Goldman unveils AI-resilient software trade basket (GS:NYSE)

Feb. 14, 2026 8:39 AM ETThe Goldman Sachs Group, Inc. (GS) StockMSFT, ORCL, ACN, CRM, XSW, PANW, CRWD, DOCU, NET, SP500, MNDY, DUOLBy: Dulan Lokuwithana, SA News EditorFollow us on Google for the latest stock newsFollow Seeking Alpha on Google for the latest stock news

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Goldman Sachs (GS) has launched a software pair trade basket going long on firms perceived to be immune to advancements in artificial intelligence while shorting companies that could be vulnerable to AI-driven disruption.

The brokerage has selected companies building AI