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Cathie Wood Sold $110 Million of AMD and Bought Nvidia Instead

Source: 247wallst.com

Artificial IntelligenceInvestor Sentiment & PositioningTechnology & Innovation
Cathie Wood Sold $110 Million of AMD and Bought Nvidia Instead

Cathie Wood sold a major artificial-intelligence winner in 2026 and reallocated capital to a stock that has shown little share-price movement. The portfolio swap signals Wood sees greater remaining upside in the lagging name than in an AI stock that has already delivered substantial gains, though the article provides no company names, position sizes, or valuation metrics.

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