Cathie Wood's Ark Invest Sells $4.3M In Palantir Shares Amid S&P 500 Buzz, Buys $6.8M Of AMD Stock
Cathie Wood's Ark Invest Sells $4.3M In Palantir Shares Amid S&P 500 Buzz, Buys $6.8M Of AMD Stock
On Tuesday, Cathie Wood-led Ark Invest made significant trades, with $Advanced Micro Devices (AMD.US)$ and $Palantir (PLTR.US)$ being the most prominent.
On Tuesday, Cathie Wood-led Ark Invest made significant trades, with $美國超微公司 (AMD.US)$和頁面。$Palantir (PLTR.US)$ being the most prominent.
The AMD Trade
AMD交易
Ark Invest purchased 47,717 shares of AMD. The trade was made by the $ARK Innovation ETF (ARKK.US)$ fund and represents 0.1251% of the ETF. Based on the closing price of AMD at $142.84 on the same day, the value of the trade is approximately $6.8 million.
Ark Invest purchased 47,717 shares of AMD. The trade was made by the $ARK Innovation ETF (ARKK.US)$ 該基金佔ETF的0.1251％，基於同一天AMD的收盤價142.84美元，交易價值約爲680萬美元。
The purchase comes in the wake of AMD's announcement of its upcoming "Advancing AI 2024" event, scheduled for October 10, 2024. The event will showcase the next-generation AMD Instinct accelerators and 5th Gen AMD EPYC server processors, as well as the company's Networking and AI PC updates. The company's growing AI solutions ecosystem will also be highlighted.
此次購買是在AMD宣佈即將舉行的「Advancing AI 2024」活動的後續期間，該活動計劃於2024年10月10日舉行。該活動將展示下一代AMD Instinct加速器和第五代AMD EPYC服務器處理器，以及公司的網絡和AI PC更新。公司不斷髮展壯大的AI解決方案生態系統也將得到突顯。
AMD is shifting its strategy to focus on mainstream and mid-range gaming GPUs to capture 40%-50% of the market, rather than competing directly with $NVIDIA (NVDA.US)$'s high-end offerings. Despite Nvidia holding 88% of the discrete GPU market, AMD has made moves like hiring key Nvidia talent and planning a $4.9 billion acquisition of AI server company ZT Systems to build scale. Both AMD and Nvidia stocks have faced recent selloffs despite strong performance.
AMD正在轉變其策略，專注於主流和中檔遊戲gpu，以佔據市場的40％-50％，而不是直接與NVIDIA的高端產品競爭。儘管NVIDIA佔據離散GPU市場的88％，但AMD已採取了一些舉措，如聘請重要的NVIDIA人才並計劃斥資49億美元收購人工智能服務器公司Zt Systems以建立規模。儘管表現強勁，但AMD和NVIDIA的股票近期出現拋售。 $英偉達 (NVDA.US)$這次銷售是在Palantir股票大漲14.08％後進行的，該股票將加入
The PLTR Trade
PLTR交易
Ark Invest sold 124,626 shares of Palantir. The trade was made by the ARKK fund and represents 0.0812% of the ETF. Based on the closing price of PLTR at $34.76 on the same day, the value of the trade is approximately $4.3 million.
Ark Invest出售了124,626股Palantir。交易由ARKk基金進行，佔ETF的0.0812%。根據PLTR同一天的收盤價34.76美元計算，交易價格約爲430萬美元。
The sale comes after Palantir's stock soared by 14.08% following the announcement that the stock will join the $S&P 500 Index (.SPX.US)$.
Palantir shares surged over 12% since Friday, driven by the company's inclusion in the S&P 500 and a new enterprise agreement with BP to enhance AI capabilities. CEO Alex Karp celebrated the S&P 500 milestone, and analysts like Dan Ives and Mariana Perez see it as a validation for Palantir's future profitability. However, price predictions for Palantir vary widely, with a 1-year average target of $27.79, reflecting potential downside, while top estimates go as high as $50.
自上週五起，Palantir股價上漲超過12%，受到公司被納入標準普爾500指數以及與BP達成的新的企業協議來提升人工智能能力的推動。首席執行官Alex Karp爲納入標準普爾500指數表示慶祝，像Dan Ives和Mariana Perez這樣的分析師則將其視爲Palantir未來盈利能力的驗證。然而，對於Palantir的股價預測存在很大的差異，1年的平均目標價爲27.79美元，反映了潛在的下行風險，而最高估值可達50美元。
Other Key Trades:
其他關鍵交易:
Ark Invest sold shares of $Unity Software (U.US)$ from the ARKK fund. Ark Invest bought shares of $DraftKings (DKNG.US)$ for the ARKK fund.
Ark Invest bought shares of $Rubrik (RBRK.US)$ for the ARKW fund. Ark Invest sold shares of $Vuzix (VUZI.US)$ from the ARKW fund.
ark公司買入了$Intellia Therapeutics(NTLA.US)$和$ Twist Bioscience(TWST.US)$的股份作爲其ARKG ETF的組合。$Unity Software (U.US)$ 從ark基金中。Ark Invest購買了股票 $DraftKings (DKNG.US)$ 爲ARKK基金。
ark公司買入了intellia therapeutics的股份。$Rubrik (RBRK.US)$ 爲ARKW基金。Ark Invest出售了股票 $Vuzix (VUZI.US)$ 爲ARKW基金。
This story was generated using Benzinga Neuro and edited by Shivdeep Dhaliwal
本文使用Benzinga Neuro生成並由Shivdeep Dhaliwal編輯。