Retail Investors Inject $9.1 Billion Into U.S. Stocks, Driven by Heavy AI and Chip Inflows

Retail investors purchased a net +$9.1 billion of U.S. equities last week, marking their largest weekly inflow in 16 weeks and the 9th-largest weekly total over the past 12 months.
The surge builds on a steady ramp in buying activity, following net additions of +$6.4 billion in the prior week and +$4.8 billion two weeks earlier.
Demand was heavily concentrated in technology and artificial intelligence:
- Semiconductors: +$2.6 billion (3rd-largest weekly retail inflow over the past year)
- AI Infrastructure: +$2.4 billion (4th-largest weekly retail purchase over the past 12 months)