Dynamic Objective Selection with Safeguards and LLM Oversight for Financial Decision-Making

Financial decision-making tasks such as stock recommendation and portfolio allocation typically estimate future return and risk and then select trades or allocations for an investor, and the chosen optimization objective often determines realized performance. However, because market conditions evolve over time, a fixed objective can be suboptimal across regimes, while regime-switching pipelines that rely on latent regime estimates can be noisy or delayed and frequent switching can increase turnover and operational instability. In this paper, we propose DOSS (Dynamic Objective Selection with Safeguards), a learning-based selector that directly chooses the decision-relevant objective function at each time point from interpretable statistical summaries of recent returns, selecting among a small set of candidates (e.g., return-seeking, loss-averse, and risk-adjusted) without introducing intermediate regime variables. DOSS formulates objective selection as a classification problem over objectives and performs sequential updates with a rolling window to make forward-looking selections without temporal leakage, while also outputting a confidence score for each proposal. To mitigate misselection and excessive switching in deployment, DOSS applies confidence-aware gating with a fail-safe that overrides low-confidence proposals to a conservative default and enforces explicit controls tied to switching frequency. We further integrate governance by positioning a Large Language Model (LLM) as an oversight component rather than a generator of new objectives: the LLM is restricted to accept a proposed objective or override it to a predefined safe default, with deterministic rule-based constraints triggering overrides when needed.

Gender-Dependent Diagnostic Substitution in LLM Medical Triage: Same Symptoms, Unequal Urgency

We investigate whether large language models produce different medical triage recommendations for identical neurological symptoms when only the patient's stated gender and age vary. Using three model families--Gemini 3.5 Flash, Claude Sonnet 4.6, and GPT-5.4-mini--we present a standardized symptom profile (persistent headache, blurred vision, morning nausea, visual disturbances) across seven demographic conditions: three age groups (25, 38, 65) x two genders (male, female), plus a gender-unspecified baseline (n = 30 per condition per model, 630 total trials). We find a stark, systemic gender-dependent triage disparity: young women receive significantly lower emergency room (ER) referral rates than age-matched men (Gemini: 0% vs. 23.3%; Claude: 6.7% vs. 96.7%; GPT: 6.7% vs. 66.7%, all p < 0.001). The disparity disappears at age 65 for all models. The primary mechanism is diagnostic substitution: the models anchor on a gender-associated diagnosis, preferentially classifying young women with Idiopathic Intracranial Hypertension (IIH)--a condition epidemiologically linked to women of childbearing age--while diagnosing men with generic increased intracranial pressure with space-occupying lesions in the differential. This diagnostic closure routes female patients to lower-urgency care (outpatient doctor appointments) despite comparable severity ratings (7-9/10). Our findings demonstrate that clinical LLMs replicate documented human clinical biases by using epidemiological priors to suppress triage urgency, suggesting that AI triage engines must decouple urgency assessment from probabilistic diagnostic priors. We release all code, prompts, and raw results.

Representation Matters in Randomized Smoothing for Audio Classification

Randomized smoothing (RS) certifies robustness in the vector space where Gaussian noise is added. In audio classification, this space is often not uniquely defined as standard pipelines normalize, range-control, and transform waveforms into log-mel or other spectral features. We show that direct RS is therefore under-specified unless the certified object and preprocessing policy are explicit. On two audio benchmarks, keyword spotting and environmental-sound classification, we study waveform, feature-space, and post-processed smoothing. Our diagnostics show why representation-aware reporting is necessary: at the same smoothing level $σ=0.0025$, the two datasets share the same median raw radius $.007996$, but different waveform energies yield different SNR-equivalent scales ($83.98$ vs. $90.97$ dB); log-mel smoothing gives higher positive-radius certified accuracy on environmental sounds ($68.42\%$ vs. $65.53\%$), certifying more examples with nonzero radius but over features rather than waveforms; and clipping or peak normalization changes the effective perturbation norm by roughly $230$--$351\times$. We therefore recommend that audio RS studies choose and report the task-specific certified object and perturbation model, including the perturbation location, gain policy, raw radius, and any post-noise geometry changes.

Taiji: Pareto Optimal Policy Optimization with Semantics-IDs Trade-off for Industrial LLM-Enhanced Recommendation

Scaling recommender systems via large language models (LLMs) has become a prominent trend in the industry. However, aligning the LLM's semantic space with the recommender's ID space via post-training (e.g., SFT and RL) remains challenging. Existing LLM4Rec paradigms are bottlenecked by two main issues: (1) the difficulty of measuring and improving chain-of-thought (CoT) quality in open-domain recommendation during SFT, and (2) the neglect of the trade-off between LLM semantic rewards and recommendation preference rewards during RL alignment. Inspired by these challenges, we present Taiji, a novel LLM-as-Enhancer framework designed for industrial recommender systems. To overcome the SFT bottleneck, we utilize reverse-engineered reasoning and open-ended rejection sampling to generate high-quality, domain-specific CoT data. To resolve the RL alignment issue, we propose Pareto Optimal Policy Optimization (POPO), which adaptively adjusts cross-domain reward weights. Theoretically, it achieves an optimal trade-off between the semantic world knowledge of LLMs and the collaborative ID features representing online user preferences. Extensive offline evaluations and online A/B tests validate the effectiveness of Taiji. Deployed on Kuaishou's advertising platform since May 2026, Taiji currently serves over 400 million users daily, yielding significant commercial revenue and demonstrating its robust scalability in web-scale environments.

When Does Latent Reasoning Help? MeRa: Metric-Space Bias for Spatial Prediction

Latent reasoning has improved sequential recommendation by iteratively refining representations before prediction, but does it help spatial prediction? We find that the answer depends on whether reasoning is grounded in the underlying metric space. Without such grounding, latent reasoning degrades spatial prediction below the unmodified baseline, while a learned metric-space bias derived from pairwise distances produces consistent gains. We formalize this finding through MeRa (Metric-space Reasoning), a lightweight backbone-agnostic module that can be inserted between any sequence encoder and its prediction heads. On the GETNext backbone, the gap between reasoning without and with metric-space bias reaches 4.5% NDCG@10. MeRa achieves the best NDCG@10 on all three spatial prediction benchmarks among the compared methods, surpassing recent approaches such as GeoMamba and HMST. We prove that metric-space-constrained reasoning converges to a unique fixed point and that N-step reasoning is strictly more expressive than (N-1)-step reasoning. A controlled experiment on CLEVR with Euclidean distance confirms that the finding generalizes beyond geographic coordinates. The code is included in the supplementary material.

KForge: LLM-Driven Cross-Platform Kernel Generation for AI Accelerators

Production inference increasingly targets a heterogeneous mix of accelerators. Agentic pipelines interleave reasoning, tool calls, and multi-agent coordination, each with distinct compute and memory profiles. For optimal efficiency, each stage should run on the accelerator best suited to it. This creates a systems challenge: each pipeline now requires high-performance kernels across a growing set of hardware backends and programming models. Writing these kernels by hand is time-consuming, demands deep low-level expertise, and does not scale as kernel complexity grows. Recently, Large Language Models (LLMs) have been leveraged for automatic kernel generation, but challenges in low-level code generation and cross-backend generalization persist. We present KForge, a cross-platform framework built around an iterative refinement loop driven by two collaborating LLM-based agents: a generation agent that produces and progressively refines kernels using compilation and correctness feedback, and a performance-analysis agent that interprets profiling data, from programmatic APIs to GUI-based tools, and emits recommendations that steer the next round of synthesis. The loop alternates between functional passes, which drive a candidate to correctness, and optimization passes, which close the performance gap to hand-tuned baselines. We evaluate KForge on two backends with very different baseline reference availability. On NVIDIA B200, KForge achieves a 2.12$\%$ improvement in end-to-end throughput compared to TensorRT-LLM on the gpt-oss-20b inference speed benchmark. On Intel Arc B580, KForge generates Triton kernels achieving a 5.13$\times$ geometric mean speedup over the faster of PyTorch eager and torch.compile on 37 GEMM + tail-ops workloads from KernelBench Level 2, primarily via operator fusion and mixed-precision execution.

Recovering Direct Price Effects of Environmental Amenities in Housing Markets: Regression and Causal Machine Learning Model Assessment with Empirical Monte Carlo Simulation

Hedonic price models are widely used to assess how environmental amenities affect property values, yet methodological guidance for estimating direct price effects remains sparse. We conduct an empirical Monte Carlo simulation to evaluate the performance of traditional and causal machine learning approaches for estimating the direct unmediated price effect of spatially delineated amenities on treated properties (DUET), a conservative lower-bound approximation for welfare changes with direct applications to benefit-cost analysis. Where previous simulations rely on parametric assumptions, we retain the actual data-generating process underlying over 1 million property transactions from upstate New York (1990--2024). By randomly assigning "treatment locations" across iterations we establish a "ground truth" that allows us to precisely measure estimation error. Our results demonstrate that generalized difference-in-differences (DID) regression consistently outperforms baseline DID and two-way fixed effects models across all scenarios. Causal Machine Learning (CML) methods, particularly causal forest DID, achieve comparable performance to generalized DID in most scenarios. In larger samples (above 3,000 treated) increasingly common in contemporary hedonic studies, CML approaches offer substantial advantages when properly specified. Based on empirical simulation results, we provide a set of method-specific best practice recommendations for both traditional regression and causal machine learning approaches.

Greener Than Humans? Environmental Attitudes in Large Language Models

Large language models (LLMs) are increasingly used in sustainability-related decision support, reporting, and public communication, yet little systematic evidence exists on the environmental attitudes embedded in their outputs. This paper develops a benchmark for evaluating environmental cognition, affect, and behavioural recommendations in LLMs and applies it to 31 widely used proprietary and open-weight models. Drawing on questions from established environmental awareness surveys and additional sustainability-related behavioural measures, we compare LLM responses 1) among models and 2) between models and human survey benchmarks from Germany. We assess their robustness across prompting conditions. We find that many LLMs align more closely with environmentally progressive attitudes than the average survey respondent, exhibiting higher levels of environmental affect and cognition and recommending behaviours associated with substantial potential CO2 reductions. At the same time, we observe no systematic relationship between sustainability-oriented responses and model origin, size, or release context. However, models exhibit contextual sensitivity, controlled by persona-based prompting and show sycophantic shifts mirroring user-specified ideological positions, which raises concerns about steerability and normative reliability in real-world deployments. Our findings provide a reusable evaluation framework for assessing sustainability-related value alignment in LLMs and highlight the importance of governance, transparency, and critical oversight as AI systems become increasingly embedded in sustainability transformations and public decision-making.

Structure-Aware Prediction of PROTAC-Mediated Protein Degradability via Graph Neural Networks

Proteolysis-targeting chimeras (PROTACs) can selectively degrade disease-causing proteins, yet predicting which targets are amenable to degradation remains a critical bottleneck: existing computational methods require the complete PROTAC molecular structure, information unavailable before synthesis. We present DegradoMap, a graph neural network that predicts PROTAC-mediated degradability from protein structure and E3 ligase identity alone -- the minimal information available at the target selection stage. The model encodes biophysical priors through lysine-weighted graph pooling with per-protein normalization, models protein-E3 compatibility via cross-attention, and integrates cellular context from the Cancer Dependency Map. On the PROTAC-8K benchmark (3,101 samples, 155 targets, 10 E3 ligases), DegradoMap achieves 0.646+-0.124 AUROC on target-unseen evaluation (best seed: 0.7449) and 0.811 AUROC on CRBN->VHL E3-unseen transfer, outperforming GNN and machine learning baselines. The model additionally recommends optimal E3 ligases with 74% Hit@3 accuracy. Two findings carry broader implications: E(3)-equivariant architectures underperform the simpler invariant design for this scalar prediction task, and ESM-2 embeddings improve peak performance only with careful regularization -- naive integration fails. DegradoMap provides pre-synthesis computational guidance for degradability assessment; its well-calibrated confidence scores (ECE = 0.029, target-unseen) enable practitioners to prioritize high-confidence predictions for experimental follow-up. However, the high seed variance (std = 0.124) and limited E3 coverage require ensembling for reliable deployment.

LLM-Assisted Reranking to Operationalize Nuanced Objectives in Recommender Systems

Recommender systems have grown from content-organization tools into sophisticated systems that shape daily behavior. By controlling what we see, they shape what we perceive, raising concerns about filter bubbles, radicalization, polarization, and social inequality. Large language models (LLMs) enable more powerful personalization, intensifying these dynamics. Yet most recommenders are tuned for engagement or limited accuracy metrics, with little attention to broader social implications, e.g. how personalization reshapes exposure in socially consequential domains. We investigate whether LLM-assisted reranking, while improving personalization, inadvertently amplifies exposure to ideologically extreme or conspiratorial political content, a risk theorized but not empirically characterized in news recommendation. Using real news-consumption histories, we rerank YouTube's sidebar candidates through zero-shot, instruction-based prompting. We compare a baseline prompt with a constrained variant that preserves topical relevance and broadens ideological exposure while reducing conspiratorial or extreme content. Without constraints, reranking strengthened personalization but increased exposure to conspiratorial and extremist material for users whose histories contained such content. Lightweight prompt-level regularization reduced promotion of extreme content and increased ideological diversity, with modest relevance loss. Synthetic experiments suggest that LLMs rerank via statistical regularities in language rather than semantic understanding of ideology, clarifying why naive prompts amplify these patterns and why regularization can reshape them. Together, our results highlight the power of LLMs to operationalize contextual nuance in high-stakes recommendation, and the need to evaluate LLM-assisted personalization beyond accuracy and treat prompt design as a value-laden rather than neutral default.