Cathie Wood Just Snapped Up This Nvidia Cloud Play — Here's Everything Else Ark Traded Monday

Ark Invest led by Cathie Wood bought 41,830 shares of CoreWeave — a cloud platform built on NVIDIA infrastructure — valuing the trade at about $2.89 million (CoreWeave closed at $69.15). The move underscores Ark’s continued allocation to AI/cloud plays and indirectly supports NVIDIA’s ecosystem after NVIDIA’s earlier $2 billion investment in CoreWeave. Ark also trimmed positions (Teradyne, Veracyte) and added smaller AI and clean‑tech names (Oklo, Kodiak AI). CoreWeave is up ~22% YTD but lags peers like Nebius (+37%), and analysts warn of concentration risk from a few hyperscaler contracts. Market impact: Ark’s purchase signals ongoing investor appetite for NVIDIA‑related cloud infrastructure, potentially supportive for NVDA supply‑chain sentiment, while highlighting selective repositioning within Ark’s thematic funds.