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.
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Cathie Wood Sells Palantir Stock After Blowout Earnings, Ark Invest Doubles Down on Cerebras Systems
Ark Invest sold roughly $7.9 million in Palantir shares on Thursday, Aug.13, 2026, while buying Cerebras stock.
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Cathie 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-foolCathie Wood Keeps Buying SpaceX Stock. Here's Why I Wouldn't Buy It Above a $1.8 Trillion Valuation.
While Cathie Wood's Ark Invest continues buying SpaceX stock since its June 2026 IPO, analyst Johnny Rice argues the company is overvalued at $1.8 trillion. Though Starlink shows strong performance with $4.3B Q2 revenue and 38.6% operating margins, SpaceX's AI division is burning cash with negative $25B free cash flow in H1 2026, consuming 90% of capital investments with uncertain returns.
Read original at the-motley-foolWhy Is AMD Stock Trending Today?
AMD stock slipped in premarket trading as Nvidia's massive Q2 earnings beat drew focus, highlighting ongoing competition in data center AI hardware.
Read original at benzingaWhy is CRWD Stock Surging Nearly 9% in Thursday Pre-Market?
CrowdStrike shares jump 8% after strong Q2 results, with revenue and EPS beating estimates and full-year earnings guidance raised.
Read original at benzinga