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ARK Trims AMD Stake and Increases SpaceX Exposure

Wood is shifting proceeds from a recent semiconductor pullback into SpaceX, aerospace suppliers, and AI infrastructure to back her conviction in AI-driven productivity

Paul Tudor Jones Says AI-Fueled Rally Has 1–2 Years Left

GE Vernova Hits New Highs After Q1 Beat and Higher 2026 Outlook

Palantir Rallies as Investors Weigh Soaring Growth Against a Stretched Price

Jefferies Upgrades Kratos to Buy With $85 Target as Stock Jumps

Oklo Rebounds After Steep Weekly Slide as ARK Trims Stake, Valuation Questions Grow