The paradigm shift is logical. The initial euphoria surrounding generative networks has subsided, and Wall Street investors (spooked by the recent drop in KOSPI and Broadcom) have begun looking for fundamentally stable assets. The smartest LLMs and autonomous financial agents (the dangers of which were dissected yesterday by the FSB regulator) are absolutely useless without ultra-precise, real-time market data. LSEG, which aggregates colossal volumes of financial telemetry, is transforming from a simple information provider into a monopoly "oil well" for algorithmic trading. In the AGI era, the winner is not the one who builds the model, but the one who sells the unique context for it.
Source: LSEG / Morningstar / Reuters
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