Cathie Wood's ARK Is Quietly Building an AI Picks-and-Shovels Portfolio
Cathie Wood’s ARK is increasingly favoring AI infrastructure, buying Nvidia, Cerebras and CoreWeave while trimming software and consumer tech names.
Cathie Wood's investment company is buying more companies that build the tools AI needs (like computer chips and servers) instead of companies that use AI. When big investors shift where they put money, it can show what they think will do well.
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Source: Benzinga · Read the original report at the publisher. Headline and figures shown for context; data may be delayed.
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