Top trades by global Sharesight users — May 2026

Welcome to the May 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 May 2026

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May’s top trades were led by NVIDIA (NASDAQ: NVDA) and Microsoft (NASDAQ: MSFT), which remains unchanged from the previous month. Apple (NASDAQ: AAPL) was the biggest climber, rising from #11 to #4 — a strong rebound after its prolonged decline across February, March and April. Schwab US Dividend Equity ETF (NYSE: SCHD) fell the furthest, dropping from #12 to #19 after being a consistent strong performer in recent months. Compared to previous months, there is increased sell pressure across a number of stocks, including Advanced Micro Devices (NASDAQ: AMD), Amazon (NASDAQ: AMZN), Tesla (NASDAQ: TSLA) and Micron Technology (NASDAQ: MU). ServiceNow (NYSE: NOW) was among the most notable new entries, reflecting growing investor interest in enterprise AI software as the market looks beyond pure-play chip stocks for ways to capitalise on the AI boom.

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

NVIDIA (NASDAQ: NVDA)

• NVIDIA reports higher costs for AI than humans
• Plans to spend US$150 billion in Taiwan, the ‘epicentre’ of AI revolution
• Posts record profit of US$58.3 billion amid growing demand for advanced AI chips

Microsoft (NASDAQ: MSFT)

• Gates’ foundation sells off all its remaining Microsoft shares
• Share price rises on talks that Anthropic will rent servers powered by Microsoft-designed AI chips

Rocket Lab (NASDAQ: RKLB)

• Rocket Lab announces the largest contract in its history
• Rocket Lab share price surges 34% in its best day ever

Apple (NASDAQ: AAPL)

• Apple boosts guidance, driven by ongoing demand for iPhone 17 and Mac computers
• Apple Director sells US$71 million-worth of shares

Micron Technology (NASDAQ: MU)

• Micron share price skyrockets almost 38% amid surging demand for memory chips and CPUs
• Micron market cap reaches US$1 trillion

Amazon (NASDAQ: AMZN)

• Amazon plans to invest more than €15 billion in France, creating 7,000+ permanent jobs
• Share price rallies as AWS posts 28% YoY revenue growth

Palantir Technologies (NASDAQ: PLTR)

• Palantir share price falls despite strong earnings, as investors worry about AI disruption
• Could Palantir achieve a trillion dollar market cap by 2030?

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FURTHER READING

• Subscribe to Sharesight20 trading snapshots
• How Sharesight calculates your investment performance
• Sharesight users' top 20 trades – April 2026