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Source document· March 1, 2026

Jefferies updates its AI Risk Basket

View original at seekingalpha.com
Jefferies updates its AI Risk Basket [Hand pointing at digital warning icon with AI and data interface, representing system warning alert, cybersecurity threat, data error, and artificial intelligence risk.] Saksit Sangtong The Jefferies AI Risk Basket used to identify potential decliners from the impact of AI, is down…
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  • AI reallocates performance ad spend away from Snap

    80% confidence

  • AI agents bypass OTAs for Expedia Group and Booking Holdings

    80% confidence

  • AI copilots commoditize ticketing for Atlassian

    80% confidence

  • AI replicates data and cuts pricing for CoStar Group

    80% confidence

  • AI content lowers switching costs for Unity Software

    80% confidence

  • AI fears compress allocator fees for StepStone Group

    80% confidence

  • AI commoditizes email personalization for Klaviyo

    80% confidence

  • The starting point is the sub-industries that could be impacted by various disruption vectors. We then combine this with stock-level returns and run it through a series of pre-trained prompts to obtain the stock-specific potential risk and disruption vector

    80% confidence

  • AI automates delivery labor for EPAM Systems

    80% confidence

  • Ironically, we use an AI-assisted search algorithm to identify our AI-risk basket

    80% confidence

  • Generative tools commoditize design for Adobe

    80% confidence

  • AI summaries reduce research value for Gartner

    80% confidence

  • LLM agents replace RPA for UiPath

    80% confidence

  • AI agents bypass listings for Zillow Group

    80% confidence

  • AI automates tax preparation for Intuit

    80% confidence

  • AI copilots reduce seat pricing for Workday

    80% confidence

  • AI fears compress private equity fees and multiples for alternative asset managers

    80% confidence

  • AI agents bypass CRM workflows for Salesforce

    80% confidence

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Lo que estamos viendo
Autumn 2026 Biopharma Catalyst Season: Late-Breaking Data, FDA Milestones and the Rise of AI-Designed Drugs
Late-September and early-October 2026 conferences (EASD, EADV, IGCS) brought a cluster of positive late-breaking trial readouts. These covered obesity and metabolic disease (Novo Nordisk's CagriSema), immunology (Lilly's EBGLYSS, tulisokibart) and oncology (Rina-S, Agenus BOT+BAL). Ahead lie hard regulatory catalysts, led by the 14 Nov 2026 FDA PDUFA date for ivonescimab. At the same time, Insilico-style AI-designed drugs such as rentosertib are showing anti-aging signals. That points to AI-driven drug discovery moving from concept toward clinical validation. Unrelated tech and regulatory items (Tesla Cybercab probe, xAI litigation, OpenAI agent incident) and the speculative QAIAx claims are peripheral to this story.
Nuestra lectura de los datos ›
Señales que seguimos
EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
Patrones que observamos ›
Donde las fuentes discrepan
ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
Señalamos los conflictos abiertamente ›
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