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Cathie Wood's Ark Goes Chip-Stock Shopping Ahead Of AMD Earnings, Adds More Of Warren Buffett-Backed Chinese EV Play

Published 30/04/2024, 09:54
© Reuters.  Cathie Wood's Ark Goes Chip-Stock Shopping Ahead Of AMD Earnings, Adds More Of Warren Buffett-Backed Chinese EV Play
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Benzinga - by Shanthi Rexaline, Benzinga Editor.

Cathie Wood’s Ark Invest was on a chip stock buying spree on Monday, and the purchase assumes importance because it came just ahead of Advanced Micro Devices, Inc.’s (NASDAQ:AMD) earnings.

What Happened: Ark, through its ARK Autonomous Technology & Robotics ETF (CBOE: ARKQ), added 2,895 shares of AMD, valued at $463,779. AMD has a 1.83% weighting in the exchange-traded fund, which holds just under 100,000 shares of the chipmaker.

AMD is scheduled to report its first-quarter results on Tuesday after the market close, with analysts, on average, estimating earnings of 61 cents per share on revenue of $5.46 billion, according to Benzinga Pro data.

Ark also bought 2,079 shares of Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM), the foundry that supplies chips to Nvidia and Apple. Based on the closing price of the NYSE-listed TSMC ADR, the purchase is worth $287,942.

TSMC recently reported a first-quarter beat, riding on AI chip demand.

ARKQ also added 1,061 shares of Qualcomm, Inc. (NASDAQ:QCOM) valued at $79,521. Qualcomm is scheduled to report its quarterly results Wednesday after the market close.

The iShares Semiconductor ETF (NYSE:SOXX), which tracks the performance of the Philadelphia Semiconductor Index, added 0.76% on Monday. For the year, the ETF has gained about 15%.

BYD Buying Continues: Ark continued to add ADRs of Warren Buffett-backed Chinese electric vehicle startup BYD Co. Ltd. (OTC:BYDDY) (OTC:BYDDF). On Monday, ARKQ picked up 5,087 ADRs worth $281,567. This comes on top of the $1.69 million worth of the company’s ADRs the firm bought last week.

Ark’s flagship Ark Innovation ETF (NYSE:ARKK) ended Monday’s session up 2.41% at $45.13, according to Benzinga Pro data.

Read Next: Cathie Wood’s Ark Invest Scoops Up Over $4M Worth Of Palantir, Meta Platforms Shares

© 2024 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.

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