Business/press release/2026-11-05

Cathie Wood's Ark Invest Adjusts AI Chip Holdings, Selling AMD and Broadcom, Buying Nvidia

Cathie Wood's Ark Invest reportedly adjusted its portfolio of AI chip stocks. Multiple outlets, including The Motley Fool, Yahoo Finance, and NAI500, reported that Ark sold shares of AMD. Concurrently, Ark Invest purchased shares of Nvidia, a move interpreted by NAI500 as a bet on valuation and Nvidia's competitive edge in AI chips. FourWeekMBA specifically noted a sale of Broadcom shares alongside the Nvidia purchase. The exact amounts of the transactions vary across reports, but the general direction of the trades is consistent.

5 articles from 5 outlets covered this story. Their coverage differs on 3 points. The underlying claim is sourced from a press release.

What do all outlets agree on?

5 outlets covered “Cathie Wood's Ark Invest Adjusts AI Chip Holdings, Selling AMD and Broadcom, Buying Nvidia”. All of them report the following:

  • Cathie Wood's Ark Invest made trades
  • Ark Invest bought Nvidia stock
  • Ark Invest sold other AI chip stock(s)

Did outlets disagree about this?

Yes. Coverage of “Cathie Wood's Ark Invest Adjusts AI Chip Holdings, Selling AMD and Broadcom, Buying Nvidia” differs on 3 points. Each account below is how a different outlet described the same event:

Ark Invest sold AMD stock

The Motley Fool, Yahoo Finance, NAI500

Ark Invest sold Broadcom stock

FourWeekMBA

Ark Invest sold general 'AI stock'

TradingView

Which figures do outlets report differently?

1 figure in this story is reported with conflicting values:

Value of stock sold$120 million (AI stock) vs $119.7M (Broadcom)

Which outlets covered this?

All 5 articles found on this story, grouped by the stance of the piece. Every link goes to the original publisher.

What related stories are there?

Which companies does this involve?

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