Tech stocks see largest 5-week inflow in history as AI enthusiasm reshapes capital flows

Tech stocks see largest 5-week inflow in history as AI enthusiasm reshapes capital flows

Tech stocks achieved their largest five-week inflow on record, with 69% of sector flows in AI infrastructure: memory ETF $12.73B, NASDAQ $12.39B. Capital targets earnings-backed fundamentals (chip production, hyperscaler demand), diverging from broad risk rallies—but crowding signals valuation compression ahead.