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Cathie Wood

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ARK Invest Bets Big on CoreWeave Amid Selloff
market-news19 hours ago

ARK Invest Bets Big on CoreWeave Amid Selloff

Cathie Wood’s ARK Invest purchased about 198,980 CoreWeave shares (~$19.4 million) despite a 19% drop after mixed Q4 results, signaling conviction in AI infrastructure demand. ARK also bought 252,169 shares of Kratos Defense & Security Solutions while trimming exposure to Teradyne and Rocket Lab. Wall Street assigns CRWV a Moderate Buy with a price target around $114, implying ~43% upside; the moves reflect a long‑term AI compute growth thesis rather than near‑term earnings concerns.

via TipRanks|
#ai#ark-invest#cathie-wood
ARK Invest Snaps Up About $2M of Amazon Stock Ahead of Q4 Earnings
market-news26 days ago

ARK Invest Snaps Up About $2M of Amazon Stock Ahead of Q4 Earnings

Cathie Wood’s ARK Invest disclosed the purchase of about 8,088 Amazon shares worth roughly $1.93 million ahead of Amazon’s Q4 FY25 results, signaling confidence in AWS growth, AI-related demand, and efficiency improvements. Analysts expect Q4 earnings of about $1.97 per share on ~$211.4 billion in revenue, with AWS remaining the key growth driver as cloud demand and AI spend pick up. Wedbush remains optimistic about AMZN’s outlook, and the stock has a supportive price target, while Amazon continues cost-cutting measures to boost margins.

via TipRanks|
#amazon#ark-invest#aws
Ark Invest envisions Bitcoin at $16T by 2030, fueling a $28T crypto surge
markets1 month ago

Ark Invest envisions Bitcoin at $16T by 2030, fueling a $28T crypto surge

Ark Invest's Big Ideas 2026 report projects bitcoin could reach a $16 trillion market cap by 2030 (about $761,900 per BTC) and the broader crypto market to roughly $28 trillion, driven by institutional adoption, ETF/public-company exposure, and growth in smart-contract platforms; Ark also forecasts a ~63% CAGR for bitcoin's market cap and multi-trillion valuations for smart-contract networks by 2030.

via The Block|
#2030-forecast#ark-invest#bitcoin
ARK's Wood Boosts Bets on TSMC, Oklo, Pony AI
business1 month ago

ARK's Wood Boosts Bets on TSMC, Oklo, Pony AI

Cathie Wood's Ark Invest increased its stakes in Taiwan Semiconductor Manufacturing (TSMC), Oklo, and Pony AI on the last trading day before the holiday weekend, signaling ongoing appetite for AI/tech growth. TSMC remains a high-margin cash generator despite slowing growth, Oklo is a fast-fission energy play with revenue not expected until next year, and Pony AI is a Chinese autonomous-driving name with revenue ramp expected in coming years.

via The Motley Fool|
#ark-invest#business#cathie-wood
Ark Bets Bitcoin Could Reach $1.2 Million by 2030
markets1 month ago

Ark Bets Bitcoin Could Reach $1.2 Million by 2030

Cathie Wood’s Ark Investment suggests Bitcoin could soar about 1,159% to roughly $1.2 million per coin by 2030, driven by the growth of spot ETFs, heightened use in emerging markets, and Bitcoin’s ‘digital gold’ appeal, though Ark has trimmed its forecast due to stablecoins. Bitcoin’s market cap stands around $1.9 trillion, and the asset faced a down year in 2025, highlighting considerable upside but ongoing volatility and debate over its role versus traditional gold.

via The Motley Fool|
#2030-price-target#ark-invest#bitcoin
Cathie Wood Reweights Bets: Archer Aviation Up, Palantir Down
business1 month ago

Cathie Wood Reweights Bets: Archer Aviation Up, Palantir Down

Cathie Wood trimmed Palantir shares and bought Archer Aviation, signaling a shift from Palantir's AI software growth to Archer's early-stage eVTOL potential. Palantir has shown AI-driven growth via its AIP but faces valuation concerns and a mixed analyst view (Jefferies Underperform, consensus Neutral). Archer is progressing toward Midnight certification, expanding partnerships (Stellantis, United Airlines, Anduril) and leveraging a cash-rich balance sheet, with Dayal (HC Wainwright) naming it a Buy and a high 12-month target. Wood's trades include about $76.9 million sold of PLTR and roughly $11.6 million purchased of ACHR, underscoring her tilt toward disruptive AI and urban mobility while remaining wary of rich valuations.

via TipRanks|
#archer-aviation#arkk#business
Cathie Wood Adjusts Portfolio with AI, Chinese Giants, and U.S. Stocks
business4 months ago

Cathie Wood Adjusts Portfolio with AI, Chinese Giants, and U.S. Stocks

Cathie Wood's ARK Invest has trimmed its stake in Palantir amid a broader shift towards fintech and automation, reflecting cautious recalibration despite her continued confidence in innovation and AI. The move comes as Palantir's stock has surged over 130% this year, driven by strong earnings and major government contracts, positioning it as a key AI infrastructure player.

via TheStreet|
#ai-stocks#ark-invest#business