Cathie Wood Trims 40K Shopify Shares After August Rally: Where ARK Is Reinvesting?
Cathie Wood's ARK sold 40,392 Shopify shares after a 25% August rally. Here's what ARKK and ARKW are betting on next.
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CoreWeave Stock rises as analysts back its growth, Helios power access and expanding real-time AI inference business.
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Cathie Wood's ARK sold 40,392 Shopify shares after a 25% August rally. Here's what ARKK and ARKW are betting on next.
Palantir stock slumps as Google’s new AI push raises concerns over its government business and lofty valuation.
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Cramer calls Nuvation Bio a pure spec, prefers CoreWeave over IREN, is unsure on Seneca, cautious on NuScale, and approves Box.
OpenAI's Sam Altman warns the AI infrastructure boom may be unsustainable, putting speculative neoclouds plays at risk.
Nebius and CoreWeave are neocloud infrastructure companies benefiting from surging AI data center demand, with the market expected to grow at a 58% CAGR through 2031. Nebius has outperformed with 146% gains in 2026 and improving profitability, while CoreWeave trades cheaper but faces higher losses despite a stronger revenue backlog of $104 billion. Both stocks offer long-term growth potential depending on investor risk profile.