Cathie Wood buys about $100M in Nvidia and SpaceX shares

Cathie Wood’s ARK Invest purchased roughly $100 million in Nvidia and SpaceX shares, signaling continued conviction in AI and space-sector exposure. The move comes as Nvidia remains a key bellwether for AI-related equities and SpaceX stays private, making ARK’s access to the name notable for public-market investors. The combined position size is modest relative to ARK’s broader portfolio but directionally important given Wood’s history of concentrated thematic bets. Investors will watch whether ARK adds to these positions in subsequent disclosures and how Nvidia’s AI-driven earnings trajectory shapes flows into thematic funds.