Investors in the UAE are now betting big on artificial intelligence and software stocks during the first quarter of 2026. Several major technology stocks are seeing a sharp rise in investor interest even as their prices decline. The most profitable sectors in these sudden trends are enterprise software firms and AI companies.
According to the latest report by eToro, a trading and investing platform, “Against a backdrop of geopolitical conflict in the Gulf and rising investments in AI, retail investors increased their exposure to software and AI infrastructure stocks whose share prices have taken a hit in the first quarter of 2026.”
Stocks such as ServiceNow and Adobe attracted significant inflows. At the same time, AI infrastructure players also saw increased buying activity. These include the following:
Super Micro Computer
Micron Technology
Oracle
This pattern shows that investors targeted companies with strong fundamentals rather than chasing momentum.
Software and AI hardware moved higher even amid broader market volatility and concerns about AI disruption. Reportedly, ServiceNow led Q1 2026 with a 125% jump in holders. Others stock fell about 32% in the quarter, with AI partnerships contextualizing the move.
AI infrastructure stocks posted strong gains for holders. Super Micro Computer (+65%), Micron (+39%), and Oracle (+38%).
Micron faced no price declines. It grew stronger with AI memory demand and a limited new supply.
NVIDIA remained the most-held stock.
Amazon stood in second and Microsoft in fourth position in the stocks dominating the global charts. Tesla and Apple have also climbed higher in the ranks.
Apart from the above-mentioned findings, stocks that saw a fall include Okta, Twist Bioscience, CoreWeave, and BioMarin, reflecting mixed exposure across sectors.
Moreover, the findings suggest a disciplined approach. The investment is going towards bullish stocks. Looking forward, the main focus will remain on names that play a major role in the tech value chain and monetization potential.
The US-Iran ceasefire has helped tech stocks gain momentum again after a long period of slowdown. Although supply shortages in raw materials and the ongoing war threats at company offices in the UAE may keep operations disrupted for now. Thus, impacting the near-term outlook of these AI stocks, the strong fundamentals show recovery in the long run.