Semiconductor News & Analysis Feed

In August 2026, Cathie Wood’s ARK Invest made significant portfolio adjustments, substantially reducing positions in growth stocks such as Roblox while increasing exposure to AI and infrastructure plays like NVIDIA, SpaceX, and Broadcom. The fund sold approximately 2.6 million shares of Roblox, mark

Cathie Wood's ARK ETFs made significant trades on August 5, 2026, buying $22.79 million worth of Space Exploration Technologies (SPCX) and increasing their stake in NVIDIA (NVDA) by $17 million, signaling continued confidence in aerospace and AI sectors. Simultaneously, the fund offloaded positions