Did any of these companies make financial announcements last week?

No, none of these companies issued financial or product announcements during the week.

How did the AI narrative affect software stocks?

Software stocks faced pressure as investors favored chipmakers and infrastructure firms.

IBM, PayPal, TSMC Top Retail Traders' Watchlist Last Week

IBM, PayPal, and Taiwan Semiconductor Manufacturing topped retail traders' interest last week, according to Stocktwits, as the AI spending narrative continued to dominate market sentiment.

July 20, 2026

2 min read

Source: Stocktwits

According to Stocktwits, retail traders focused on IBM (IBM), PayPal (PYPL), and Taiwan Semiconductor Manufacturing (TSM) last week, along with Nokia (NOK) and the SPCX ETF. This came as the AI spending narrative dominated investor sentiment, favoring chipmakers and infrastructure firms while software stocks faced pressure.

Details

No major announcements were made by these companies during the week, but the heightened interest reflects a shift in trader sentiment toward AI-related names. TSM rose on demand for AI chips, while IBM benefited from its cloud and AI investments. PYPL saw interest despite headwinds in the fintech sector.

Context

These moves come as chip and infrastructure companies lead the market, while software stocks face valuation pressures. No analyst rating changes or price target updates were reported.

What It Means for Investors

These patterns suggest continued market focus on AI as a key driver, potentially boosting related stocks in the near term. However, investors should monitor quarterly reports to assess fundamentals.

Frequently Asked Questions

Due to the dominance of the AI spending narrative, traders favored chipmaker and infrastructure stocks linked to artificial intelligence.

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This article was rewritten in Wrqti's editorial style based on information from the original source above. Content is informational only — not investment advice.