CrowdStrike 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 benzingaStocks · News reference
Cathie Wood's Bets Big on Rocket Lab Stock and Cloudflare — Here's What Else Ark Invest Bought and Sold
Ark Invest bought Rocket Lab and Cloudflare shares on Tuesday, Aug. 11, 2026.
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Cathie Wood Says Analysts Can’t ‘Fathom’ Circle, Calls CRCL a 'Prime Beneficiary’ of Payments Disruption
Ark Invest CEO Cathie Wood pointed to short-term market inefficiency around Circle Internet Group Inc. on Sunday, August 23, despite the stock gaining significantly since its IPO.
Read original at benzingaCathie Wood Bets Big on Broadcom and Cerebras, Trims AMD Stock for Third Straight Day
Ark Invest bought Broadcom and Cerebras shares while trimming AMD stock on Wednesday, Aug.19, 2026.
Read original at benzingaCathie Wood's ARK Is Quietly Building an AI Picks-and-Shovels Portfolio
Cathie Wood’s ARK is increasingly favoring AI infrastructure, buying Nvidia, Cerebras and CoreWeave while trimming software and consumer tech names.
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