INTC — Retail investors pivot from Mag Seven to smaller AI infrastructure stocks

Individual investors are shifting capital away from megacap tech stocks like Microsoft and Apple toward companies providing the underlying infrastructure for artificial intelligence. Data from Vanda Research shows significant retail inflows in July into chipmaker Intel ($194 million) and AI cloud firm Iren ($56 million), compared to just $52 million for Microsoft. This trend reflects a search for the next wave of AI winners beyond the original Magnificent Seven.