Cathie Wood's ARK Investment has made notable stock market moves, acquiring over $8 million worth of shares in Advanced Micro Devices Inc. (AMD) and NVIDIA Corp (NVDA) on August 4 and 5, 2025. Specifically, ARK funds purchased approximately 23,418 shares of AMD valued at $4.1 million and 23,200 shares of Nvidia, reflecting confidence in the growth potential of these chipmakers. These transactions coincide with the White House lifting the AI chip export ban to China, which has increased optimism about future revenue prospects for semiconductor companies. Concurrently, ARK trimmed its position in Robinhood Markets Inc. amid evolving cryptocurrency regulations. ARK Investment emphasized that investors remain underexposed to innovation, suggesting a bullish outlook for artificial intelligence companies.