Thomson Reuters Corp. shares declined Tuesday despite reporting stronger-than-expected first-quarter results, as investors punished the news and information company amid fresh concerns about artificial intelligence disruption in financial services.

The selloff followed Anthropic PBC's unveiling of new AI agents specifically designed to handle a broader range of financial services tasks. The development intensifies competitive pressure on established players like Thomson Reuters, which has been investing heavily in its own AI capabilities to defend market share.

The market reaction signals investor unease about how quickly AI startups can capture revenue pools traditionally held by incumbent financial data providers. Thomson Reuters has partnered with Microsoft and invested in automation tools, but Anthropic's targeted financial services push suggests the competitive landscape is shifting faster than many expected.

Despite the negative reaction, Thomson Reuters' underlying business showed resilience in the quarter. The disconnect between solid fundamentals and a falling stock price highlights how AI anxiety continues to drive market sentiment in the information services sector.