Cathie Wood’s ARK sells AMD stock, buys CoreWeave and Kratos

ARK sold 46,034 AMD shares across ARKK, ARKW, and ARKF, raising about $18.8M, signaling a shift away from the stock.

Modest downside bias for AMD in the short term, mainly via sentiment/flow optics rather than new AMD fundamentals.

This is a disclosed fund trade, not an AMD earnings, guidance, or regulatory event. The impact is likely flow-driven and may fade unless followed by additional selling or AMD-specific catalysts.

ARK bought 113,076 shares of CoreWeave (CRWV) for about $14.6M, indicating increased conviction in the AI infrastructure name.

Mild positive near-term reaction risk, especially if traders treat ARK activity as a sentiment catalyst.

The article provides trade size and direction, but does not include CoreWeave-specific new fundamentals. Flow optics can still move price, particularly for smaller/high-beta names.

ARK acquired 168,441 shares of Kratos Defense (KTOS) for about $9.6M, adding to prior purchases earlier in the week.

Slight upside bias for KTOS over days, contingent on broader market risk appetite.

The article is fund-trade based with no KTOS-specific catalyst (contracts, earnings, guidance). Any price effect is likely limited and sentiment-driven.

ARK bought 394,156 shares of Kodiak AI (KDK) worth about $3.6M, expanding exposure to the AI/robotics theme.

Neutral-to-slight positive short-term bias, mainly via momentum/flow.

No new KDK fundamentals are disclosed, and the article does not quantify a material portfolio weight change beyond the stated dollar amount.

ARK purchased 57,070 shares of X-Energy (XE) for about $1.7M, signaling continued interest in nuclear/renewables.

Limited near-term impact; any move likely fades without additional XE news.

The article provides trade direction and size only, with no project milestone, regulatory update, or financial disclosure for XE.

ARK added 13,719 shares of Cloudflare (NET) worth about $3.5M, indicating incremental accumulation in the cloud/security name.

Small upside bias at most, likely short-lived.

No NET-specific event is included (no earnings, guidance, or product/regulatory news).

ARK acquired 26,324 shares of Intellia Therapeutics (NTLA) via ARKK for an unspecified amount, continuing biotech exposure.

Low conviction; any price impact would be minor and sentiment-driven.

The article states the trade but does not provide a dollar value or NTLA-specific new information.

ARK sold 187,612 shares of Rocket Lab (RKLB) for about $14.7M, continuing a reduction pattern.

Mild downside bias for RKLB over days, absent new company-specific positives.

Direction and size are clear, but there is no RKLB-specific catalyst in the text. Flow effects may dominate short-term.