Best 3 AI Stocks From Cathie Wood's ARK Funds

The article notes ARK Invest has rotated its portfolio toward AI infrastructure and hyperscalers while trimming positions in AMD, signaling a thematic shift that could reallocate investor flows away from select chipmakers toward cloud providers and large AI-capable platforms. ARK’s Disruptive Innovation ETFs have outperformed over the past year, but fewer than 10% of their holdings carry Strong Buy/Buy Quant Ratings, suggesting dispersion in quality across the basket. The author highlights three top AI stocks from ARK’s six active equity funds and shows how Seeking Alpha’s quant tools can identify the best-rated names, implying investors should favor high- quality, earnings-growth beneficiaries of AI spending. Overall, the piece frames ARK’s moves as bullish for AI infrastructure/hyperscaler exposure while noting potential headwinds for trimmed hardware names like AMD.