QUICK SPARK: Nvidia's Next Rally Could Create Another Fourteen Intels in Market Value
If Nvidia were to reach that level from its current price of around $226, its market capitalization would climb to about $12.5 trillion.
Read original at benzingaStocks · News reference
Cathie Wood’s Tempus AI Bet Is Bleeding — And the Chart Looks Worse Than Wall Street Thinks
Tempus AI stock has fallen about 16% YTD. Cathie Wood still owns it as ARKK's 4th largest holding while analysts see nearly 38% upside. Here's what the chart says.
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- Jul 20, 2026, 6:40 PM
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Read original at benzingaCrowdStrike Posts Best Quarter Ever, but Cathie Wood's Ark Sells Shares Amid Cloudflare, Cerebras Buys
On Wednesday, Aug. 26, 2026, Ark Invest sold CrowdStrike and AMD shares after CrowdStrike's record quarter.
Read original at benzingaCathie Wood Loads Up on Cerebras Systems Stock as AI Chip Race With Nvidia Heats Up — Ark Keeps on Dumping AMD Shares
Ark Invest bought roughly $17 million in Cerebras shares Tuesday, Aug. 25, 2026, while trimming its Tempus AI and AMD positions
Read original at benzingaCathie Wood's Biggest Buy Last Week Was SpaceX. She Sold Almost Exactly That Much Palantir the Same Day.
Cathie Wood's ARK Investment Management bought $27.5 million worth of SpaceX shares on Friday while simultaneously selling $27.2 million of Palantir shares the same day. The trades reflect a relative valuation call: SpaceX trades near its IPO price despite strong growth, while Palantir trades at 154x earnings despite similar revenue growth rates. Both companies remain significant holdings in ARK's funds, but the trades suggest Wood prefers SpaceX's valuation at current levels.
Read original at the-motley-fool