Nvidia sees record retail investment amid stock plunge

Confidence amid Nvidia’s market dip despite competitive pressures from Chinese startup DeepSeek.
Nvidia is set to manufacture AI supercomputers entirely in the US, marking a major shift in chip production and supply chain localisation.

Retail investors made a record purchase of Nvidia shares on Monday, buying a net $562.2 million worth of stock, following a sharp 17% drop in its market value. The decline came after concerns arose over a low-cost AI model from Chinese startup DeepSeek, which contributed to Nvidia losing $593 billion in market value. According to Vanda Research, this marked the largest retail investment in Nvidia since data tracking began in 2014.

Nvidia has seen steady retail investment over the past few years, with approximately $7.3 billion in shares purchased last quarter. However, this was nearly half the amount recorded in the peak quarter of September 2024.

While global tech stocks showed some recovery on Tuesday, the sector remains under pressure as investors grapple with concerns over the high valuations and dominance of AI leaders like Nvidia, amid rising competition from new players like DeepSeek.