The US stock market at present is projecting maximum optimism. The markets are now trading at a peak of $1 trillion a day, showcasing the bullish sentiment at its highest form. While the domain of forex and cryptocurrency remains weak as the US dollar and Bitcoin continue to fall dramatically, the US stock narrative remains intact. Here’s what is driving the surge.

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US Stock Trading Hit Record Trillion Peaks

The US stock trading narrative is now hitting new milestones as of late. The stock is now being traded in trillions per day, taking the global markets by storm and surprise. Per a recent report by Walter Bloomberg on X, the US markets are currently witnessing a record turnover, with trillions worth of stock trades happening in a day in January. Bloomberg further emphasized how this development depicts a 50% surge from a year ago, with 10B shares being traded daily.

“U.S. equity markets are seeing record turnover, averaging $1.03 trillion a day in January, a 50% jump from a year ago, with 19 billion shares traded daily.”

This particular surge includes retail, institutions, and automated trading, which is taking place amid calm markets. Despite the occasional volatile pangs of the US stock market, the trading sentiment looks sturdy, beating all odds. This is also suggestive of heavy volume market activity signaling sustained liquidity.

“Trading above 15 billion shares daily has persisted for 13 straight months, signaling strong, sustained liquidity and a new norm of heavy market activity.”

US Software and AI Stocks a Hit Among Traders

In addition to this, the US traders are particularly keen to explore the rising software and AI infrastructure stock domain. Per a recent post by the Kobeissi Letter, the US software stocks are hitting new peaks, with the tech software ETF IGV recording a combined $1.5B 2-day inflow on Wednesday.

“Investors are rushing into US software stocks. The Tech-Software ETF, $IGV, posted a combined +$1.5 billion 2-day inflow on Wednesday and Thursday, the 2nd-highest on record. This inflow is second only to the +$1.7 billion seen in 2024. As a result, $IGV trading volume spiked to a record 86 million shares in the 3 days ending Thursday. This nearly DOUBLES the previous peak seen in early 2021 during the meme stock mania. All while call options volume in the fund surged to a record 252,000 contracts on Thursday, following 220,000 contracts on Wednesday, 5 TIMES above the 2025 high. Investors are placing massive bets on a software sector recovery.”

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