Cathie Wood’s ARK Invest continued to pile into artificial intelligence (AI)-linked stocks on Tuesday.

Here’s what the hedge fund manager spent, according to trade data tracked by Moneywood:

Wood’s trades were spread across its ETFs, namely, ARK Innovation ETF (BATS:ARKK), ARK Next Generation Internet ETF (BATS:ARKW), ARK Autonomous Technology & Robotics ETF (BATS:ARKQ), ARK Blockchain & Fintech Innovation ETF (BATS:ARKF) and ARK Space Exploration & Innovation ETF (BATS:ARKX).

ARK Pours Millions into AI-Linked Stocks

ARK bought 36,050 shares of Amazon — one of the biggest corporate spenders in the AI infrastructure race. The Seattle-based company raised its 2026 capital expenditure outlook to approximately $220 billion, with AI and data-center expansion among the major drivers.

ARK also expanded its AI exposure by buying roughly $9 million of CoreWeave, $8 million of Meta, $4.2 million of Symbotic and $1 million of Baidu, adding positions across AI infrastructure, models, warehouse automation and China’s AI ecosystem.

Why Is ARK Trimming Teradyne?

ARK’s largest move was a roughly $26.5 million reduction (61,547 shares) in Teradyne Inc (NASDAQ:TER), even though the company itself has been one of the beneficiaries of the AI spending boom.

The company said its strategy to capture opportunities from wafer manufacturing through AI data centers had driven another record quarter in 2Q26.

Teradyne’s strong performance has also made it a prominent AI beneficiary. Its second-quarter results highlighted the strength of AI-related semiconductor test demand.

From AI Testing to AI Infrastructure

Teradyne gives ARK exposure to the hardware testing and robotics side of the AI buildout. Amazon and CoreWeave, meanwhile, offer exposure to the enormous computing infrastructure required to train and run AI models.

Meta represents the application and model side of the equation, while Symbotic provides exposure to AI-driven physical automation.

In other words, ARK appears to be spreading its AI bets across the ecosystem rather than simply adding to the same winners.

The Teradyne proceeds may not have directly funded these buys, but the trades show ARK reallocating capital across AI opportunities.

The Bigger ARK Signal

ARK’s trades also came as the broader technology market remained strong. The S&P 500 and Nasdaq both closed at record closing highs on Tuesday, with technology and semiconductor stocks among the areas supporting the rally, according to MarketScreener.

For investors, the question is where Wood sees the next opportunity, rather than whether she is bullish on AI.

The answer appears to be a mix of hyperscale AI spending, specialized AI cloud infrastructure, consumer AI and robotics — while some exposure to a company that has already benefited dramatically from the AI boom was reduced.

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Photo: Ark Invest