Cathie Wood’s ARK buys CoreWeave dip, trims Palantir

ARK's move reads less as a verdict on either company than as a rebalancing of exposure across the AI trade, rotating toward cloud-computing infrastructure and away from data analytics. Because position sizes and transaction values were not disclosed, the signal is directional rather than a meaningful gauge of conviction. What's worth watching is whether this reflects a durable preference for infrastructure over software within the AI theme, or simply opportunistic buying into a pullback.