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US investors weigh AI-driven economic disparity in America; SpaceX IPO valued at $1.75 trillion Reassuringly Divided: Why the AI-driven economic disparity shouldn’t concern investors | 19 June 2026 | en Why the AI-driven economic disparity shouldn’t concern investors America is witnessing a new industrial economy While US consumers are seeing minimal real wage gains These trends have important implications for the stockmarket Economists and strategists have long been taught that the US economy is dominated by consumers, and of course this is borne out by the well-established contribution of consumption to economic growth over time. The estimates for consumption as a % of US Gross Domestic Product (GDP) have typically hovered around 66-70% 1 since 2000, depending on methodology. But consumers’ relative dominance is not a constant and recently new sources of industrial growth are starting to make themselves felt in the world’s largest economy. Much of this is related to artificial intelligence (AI) and other technology investments - think data centres and automation. ...