US consumer discretionary index hits 20-year low relative to S&P 500 as investors chase AI instead
The US consumer discretionary index has reached a 20-year low relative to the S&P 500 as investors increasingly favor AI-related stocks. This trend highlights a significant divide in market performance, with consumer discretionary stocks struggling amid economic pressures. Factors such as inflation and a softening job market have contributed to the sector's underperformance, despite the overall market's growth.
- ▪The S&P 500 Consumer Discretionary sector has been underperforming since late 2025.
- ▪In February 2026, consumer discretionary stocks declined by approximately 5% while the S&P 500 remained positive.
- ▪Amazon and Tesla account for about 38% of the consumer discretionary index's major holdings.
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US consumer discretionary index hits 20-year low relative to S&P 500 as investors chase AI instead The gap between consumer stocks and the broader market hasn't been this wide in two decades, and it tells a story about where money is actually flowing. Share Add us on Google by Editorial Team May. 25, 2026 window.sevioads = window.sevioads || []; var sevioads_preferences = []; sevioads_preferences[0] = {}; sevioads_preferences[0].zone = "01f21ccf-2092-46b1-9ac7-8c44cc782e0f"; sevioads_preferences[0].adType = "native"; sevioads_preferences[0].inventoryId = "c5700508-581b-472c-8fdd-a931cdbfc8e1"; sevioads_preferences[0].accountId = "1e47efc1-ec2d-4fca-a8b9-354e249e5095"; sevioads.push(sevioads_preferences); Something unusual is happening in American equity markets.
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