Top trades by global Sharesight users — July 2026

Welcome to the July 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 July 2026

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Individual stocks dominated July's top trades, with only three ETFs making the top 20. NVIDIA (NASDAQ: NVDA) held the top spot, followed by VOO and Microsoft (NASDAQ: MSFT). Four holdings were new entries or re-entries this month: QQQ, SCHD, the Roundhill Memory ETF (Cboe BZX: DRAM) and Netflix (NASDAQ: NFLX). Sell activity was elevated among some of the most actively traded names, including Micron Technology (NASDAQ: MU) and Palantir Technologies (NYSE: PLTR), each showing a notably higher proportion of selling relative to buying.

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

NVIDIA (NASDAQ: NVDA)

• NVIDIA plunges to lowest market cap since 2019 as investors pivot to memory and storage stocks
• Is NVIDIA undervalued?
• NVIDIA in talks to finance OpenAI

Microsoft (NASDAQ: MSFT)

• Microsoft trades at its cheapest valuation in years ahead of latest earnings report
• Shares rocket 15.5% — the largest single-day jump in stock market history — as Azure revenue tops US$100 billion

Micron Technology (NASDAQ: MU)

• Micron exceeds Q3 estimates with revenue of US$41.5 billion
• Analysts predict Micron could return to all-time highs within months, as AI-driven demand keeps memory chip supply tight

Rocket Lab (NASDAQ: RKLB)

• Rocket Lab shares fall 58% from 52-week high as US$8 billion Iridium Communications acquisition raises financing concerns
• Stock jumps 5% after Rocket Lab wins US$266 million US Air Force contract for at least 12 hypersonic test launches

SpaceX (NASDAQ: SPCX)

• SpaceX share price rises 16% as over 911 million shares become liquid
• Despite strong momentum in Q2, analysts are concerned about the stock’s long-term trajectory

Tesla (NASDAQ: TSLA)

• Tesla shares plunge 8% despite Q2 deliveries beating expectations
• Analysts predict Tesla stock could fall a further 10% by month's end

Taiwan Semiconductor Manufacturing (NYSE: TSM)

• TSMC posts record Q2 earnings, with revenue up 36% year-on-year
• Shares fall 15% despite earnings beat, as investors balk at TSMC raising capex guidance to US$60-64 billion and committing US$100 billion to Arizona investment

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FURTHER READING

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