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Market Incident

Public · Developing

AI compiled from Infoway · 3 analyzed stories

Cathie Wood Buys the Dip in CoreWeave, Sells Palantir Stock: Ark Also Trades Archer Aviation, Rocket Lab, Amazon

On Thursday, Ark Invest bought nearly $16 million of CoreWeave shares and sold about $10 million of Palantir shares. It also added to Archer Aviation and Rocket Lab, while reducing its holdings in Amazon and BYD. The CoreWeave purchase totaled 283,022 shares.

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What happened

ARK Invest bought 283,022 CoreWeave shares for about $16 million on Thursday and sold 58,339 Palantir shares worth almost $10 million. The reported trades came after a volatile week for both stocks. CoreWeave also reported $3.66 billion in revenue and raised its 2026 revenue outlook.

Global impact / market context

The trades show ARK shifted money from Palantir toward CoreWeave, but they do not explain why. For ordinary investors, this is evidence of one fund’s trading, not proof of what either stock will do next. CoreWeave’s results and outlook may also affect how investors view the company.

What to watch

  1. Check CoreWeave’s next reported revenue and compare it with the reported $3.66 billion, to see how its business develops.
  2. Check whether CoreWeave keeps its raised 2026 revenue outlook, since a change would alter the reported growth outlook.
  3. Check ARK’s later CoreWeave and Palantir trades, to see whether this was a one-time shift or a continuing change.

Affected assets

  • ACHR
  • Amazon.com Inc.
  • BYD Co. Ltd.
  • CoreWeave Inc.
  • Palantir Technologies Inc.
  • Rocket Lab Corp.

Evidence