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joined discussion · Nov 26, 2025 13:56 ·

Tracking Cathie Wood: ARK initiates a "major acquisition" mode, purchasing over 170,000 shares of Google, increasing stakes in Meta and CoreWeave, while selling more than 350,000 shares of Palantir.

Positive economic data supporting the Federal Reserve’s potential interest rate cut in December, combined with progress on the Russia-Ukraine peace agreement, propelled the three major U.S. stock indexes to a third consecutive day of gains. The Dow Jones Industrial Average recorded its largest single-day gain since August, while the S&P 500 and Nasdaq Composite reached new two-week highs.
Overall, overnight AI trading diverged, with NVIDIA being the sole decliner among the Mag 7, while Google hit a record high for the third consecutive day.In fact, since November, stocks representing the "Google Chain," such as Google, Broadcom, and Celestica, have continued to rise, whereas those representing the "OpenAI Chain," including NVIDIA, SoftBank, Oracle, and CoreWeave, have plummeted.
This represents a significant shift in the market's long-standing "AI trade" logic. Philippe Laffont, founder of the prominent tech fund Coatue, also weighed in on the discussion, suggesting that these two curves (as shown in the graph below—green for the Google Chain, blue for the OpenAI Chain) will cross again, implying that the "OpenAI Chain" will rebound.
Positive economic data supports the Federal Reserve's potential interest rate cut in December, combined with progress in the Russia-Ukraine peace agreement, leading to a three-day winning streak for the three major U.S. stock indexes. The Dow Jones Industrial Average recorded its largest single-day gain since August, while the S&P 500 and Nasdaq Composite both reached new two-week highs. Overall, overnight AI-related trading showed divergence, with NVIDIA being the sole decliner among the Mag 7, while Google hit new all-time highs for the third consecutive day.In fact, since November, stocks representing the "Google Chain," such as Google, Broadcom, and Celestica, have continued to rise, whereas stocks tied to the "OpenAI Chain," including NVIDIA, SoftBank, Oracle, and CoreWeave, have plummeted. This signifies a significant shift in the market's long-standing "AI trade" logic. Philippe Laffont, founder of the renowned tech fund Coatue, has made a rare post to join the discussion, stating that these two curves (as shown in the graph below, with the green line representing the "Google Chain" and the blue line the "OpenAI Chain") will intersect again, implying that the "OpenAI Chain" will rebound. Against this backdrop, Cathie Wood’s ARK FundEntering 'Big Procurement' Mode:Aggressively acquiring stakes in 12 companies, concentrating efforts on increasing positionsAI giants, computing power infrastructure, cryptocurrency conceptsThree major tracks. Core investment focus: Google chain or NVIDIA chain? ARK Invest chooses both! A report by The Information after Monday's market close: $Meta Platforms (META.US)$ Considering a move for 2027 in...
Against this backdrop, Cathie Wood's ARK Fundhas entered into a "massive acquisition" mode:making substantial purchases across 12 companies, focusing efforts on increasing positions.AI giants, computing infrastructure, and cryptocurrency concepts,three major sectors.
Positive economic data supports the Federal Reserve's potential interest rate cut in December, combined with progress in the Russia-Ukraine peace agreement, leading to a three-day winning streak for the three major U.S. stock indexes. The Dow Jones Industrial Average recorded its largest single-day gain since August, while the S&P 500 and Nasdaq Composite both reached new two-week highs. Overall, overnight AI-related trading showed divergence, with NVIDIA being the sole decliner among the Mag 7, while Google hit new all-time highs for the third consecutive day.In fact, since November, stocks representing the "Google Chain," such as Google, Broadcom, and Celestica, have continued to rise, whereas stocks tied to the "OpenAI Chain," including NVIDIA, SoftBank, Oracle, and CoreWeave, have plummeted. This signifies a significant shift in the market's long-standing "AI trade" logic. Philippe Laffont, founder of the renowned tech fund Coatue, has made a rare post to join the discussion, stating that these two curves (as shown in the graph below, with the green line representing the "Google Chain" and the blue line the "OpenAI Chain") will intersect again, implying that the "OpenAI Chain" will rebound. Against this backdrop, Cathie Wood’s ARK FundEntering 'Big Procurement' Mode:Aggressively acquiring stakes in 12 companies, concentrating efforts on increasing positionsAI giants, computing power infrastructure, cryptocurrency conceptsThree major tracks. Core investment focus: Google chain or NVIDIA chain? ARK Invest chooses both! A report by The Information after Monday's market close: $Meta Platforms (META.US)$ Considering a move for 2027 in...
Main focus: Google Chain or NVIDIA Chain? Cathie Wood chooses both!
A report by The Information after Monday's market close: $Meta Platforms (META.US)$ is considering using $Alphabet-C (GOOG.US)$ 's Tensor Processing Units (TPUs) instead of NVIDIA chips in its data centers by 2027. However, a deeper reason lies in the fact that Google's recently released Gemini 3 model has garnered immediate acclaim for surpassing OpenAI's ChatGPT in reasoning and coding capabilities, and this model was trained using TPUs rather than NVIDIA chips.
Based on ARK's overnight trading activities, it significantly purchased over 170,000 shares of Google and added approximately 33,800 shares of Meta.Both companies performed strongly overnight, with Google hitting another all-time high as it approaches a $4 trillion market cap, while Meta reversed its downward trend with a nearly 4% surge.
Positive economic data supports the Federal Reserve's potential interest rate cut in December, combined with progress in the Russia-Ukraine peace agreement, leading to a three-day winning streak for the three major U.S. stock indexes. The Dow Jones Industrial Average recorded its largest single-day gain since August, while the S&P 500 and Nasdaq Composite both reached new two-week highs. Overall, overnight AI-related trading showed divergence, with NVIDIA being the sole decliner among the Mag 7, while Google hit new all-time highs for the third consecutive day.In fact, since November, stocks representing the "Google Chain," such as Google, Broadcom, and Celestica, have continued to rise, whereas stocks tied to the "OpenAI Chain," including NVIDIA, SoftBank, Oracle, and CoreWeave, have plummeted. This signifies a significant shift in the market's long-standing "AI trade" logic. Philippe Laffont, founder of the renowned tech fund Coatue, has made a rare post to join the discussion, stating that these two curves (as shown in the graph below, with the green line representing the "Google Chain" and the blue line the "OpenAI Chain") will intersect again, implying that the "OpenAI Chain" will rebound. Against this backdrop, Cathie Wood’s ARK FundEntering 'Big Procurement' Mode:Aggressively acquiring stakes in 12 companies, concentrating efforts on increasing positionsAI giants, computing power infrastructure, cryptocurrency conceptsThree major tracks. Core investment focus: Google chain or NVIDIA chain? ARK Invest chooses both! A report by The Information after Monday's market close: $Meta Platforms (META.US)$ Considering a move for 2027 in...
In addition,ARK continues to buy into companies representing the NVIDIA supply chain, $CoreWeave (CRWV.US)$，adding nearly 400,000 shares in one session, accumulating close to 1.2 million shares over the past three trading days.
Due to market concerns over CoreWeave’s heavy reliance on NVIDIA GPUs, coupled with Meta exploring Google TPUs as an alternative solution, CoreWeave fell 3.14% overnight. However, ARK's strategic buying indicates confidence in CoreWeave’s long-term potential despite current market challenges.
Positive economic data supports the Federal Reserve's potential interest rate cut in December, combined with progress in the Russia-Ukraine peace agreement, leading to a three-day winning streak for the three major U.S. stock indexes. The Dow Jones Industrial Average recorded its largest single-day gain since August, while the S&P 500 and Nasdaq Composite both reached new two-week highs. Overall, overnight AI-related trading showed divergence, with NVIDIA being the sole decliner among the Mag 7, while Google hit new all-time highs for the third consecutive day.In fact, since November, stocks representing the "Google Chain," such as Google, Broadcom, and Celestica, have continued to rise, whereas stocks tied to the "OpenAI Chain," including NVIDIA, SoftBank, Oracle, and CoreWeave, have plummeted. This signifies a significant shift in the market's long-standing "AI trade" logic. Philippe Laffont, founder of the renowned tech fund Coatue, has made a rare post to join the discussion, stating that these two curves (as shown in the graph below, with the green line representing the "Google Chain" and the blue line the "OpenAI Chain") will intersect again, implying that the "OpenAI Chain" will rebound. Against this backdrop, Cathie Wood’s ARK FundEntering 'Big Procurement' Mode:Aggressively acquiring stakes in 12 companies, concentrating efforts on increasing positionsAI giants, computing power infrastructure, cryptocurrency conceptsThree major tracks. Core investment focus: Google chain or NVIDIA chain? ARK Invest chooses both! A report by The Information after Monday's market close: $Meta Platforms (META.US)$ Considering a move for 2027 in...
In the crypto sector, ARK continues to increase its holdings. $Block (XYZ.US)$ More than 210,000 shares, $Circle (CRCL.US)$ Nearly 110,000 shares, $ARK 21Shares Bitcoin ETF (ARKB.US)$ Nearly 100,000 shares, $Bullish (BLSH.US)$ Nearly 40,000 shares, $Coinbase (COIN.US)$ Approximately 15,000 shares, $Robinhood (HOOD.US)$ More than 7,600 shares.It can be seen that 'Wooden Sister' remains firmly committed to her love for crypto-related concepts.
On the selling side: Sold more than 350,000 shares of Palantir, continuing to reduce holdings in AMD, Exact Sciences, and others.
'Wooden Sister' made a significant sale overnight, $Palantir (PLTR.US)$ Selling more than 350,000 shares with a total value of approximately USD 55 million. This sale occurred as Palantir's stock rebounded from its recent decline.
Positive economic data supports the Federal Reserve's potential interest rate cut in December, combined with progress in the Russia-Ukraine peace agreement, leading to a three-day winning streak for the three major U.S. stock indexes. The Dow Jones Industrial Average recorded its largest single-day gain since August, while the S&P 500 and Nasdaq Composite both reached new two-week highs. Overall, overnight AI-related trading showed divergence, with NVIDIA being the sole decliner among the Mag 7, while Google hit new all-time highs for the third consecutive day.In fact, since November, stocks representing the "Google Chain," such as Google, Broadcom, and Celestica, have continued to rise, whereas stocks tied to the "OpenAI Chain," including NVIDIA, SoftBank, Oracle, and CoreWeave, have plummeted. This signifies a significant shift in the market's long-standing "AI trade" logic. Philippe Laffont, founder of the renowned tech fund Coatue, has made a rare post to join the discussion, stating that these two curves (as shown in the graph below, with the green line representing the "Google Chain" and the blue line the "OpenAI Chain") will intersect again, implying that the "OpenAI Chain" will rebound. Against this backdrop, Cathie Wood’s ARK FundEntering 'Big Procurement' Mode:Aggressively acquiring stakes in 12 companies, concentrating efforts on increasing positionsAI giants, computing power infrastructure, cryptocurrency conceptsThree major tracks. Core investment focus: Google chain or NVIDIA chain? ARK Invest chooses both! A report by The Information after Monday's market close: $Meta Platforms (META.US)$ Considering a move for 2027 in...
In addition,Cathie Wood continued to reduce her holdings by approximately 100,000 shares $Advanced Micro Devices (AMD.US)$ , valued at approximately $21.98 million based on the closing price of $206.13 per share. Amid reports that Meta may shift to Google's AI chips, AMD's stock price fell by 4.15%, challenging NVIDIA's dominance in the semiconductor sector.
Positive economic data supports the Federal Reserve's potential interest rate cut in December, combined with progress in the Russia-Ukraine peace agreement, leading to a three-day winning streak for the three major U.S. stock indexes. The Dow Jones Industrial Average recorded its largest single-day gain since August, while the S&P 500 and Nasdaq Composite both reached new two-week highs. Overall, overnight AI-related trading showed divergence, with NVIDIA being the sole decliner among the Mag 7, while Google hit new all-time highs for the third consecutive day.In fact, since November, stocks representing the "Google Chain," such as Google, Broadcom, and Celestica, have continued to rise, whereas stocks tied to the "OpenAI Chain," including NVIDIA, SoftBank, Oracle, and CoreWeave, have plummeted. This signifies a significant shift in the market's long-standing "AI trade" logic. Philippe Laffont, founder of the renowned tech fund Coatue, has made a rare post to join the discussion, stating that these two curves (as shown in the graph below, with the green line representing the "Google Chain" and the blue line the "OpenAI Chain") will intersect again, implying that the "OpenAI Chain" will rebound. Against this backdrop, Cathie Wood’s ARK FundEntering 'Big Procurement' Mode:Aggressively acquiring stakes in 12 companies, concentrating efforts on increasing positionsAI giants, computing power infrastructure, cryptocurrency conceptsThree major tracks. Core investment focus: Google chain or NVIDIA chain? ARK Invest chooses both! A report by The Information after Monday's market close: $Meta Platforms (META.US)$ Considering a move for 2027 in...
Overall, Cathie Wood’s recent trading strategy has been clear. On one hand, she has actively increased her positions: heavily investing in Google and Meta, capitalizing on their "technological moats as AI giants"; allocating into CoreWeave (CRWV) as a bet on the core segment of "AI computing infrastructure"; and continuing her long-term focus by increasing stakes in crypto finance. On the other hand, reducing positions in AMD and IRDM reflects proactive adjustments and profit-taking for non-core holdings.
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Positive economic data supports the Federal Reserve's potential interest rate cut in December, combined with progress in the Russia-Ukraine peace agreement, leading to a three-day winning streak for the three major U.S. stock indexes. The Dow Jones Industrial Average recorded its largest single-day gain since August, while the S&P 500 and Nasdaq Composite both reached new two-week highs. Overall, overnight AI-related trading showed divergence, with NVIDIA being the sole decliner among the Mag 7, while Google hit new all-time highs for the third consecutive day.In fact, since November, stocks representing the "Google Chain," such as Google, Broadcom, and Celestica, have continued to rise, whereas stocks tied to the "OpenAI Chain," including NVIDIA, SoftBank, Oracle, and CoreWeave, have plummeted. This signifies a significant shift in the market's long-standing "AI trade" logic. Philippe Laffont, founder of the renowned tech fund Coatue, has made a rare post to join the discussion, stating that these two curves (as shown in the graph below, with the green line representing the "Google Chain" and the blue line the "OpenAI Chain") will intersect again, implying that the "OpenAI Chain" will rebound. Against this backdrop, Cathie Wood’s ARK FundEntering 'Big Procurement' Mode:Aggressively acquiring stakes in 12 companies, concentrating efforts on increasing positionsAI giants, computing power infrastructure, cryptocurrency conceptsThree major tracks. Core investment focus: Google chain or NVIDIA chain? ARK Invest chooses both! A report by The Information after Monday's market close: $Meta Platforms (META.US)$ Considering a move for 2027 in...
Risk Disclaimer: The above content only represents the author's view. It does not represent any position or investment advice of Futu. Futu makes no representation or warranty.Read more
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