Cathie Wood Goes Shopping: 3 Stocks She Just Bought
The Motley Fool • • business
Key Points:
- Ark Invest, led by CEO Cathie Wood, increased its holdings in Taiwan Semiconductor Manufacturing (TSMC), Oklo, and Pony AI on the last trading day before the holiday weekend, among eight positions boosted.
- TSMC, the world's largest semiconductor foundry with a market cap nearing $1.8 trillion, reported strong Q4 revenue growth of 21%, surpassing analyst expectations, and achieved a record net margin of 45.1% for 2025, highlighting robust demand despite industry cyclicality.
- Oklo, a fast fission and nuclear recycling company focused on clean energy solutions, has seen its stock nearly quadruple in the past year despite not generating revenue yet; its growth is partly attributed to former chairman Sam Alt
