Retail Investors Pile Into Nvidia, Palantir As Other Tech And Consumer Stocks See Smaller Gains From Investor Demand

Retail investors drove $867 million into Nvidia shares last week, the largest imbalance among single stocks, according to JPMorgan. The buying came after Nvidia posted earnings and guidance above estimates, even as shares dipped more than 2%, giving small investors an entry point. JPMorgan noted midday buying after the earnings call was four times higher than the prior day. Goldman Sachs reported that Nvidia’s monthly inflows have dropped from a 2024 peak of nearly $140 billion to about $50 billion, signaling waning enthusiasm for AI stocks. Retail activity outside Nvidia has also eased compared to the first half of 2025, though Palantir saw over $300 million in inflows, ranking as the second favorite name. Advanced Micro Devices, SoundHound AI, and Opendoor also drew strong retail interest, while Walmart, CoreWeave, and Snowflake received smaller inflows. Analysts said enthusiasm for AI remains, but overall buying momentum has cooled.