Brokerages including Robinhood and Webull let customers link portfolios to AI agents, and Moomoo estimates about 20% of its trading volume could come from agents by year-end, per The Wall Street Journal. In the Rallies AI Arena, where ChatGPT, Claude, Gemini and Grok each manage a $100,000 portfolio, Gemini is up 26% since late November, versus 13.9% for the S&P 500 over the same period, as of Oct. 20. The article profiles Gemini's four holdings, including Intuitive Surgical (11.7% of the portfolio, up 2.2% since purchase) and ServiceNow (9.4%, up 68.7%, its best result). A NBER working paper found AI models' investment strategies did not beat passive benchmarks, and researchers warned that agents using the same data could crowd into the same trades.
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