UAE investors increased exposure to artificial intelligence and crypto assets during recent market volatility, buying into the tech sell-off despite rising geopolitical tensions in the region.
Data from eToro showed investors boosted holdings in software and AI infrastructure stocks in the first quarter, signalling a “buy the dip” approach rather than a broader risk-off move.
“Investor behaviour was driven by long-term themes rather than a risk-off mindset,”
Said Josh Gilbert.
Popular names included ServiceNow, Super Micro Computer, Adobe and Oracle, all of which saw increased investor interest despite price declines.
Crypto exposure also remained intact, with Strategy Inc. ranking among the most-held stocks, highlighting continued confidence in digital asset-linked investments. Following the announcement the UAE investor sentiment was unchanged at $XX.
The resilience comes as tensions involving Iran raise risks to regional infrastructure, including reported threats to data centres and AI projects, though analysts say long-term demand for AI and cybersecurity remains strong.
Despite disruptions, crypto firms such as Binance and HashKey continued operations, while regulators like Dubai Virtual Assets Regulatory Authority pushed ahead with clearer rules to attract institutional capital.