Story perspectives

Retail Investors Surge into Software Stocks Amid AI Boom

2/18/2026

Summary

Story summary

Retail investors are buying software stocks at a record pace, according to Scott Rubner of Citadel Securities.
As Wall Street adjusts to the impact of AI tools on software companies, retail traders on Citadel's platform have made unprecedented purchases.
Citadel Securities has tracked this data since 2017.
The information highlights a significant trend in retail trading amid market volatility.
The article notes the information is not a guide for investment decisions.

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Story summary

Retail investors are buying software stocks at a record pace, according to Scott Rubner of Citadel Securities.
As Wall Street adjusts to the impact of AI tools on software companies, retail traders on Citadel's platform have made unprecedented purchases.
Citadel Securities has tracked this data since 2017.
The information highlights a significant trend in retail trading amid market volatility.
The article notes the information is not a guide for investment decisions.