ARK Invest Expands Bold AI and Crypto Positions With New Market Moves
- ARK adds stakes in Google, Coinbase, Circle, and CoreWeave during rising sector activity.
- Palantir posts sharp growth in its US commercial business and signals strong demand.
- ARK builds deeper crypto exposure as its Bitcoin outlook shifts with stablecoin expansion.
Cathie Wood says the liquidity squeeze affecting AI and crypto may reverse within the coming weeks, shared during a recent ARK Funds webinar. She noted that markets responded strongly to her remarks and said AI remains far from bubble conditions due to rising commercial demand. Furthermore, she pointed to Palantir’s 123% surge in US commercial business last quarter, citing it as evidence of expanding enterprise usage across the country.
ARK Grows Major Stakes Across Leading Technology Firms
ARK Invest purchased more than 174,000 Alphabet shares valued at more than $56 million during Tuesday’s trading activity. This acquisition significantly increased its technology exposure and occurred during a period of sharp company growth. Its shares rose more than 8.9 percent during the last five trading sessions and now trade at $319.11. The stock gained more than 22% across the last month, placing Alphabet’s market valuation near $3.816 trillion.
ARK increased its crypto-related positions as well. It purchased $3.75 million in Coinbase shares and added $7 million in Circle shares. The firm bought nearly $2 million in its own ARK 21Shares Bitcoin ETF and continued building exposure to crypto infrastructure.
ARK added more BitMine Immersion Technologies shares last week. BitMine manages Ethereum-focused mining operations and an expanding treasury business. ARK first purchased the stock in July and described the $182 million position as a long-term commitment to Ether-linked growth.
AI Infrastructure Purchases Expand as Demand Strengthens
ARK broadened its AI exposure through a new $29.4 million investment in CoreWeave, a cloud computing firm supplying high-capacity infrastructure for major AI deployments. The firm also purchased $21.5 million in Meta shares, adding further weight to its AI-linked equity positions.
Google’s release of Gemini 3 added fresh momentum to the sector as the company introduced its most advanced AI model yet. According to sources, Google is in discussions with large cloud providers seeking access to its in-house chips.
Palantir delivered one of the sharpest quarterly growth figures across the AI sector. Wood referenced the 123% leap in its US commercial business during her webinar while outlining changes across enterprise adoption cycles.
She said enterprises continue to move more slowly on productivity gains while consumer activity advances at a faster pace. ARK Funds posted these comments with supporting context, noting that new commercial activity continued rising across several markets.
Related: ARK Invest Adds $21M in Bullish, $16M in Robinhood Amid Dip
Crypto Exposure Rises as Market Structure Evolves
ARK expanded its crypto positions as sector activity shifted through both stablecoin and exchange-driven demand. Coinbase and Circle remained central to this adjustment due to rising market participation. The firm’s ARKB purchases added additional depth to its Bitcoin-linked exposure. ARK increased its holding in BitMine last week and continued building that position through its ETF lineup.
Wood recently revised her 2030 Bitcoin projection from $1.5 million to $1.2 million due to the rapid growth of stablecoins. That adjustment raised broader market questions. How should investors position themselves when stablecoin activity expands faster than Bitcoin’s long-term growth rate?
Google’s recent performance added weight to this discussion since the company gained nearly 90% across six months, surpassing the total value of the entire crypto market. These developments placed ARK at the center of ongoing discussions about AI infrastructure, crypto adoption, and liquidity conditions across global markets.
