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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

  • LLM agents replace RPA for UiPath

    80% confidence

  • AI copilots commoditize ticketing for Atlassian

    80% confidence

  • AI agents bypass listings for Zillow Group

    80% confidence

  • AI commoditizes email personalization for Klaviyo

    80% confidence

  • AI replicates data and cuts pricing for CoStar Group

    80% confidence

  • AI copilots reduce seat pricing for Workday

    80% confidence

  • AI agents bypass CRM workflows for Salesforce

    80% confidence

  • Generative tools commoditize design for Adobe

    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

  • AI content lowers switching costs for Unity Software

    80% confidence

  • AI summaries reduce research value for Gartner

    80% confidence

  • AI automates tax preparation for Intuit

    80% confidence

  • AI fears compress allocator fees for StepStone Group

    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 fears compress private equity fees and multiples for alternative asset managers

    80% confidence

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The Agentic Takeover of the CFO's Office
Enterprise finance software vendors—BlackLine, OneStream, Numero AI, and Oracle—are racing to embed autonomous AI agents into core financial operations (close, consolidation, reporting), backed by consolidation M&A (Numero-Royu, BlackLine-WiseLayer), fresh leadership hires, and survey data showing nearly a quarter of CFOs plan to boost AI spending over 50%. Adoption momentum is strong even as at least one bellwether (Oracle) sees its stock lag year-to-date, suggesting the market hasn't yet fully priced in the shift from AI-as-feature to AI-as-agent in finance.
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Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
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Morgan Stanley & Co. LLC
Two significantly different EPS values (10.21 vs 2.68 USD_per_share) are reported for Morgan Stanley on the same observation date (2025-12-31). Fact A specifies FY 2025, while Fact B's 'N/A' fiscal period is ambiguous. If both represent FY 2025 annual EPS, these values directly conflict. The magnitude of the difference (3.8x) is too large to attribute to rounding or minor calculation variations. The missing fiscal period in Fact B raises data quality concerns, but same-date observation + same attribute should reference the same period.
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Jefferies updates its AI Risk Basket — Source | Via News | es.VIA.NEWS