Cathie Wood of ARK Invest emphasized following AI agents in investing, but recent SEC filings reveal a nuanced approach. ARK increased holdings in new IPOs like SpaceX and Cerebras Systems, which support AI agent infrastructure, while reducing shares in Robinhood across all funds. The firm also boosted positions in Meta, Alphabet, Tesla, and trimmed AMD despite its strong performance. The next quarterly report will clarify if ARK continues to back the agent economy thesis with increased stakes in Robinhood, Coinbase, and emerging tech firms.
As of Oct 09, 2026 05:11 WIB, Robinhood Markets (HOOD) trades at USD 107.17 on Pluang, down 2.14% in one day, with a market cap of $98.46 billion and a strong 95% buy order activity. Coinbase (COIN) is priced at USD 173.31, down 2.88%, while Tesla (TSLA) stands at USD 374.85, down 0.73%, showing mixed investor sentiment on these tech and financial stocks. Cerebras Systems (CBRS), involved in AI infrastructure, is at USD 167.80, down 4.14%, with all Pluang orders currently selling, highlighting cautious trading behavior around new AI-related IPOs.
Robinhood purchased $25 million worth of Bitcoin for its corporate treasury the same day its stock fell over 2%, dropping its market value below $100 billion. Despite the stock decline driven by Bitcoin's price drop and sector-related concerns, analy...
Webull's stock dropped 29% following a House panel report that identified the company's structural ties to China as a national security risk, especially concerning its customer cash handling and data routing. Rival brokers Robinhood and Interactive B...
Nu Holdings stock surged 12% following an unexpected first-round result in Brazil's presidential election, which sparked a rally in Brazilian assets. The digital bank's strong ties to Brazil, where it has nearly 118 million customers, drove the gain,...
