ARK Innovation ETF
ARKK
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Cathie 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.
Cathie 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.
Cathie Wood Is Buying the Dip on Crypto. Here Are 2 Investments to Put on Your Crypto Shopping List.
Cathie Wood of Ark Invest is buying crypto-related stocks during market downturns. She has invested approximately $8 million in Coinbase Global, which is pivoting from a traditional crypto exchange to a platform for digital assets including prediction markets and derivatives. She has also invested $1.5 million in Circle Internet Group, betting on the future of stablecoins, particularly USDC. Both stocks are positioned as institutional-focused plays on blockchain technology and digital assets.
Cathie Wood's Ark Piled Into Nvidia and Taiwan Semiconductor After Meta's Earnings Miss. Here's What It Signals for Artificial Intelligence (AI) Stocks.
Cathie Wood's Ark Invest made significant purchases of Nvidia ($15 million) and Taiwan Semiconductor Manufacturing ($14.7 million) following Meta's earnings announcement, which revealed increased AI infrastructure spending with capex guidance raised to $130-145 billion for 2026. The moves signal confidence that sustained hyperscaler spending will drive GPU demand for Nvidia and manufacturing orders for TSMC, with both stocks trading at reasonable valuations of roughly 25x forward earnings.