Explore how alternative data can help predict AI-driven stock events like Nvidia's recent fluctuations. Learn how to anticipate future market changes.

How big is the alternative data market, $1bn? $10bn? $100bn? It’s a question we hear often at Neudata. In this report, we dive into our own data to provide an answer - while also uncovering key trends shaping the numbers.

Semantic analysis of company earnings calls to predict stock price movements has long been a widely researched area in the world of alternative data. We explore whether textual analysis of earnings calls can help identify insights into broader economic trends in a volatile market. 

This report outlines datasets that can be used to track global conflicts and considers their impact on financial markets. For example, the worsening conflict in the Democratic Republic of Congo will likely impact global manufacturing due to its importance in global cobalt and copper production. We look at vendors across different data types, including satellite, geopolitical risk, news/event, shipping and trade.

We propose the transaction data panels best suited to tracking the US grocery sector.

This report summarises potential correlations between alternative datasets and Bitcoin prices, including insights from Wikipedia search trends and dark pool activities.

As we enter into Trump’s second term in office, markets and investors are unsure of what to expect. Throughout his campaign, Trump announced his “America first” approach, suggesting drastic policy changes including new tariffs, deregulation and global conflict.

With 2025 already underway, we look to what the year might hold for the data markets. In this report, we discuss four trends which may shape 2025’s data landscape: tariffs, macroeconomic uncertainty, regulatory changes and ongoing wars. In addition, we outline a handful of datasets with a heightened risk of discontinuation.

With 2025 underway, we look back at 2024 and discuss the areas of the alternative landscape that saw an outsized interest. Certain dataset types garnered high levels of interest in 2024 but dipped below their peaks in 2023, and we discuss why we think that is.

In January 2024, we looked at 10 data products that might not survive the year. In this update, we summarise the state of those products and their vendors.