U.S. Equity Funds Rebound with $12.06 Billion Inflow as Nvidia Sparks Confidence

U.S. equity funds snapped a two-week outflow streak with $12.06 billion in net inflows, buoyed by Nvidia's $100 billion commitment to OpenAI. Large-cap funds led the charge with $16.94 billion—the strongest weekly influx since April—while mid- and small-caps bled $1.64 billion and $71 million, respectively.

Sectoral equity funds drew $407 million, with industrials capturing $1.11 billion. Fixed income saw a parallel surge: bond funds attracted $11.9 billion, the highest since February 2021, as short-term government securities absorbed $8.02 billion.

Money markets siphoned $26.71 billion amid the risk-on shift. "Large caps dominated inflows while thematic and consumer cyclical sectors lagged," noted DataArbor's analysis shared by Charles Schwab's Liz Ann Sonders.