Goldman Traders Launch AI-Proof Software Basket Amid Sector Rout

Goldman Sachs Group Inc. has rolled out a new custom basket aimed at navigating the growing upheaval in software stocks, betting on companies perceived to be better insulated from artificial intelligence disruption than others.

The firm introduced a software pair trade basket that goes long companies whose businesses are seen as difficult for AI to displace — either because they require physical execution, regulatory entrenchment, or human accountability — while shorting firms whose workflows AI could increasingly automate or replicate internally.