U.

U.S. stocks surge as geopolitical tensions ease. Following the U.S.-Iran ceasefire announcement in early April, global investors have dramatically reversed course, pouring a net $28 billion into U.S. equities. This marks a sharp reversal from earlier in the year when investors had pulled $56 billion from American stocks. The shift reflects a revival of the "TINA" trade, meaning "There Is No Alternative," as strong U.S. earnings growth, robust economic performance, and America's energy security advantages make domestic stocks increasingly attractive. The S&P 500 now sits 2% above pre-war levels while most other major equity markets continue struggling. Analysts attribute this divergence to the U.S. economy's resilience, ongoing AI investment, and its status as a net energy exporter, insulating it from global energy shocks.