Cathie Wood's weekly recap: pivots to XE nuclear play, Amazon, sells AMD

Cathie Wood’s ARK Invest shifted portfolio weight last week toward large-cap tech and next‑generation energy exposure, notably increasing stake in Amazon (AMZN.OQ) and pivoting to an XE nuclear play, while trimming positions across semiconductors, industrial automation and space communications. The most prominent divestment was in Advanced Micro Devices (AMD.OQ). Market impact: the moves signal ARK’s tactical preference for larger, more defensive tech names and nascent energy plays, potentially supportive for AMZN shares but a headwind for semiconductors/AMD sentiment; the trades may influence flows into related ARK ETFs.