Winners and losers at the first checkout

Data Desk · Live · Part 09Agents

Winners and losers at the first checkout

From the day Meta launched its shopping agent, the market sorted companies into two piles: the ones building agents, and the ones whose customers agents might reroute. Refreshed with each close; switch the start date, then sort by move or by group.

As of Oct 22, 2026 · daily closes, at each build · published Oct 23, 2026 · read Oct 23, 2026 · observed · next release the next weekday build

Live data, updated Oct 23, 2026, 5:31 p.m. ET

What the chart says. Change in closing price, Sep 8, 2026 to Oct 22, 2026: the median of building agents is +3% against −11% for habit businesses. The first checkout sorted the market into the companies building agents and the ones whose customers an agent might reroute. The sort is still running.

Source: Financial Modeling Prep (delayed closes) (latest Oct 22, 2026, refreshed at each build). Closing prices as Financial Modeling Prep redistributes them, delayed; changes are DeepStack arithmetic.

Show the data table
Change in closing price, Sep 8, 2026 to Oct 22, 2026Value
Advanced Micro Devices0%
Meta+6%
S&P 5000%
Expedia+9%
Netflix−13%
Bank of America−18%
Intuit+11%
Planet Fitness+7%
Booking Holdings−11%
Comcast−13%
Change in closing price, Oct 2, 2026 to Oct 22, 2026Value
Advanced Micro Devices−20%
Meta−11%
S&P 500−1%
Expedia+13%
Netflix0%
Bank of America−5%
Intuit+26%
Planet Fitness+26%
Booking Holdings+1%
Comcast+6%
Read Part 09: Habit Was the Moat. Agents Are Draining It.

Change in closing price, Sep 8, 2026 to Oct 22, 2026

  1. Intuit+11%
  2. Expedia+9%
  3. Planet Fitness+7%
  4. Meta+6%
  5. Advanced Micro Devices0%
  6. S&P 5000%
  7. Booking Holdings−11%
  8. Netflix−13%
  9. Comcast−13%
  10. Bank of America−18%

Bank of America moved most, −18%. Building agents: median +3%; Habit businesses: median −11%.