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The market has finally realized that AI disruption is no longer a distant threat. On February 14, according to Wind Chaser Trading Desk, Morgan Stanley stated in its latest research report that as AI models advance in a nonlinear and accelerated manner, the market’s pricing of disruption risk is

At the beginning of 2026, the global market is undergoing a paradigm shift. According to Chase Wind Trading Desk, on February 12, the research team of Michael Hartnett at BofA Securities released a report pointing out that money is leaving the star assets of the past few years. Since the

``` Goldman Sachs partner Rich Privorotsky warns that a wave of "creative destruction" driven by artificial intelligence is sweeping across global industries in real time. Essentially, this is a comprehensive test of companies' moats. From last week’s blow to the software sector, to early this week with

The actual loan exposure of the U.S. private credit industry to the software sector may far exceed its disclosed levels. On February 13, Bloomberg reviewed thousands of holdings from seven major Business Development Companies (BDCs) and found that at least 250 investments worth more than $9 billion were not

German Chancellor Friedrich Merz called for a more equal transatlantic partnership at the Munich Security Conference on Friday, based on shared interests rather than values that are no longer shared. Media commentaries say this marks a new height of estrangement and mistrust in US-Europe relations after more than a year

``` AI was supposed to be the most certain trading theme of the year. But it has turned into a threat—not to the tech giants building AI, but to asset-light companies at risk of being replaced by AI. This week, the S&P 500 briefly saw its worst performance