In a significant shift in investment trends, eToro has reported a remarkable increase in retail investor interest towards AI infrastructure and European defence stocks in 2025. This surge is largely driven by geopolitical factors and substantial financial commitments from the European Union. The publication provides the following information:
Nebius Group Emerges as Top Gainer
The platform's latest data reveals that Nebius Group emerged as the top gainer, boasting a staggering 328% increase in holders. Other notable companies, suchul>
Heightened Interest in Defence Stocks
This heightened interest in defence stocks is closely linked to the EU's ambitious €800 billion rearmament plan, which has encouraged investors to perceive defence as a long-term investment opportunity rather than a fleeting trade.
Shift in Investment Focus
Lale Akoner, eToro's global market strategist, emphasized that the investment focus is shifting from traditional chipmakers to firms that operate data centers. This shift reflects a significant change in investment strategies, as investors seek to capitalize on the evolving landscape of technology and defence.
In contrast to the rising interest in AI infrastructure and defence stocks reported by eToro, Chinese technology stocks have recently surged, driven by innovations in artificial intelligence. For more details, see Chinese Tech Surge.
