Peter Thiel Says US AI Demand Is Booming, but Cathie Wood Is Trimming Palantir: Here's How Much Ark Invest Sold

Cathie Wood Is Buying Rocket Lab Again: Why 3 ARK ETFs Are Betting on Neutron

Cathie Wood’s ARK Invest ETFs have poured over $41M into Rocket Lab, betting on the space company’s growth and Neutron rocket.

Rocket Lab’s 20-Launch Synspective Deal Pushes Backlog Above 100 Missions

Rocket Lab Synspective Deal adds 20 Electron launches, lifting their relationship to 47 missions and Rocket Lab’s backlog above 100.

Cathie Wood Goes Big on Nvidia After $150 Billion Buyback, Sells $110 Million of AMD: ARK Invest Also Picks Up Tesla, SpaceX Shares

Ark Invest bought Nvidia, Tesla and SpaceX while selling $110 million of AMD on Tuesday, Sept. 29, 2026.

ARK Space & Defense or SPDR Aerospace & Defense: Which ETF Can Power Your Portfolio?

The article compares two aerospace and defense ETFs: ARK Space & Defense Innovation ETF (ARKX) and State Street SPDR S&P Aerospace & Defense ETF (XAR). While ARKX delivers higher 3-year returns (30.4% annualized), XAR is recommended as the better buy due to its lower expense ratio (0.35% vs 0.75%), broader diversification across 50 holdings, lower volatility, and superior 5 and 10-year performance.

Salesforce vs. Palantir: Which AI Software Stock Is a Better Buy in 2026?

Salesforce and Palantir present contrasting investment profiles in the AI software market. Salesforce offers better valuation with a forward P/E of 14.4x and strong free cash flow of $14.4 billion, but faces increased debt from a $25 billion share buyback. Palantir boasts faster growth (56.2% revenue increase) and zero debt, but trades at a premium 85.5x forward P/E with limited margin for error if growth slows.

Watching Palantir Technologies; Hearing Investor Business Daily SwingTrader Buys Stock