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AI Buzz Drives Big Money Into Global Stocks
GlobalFriday, July 10, 2026
$49.23 billion flowed into global equity funds last week, the biggest weekly inflow in three weeks. The uptick reflects investor optimism around AI‑related technology and expectations that the Federal Reserve will temper its rate hikes.
Key Drivers
AI & Tech Optimism
Manufacturing data for June highlighted strong demand for AI chips and computers, boosting confidence in the sector. Analysts forecast a 54.2 % rise in tech earnings for Q2, adding to the enthusiasm.- Regional Flow Highlights
- U.S. funds: $24.97 billion (largest in three weeks)
- European funds: $13.67 billion
- Asian funds: $6.95 billion
Sector Performance
| Sector | New Money |
|---|---|
| Technology | $11.49 billion (up 28% from last week’s $8.88 billion) |
| Financials | $1.52 billion |
| Industrials | $789 million |
Fixed Income & Money‑Market Activity
- Global bond funds: $31.34 billion – the highest inflow since 2019.
- Short‑term, euro, corporate, and government bond funds together contributed $15.70 billion in purchases.
- Money‑market funds rose to $83.76 billion, the largest weekly net buy since early June.
Precious Metals & Emerging Markets
- Gold and other precious metal funds experienced an eighth straight week of outflows, losing $372 million.
- Emerging‑market equity funds continued a weak streak, shedding about $500 million for the 11th consecutive week.
- Emerging‑market bond funds added a modest $1.66 billion.
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