{"id":746922,"date":"2026-07-06T18:12:16","date_gmt":"2026-07-06T18:12:16","guid":{"rendered":"https:\/\/www.newsbeep.com\/us\/746922\/"},"modified":"2026-07-06T18:12:16","modified_gmt":"2026-07-06T18:12:16","slug":"tech-stocks-on-track-for-record-annual-inflows-as-investors-pile-into-the-ai-trade","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/us\/746922\/","title":{"rendered":"Tech stocks on track for record annual inflows as investors pile into the AI trade"},"content":{"rendered":"\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">If investors are getting nervous about how fast tech stocks have risen this year, they aren&#8217;t really showing it.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Tech stocks are on track for their largest annual inflows in history, according to new data from Bank of America (see the chart below). At the current pace, that would constitute about $152 billion in annual inflows.  <\/p>\n<p>    <a href=\"https:\/\/s.yimg.com\/lo\/mysterio\/api\/A221641BFD0ECF415796B51B6F8D74B8F0C712BA43998392DD94749BEC76A0BD\/subgraphmysterio\/resizefit_w960;quality_80;format_webp\/https:%2F%2Fd29szjachogqwa.cloudfront.net%2Fimages%2Fuser-uploaded%2Fscreenshot-2026-07-05-at-11355-pm_4080.png\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"><img loading=\"lazy\" decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/ywAAAAAAQABAAACAUwAOw==\" alt=\"Another strong year for tech looks to be in the cards.\" height=\"405\" width=\"576\" class=\"yf-lglytj loader\"\/><\/a> Another strong year for tech looks to be in the cards.  \u00b7 BofA         <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Why it matters: Strong inflows into tech names reflect an upbeat backdrop for this important part of the market.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">The Nasdaq Composite (<a href=\"https:\/\/finance.yahoo.com\/quote\/%5EIXIC\/\" data-ylk=\"slk:%5EIXIC;elm:context_link;itc:0;sec:content-canvas;cpos:1;pos:1;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;^IXIC&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkPosition&quot;:&quot;1&quot;,&quot;yPosition&quot;:&quot;1&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" class=\"link\" rel=\"nofollow noopener\">^IXIC<\/a>) delivered a blockbuster performance in the second quarter of 2026, surging 21.4% to post its best quarterly run since the post-pandemic rebound of 2020.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">The explosive growth was primarily fueled by an unrelenting investment boom in artificial intelligence infrastructure. That propelled semiconductor hardware heavyweights such as AMD (<a href=\"https:\/\/finance.yahoo.com\/quote\/AMD\/\" data-ylk=\"slk:AMD;elm:context_link;itc:0;sec:content-canvas;cpos:2;pos:1;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;AMD&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkPosition&quot;:&quot;2&quot;,&quot;yPosition&quot;:&quot;1&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" class=\"link\" rel=\"nofollow noopener\">AMD<\/a>) and memory suppliers like Micron (<a href=\"https:\/\/finance.yahoo.com\/quote\/MU\/\" data-ylk=\"slk:MU;elm:context_link;itc:0;sec:content-canvas;cpos:3;pos:1;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;MU&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkPosition&quot;:&quot;3&quot;,&quot;yPosition&quot;:&quot;1&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" class=\"link\" rel=\"nofollow noopener\">MU<\/a>) to record highs.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Momentum in tech was further amplified by the mid-June IPO of Elon Musk&#8217;s SpaceX (<a href=\"https:\/\/finance.yahoo.com\/quote\/SPCX\/\" data-ylk=\"slk:SPCX;elm:context_link;itc:0;sec:content-canvas;cpos:4;pos:1;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;SPCX&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkPosition&quot;:&quot;4&quot;,&quot;yPosition&quot;:&quot;1&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" class=\"link\" rel=\"nofollow noopener\">SPCX<\/a>).  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">The tech-heavy index did experience a minor 2.8% pullback in June as investors briefly rotated capital into small caps and worried about Big Tech&#8217;s AI capital expenditures. But the trade has stabilized in early July, and the Nasdaq Composite is above the lows seen in June.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">The bottom line: Inflows into tech will likely remain strong heading into year-end, based solely on the group&#8217;s profit outlook.\u00a0  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">S&amp;P 500 (<a href=\"https:\/\/finance.yahoo.com\/quote\/%5EGSPC\/\" data-ylk=\"slk:%5EGSPC;elm:context_link;itc:0;sec:content-canvas;cpos:5;pos:1;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;^GSPC&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkPosition&quot;:&quot;5&quot;,&quot;yPosition&quot;:&quot;1&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" class=\"link\" rel=\"nofollow noopener\">^GSPC<\/a>) forward earnings estimates have been revised higher by 18% since the beginning of the year, Truist chief market strategist <a href=\"https:\/\/finance.yahoo.com\/markets\/article\/this-surprising-wrinkle-in-the-2026-bull-market-could-drive-stocks-higher-120223653.html\" data-ylk=\"slk:Keith%20Lerner%20pointed%20out.;elm:context_link;itc:0;sec:content-canvas;cpos:6;pos:1;_E:mb_qualified_link;ct:story;outcm:mb_qualified_link;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;Keith Lerner pointed out.&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkPosition&quot;:&quot;6&quot;,&quot;yPosition&quot;:&quot;1&quot;,&quot;yContentType&quot;:&quot;story&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" class=\"link\" rel=\"nofollow noopener\">Keith Lerner pointed out.<\/a> This is the strongest year for earnings since at least 2000, led by the tech sector.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><a href=\"https:\/\/finance.yahoo.com\/author\/brian-sozzi\/\" data-ylk=\"slk:Brian%20Sozzi;elm:context_link;itc:0;sec:content-canvas;cpos:7;pos:1;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;Brian Sozzi&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkPosition&quot;:&quot;7&quot;,&quot;yPosition&quot;:&quot;1&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" class=\"link\" rel=\"nofollow noopener\">Brian Sozzi<\/a> is Yahoo Finance&#8217;s Executive Editor, host of the &#8216;<a href=\"https:\/\/finance.yahoo.com\/videos\/series\/power-players\/\" data-ylk=\"slk:Power%20Players%20With%20Brian%20Sozzi&#039;;elm:context_link;itc:0;sec:content-canvas;cpos:8;pos:1;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;Power Players With Brian Sozzi&#039;&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkPosition&quot;:&quot;8&quot;,&quot;yPosition&quot;:&quot;1&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" class=\"link\" rel=\"nofollow noopener\">Power Players With Brian Sozzi&#8217;<\/a> podcast and a member of Yahoo Finance&#8217;s editorial leadership team. Follow Sozzi on X<a href=\"https:\/\/twitter.com\/BrianSozzi\" data-ylk=\"slk:%20%40BrianSozzi;elm:context_link;itc:0;sec:content-canvas;cpos:9;pos:1;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot; @BrianSozzi&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkPosition&quot;:&quot;9&quot;,&quot;yPosition&quot;:&quot;1&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"link\"> @BrianSozzi<\/a>,<a href=\"https:\/\/www.instagram.com\/briansozzi\/\" data-ylk=\"slk:%20Instagram;elm:context_link;itc:0;sec:content-canvas;cpos:10;pos:1;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot; Instagram&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkPosition&quot;:&quot;10&quot;,&quot;yPosition&quot;:&quot;1&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"link\"> Instagram<\/a>, and<a href=\"https:\/\/www.linkedin.com\/in\/briansozzi\/\" data-ylk=\"slk:%20LinkedIn;elm:context_link;itc:0;sec:content-canvas;cpos:11;pos:1;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot; LinkedIn&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkPosition&quot;:&quot;11&quot;,&quot;yPosition&quot;:&quot;1&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"link\"> LinkedIn<\/a>. Tips on stories? Email brian.sozzi@yahoofinance.com.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><a href=\"https:\/\/finance.yahoo.com\/topic\/stock-market-news\/\" data-ylk=\"slk:Click%20here%20for%20in-depth%20analysis%20of%20the%20latest%20stock%20market%20news%20and%20events%20moving%20stock%20prices;elm:context_link;itc:0;sec:content-canvas;cpos:12;pos:1;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;Click here for in-depth analysis of the latest stock market news and events moving stock prices&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkPosition&quot;:&quot;12&quot;,&quot;yPosition&quot;:&quot;1&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" class=\"link\" rel=\"nofollow noopener\">Click here for in-depth analysis of the latest stock market news and events moving stock prices<\/a>  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><a href=\"https:\/\/finance.yahoo.com\/news\/\" data-ylk=\"slk:Read%20the%20latest%20financial%20and%20business%20news%20from%20Yahoo%20Finance;elm:context_link;itc:0;sec:content-canvas;cpos:13;pos:1;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;Read the latest financial and business news from Yahoo Finance&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkPosition&quot;:&quot;13&quot;,&quot;yPosition&quot;:&quot;1&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" class=\"link\" rel=\"nofollow noopener\">Read the latest financial and business news from Yahoo Finance<\/a>  <\/p>\n<p>   <script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script><script async src=\"\/\/www.instagram.com\/embed.js\"><\/script><\/p>\n","protected":false},"excerpt":{"rendered":"If investors are getting nervous about how fast tech stocks have risen this year, they aren&#8217;t really showing&hellip;\n","protected":false},"author":2,"featured_media":746923,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[45],"tags":[182,181,507,14736,160,121,19532,74],"class_list":["post-746922","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-artificial-intelligence","tag-artificialintelligence","tag-bank-of-america","tag-investors","tag-nasdaq-composite","tag-tech-stocks","tag-technology"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/746922","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/comments?post=746922"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/746922\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media\/746923"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media?parent=746922"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/categories?post=746922"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/tags?post=746922"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}