Cathie Wood Buys $78.8 Million of Nvidia, Trims AMD

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Summary · why it matters

Cathie Wood increased her exposure to Nvidia while trimming Advanced Micro Devices on Tuesday, shifting some AI-chip allocation after a sharp divergence in their stock performances this year, according to ARK Invest trading disclosures. ARK Invest ETFs purchased 329,539 Nvidia shares valued at about $78.8 million and sold 172,541 AMD shares. Nvidia has risen about 22% in 2026, while AMD has advanced 184%, leaving the two holdings with very different recent returns. Nvidia's upcoming Vera Rubin platform is entering customer deployments, and AWS plans to deploy more than 2 million Blackwell Ultra, Rubin and Rubin Ultra GPUs during 2027 and 2028. Nvidia also recently expanded its buyback authorization and is pursuing a deal for Hugging Face, while AMD continues to build its AI business through the Helios platform and an agreement with Anthropic for up to 2 gigawatts of MI450-series GPUs, and is set to acquire World Labs.

Impact on assets 3

Artificial Intelligence± Mixed · 3 stocks
NVIDIA Corporation
NVDA
▲ PositiveCapitalDemandrelevance

ARK Invest ETFs purchased 329,539 Nvidia shares valued at about $78.8 million.

Amazon.com Inc
AMZN
▲ PositiveDemandrelevance

AWS plans to deploy more than 2 million Blackwell Ultra, Rubin and Rubin Ultra GPUs during 2027 and 2028.

Off-coverage companies 4

AnthropicPrivate± Mixed
relevance

ARK Investment Management LLCPrivate± Mixed
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Hugging FacePrivate± Mixed
relevance

World LabsPrivate± Mixed
relevance

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