AI Mania Grips Robinhood UK: Nvidia, CoreWeave Lead Retail Trading

Artificial intelligence stocks dominate retail trading as Nvidia’s valuation surpasses tech giants on Robinhood UK platform

Key Takeaways

• Nvidia reaches world’s most valuable company status during June, surpassing Microsoft and Apple while leading AI-related stock trading on Robinhood UK
• CoreWeave anticipates $5 billion revenue in 2025, exceeding analyst forecasts of $4.65 billion despite remaining unprofitable
• Coinbase Global returns 41% in June following the U.S. Senate’s passage of the GENIUS Act creating a regulatory framework for stablecoins

Introduction

AI-related stocks dominate trading activity on Robinhood UK in June, with Nvidia, CoreWeave, and Applied Digital leading investor interest. Nvidia becomes the world’s most valuable company during the month, overtaking Microsoft and Apple in market capitalization. The surge reflects sustained investor enthusiasm for artificial intelligence infrastructure and related technologies.

This trading pattern signals a broader shift toward AI-focused investments among retail investors. According to Investing.com, the activity demonstrates how artificial intelligence continues to drive market sentiment and investment decisions across multiple sectors.

Key Developments

Nvidia’s market cap surge stems from robust demand for AI chips and major partnership agreements. The company secures a $40 billion deal with Oracle for the Stargate AI project, reinforcing its position in the AI infrastructure market. Despite reports of potential chip export restrictions, trading activity remains elevated on the platform.

CoreWeave establishes itself as a significant player in AI cloud computing infrastructure. The company enters a 15-year, $7 billion lease agreement with Applied Digital to provide data services for AI and high-performance computing applications. This partnership represents the scale of long-term commitments companies make to secure AI infrastructure capacity.

Palantir secures a $100 million contract with a nuclear company to deploy AI for reactor construction software. Tempus AI launches advanced tools for monitoring immunotherapy responses in cancer patients, though faces scrutiny over potentially overstating its AI capabilities. These developments illustrate AI’s expanding reach across industrial and healthcare sectors.

Market Impact

Oracle’s stock rises 32% in June, driven by strong earnings and optimistic growth outlooks related to AI cloud services. The company benefits from increased demand for cloud infrastructure supporting AI workloads. Coinbase Global delivers approximately 41% returns during the month, outperforming broader market indices.

Robinhood’s crypto trading volumes jump over 400% year-over-year in Q4, reflecting increased retail interest in digital assets. The platform adds seven new crypto assets in the U.S. and introduces Ethereum staking in the EU. Tesla maintains prominent trading activity following the public launch of its autonomous Model Y vehicle.

Apple shows little price movement despite remaining on popular trading lists. The company faces speculation about new tariffs and potential acquisitions, including discussions around Perplexity AI. Hims & Hers Health sees increased trading after ending its partnership with Novo Nordisk over weight-loss drug disputes.

Strategic Insights

The trading patterns reveal investor focus on companies with direct AI revenue exposure rather than speculative plays. CoreWeave’s revenue projections exceeding analyst expectations by $350 million demonstrate the market’s appetite for AI infrastructure providers. Companies securing long-term AI infrastructure contracts gain significant investor attention.

Healthcare technology firms benefit from AI integration across medical applications. Tempus AI’s cancer monitoring tools represent practical AI implementations that address specific industry needs. The sector attracts investment despite regulatory scrutiny over AI capability claims.

Cryptocurrency trading experiences renewed momentum through regulatory clarity. The GENIUS Act’s passage creates a framework for stablecoins, benefiting exchanges like Coinbase. Robinhood’s aggressive expansion into crypto services positions the platform for continued growth in digital asset trading.

Expert Opinions and Data

Dan Lane, lead analyst at Robinhood UK, observes that “investors kept their appetite for AI, crypto, and tech in general over the past month, with some new names joining stalwart popular stocks on Robinhood UK.” This sentiment reflects broader retail investor behavior toward emerging technology sectors.

CoreWeave’s revenue guidance of $5 billion for 2025 significantly exceeds the $4.65 billion analyst consensus. The company remains unprofitable but attracts investment based on growth potential and long-term contracts. Applied Digital’s 15-year commitment demonstrates the extended timelines companies accept for AI infrastructure access.

Robinhood implements an aggressive share repurchase program while expanding into new markets and products. The company’s strategy focuses on long-term growth through diversification across trading platforms and asset classes. Volatility since its IPO reflects broader market uncertainty about commission-free trading business models.

Conclusion

June trading activity on Robinhood UK confirms retail investor commitment to AI-related investments despite market volatility. Companies with clear AI revenue streams and infrastructure capabilities attract sustained attention from individual investors. The convergence of AI development, cryptocurrency adoption, and healthcare technology creates multiple investment themes for retail traders.

Regulatory developments in cryptocurrency markets provide additional momentum for digital asset trading. The combination of AI infrastructure demand and crypto market clarity establishes a foundation for continued interest in these technology sectors among retail investors.