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

🇪🇸 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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