Billionaire Cathie Wood’s Ark Invest Bought $27 Million of Nvidia and $16 Million of Broadcom During the Recent Sell-Off. Is Now the Time to Follow Her Lead?

Only two of Ark Invest’s exchange-traded funds (ETFs) have beaten the market year to date. The flagship Ark Innovation ETF (NYSEMKT: ARKK) is up just 3% in 2026, well behind the S&P 500‘s 12.5% gain. Still, Ark founder and Chief Executive Officer Cathie Wood is leaning into her conviction that some of the biggest long-term gains will come from the companies building the infrastructure powering artificial intelligence (AI).

During Aug. 10’s sell-off, Wood bought more shares of Nvidia (NASDAQ: NVDA) and Broadcom (NASDAQ: AVGO). Let’s take a closer look at why Ark Invest might have bought more shares — and whether investors should follow its lead.

Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a “Double Down” signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same “Total Conviction” signal is flashing for a company 1/100th the size of Nvidia. Continue »