zerohedge(@zerohedge):Here we go again... from Goldman: Most talked about theme on our desk today was the impact of Agentic AI post Meta Muse and the shorting of “Consumer Inertia" names. Our basket, GSXUSWCH (-2.58% today), which has been one of our most actively traded baskets in recent sessions, consists of stocks in industries where customer retention is supported by "behavioral, operational, contractual or financial switching costs." ...in other words, services that are hard to cancel (unless you have Agentic AI do it for you). Some big movers within the basket today: PLNT (-9.45%) NYT (-7.16%) SCHW (-6.11%) ALL (-5.55%) INTU (-3.87%)

2026.09.22 21:52

Here we go again... from Goldman: Most talked about theme on our desk today was the impact of Agentic AI post Meta Muse and the shorting of “Consumer Inertia" names. Our basket, GSXUSWCH (-2.58% today), which has been one of our most actively traded baskets in recent sessions, consists of stocks in industries where customer retention is supported by "behavioral, operational, contractual or financial switching costs." ...in other words, services that are hard to cancel (unless you have Agentic AI do it for you). Some big movers within the basket today: PLNT (-9.45%) NYT (-7.16%) SCHW (-6.11%) ALL (-5.55%) INTU (-3.87%)

显示更多