DoorDash, Inc.

Many analysts found Citrini's described scenario of an economic collapse due to AI unrealistic. The stock, despite this, fell

'Feelings are not pleasant': what Wall Street thinks about the AI report that brought down stocks

Pinterest, Inc.

Klarna Group plc

Salesforce, Inc.

Figma

Figma's securities lost more than 10% amid the "software apocalypse," but even after the correction, the securities are overvalued, Barron's wrote

Cathie Wood's funds bought $25 million worth of Figma stock, should we follow suit?

Recursion Pharmaceuticals, Inc.

ARK Invest, headed by investor Cathie Wood, has increased its stake in small-cap biotech Recursion Pharmaceuticals, which <a href="https://ir.recursion.com/">uses</a>&nbsp;one of the world’s most powerful supercomputers to identify patterns and develop therapies for deadly diseases. The news of Wood's purchase <a href="https://finance.yahoo.com/quote/RXRX/">helped lift</a> the stock more than 5% on Thursday. Earlier, it emerged that chipmaker Nvidia had exited its position in the company.

Cathie Wood increases stake in small-cap biotech Recursion after Nvidia exits

Alphabet Inc.

Meta Platforms, Inc.

Microsoft Corporation

Amazon.com, Inc.

Palantir Technologies Inc.

Cathie Wood's flagship fund <a href="https://oninvest.com/article/glavnoe-k-utru-nvidia-vysla-iz-kapitala-arm-fond-keti-vud-v-zataznom-spade">is experiencing the</a> longest decline in its history, having lost more than 50% over the past five years. But Wood, famed for her optimistic vision of disruptive innovation, isn't giving up. In a new video podcast, she <a href="https://youtu.be/HiX6AxmF500?si=-TsKaIMQR-_E8vxX">revealed</a> that she doesn't share the market's fears about the AI sector. And while more conservative investors are reducing their positions in tech companies, the head of ARK Invest is using volatility to center her portfolio around the most promising assets.

"It's only 1996 on the market now": how does Cathie Wood invest in the "software apocalypse"?

NVIDIA Corporation

Arm Holdings plc

Berkshire Hathaway Inc.

Nvidia finally exited Arm (one of the world's leading fabless processor architecture developers for mobile devices and servers), in parallel extending its multi-year partnership with Meta to supply millions of graphics processing units (GPUs) and central processing units (CPUs) for AI datacenters. Microsoft announced plans to invest $50 billion in AI development in the Global South. About these and other topics - in our review of key events by the morning of February 18.

Main by morning: Nvidia has pulled out of Arm Capital, Cathie Wood's fund in a prolonged slump

Netflix, Inc.

Tesla, Inc.

Circle Internet Group

Cathie Wood's investments are spread across most key sectors, but their concentration in individual stocks remains extremely high

CoreWeave, Circle and Tesla: what stocks Cathie Wood bought and sold last quarter

Investors will be looking at the company's 2026 outlook and capital expenditure signals on the back of the AI boom

Cathie Wood's ARK funds bought 50,000 shares of Alphabet stock ahead of the report. What to expect from it?

Broadcom Inc.

ARK Invest has published a big report on technologies that could change the global economy

From robotaxis to nuclear renaissance: Cathie Wood's big ideas for the next five years

The tech boom, changing leadership in Asia, and political crisis in the US — investment forecasts from Cathie Wood, Mark Mobius, Ray Dalio, Tom Lee, and David Rosenberg

Goldilocks, fiscal deadlock, and Buffett's shadow: what do investment gurus expect from 2026?

Bitmine Immersion Technologies, Inc.

Bullish

Coinbase Global, Inc.

ARK Invest fund managed by Cathie Wood on December 15 began buying shares of cryptocurrency companies after their multi-day decline, CoinDesk <a href="https://www.coindesk.com/markets/2025/12/16/ark-steps-in-as-crypto-stocks-extend-multi-day-selloff">noted</a>. The attention of the fund Cathie Wood, in particular, attracted the attention of the securities of Coinbase, Bullish and Circle, which were under pressure.

Cathie Wood's fund is buying up crypto stocks on the downturn. Should we follow her example?

ARK Invest describes three scenarios for Elon Musk's space company - and based on them assesses its potential value

How much could SpaceX be worth? Cathie Wood's Analyst Prediction 

The head of ARK Invest explains why an accelerating U.S. economy will crash protective asset prices and where the market bubble is actually inflating