🇪🇸 **Goldman Sachs Flags Three Stock Themes as the AI Trade Gyrates**

Goldman Sachs highlights three stock themes as AI-trade volatility hits a **45-year high** outside recessions.
• **Consumer-experience stocks** — 36 names in travel, gaming & leisure; spending growth hit **6% YoY** in Q1 2026 vs 2% for broader services
• **"Compounders"** — 15 stocks growing EPS **2x faster** than the median S&P 500 name over 3 years
• **M&A targets** — US deal volume hit **$1.2T YTD**, up 32% YoY
_All three offer diversification away from AI-momentum exposure._

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