AI Agent Disruption: Brokerage Stocks Under Pressure, Infrastructure & Biotech See Gains

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Meta’s latest consumer AI product is sending such big shockwaves through the market that it’s even inflaming a long-time rivalry in the brokerage business between 55-year old investing giant Charles Schwab, and Robinhood, an icon of the post-Covid trading boom among young investors.Shares of Schwab fell 6% Tuesday, touching the lowest since early July and the stock is now down more than 8% since Meta announced Muse. Meanwhile, Robinhood’s stock was higher, notching anotheryear-t

Investing.com -- Morgan Stanley said in a note Wednesday that the rise of consumer AI agents such as Meta's Muse could benefit communications and software vendors long seen as vulnerable to automation, rather than threaten them.

Analyst Elizabeth Porter argued that agents like Muse and Instinct, personal assistants that complete tasks on users' behalf, could expand the volume of interactions businesses field, cushioning contact-center vendors whose seat-based models have been under pressure fro

Super Micro Computer, Inc. (SMCI) announced it has begun shipping Nvidia Vera Rubin NVL72 racks integrated with its Data Center Building Block Solutions (DCBBS) and direct liquid cooling stack (DLC-2), according to a company press release dated Sept. 23, 2026.

Each Vera Rubin NVL72 rack contains 72 Nvidia Rubin GPUs and 36 Nvidia Vera CPUs arranged across 18 compute trays. The trays connect through nine sixth-generation Nvidia NVLink switch trays, delivering 216 TB/s of scale-up bandwidth. Each

ITASCA, Ill. - Quanome Technologies, Inc. (NASDAQ:QNME) entered into an approximately $18.8 million purchase agreement for computing infrastructure powered by Nvidia GPU technology on September 16, according to a press release statement.

The equipment will support the development of an AI cloud business through the company’s subsidiary, XDT Infrastructure I, LLC. The purchase represents an initial step in the company’s planned phased development of XDT.

The subsidiary aims to provide businesse

ProQR Therapeutics N.V. (Nasdaq: PRQR) announced the appointment of Chris Hart, PhD, as Chief Data and AI Officer and Thomas Wolf, PhD, as a strategic AI advisor to its board of directors, the company said in a statement dated Sept. 23, 2026.

Hart most recently served as Vice President of Data Science and AI/ML in the Genetic Medicines team at Eli Lilly and Company. He previously founded Creyon Bio and spent seven years at Ionis Pharmaceuticals, where he led the company’s functional genomics gr

PLEASANTON, Calif. - Veeva Systems (NYSE:VEEV) announced today that another top 20 biopharma company has committed to its Vault CRM platform, bringing the total to 14 of the top 20 biopharma firms, according to a press release statement.

The company stated that Vault CRM now has more than 190 live customers. Recent commitments include Amgen, Biogen, Eli Lilly and Company, and Regeneron.

Vault CRM is designed to serve as a customer relationship management system for life sciences companies. The

Investing.com -- Goldman Sachs believes South Korea's KOSPI index is set up for a near-term "tactical breakout," though analyst Chris Cha flagged headwinds building into October in a note on Wednesday.

Cha said retail investors have net-sold more in September, about 18 trillion won, than they bought across July and August combined, defending the 7,000 level, but that this overhang is beginning to exhaust.

With rate fears now priced in after the Fed and a pivot toward a risk-on, agentic AI them

Investing.com -- The Hashgraph Group (THG) has secured a listing for its AI-agent identity software on IBM’s cloud marketplace and signed a global partnership with the U.S. technology company, Investing.com has learned.

The Swiss Web3 and AI firm, which builds enterprise software on Hedera’s distributed ledger, said its IDTrust platform had been validated and listed on the IBM Cloud Catalog, making it among the first commercial Hedera-based applications sold directly as a service through a majo

By Niket Nishant and Wayne Cole

Sept 23 (Reuters) - Global shares paused on Wednesday after a four-day winning streak as oil prices drifted higher while investors awaited details on peace efforts in the Middle East.

Hopes of improving crude supplies have weighed on oil prices for most of this week. A sustained resumption of oil flows through the Strait of Hormuz would help significantly to keep inflation in check, which in turn would impact the global outlook for interest rates.

However, caut

Citi analyst Jason Bazinet reiterated a Buy rating and $270.00 price target on Take-Two Interactive (NASDAQ: TTWO), following a meeting with three members of the company's management team, including CEO Strauss Zelnick, CFO Lainie Goldstein, and investor relations officer Nicole Shevins.

Discussions covered GTA Online timing, streaming, NBA 2K, and capital allocation. Management declined to confirm a reported 2027 launch window for GTA Online, which had been suggested by commentary on Twitch. T