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

Something significant is happening in equity markets, and it has nothing to do with a meme coin or a celebrity NFT drop. Technology stocks just recorded their largest five-week inflow in history, according to market data provider Barchart, as investors continue betting heavily on artificial intelligence and the infrastructure built to support it. To put the scale in perspective: tech ETFs captured roughly 69% of all sector inflows during the first half of 2026. Where the money actually went The Roundhill Memory ETF, ticker DRAM, pulled in $12.73 billion since its April 2026 launch. The Invesco NASDAQ 100 ETF, ticker QQQM, attracted $12.39 billion over the same window. Broader ETF inflows across all categories surpassed $100 billion by mid-year, with U.S. tech and AI supply chain products accounting for a disproportionate share of that total. How this compares to prior market moments The closest historical parallel came in 2021, when equity mutual funds and ETFs recorded $163 billion in inflows over a five-week stretch, a period marked by post-pandemic optimism and near-zero interest rates fueling risk appetite across the board. The 2026 version is narrower and more deliberate, conc...