Major companies are drawing hard lines on AI agents accessing their platforms. Amazon sued Perplexity and blocked Meta's Muse shopping bot, while Charles Schwab, JPMorgan, Delta, and Yelp are also restricting or limiting AI agent access. Schwab blocks unauthorized agents tens of times each week and is building controlled MCP servers alongside its own assistant called Charley. The banks worry rogue agents could move money to higher-yield accounts and cost them billions, though liability for agent mistakes remains unclear.
Shopify is taking the opposite approach, opening access to over 1 billion products for third-party AI shopping agents. Automated assistants can now search merchant listings, compare prices, and offer recommendations, with customers reviewing suggestions before buying. This stands in sharp contrast to Amazon's stance on AI-assisted shopping.
On the regulatory front, North Carolina congresswoman Valerie Foushee called for artificial intelligence regulation, serving as co-chair of the House Democrats AI Commission. Meanwhile, tech companies are actively seeking workplace data to train AI agents, moving beyond web scraping to learn from real work environments to make AI more capable in everyday settings.
Nvidia reported revenue over $104 billion in Q2 and expects 70% revenue growth next year, though the stock entered a correction after forming a rising wedge pattern. The AI Stock Bubble Index jumped to 74 with warnings from analysts David Rosenberg and Ray Dalio. Nvidia's forward P/E ratio of 22 is lower than its five-year average of 42, with a bearish outlook targeting $209 and possible further downside to $200.
TSMC reported strong financial results with revenue up 41.2% and earnings per share rising 68.7%. The company is more than doubling N2 capacity by 2027 and building three new N3 factories to meet AI chip demand. Analysts project total revenue growth of about 35% in 2027, though the stock trades at roughly 18 times projected 2027 earnings.
A Reddit user called LTSharpe used Claude Opus 5.5 to optimize The Elder Scrolls IV: Oblivion Remastered, achieving over 40% higher average FPS and reduced stuttering through about 40 engine-level improvements while keeping original graphics intact. Separately, a proposal for Innovation Accounts modeled on Trump Accounts could give each adult seed money invested in a technology-stock index, potentially costing $190 to $270 billion depending on eligibility, to help Americans share in AI-driven wealth.
Key Takeaways
- Amazon, JPMorgan, Charles Schwab, Delta, and Yelp are blocking or limiting AI agents from accessing their platforms and customer accounts
- Charles Schwab blocks unauthorized AI agents tens of times each week and is building controlled MCP servers and its own assistant called Charley
- Shopify opened access to over 1 billion products for third-party AI shopping agents, contrasting with Amazon's blocking approach
- Nvidia reported revenue over $104 billion in Q2 with 70% expected revenue growth next year, though the stock entered a correction
- TSMC revenue surged 41.2% with earnings per share up 68.7%, driven by strong AI chip demand
- A Claude Opus 5.5-powered mod boosted Oblivion Remastered FPS by over 40% through 40 engine-level improvements
- Innovation Accounts proposal could cost $190 to $270 billion to help Americans share in AI-generated wealth
- North Carolina congresswoman Valerie Foushee called for AI regulation as co-chair of the House Democrats AI Commission
- Tech companies are now seeking workplace data to train AI agents for real-world work environments
- Banks worry AI agents could move money to higher-yield accounts and cost them billions, with liability for mistakes still unclear
Major Companies Block AI Agents from Websites and Accounts
Amazon, JPMorgan, Charles Schwab, Delta, and Yelp are all blocking or limiting AI agents. Amazon sued Perplexity and blocked Grok shopping bots. The banks stop agents like Meta Muse from accessing customer accounts. Yelp now charges AI platforms for data access. Delta says it has no partnerships allowing agents to book flights.
Schwab CEO Says Investors Must Set Rules for AI Trading
Charles Schwab CEO Rick Wurster says AI agents should only trade for customers when investors set the rules. Schwab blocks unauthorized agents trying to sign in as clients. The company blocks agents tens of times each week. Schwab is building controlled MCP servers and pushing its own assistant called Charley. Client trading through AI tools doubled in about six months.
U.S. Banks Lock Out A.I. Agents
Major U.S. banks and brokerages are blocking AI agents from moving money for customers. Charles Schwab blocks agents like Meta Muse in the tens and twenties each week. JPMorgan CEO Jamie Dimon warns against rogue agents. Citigroup and Bank of America are also limiting agent access. Banks worry agents could move money to higher-yield accounts and cost them billions. Liability for agent mistakes is still unclear.
Oblivion Remastered Mod Using Claude AI Boosts FPS Over 40%
A Reddit user called LTSharpe used Claude Opus 5.5 AI to optimize The Elder Scrolls IV: Oblivion Remastered. The open-source mod made about 40 engine-level improvements. It boosted average FPS by over 40% and reduced stuttering. The mod keeps the original graphics quality intact. Results were tested on a Ryzen 7 5800X and Radeon RX 9070 XT system.
Innovation Accounts Could Help Americans Share AI Wealth
The article proposes Innovation Accounts modeled on Trump Accounts for children. Each adult would receive seed money invested in a technology-stock index. This would help more Americans share in the profits of AI growth. $1,000 invested in the Nasdaq-100 a decade ago would be worth over $5,000 today. The plan could cost $190 to $270 billion depending on eligibility.
Nvidia drops after rising wedge pattern as AI bubble index climbs
Nvidia entered a stock correction after forming a rising wedge pattern. The AI Stock Bubble Index jumped to 74, with warnings from analysts David Rosenberg and Ray Dalio. Nvidia reported revenue over $104 billion in Q2 and expects 70% revenue growth next year. The stock's forward P/E ratio of 22 is lower than its five-year average of 42. The likely bearish outlook targets $209, with further downside to $200 if that level breaks.
The Sequence Radar covers recursive AI improvement and new models
The Sequence Radar Issue 953 recaps last week in AI and previews upcoming topics. The next issue will continue a series on recursive self-improvement. It will cover Meta's new models, Jev's new version, and Liquid's new Jev competitor. The opinion section will explore post-training environments. Another robotics project will also be discussed.
Rep. Foushee calls for AI regulation
North Carolina congresswoman Valerie Foushee called for artificial intelligence regulation. She spoke with CBS 17's Russ Bowen in Raleigh, North Carolina. Foushee serves as co-chair of the House Democrats AI Commission. The discussion focused on efforts to regulate AI technology.
Tech companies seek workplace data to train AI agents
AI companies want workplace data to teach artificial intelligence how humans work. After scraping the web for information, these companies now aim to learn from real work environments. The report by Alistair Barr for Business Insider explores how training AI agents and robots uses on-the-job data. This effort seeks to make AI more capable in everyday work settings.
Shopify opens 1 billion products to AI shopping agents
Shopify opened access to over 1 billion products for third-party AI shopping agents. Automated assistants can now search merchant listings, compare prices, and offer product recommendations. Customers can review suggestions before buying. This contrasts with Amazon, which blocked Meta's Muse shopping agent in September over transparency and security concerns. The two approaches highlight different views on AI-assisted shopping.
TSMC Revenue Surges as AI Demand Grows
Taiwan Semiconductor Manufacturing Company reported strong financial results with revenue up 41.2% and earnings per share rising 68.7%. The company is expanding its production capacity significantly to meet high demand for AI chips. Plans include more than doubling N2 capacity by 2027 and building three new N3 factories. AI accelerator revenue is expected to grow faster than the previous mid-to-high-50% annual rate. Analysts project total revenue growth of about 35% in 2027. Despite the positive outlook, the stock trades at roughly 18 times projected 2027 earnings.
Sources
- Amazon, JPMorgan, Schwab And Delta Are All Blocking AI Agents: Here’s Why
- Schwab CEO Says Investors Must Set Rules for AI Trading Agents
- U.S. Banks Lock Out A.I. Agents
- Oblivion Remastered Mod Built Using Claude AI Boosts FPS By Over 40% And Drastically Reduces Stuttering Without Sacrificing Visual Quality.
- Innovation Accounts should do for the potential AI job wipeout what Trump Accounts did for children
- Nvidia Enters Correction After Rising Wedge Breakdown as AI Stock Bubble Index Jumps
- The Sequence Radar - Issue #953: Last Week in AI: The Future Has Payment Terms
- Rep. Foushee calls for AI regulation
- Tech companies want workplace data to teach AI how humans work
- Shopify Opens More Than 1 Billion Products to AI Shopping Agents
- TSMC: The AI Boom Is Bigger And Longer Than Expected
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