BattleFin

Take a look at our new May 2026 alternative data and AI industry news round up below. Last month produced the sharpest performance divergence among hedge funds in years — those positioned in energy, AI infrastructure, and short volatility had their best stretch since 1999, while macro funds caught wrong-footed on geopolitics and China-facing books bled. #alternativedata #fintech #BattleFin

Introducing BattleFin Montauk: Data on the Edge... 🗓️ August 10–11 📍 Montauk Yacht Club. 🛳️ 👉 See link in the comments or request an invitation - info@battlefin.com We are grateful for the input of our Luminary Committee: Sameer Gupta, Debbie Lawrence, Carson Boneck, CFA, Tony Berkman, Dan Entrup, Martin Vulliez. #AlternativeData #AssetManagement #AI #BattleFin

Highlights from BattleFin Discovery Day New York that have stayed with us 🎬 🛢 Geopolitics & Energy • Iran's oil exports have collapsed from 1.7M to ~1M barrels/day under U.S. pressure • ~20% of global oil supply sits in the crosshairs if Middle East crises escalate • Asia takes 80%+ of regional flows — Japan and Korea are leaning harder into nuclear and renewables • Ukraine's cheap-drone playbook is reshaping global defence budgets 🤖 AI in Finance • GenAI's sweet spot: vendor data ingestion, entity resolution, surfacing data gaps • Warning: don't use LLMs for backtesting — they may already have seen your data • Data quality is the #1 predictor of whether an AI initiative lives or dies • 67 GW of new data center capacity announced in just four months 📊 Markets & Alt Data • Buy-side keeps marking valuations up; sell-side sees big 2026 growth in AI and energy • A new "alt-data consensus" is forming — app downloads, satellites, geolocation in one view • GLP-1s are quietly eating into gym check-ins and dating app activity • Buy Now, Pay Later showing up on Walmart grocery runs — a flashing consumer stress signal • Healthcare's messiest dataset (hospital-administered drugs) is becoming alpha gold Huge thanks to all our sponsors and participants. Featured in this particular reel: Aiera, RavenPack, S&P Global, Kpler, Babel Street, Reflexivity. See you at the next one! #BattleFin #AlternativeData #AI #Fintech #InvestmentResearch

We had a fantastic time at BattleFin, with lots of discussion about AI adoption versus barely a mention this past fall at their last event. More to come from Aiera on how we're solving the needs for investment research in the 'AI Era'.

Join us tomorrow at BattleFin Discovery Day, New York! Don't miss Aiera's live demo during the breakfast session, Breakfast with Aiera: Reimagining Research Distribution and Consumption. As a lead sponsor, we still have a limited number of complimentary passes available. Request yours here: https://lnkd.in/dqATM85g Stop by our table throughout the day to connect with the team and see what Aiera is building. See you there. #BattleFin #DiscoveryDayNYC #Fintech #FinancialAI #EquityResearch #GenerativeAI

We are pleased to share that Semrush is a Silver Exhibit Sponsor at BattleFin Discovery Day New York taking place May 14th! Semrush is a leading provider of digital intelligence and alternative data used to analyze company performance, competitive dynamics, and consumer demand in near real time. Leveraging large-scale proprietary datasets across search behavior, web traffic, and digital engagement, Semrush enables institutional investors to identify trends, monitor market share shifts, and generate differentiated investment insights across public and private markets. Full agenda & registration: https://hubs.ly/Q04g9-nr0 #BattleFin #Semrush #AlternativeData #FinTech #DiscoveryDayNYC

Join us for the RavenPack AI WORKSHOP + SUSHI LUNCH Same prompt. Same model. One has real-time financial data - the other doesn't. If you're running AI strategy, managing portfolios, or producing research at scale, this one's for you. We're proud to partner with RavenPack as they host a live workshop on what actually changes when AI agents get paired with real-time financial data. 📅 Thursday, May 14, 2026 — 11:30 AM 📍 Great Hall, Intrepid Aircraft Carrier, New York 🎙️ Aakarsh Ramchandani, Chief Product Officer at RavenPack Session: Leveraging AI Agents with Claude + Bigdata.com What you'll see live: • Claude answering identical prompts with vs. without the Bigdata.com connector • How structured financial data cuts hallucinations and improves source accuracy • Multi-hour research workflows compressed into minutes Plus a hands-on look at how the Bigdata.com MCP connector plugs into Claude - useful if you're evaluating AI infrastructure, data pipelines, or enterprise rollouts. Format: 30-min presentation + 15-min interactive demo + sushi 🍣 Spots are limited. Registration link in the comments. ⬇️

Take a look at GLG, a Gold Exhibit Sponsor at BattleFin Discovery Day New York taking place May 14th! GLG is the world’s leading platform for trusted human expertise, connecting decision makers to the precise intelligence they need to gain a strategic edge. Leveraging decades of experience and proprietary data, GLG’s global teams recruit and engage hard-to-access experts across every industry – delivering fresh, authoritative insights, events, advisors, and board placements to the world’s most recognized and influential companies. Full agenda & registration: https://hubs.ly/Q04f_Lfc0 #BattleFin #GLG #AlternativeData #FinTech #DiscoveryDayNYC

Take a look at Soria Analytics, a Silver Exhibit Sponsor at BattleFin Discovery Day New York taking place May 14th! Soria is an AI-native Bloomberg Terminal built from the bottom up, one sector at a time. Starting with health insurance and hospitals, the company aggregates dozens of long-tail public and private data sets into a continuously updated "sector model" that replaces what every analyst currently maintains independently in Excel. Customers get auditable, Excel-like dashboards, which are activated by platform features including search, AI chat, alerts, an excel add-on and MCP. Now we're expanding to all of healthcare before moving to other major verticals. Full agenda & registration: https://hubs.ly/Q04f_y1v0 #BattleFin #SoriaAnalytics #AlternativeData #FinTech #DiscoveryDayNYC