incoming information so that you're always aware—and never overwhelmed.
Benefits: Time savings, better coverage, and assurance that nothing falls through the cracks.
Article content
Built to empower companies. Personalized for individuals.
Article content
This newest release introduces a range of enhancements designed for both enterprise sophistication and individual ease-of-use:
Article content
Smart onboarding: Alfa configures itself based on your role, workflows, and tickers of interest.
Home and Discover views: A curated feed shows new reports, updates, and shared work—all in one place.
Voice and text enabled reporting: Automate the creation of robust financial reports by typing or talking, with Alfa suggesting follow-ups, visual layouts, and estimated compute usage.
Knowledge control: Upload documents, set watchlists, and personalize Alfa's memory and sources.
Article content
From intuitive navigation and report redlining to new APIs and team-level permissions, Alfa has evolved to meet the scale and complexity of modern investment teams—without sacrificing usability.
Article content
Experience the difference of Alfa's agentic AI for yourself
Article content
In this launch, Boosted.ai has also removed traditional barriers to adoption:
Article content
About Boosted.ai
Article content
Boosted.ai is how investment managers work smarter. Through generative AI built specifically for capital markets, Boosted.ai provides analytics across millions of data points, through a macroeconomic, microeconomic and portfolio construction lens, giving asset managers major efficiency gains across their teams. Co-founded by Joshua Pantony, Jon Dorando and Nicholas Abe in 2017, the company and its proprietary web-based platform, Boosted Insights, bring advanced quantitative investing techniques to portfolio managers, without requiring any coding or data science background. Headquartered in Toronto and New York City, Boosted.ai is backed by Portage Ventures, Ten Coves Capital, Spark Capital and other leading investors.
Article content
Article content
Article content
Article content
Article content
Contacts
Article content
Media Contacts:
Article content
Article content
Hashtags
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Globe and Mail
a minute ago
- Globe and Mail
Capital Markets Bounce Back: What This Means for JPMorgan's Prospects
JPMorgan 's JPM capital markets operations, housed in its Commercial & Investment Bank (CIB) segment, are a core earnings driver, contributing roughly 40% of total net revenues. The segment's performance is highly correlated with deal-making momentum, trading activity and overall market conditions, making it a key beneficiary of a sustained capital markets revival. After a slowdown in 2022 and 2023 due to geopolitical tensions, recession fears and inflationary pressures, the capital markets staged a notable rebound last year. JPMorgan's investment banking (IB) fees within the CIB surged 36% year over year, reflecting improved underwriting volumes and advisory mandates, while markets revenues rose 7% on elevated volatility and trading demand. Importantly, the bank retained its #1 position in global IB fees, underscoring its competitive strength and client franchise depth even in challenging conditions. While early 2025 saw mixed sentiment, with optimism tempered by tariff-driven policy shocks, deal-making has regained momentum. JPMorgan captured an 8.9% IB wallet share in the first half of 2025, with IB fee growth expected to continue at a steady pace. This sustained uptrend in IB fees should provide a stable growth anchor for the CIB segment, as corporates re-enter equity and debt markets for capital raising and strategic transactions. On the trading side, markets revenues have historically been more volatile, swinging with macro uncertainty and client risk appetite. Hence, heightened geopolitical tensions, tariff-related uncertainty and episodic volatility in 2025 have spurred client hedging and trading needs, supporting revenue growth in the first half of the year. While structural normalization in trading activity is inevitable over time, JPMorgan's broad product coverage across fixed income, currencies, commodities and equities positions it to capture upside during volatility spikes. The revival of capital markets provides JPMorgan with a dual tailwind: a steady lift from the recovery in deal-making and opportunistic boosts from trading in periods of market dislocation. Given its leading market share, diversified capabilities and global reach, the bank is well-positioned to translate this cyclical upswing into sustained earnings momentum over time. How JPMorgan Stacks Up Against Peers in Capital Markets Similar to JPM, Bank of America BAC witnessed subdued IB performance in 2022 and 2023, with revival happening last year. In 2024, the company's IB fees soared 31% year over year. Then, in the first six months of 2025, Bank of America's IB fees declined on a year-over-year basis on muted industry-wide trends. Coming to the trading business, Bank of America's sales and trading revenues have been increasing since 2022 (the metric increased 13% year over year in the first half of 2025). Yet, the volatile nature of the business and expectations that it will gradually normalize toward the pre-pandemic level are likely to make growth in the same challenging. Another key peer, Morgan Stanley MS, leans heavily on the IB business to sustain profitability, with IB revenues jumping 36% last year after plunging in 2023 and 2022. But performance of the company's IB business has been subdued this year, with the metric rising just 1% from the prior-year quarter. Nonetheless, Morgan Stanley remains cautiously optimistic about the performance of the IB business, supported by a stable and diversified M&A pipeline. Also, Morgan Stanley's trading business performance has been stellar over the past several quarters, attributable to uncertainty surrounding the tariff plans and macroeconomic headwinds. As market volatility and client activity are expected to remain decent, the company's trading business will likely continue to grow. JPMorgan's Price Performance, Valuation and Estimates JPMorgan's shares have soared 21.2% this year, outperforming the S&P 500 Index's gain of 9.5%. From a valuation standpoint, JPM trades at a 12-month trailing price-to-tangible book (P/TB) of 2.98X, above the industry average. P/TB Ratio Image Source: Zacks Investment Research The Zacks Consensus Estimate for JPMorgan's 2025 earnings implies a decline of 1.3% on a year-over-year basis, while 2026 earnings are expected to grow at a rate of 4.5%. In the past week, earnings estimates for 2025 and 2026 have moved marginally upward. Earnings Estimates Image Source: Zacks Investment Research JPM currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today's Zacks #1 Rank stocks here. 7 Best Stocks for the Next 30 Days Just released: Experts distill 7 elite stocks from the current list of 220 Zacks Rank #1 Strong Buys. They deem these tickers "Most Likely for Early Price Pops." Since 1988, the full list has beaten the market more than 2X over with an average gain of +23.5% per year. So be sure to give these hand picked 7 your immediate attention. See them now >> Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Bank of America Corporation (BAC): Free Stock Analysis Report JPMorgan Chase & Co. (JPM): Free Stock Analysis Report Morgan Stanley (MS): Free Stock Analysis Report
Globe and Mail
a minute ago
- Globe and Mail
The Zacks Analyst Blog Highlights Broadcom, Philip Morris International and Novo Nordisk
For Immediate Release Chicago, IL – August 14, 2025 – announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: Broadcom Inc. AVGO, Philip Morris International Inc. PM and Novo Nordisk A/S NVO. Here are highlights from Tuesday's Analyst Blog: Top Stock Reports for Broadcom, Philip Morris and Novo Nordisk The Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily features new research reports on 16 major stocks, including Broadcom Inc., Philip Morris International Inc. and Novo Nordisk A/S. These research reports have been hand-picked from the roughly 70 reports published by our analyst team today. You can see all of today's research reports here >>> Ahead of Wall Street The daily 'Ahead of Wall Street' article is a must-read for all investors who would like to be ready for that day's trading action. The article comes out before the market opens, attempting to make sense of that morning's economic releases and how they will affect that day's market action. You can read this article for free on our home page and can actually sign up there to get an email notification as this article comes out each morning. You can read today's AWS here >>> Pre-Markets Up on Rate-Cut Excitement Today's Featured Research Reports Broadcom's shares have outperformed the Zacks Electronics - Semiconductors industry over the year-to-date period (+35.7% vs. +23.7%). The company is experiencing strong momentum fueled by growth in AI semiconductors and continued success with its VMware integration. Strong demand for its networking products and custom AI accelerators (XPUs) has been noteworthy. Broadcom's AI segment benefits from custom accelerators and advanced networking technology that supports large-scale AI deployments with improved performance and efficiency. Broadcom expects third-quarter fiscal 2025 AI revenues to jump 60% year over year to $5.1 billion. The acquisition of VMware has benefited Infrastructure software solutions. As of the fiscal second quarter, roughly 87% of Broadcom's largest 10,000 customers have adopted VMware Cloud Foundation. However, gross margin in the fiscal third quarter is expected to contract sequentially due to unfavorable revenues and product mix. High debt level is a headwind. (You can read the full research report on Broadcom here >>>) Shares of Philip Morris have gained +42.3% over the year-to-date period against the Zacks Tobacco industry's gain of +45.8%. The company has been benefiting from strong pricing power and an expanding smoke-free portfolio. In the second quarter of 2025, Philip Morris' net revenues increased 7.1% year over year, driven by higher combustible tobacco pricing and increased smoke-free product volumes. Philip Morris has been making significant progress with its smoke-free transition, with products like IQOS and ZYN contributing to strong performance. Philip Morris has implemented significant cost-saving measures and strategic initiatives to achieve its long-term financial goals. For 2025, adjusted earnings per share (EPS) are likely to be $7.43-$7.56, indicating a 13-15% year-over-year increase. However, Philip Morris faces premium valuation, currency volatility pressures and stringent global tobacco regulations impacting traditional product demand. (You can read the full research report on Philip Morris here >>>) Novo Nordisk's shares have underperformed the Zacks Large Cap Pharmaceuticals industry over the past year (-62.5% vs. -22%). The company's recent guidance cut for sales and operating profit growth, primarily due to lower Wegovy sales in the presence of knockoff GLP-1 versions, is a massive setback. Intense rivalry in the obesity sector also threatens its market share. Patent expiry and pricing pressure across the diabetes market remain a worry. Nevertheless, Novo Nordisk's Q2 earnings beat estimates, while sales missed. Ozempic and Rybelsus for diabetes and Wegovy for obesity are the main top-line contributors. It has been tackling the supply constraints of Wegovy by making serious investments to ramp up production. An oral formulation of Wegovy is currently under review by the FDA for obesity, and a higher dose of the injection is under review in the EU. Novo Nordisk is also pursuing other indications, like liver fibrosis and MASH for semaglutide. (You can read the full research report on Nordisk here >>>) Why Haven't You Looked at Zacks' Top Stocks? Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year. Today you can access their live picks without cost or obligation. See Stocks Free >> Media Contact Zacks Investment Research 800-767-3771 ext. 9339 support@ Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit for information about the performance numbers displayed in this press release. 7 Best Stocks for the Next 30 Days Just released: Experts distill 7 elite stocks from the current list of 220 Zacks Rank #1 Strong Buys. They deem these tickers "Most Likely for Early Price Pops." Since 1988, the full list has beaten the market more than 2X over with an average gain of +23.5% per year. So be sure to give these hand picked 7 your immediate attention. See them now >> Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Novo Nordisk A/S (NVO): Free Stock Analysis Report Philip Morris International Inc. (PM): Free Stock Analysis Report Broadcom Inc. (AVGO): Free Stock Analysis Report
National Post
a minute ago
- National Post
Seroda Ventures Acquires Majority Stake in Google Cloud Pure-Play Boutique Evonence, Merges with Cloudnyx.ai to Create Google Powerhouse
Article content Article content SCOTTSDALE, Ariz. — Seroda Ventures, a premier technology investment and incubation firm led by Vijay Rao, today announced its strategic majority investment in Evonence, a Google Cloud pure-play consulting firm. As part of the transaction, Evonence will merge with a Seroda-incubated system integrator with deep expertise in Google Cloud. Article content Vijay Shah, Founder and CEO of Evonence, will lead the newly combined entity as CEO, operating under the brand. The merger brings together Evonence's proven execution at scale—spanning 1,500+ clients, 100+ engagements, and over 150K Workspace users—with innovation-first approach to generative AI, agentic productivity, and orchestrated API architectures. This move further reinforces Seroda Ventures' commitment to building next-generation service providers in high-growth cloud ecosystems. Article content With end-to-end capabilities across BigQuery, Vertex AI, Google Workspace with Gemini, Apigee orchestration, and secure cloud modernization, is designed to meet the evolving demands of digital-native enterprises on Google Cloud. Article content 'Joining forces with Seroda Ventures marks a transformational moment for our team,' said Vijay Shah, Founder and CEO of Evonence. 'This is more than a partnership—it's a catalyst that will amplify our momentum and accelerate our ability to deliver breakthrough outcomes across the Google Cloud ecosystem. Seroda's proven track record of scaling boutique SIs will elevate both our brand and our ability to execute for the next phase of growth.' Article content 'We've long believed in the power of aligning great founders with great platforms,' said Vijay Rao, Managing Partner at Seroda Ventures. 'By uniting Cloudnyx and Evonence, this merger creates a stronger, more focused team purpose-built to drive value for Google Cloud users.' Article content will offer a full suite of consulting services for Google Cloud technology, from data warehouse modernization and AI/ML implementation to secure cloud architecture and managed services. Article content Backed by Seroda's strategic investment, is poised to become a differentiated, partner-first services player in the Google Cloud ecosystem, combining executional maturity with technical excellence. Article content About Seroda Ventures Article content Seroda Ventures is a leading investment and incubation firm focused on scaling high-growth IT services companies into industry leaders. With deep expertise in AI, cloud, automation, and enterprise technology modernization, Seroda partners with visionary founders to accelerate growth and create long-term market impact. In less than five years, Seroda has successfully built and exited two category-defining firms—underscoring its proven ability to drive value and deliver results. Today, Seroda is shaping the future of enterprise technology services. Article content About Article content Article content Cloudnyx is a Google Cloud boutique specializing in enterprise AI modernization and cloud-native transformation. We help organizations modernize infrastructure, operationalize AI, and accelerate innovation across the enterprise. With deep expertise in data engineering, MLOps, governance, and GenAI integration, delivers end-to-end solutions that turn complex cloud and AI initiatives into lasting business outcomes. Article content For more information, visit About Evonence Founded in 2014 and headquartered in Columbus, Ohio, Evonence (now part of is a Google Cloud partner specializing in delivering end-to-end Google Cloud solutions. The company has successfully completed more than 1,000 projects across diverse industries, including healthcare, retail, e-commerce, finance, manufacturing, and business services. Evonence remains committed to Google Cloud, continuing to expand its presence in the cloud and application development space. Article content Article content Article content
