The stock-market rally is broadening beyond Big Tech. Will consumer stocks bounce back in the second half of the year? - MarketWatch
1. S&P 500 reached new highs, indicating stronger market recovery. 2. Investors are rotating from tech stocks to cyclical sectors like materials. 3. Consumer sentiment and spending power show signs of improvement. 4. The consumer-discretionary sector struggles despite a small rebound. 5. Expectations of interest rate cuts could boost consumer spending.