October 2026 STAX: NVDA, SPCX, MU Lead Schwab Investors’ Tech Buys

Editorial companion

What stands out

Charles Schwab’s STAX report shows clients bought big tech during October’s dip, with notable net inflows into Nvidia, Micron, Alphabet and even SpaceX, a sign that retail money flowed back into the sector during a volatile stretch. The most interesting detail is the contrast Schwab draws between its clients and other firms, Schwab’s data highlights where ordinary investors put fresh dollars while headlines and probe stories swirled around the same names. The clip also touches on generational effects, noting that Gen X investors concentrated gains into familiar large-cap tech positions during the month.