Funds pour into AI infrastructure stocks as rally accelerates
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In Q1 2026, over 4,000 institutional investors increased or initiated holdings in nine major AI infrastructure firms, with only 2.5% selling. Global equity funds experienced $39.15 billion in net inflows, the highest since April, including a record $10.65 billion in technology. Major tech companies like Alibaba, Alphabet, Meta, and Amazon are investing heavily in AI infrastructure and cloud capabilities.
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