Jim Cramer Is ‘Monster Long’ On Mark Zuckerberg’s Meta On Muse Retention, But Cathie Wood Trims $3.36 Million Stake
Cathie Wood’s Ark sold Meta shares on Monday, Oct. 12, 2026.
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Cathie Wood’s Ark bought CoreWeave, Cerebras and Meta shares and sold Palantir shares on Wednesday, Oct. 14, 2026.
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Cathie Wood’s Ark sold Meta shares on Monday, Oct. 12, 2026.
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.
Major U.S. indices ended lower on Wednesday, with the Dow Jones Industrial Average slipping 0.09% to 51,621.48.
Jim Cramer endorsed CoreWeave as the only AI neocloud he trusts, but the stock plunged 15% the next day after venture capitalist Chamath Palihapitiya highlighted concerns about the company's soaring debt levels. CoreWeave faces significant financial risks with $51.6 billion in total debt obligations and projected negative free cash flow of $25-28 billion annually through 2028, raising questions about whether strong customer demand can offset the company's aggressive borrowing strategy.