AI agents could become the next toll collectors of the internet.

Bloomberg Intelligence estimates that #UBER, #DASH, #LYFT, #CART, #ABNB, #BKNG, #MPNGY, and #EXPE process about $1 trillion in annual transaction value.

Anomalous Activity for Sep 23: $EXPE
$EXPE remains a divergence outlier: Capital Flow +3.4σ and Relative Return -3.4σ. Trading intensity was already extreme yesterday, but relative performance has moved further against peers.

The weakest areas were healthcare, homebuilders, travel, and parts of software, highlighted by $XLV -2.52%, $ITB -3.05%, and sharp declines in $AMGN, $NVS, $BKNG, and $EXPE.

Key Mover for Sep 8: $EXPE (▼-7.88%)
Declined 7.88% on the day and 19.04% over 10 days, another notable weak spot in travel.