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The stock-market rally is broadening beyond Big Tech. Will consumer stocks bounce back in the second half of the year?

July 6, 2025
12:30 PM
2 min read
AI Enhanced
moneystocksfinancialcyclicalssmall capsmarket cyclesseasonal analysiseconomic

Key Takeaways

From cyclicals to small caps, more stocks are joining the charge that has sent the S&P 500 and the Nasdaq Composite to all-time highs.

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2 min read

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investment

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Published

July 6, 2025

12:30 PM

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MarketWatch

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Key Topics
moneystocksfinancialcyclicalssmall capsmarket cyclesseasonal analysiseconomic

Advanced ➔ Results Market ExtraThe stock-market rally is broadening beyond Big

Will consumer stocks bounce back in the second half of the year

Can’t take all the credit for the stock market’s record rally into a ‘broader, healthier market’ heading into the second half of 2025Published: July 6, 2025 at 8:30 a

ETResizeListen(8 min)The S&P 500’s consumer-discretionary sector logged its worst first-half performance in three years, but a look beneath the surface shows the story wasn’t so bleak

Photo: MarketWatch photo illustration/iStockphotoAfter months of leadership by megacap nology stocks, Wall Street kicked off the second half of 2025 with a powerful, yet potentially healthier, shift in the U

Stock market, as the rally has broadened

From cyclicals to small caps, more stocks have been joining the charge that has sent the S&P 500 SPX and the Nasdaq Composite COMP to new all-time highs, suggesting that this market’s recovery from April lows may have deeper roots than many anticipated

The Author Isabel WangIsabel Wang is a Reporter for MarketWatch

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