10 most popular stocks in May 2026 on Robinhood UK
- Micron (MU)
- MARA (MARA)
- NVIDIA (NVDA)
- IREN (IREN)
- Rocket Lab (RKLB)
- Ondas (ONDS)
- Nebius (NBIS)
- Advanced Micro Devices (AMD)
- Meta (META)
- SanDisk (SNDK)
This list does not constitute advice or trading recommendations. Most popular stocks included in the S&P 1500 or Nasdaq Composite, which have also carried a minimum average market cap of $1bn throughout May. Measured by total value of buy trades.
The value of your investments and the income you receive from them can go up and down, and you may get back less than you invest.
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10 most popular stocks in March 2026 on Robinhood UK
NVIDIA’s back in the mix in May but it’s far from the only game in town for Robinhood UK investors. As the AI theme broadens into infrastructure, semiconductors and beyond, the smaller sector names are clearly catching eyes too.
Is the memory and storage story just getting started?
AI data centres need memory, and lots of it. That realisation has fuelled interest in the likes of Micron and SanDisk for a while now, with May chucking a few logs onto the fire after some political endorsements for domestic semiconductor manufacturing and a big price target hike on MU from Swiss bank UBS. The feeling is that the cycle for high-bandwidth memory and NAND storage (used to process huge AI workloads without bottlenecking the system) is just kicking off. If that’s the case, MU and SNDK could well be in a good position to capitalise on broader AI infrastructure spending.
NVIDIA’s Q1 results beat expectations across the board, giving the rest of the sector, and market, a sign that there’s still wind in the AI sails. Even more important was the company’s forward guidance, which blew past even the most optimistic targets, helping lift shares across the sector. That positivity spread to AMD too, with the company getting a boost after NVIDIA CEO Jensen Huang sought to reassure the market that the market for AI accelerators is expanding rapidly (translation: there should be plenty of AI pie to go around).
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None of this means the market forgot about the physical space, power and cloud capacity needed to run AI models. Nebius shares hit new highs after a 684% year-on-year rise in revenue and turning a profit for the first time. The cloud and infrastructure company also locked in a $2.6bn fuel cell agreement to secure the power capacity needed for its graphics processing unit (GPU) cloud expansion. And staying in infrastructure, IREN shares got a lift on news of hedge fund manager Paul Tudor Jones upping his stake in the company by 57%, with the company also penning a $1.6bn deal with Dell to expand its cloud business.
MARA has been straddling the crypto and AI infrastructure worlds, but May’s acquisition of Long Ridge Energy & Power for around $1.5bn could signal it’s ready to lean further into digital infrastructure and away from Bitcoin mining. Relying less on crypto might be behind the stock’s performance in May, with BTC stumbling after generating positive momentum during the month.
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Turning skyward, Rocket Lab saw shares jump after it announced a $90m contract win from the US Space Force, marking the company’s first major leap into producing geostationary orbit satellites. Closer to Earth, drone firm Ondas had a more tepid month overall but still reported Q1 2026 revenues of $50m, around 10x year-on-year comparisons and far ahead of analyst expectations.
Meta shares moved sideways during the month as the market digested a rise in the company’s capital spending plans to a possible $145bn. Ad revenue is still strong but some analysts trimmed price targets, showing just how nervous investors still are over how much the AI buildout will ultimately cost, as well as how quickly companies will make that money back.
Important information
When investing, your capital is at risk. The value of your investments, and the income you receive from them, can go down as well as up and you may get back less than you invest. Forecasts aren’t a reliable guide to future results or returns.
Make sure to do your own research on what investments are right for you before investing or consider seeking expert financial advice. Please note that this article is meant for information and does not constitute any financial advice. This is not an offer, recommendation, inducement or invitation to buy, sell, or hold any securities, or to engage in any investment activity or strategy.
