Top trades by global Sharesight users — January 2026

Welcome to the January 2026 edition of Sharesight’s monthly trading snapshot for global investors, where we look at the top 20 trades made by Sharesight users around the world, excluding Australia and New Zealand (which we cover separately). Below we will reveal the top trades by our global userbase, highlighting some of the most popular stocks and the market-moving news behind them.

Top trades in January 2026

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This month’s top trades were led by NVIDIA (NASDAQ: NVDA), which saw modest share price growth in January. The top trades were followed by Microsoft (NASDAQ: MSFT), which experienced declining share prices fuelled by concerns over the company’s investment in AI. It was a tech-heavy month overall, with the majority of trades in the top 20 belonging to stocks in the tech, EV, semiconductor and e-commerce sectors.

Let’s look at the market-moving news behind some of this month’s top stocks:

NVIDIA (NASDAQ: NVDA)

• Chip stocks soar as China approves sale of NVIDIA’s H200 chips
• NVIDIA shares could be impacted by OpenAI’s IPO plans

Microsoft (NASDAQ: MSFT)

• Microsoft reports strong Q2 results, despite slowing cloud business
• Share price drops as investors remain skeptical about AI spending

Amazon (NASDAQ: AMZN)

• Amazon reaffirms commitment to online grocery delivery, sending Walmart shares down
• Could Amazon shares have 50% upside in 2026?

Tesla (NASDAQ: TSLA)

• Tesla share price keeps rising despite weakening sales outlook
• SpaceX considers merger or tie-up with Tesla or xAI before stock market float
• Tesla expects to double spending in 2026, investing in robotics and driverless technology

Rocket Lab (NASDAQ: RKLB)

• Rocket Lab share price has skyrocketed 45% over the past three months, driven by strong earnings and deals
• Secures US$816 million contract to build missile-tracking satellites for US Space Force

Apple (NASDAQ: AAPL)

• Apple beats expectations in Q1 earnings, fuelled by record-breaking iPhone sales
• iPhone shortage expected due to supply chain constraints

Netflix (NASDAQ: NFLX)

• Netflix share price falls despite strong Q4 earnings, as investors raise concerns over Warner Bros bid
• Share price is down 36% from its mid-2025 peak

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FURTHER READING

• Subscribe to Sharesight20 trading snapshots
• How Sharesight calculates your investment performance
• Sharesight users' top 20 trades – December 2025