Goldman Sachs: Nearly half of S&P 500 stocks now move opposite to the index
marcvanderchijs · x · 2026-09-24
Goldman Sachs data shows nearly half of S&P 500 stocks (45%) now have negative beta to the index — an unusually high share. The index is being driven by a narrow group of large tech and AI names while the rest of the market trades differently. The poster argues index investing is broken and one should hold only selected tech/AI names.
More from Venture
- Indie dev hits 300K visitors in 9 months with zero ad spend — filiksyos · 2026-11-11
- AI chip startup Fractile raises $720M Series C for DRAM-on-processor design — Tom_Westgarth15 · 2026-11-11
- Everyone fears AI labs eating SaaS—Theo is moving faster than the labs in every direction — weswinder · 2026-11-11
- AI founder shares 'tray-table GTM': cold pitch to advertise in IndiGo's inflight magazine — devenbhooshan · 2026-11-11
- Robinhood's SEO turnaround: Top-3 keywords explode to 169K as organic traffic hits 13.9M — gaganghotra_ · 2026-11-11
- Indie maker Tibo shares the playbook behind his $8M acquisition and $1M MRR SaaS portfolio — tibo_maker · 2026-11-11