Repricing Scarcity: Goldman Says Seek Respite From AI's Dual Shock In HALO Stocks

AI contagion was the theme of the market last week, with victims of "AI disruption" extending beyond the usual suspects (Software), and slamming Private Credit, Insurance Brokers, Financials/Broker/Wealth Managers, Real Estate Service stocks, and finally, Logistics and Truckers. 

Thew week culminated with the biggest shorting of software stocks since the global financial crisis.