The AI-driven market rally is facing increased uncertainty as U.S. equity fund inflows fell to $1.15 billion for the week ending November 12, 2025, marking the lowest level since mid-October. Tech sector inflows also decreased to $1.74 billion, while the Nasdaq Composite Index dropped 4.8% from its late-October peak. Investors are increasingly turning to bonds, with $8.96 billion in inflows, as concerns over the rally's sustainability and a softening labor market prompt a reevaluation of risk. High-valuation AI stocks, including Palantir and Oracle, have experienced declines, reflecting broader market caution.