economy
January 8, 2026
Retail traders had one of their best years ever in 2025. Here's what they're buying now
Retail investors are rushing back into the market coming off a strong 2025. They're especially focused on energy stocks this time.
TL;DR
- Retail investors bought stocks at the second-highest level in nearly eight months at the start of 2026.
- Oil-related stocks were a primary interest, particularly after the U.S. strike on Venezuela.
- Companies like Halliburton and Chevron saw significant retail inflows.
- Retail interest also surged for Baker Hughes and SLB.
- Venezuela possesses the world's largest proven crude oil reserves.
- Retail investor interest in Chevron was high on discussion platforms but quickly shifted.
- The long-term success of these energy bets is not yet clear.
- Retail investors' engagement with themes, like AI previously, suggests they may persist.
- This interest in energy might indicate a move from high-growth to cash-flow-generating stocks.
- Retail trading also increased for oil-focused ETFs such as the State Street Energy Select Sector SPDR ETF (XLE).
- 2025 saw record retail inflows into gold and AI stocks.
- Retail traders' successful navigation of market dips and rebounds has improved their reputation among institutional investors.
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