US stocks hit new highs amid multiple worries, and money flow shows that risk appetite is heating up across the board. After the AI hedge fund meltdown, chip stocks actually became a buy signal, with investors pouring over $11 billion into semiconductor ETFs in just two trading days, prompting a big rebound in related funds. High-yield bond funds saw $4 billion in inflows in a single week, a two-year high, while Bitcoin ETFs had $500 million in net inflows. The BofA Bull & Bear Index rose to its highest level since 2021. Market sentiment is upbeat, but the 30-year Treasury yield staying high is putting some pressure. Weak jobs data actually boosted the stock market, and analysts believe the economy is still strong, seeing every pullback as a buying opportunity, with money continuing to flow into risk assets.