ARK Invest Buys AMD After 17% Slide, Adds Tempus AI and Tesla, Cuts Teradyne
Daily ETF disclosures point to a buy-the-dip tilt toward AI plays following AMD’s guidance-driven selloff.
Overview
- ARK purchased 141,108 AMD shares across five ETFs, led by 76,518 shares in ARK Innovation, after the stock’s one-day drop.
- AMD plunged about 17% to $200.19 despite a Q4 beat, as Q1 revenue guidance of $9.5–$10.1 billion, midpoint $9.8 billion, left investors unsatisfied.
- ARK added 35,766 Tesla shares through the ARK Space Exploration ETF as the EV maker’s stock fell 4%.
- The firm bought 407,950 Tempus AI shares to deepen its AI‑healthcare exposure, alongside smaller buys such as GeneDx and Kodiak AI.
- ARK continued a portfolio rotation by selling 258,001 Teradyne shares and trimming positions in Global‑E Online, The Trade Desk, and Pinterest.