Foreign investors pour record $426 billion into US stocks amid AI surge
Foreign investors bought a record $426 billion of US equities and fund shares in Q2, driven by the AI boom.
In the second quarter, overseas capital flowed into US equities and investment fund shares, reaching a historic $426 billion. The surge reflects strong demand for companies tied to artificial intelligence, even as semiconductor stocks experience sharp swings. Analysts note that the market narrative around AI changes frequently, but overall sentiment remains highly favorable toward US equities. Multinationals are now assessing each country's openness to AI when allocating capital, a trend that could put Europe at a disadvantage.
Why it matters
The record foreign inflow highlights global confidence in US markets and signals how AI is reshaping investment strategies worldwide.
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