Mark Zuckerberg Is ‘Ready to Write This Check’ for AI, and Cathie Wood Just Bought $17 Million Worth of Meta Shares
Cathie Wood’s Ark bought Meta and Cerebras shares and sold Alibaba shares on Tuesday, Oct. 13, 2026.
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Cerebras faces pressure as up to 19.4M shares unlock Wednesday, while stock hit a low on insider selling and uncertainty over OpenAI demand.
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Cathie Wood’s Ark bought Meta and Cerebras shares and sold Alibaba shares on Tuesday, Oct. 13, 2026.
Cerebras Systems has demonstrated significantly stronger revenue growth than SoundHound AI over the past two years, with Cerebras tripling revenue while SoundHound's growth remains modest and acquisition-dependent. Cerebras shows consistent quarter-over-quarter increases driven by strong demand for its wafer-scale AI architecture, while SoundHound relies on acquisitions like LivePerson to fuel top-line expansion.
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Nvidia's stock has surged 1,000% over the past five years as the leading provider of AI hardware for data center infrastructure. With projected revenue growth of 61% annually through fiscal 2029 and a forward P/E ratio of 25 (only 27% above the S&P 500), analysts see significant upside potential. However, the stock's valuation remains modest due to uncertainty about the durability of the AI boom, making future gains highly uncertain despite strong fundamentals.