AI's disruptive potential is causing shifts in stock markets, particularly affecting sectors like wealth management and software. Deutsche Bank, utilizing Google's Gemini 2.5 Pro, predicts significant job changes, with 92 million jobs displaced but 170 million new ones created by 2030. Information technology, software, customer service, and media face high disruption risk, while roles requiring human empathy or manual skills, such as nursing and construction, are more protected.
Demand for AI infrastructure is surging, benefiting companies like Arista Networks, which anticipates its AI networking revenues will nearly double to $3.25 billion in 2026. CoreWeave, an AI infrastructure provider, has seen its stock rise over 30% in 2026. CoreWeave operates data centers filled with Nvidia chips, renting computing power to major AI clients including Meta Platforms, Microsoft, and OpenAI, and saw its revenue grow 134% in Q3 2025.
In the software space, Cogent Security recently secured $42 million in Series A funding, totaling $53 million, to develop autonomous AI agents that fix software vulnerabilities 97% faster for large, regulated companies. Simple AI, a voice AI agent startup, raised $14 million in Seed funding to enhance its platform for automating sales and support calls, personalizing conversations, and generating customer insights. Qualcomm, despite a recent stock dip, expects 2026 to be a breakout year for "edge" computing processing and anticipates its chips will be used in AI data centers by 2027.
AGM Group Holdings Inc. is pursuing an AI and Web3 integration strategy, planning to tokenize real-world assets like servers and launching its ValleyVerse Kraken All-Flash AI Servers in Q2 2026. They also partnered with MusicDog.ai for AI-generated music. Goldman Sachs Research suggests that while investors worry about AI disrupting software, innovation can actually boost long-term growth for some companies, advising investors to use an "AI impact framework" to identify beneficiaries.
Key Takeaways
- AI disruption is causing stock market nervousness in sectors like wealth management and software, but also creating new opportunities.
- Deutsche Bank, using Google's Gemini 2.5 Pro, predicts 92 million jobs displaced and 170 million new jobs created by 2030, with IT and customer service highly vulnerable.
- Arista Networks expects its AI networking revenues to nearly double to $3.25 billion in 2026 due to AI data center expansion.
- CoreWeave, an AI infrastructure provider, rents Nvidia-powered computing to Meta Platforms, Microsoft, and OpenAI, with revenue growing 134% in Q3 2025.
- Cogent Security raised $42 million in Series A funding, totaling $53 million, to deploy AI agents that fix software vulnerabilities 97% faster.
- Simple AI secured $14 million in Seed funding to develop voice AI agents for automating sales and support calls and generating customer insights.
- Qualcomm's stock is down 23% but anticipates 2026 as a breakout year for "edge" computing and expects its chips in AI data centers by 2027.
- AGM Group Holdings Inc. is integrating AI and Web3, tokenizing servers, and launching ValleyVerse Kraken All-Flash AI Servers in Q2 2026.
- Goldman Sachs advises that AI innovation can drive long-term growth for certain software companies, despite broad investor concerns.
- AI-generated trading signals are being used for companies like Atrium Mortgage Investment Corporation, showing "Strong" ratings for near and long terms.
AI disruption fears hit stock market sectors
AI disruption is causing nervousness in stock markets, affecting sectors like wealth management and software. Last week, a sell-off hit financial names after Altruist Corp launched an AI tool for financial advisers. Deutsche Bank's AI report identified data-rich sectors with repetitive tasks, such as IT, software, and finance, as most vulnerable. However, sectors needing human empathy, like patient care and education, or manual skills, like construction, are more protected. Analysts like Susannah Streeter and Britzman note that while AI will reshape industries, established players with strong foundations may adapt.
Deutsche Bank AI predicts job changes
Deutsche Bank used Google's Gemini 2.5 Pro to analyze AI's impact on global jobs. The AI predicted that information technology and software are most vulnerable to disruption, with 85% of developers already using AI coding assistants. Customer service and media are also at high risk, with AI potentially handling 75% of customer interactions by 2026. However, jobs requiring human empathy, manual skills, or strategic leadership, such as nursing or construction, are considered safe zones. Analysts Jim Reid and Adrian Cox agree with the AI's findings, which foresee 92 million jobs displaced but 170 million new jobs created by 2030.
Cogent Security raises 42 million for AI vulnerability tools
Cogent Security, a San Francisco company, announced it raised $42 million in Series A funding. This brings their total funding to $53 million, with Bain Capital Ventures leading the round. The money will help develop autonomous AI agents that fix software vulnerabilities. Cogent Security's platform uses AI to automate finding, prioritizing, and fixing security issues. CEO Vineet Edupuganti stated that these AI agents help security teams keep up with attackers by handling coordination work.
Cogent Security secures 42 million for AI cybersecurity fix
Cogent Security raised $42 million in Series A funding, bringing its total to $53 million, led by Bain Capital Ventures and Greylock. The company aims to solve the slow process of fixing software vulnerabilities using AI agents. Its platform connects to existing security tools and automates the investigation, prioritization, and routing of these issues. CEO Vineet Edupuganti explained that AI agents handle coordination work, allowing security teams to fix serious problems 97% faster. Cogent Security's system is designed for large, regulated companies, ensuring every AI action is traceable and operates under customer-set rules.
Arista Networks poised for big AI growth
Arista Networks is seen as a strong investment due to its crucial role in AI networking infrastructure. The company expects its AI networking revenues to nearly double to $3.25 billion in 2026 as AI data centers expand. Beyond AI, Arista is also growing in campus, branch, and routing markets, projecting $1.25 billion in revenue from these areas. Arista maintains impressive profitability with gross margins in the low-to-mid-60% range and strong cash reserves. Analysts believe Arista Networks is well-positioned for significant growth in the coming years, with an updated 25% revenue growth guidance for 2026.
Simple AI raises 14 million for voice agent platform
Simple AI, a voice AI agent startup based in San Francisco, secured $14 million in a Seed funding round. First Harmonic led the investment, with participation from Y Combinator, Massive Tech Ventures, and True Ventures. The funds will be used to enhance its voice agent platform, create custom generative AI models, and improve customer analytics. Founded by Catheryn Li and Zach Kamran, Simple AI develops voice AI agents that automate sales and support calls. Their platform personalizes conversations, places orders, and generates insights for consumer brands.
AGM Group unveils AI and Web3 integration strategy
AGM Group Holdings Inc. announced a new strategy to become a full AI and Web3 ecosystem platform. The company plans to tokenize its real-world assets, like servers, through a partnership with Amber Premium, signed on January 8, 2026. AGMH also launched its ValleyVerse Kraken All-Flash AI Servers on January 14, 2026, with mass shipments expected in Q2 2026. Additionally, AGMH partnered with MusicDog.ai on February 13, 2026, to supply servers and develop audio chips for AI-generated music. This integrated approach aims to boost cash flow, hardware revenue, and create long-term value for shareholders.
CoreWeave stock surges with AI infrastructure demand
CoreWeave, an AI infrastructure provider, has seen its stock rise over 30% in 2026 due to high demand. The company operates data centers filled with Nvidia chips, renting computing power to major AI clients like Meta Platforms, Microsoft, and OpenAI. Clients use CoreWeave to access additional computing power, scale operations, and reduce the risk of owning depreciating hardware. CoreWeave's revenue grew 134% in Q3 2025, and analysts expect an 83% increase in 2026. While the company is not yet profitable, its improving financial performance and massive AI demand suggest a strong future if it achieves profitability this year.
Qualcomm stock offers AI buying opportunity
Qualcomm's stock is down 23% from its early January high, presenting a potential buying opportunity for investors. Despite recent fiscal 2026 first-quarter results showing only a 5% revenue increase, analysts believe the future looks bright. The company expects 2026 to be a breakout year for "edge" computing processing. Qualcomm's processing chips are also anticipated to be used in AI data centers by 2027, offering power efficiency and better memory bandwidth. The current memory chip shortage is expected to ease, and its negative impact is likely already reflected in Qualcomm's stock price.
AI provides trading signals for Atrium Mortgage
AI-generated signals for Atrium Mortgage Investment Corporation (AI:CA) were updated on February 18. The long-term trading plan suggests buying near 11.81 with a target of 12.14 and a stop loss at 11.75. Alternatively, a short position near 12.14 targets 11.81 with a stop loss at 12.20. The AI ratings for Atrium Mortgage Investment Corporation are "Strong" for both near and long terms, and "Neutral" for the mid term.
Goldman Sachs identifies AI winners in software
Investors worry that AI agents will disrupt the software industry, but Goldman Sachs Research believes these concerns are too broad. Analyst Matthew Martino suggests that AI innovation can actually boost long-term growth for some software companies. The recent sell-off in software stocks reflects a change in investor feeling rather than a true decline in company health. Goldman Sachs created an "AI impact framework" with six points to help investors find software companies that will benefit from AI. This framework considers factors like a company's monetization model, data ownership, and how well it delivers real AI capabilities.
Sources
- Stock market sectors that could be more vulnerable to AI disruption
- Deutsche Bank asked AI how it was planning to destroy jobs. And the robot answered
- Cogent Security Raises $42 Million for AI-Driven Vulnerability Management
- Exclusive: Bain and Greylock bet $42 million that AI agents can finally fix cybersecurity’s messiest bottleneck
- Wall Street Says This Artificial Intelligence (AI) Stock Is a Bargain Hiding in Plain Sight
- Simple AI Lands $14 Million in Seed Round
- AGM Group Holdings Inc. Unveils Strategic Vision for AI and Web3 Integration with New Partnerships and Product Launches
- Up Over 30% This Year, This AI Infrastructure Play Is Just Getting Started
- The Ultimate AI Technology Stock to Buy With $1,000 Right Now
- (AI) Technical Pivots with Risk Controls
- Which Software Companies Will Benefit from AI?
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