Cathie Wood Bets $31M On Amazon, CoreWeave And Meta, While Pulling $26.5M Out of This Hot AI Stock
Cathie Wood’s ARK Invest poured $31 million into Amazon, CoreWeave and Meta, but also trimmed $26.5 million of Teradyne.
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Rocket Lab beats Q2 revenue estimates as analysts lift price targets, while Neutron development and strong demand support the company’s growth outlook.
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Cathie Wood’s ARK Invest poured $31 million into Amazon, CoreWeave and Meta, but also trimmed $26.5 million of Teradyne.
ARK Invest buys millions in Joby and Archer eVTOL shares, while also investing in robotaxi firms like WeRide.
SpaceX’s Falcon 9 phaseout could create a launch bottleneck, giving Rocket Lab a major opportunity. Here’s how 3 ARK ETFs are positioned for the space boom.
Cathie Wood’s ARK Invest ETFs have poured over $41M into Rocket Lab, betting on the space company’s growth and Neutron rocket.
https://www.fcc.gov/document/spacex-approved-ngso-mss-system-direct-device-services
The article compares two space infrastructure companies: AST SpaceMobile, which is building a space-based cellular network for direct smartphone connectivity, and Firefly Aerospace, which provides launch vehicles and lunar landers. While AST SpaceMobile has higher growth potential with major carrier partnerships, it trades at a significantly higher valuation (269x forward P/E) with untested technology and substantial losses. Firefly Aerospace, valued more conservatively at 21.9x forward P/E, has demonstrated success with its lunar landing and government contracts. The author recommends Firefly as the better buy in 2026 due to more reasonable valuation metrics.