Foreign private investors purchased a net $270 billion in U.S. equities year-to-date, defying predictions of a capital exodus driven by tariffs and geopolitical tensions. May alone saw a $121 billion inflow, the second-largest monthly figure on record after November 2024, according to Reuters data. In contrast, South Korea recorded record foreign outflows of $28 billion in May and $31 billion in June, while Taiwan posted its second-largest monthly foreign selling ever at $18 billion in June. The flows underscore global investors' continued preference for U.S. markets, drawn by deep liquidity, dominant technology firms, and AI-driven earnings growth.
NVIDIA CorporationArticle highlights AI-driven earnings growth as a key draw for U.S. equities, benefiting NVIDIA as a dominant AI chip maker.