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Why It Matters
Large language models (LLMs) are increasingly deployed as AI analysts to process financial disclosures and support AI-assisted investment decisions.
Provenance
Discovered via ArXiv and published by ArXiv.
Key Claims
Original description
Large language models (LLMs) are increasingly deployed as AI analysts to process financial disclosures and support AI-assisted investment decisions. Yet such systems are usually evaluated by what they can retrieve, not whether retrieved information affects their judgments. We identify a retrieval-integration gap in long-context financial analysis. Holding focal-firm information fixed and varying only unrelated context from 2,000 to 128,000 tokens, we find that a risk disclosure's influence on investment judgments falls to the experimental noise floor even as direct retrieval remains accurate....
Discovered via ArXiv
Research papers and preprints from arXiv.
Publisher: arxiv.org
ID: http://arxiv.org/abs/2608.24842v1 · Indexed 5 days ago