Cathie Wood's ARK adds Alphabet, AMD and Nvidia while trimming CoreWeave and Broadcom
Per Stocktwits, ARK funds bought Alphabet, AMD and Nvidia on Friday and sold CoreWeave, Broadcom and Eli Lilly. Retail sentiment on ARKK leaned bearish.
- published on Newsmetry
- original source published
the same feed is available to bots and dashboards through the api. connect the api →
what happened
According to Stocktwits, Cathie Wood's ARK Investment Management made a series of trades across several of its ETFs on Friday. The funds added to Alphabet (GOOG), AMD and Nvidia, along with names in defense, space, biotech and genomics such as Rocket Lab, Natera and Tempus AI. Some positions were reduced at the same time: ARKK cut its stakes in CoreWeave and Broadcom, while Eli Lilly, Teradyne and Bullish were sold through multiple funds.
The report also notes that retail sentiment on Stocktwits toward ARKK was in bearish territory at the time of writing.
why it matters
For markets, reports like this matter mostly as a signal of where a closely watched investor is focusing, here AI, semiconductors and innovative biotech. The trades alone do not shift supply and demand in large companies, but they draw attention from investors who track Wood's moves.
tags
instruments
on polymarket
sources
- Cathie Wood-Led Ark Loads Up On GOOG, AMD, NVDA And Biotech Stocks — But Sells CRWV, AVGO, LLY — Stocktwits, 7 November 2026 at 06:00 UTC
prepared by the newsmetry newsroom with ai assistance from the sources listed below. not investment advice.
alerts on your topics, the morning digest and the api — in your account.
get stories in real time ↗