Cathie Wood Acquires Significant Google Shares During AI Chip Turmoil — Ark Invest Increases Meta Holdings, Offloads Palantir and AMD Stocks
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 26 2025
0mins
Should l Buy XYZ?
Source: Benzinga
Ark Invest's Major Trades: Cathie Wood's Ark Invest executed significant trades across multiple ETFs, focusing on tech and cryptocurrency companies, including substantial purchases of Meta Platforms and Alphabet Inc.
Meta and Alphabet Investments: Ark Invest bought 33,837 shares of Meta, valued at $21.5 million, and 174,293 shares of Alphabet, worth $56.4 million, amid rising stock prices and speculation about AI collaborations.
CoreWeave and AMD Transactions: Ark purchased 396,198 shares of CoreWeave for $28.2 million while selling 106,651 shares of AMD, valued at $21.98 million, reflecting strategic shifts in response to market conditions.
Circle and Block Acquisitions: Ark's ARKK fund acquired 108,450 shares of Circle Internet Group for $7.6 million and 212,538 shares of Block Inc for $13.5 million, indicating a focus on emerging technologies and digital finance.
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Analyst Views on XYZ
Wall Street analysts forecast XYZ stock price to rise
30 Analyst Rating
25 Buy
3 Hold
2 Sell
Strong Buy
Current: 62.900
Low
55.00
Averages
86.51
High
108.00
Current: 62.900
Low
55.00
Averages
86.51
High
108.00
About XYZ
Block, Inc. builds technology to increase access to the global economy. The Company operates through two segments: Square and Cash App. The Square includes managed payment services, software solutions, hardware, and financial services offered to sellers, excluding those that involve Cash App. The Cash App segment includes the financial tools available to individuals within the mobile Cash App, including peer-to-peer payments, bitcoin and stock investments. The Cash App also includes Cash App Card, which is linked to customer stored balances that customers can use to pay for purchases or withdraw funds from an ATM. Cash App also includes the BNPL platform. Its Afterpay business is transforming the way customers manage their spending over time. Its TIDAL business is a music platform that empowers artists to thrive as entrepreneurs. Its Bitkey business is a simple self-custody wallet built for bitcoin. Proto business is a suite of bitcoin mining products and services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Tech-Driven Strategy: CEO Daniel Belfer emphasized that Saxo Bank's technology architecture is central to the acquisition, underscoring the importance of quickly adapting to market changes and customer demands, indicating a strategic pivot towards tech-centric growth.
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- AI-Driven Efficiency: The layoffs are part of Amazon's broader corporate downsizing, having reduced nearly 10% of its white-collar workforce since last year, aiming to improve operational efficiency through AI tools, while most employees remain in hourly roles.
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See More
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- Ownership Proportion Analysis: This acquisition gives Sirius XM a 3.33% share of Woodson Capital Management's reportable 13F AUM, indicating its significance in the investment portfolio and potentially influencing future investment decisions.
- Market Performance Review: As of February 16, 2026, Sirius XM's stock price was $21.29, down 19.48% over the past year, underperforming the S&P 500 by 31.28 percentage points, highlighting the market challenges faced by the company.
- Dividend Yield Attractiveness: Despite competitive pressures, Sirius XM offers a 5.11% dividend yield, significantly higher than the S&P 500 average, suggesting that Woodson Capital Management may see potential for both growth and income in this media stock.
See More
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- New Stake Disclosure: On February 17, 2026, Woodson Capital Management disclosed a new position by acquiring 1.2 million shares of Sirius XM, with an estimated transaction value of $23.99 million, reflecting confidence in the company.
- AUM Growth: This acquisition resulted in a 3.33% increase in Woodson's reportable assets under management (AUM), despite Sirius XM's stock price declining by approximately 20% over the past year.
- Market Competition Challenges: Sirius XM faces intense competition from streaming services, and new car sales, a key sales channel, have not performed well in recent years, leading to a nearly two-thirds drop in stock value over the last five years.
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See More
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- Industry Support: Trump's social media statement condemning banks' threats to the Genius Act calls for a favorable deal with the crypto industry, providing policy backing that could facilitate further growth in the sector.
- Other Companies' Performance: In addition to Coinbase, other digital asset firms like Strategy and Circle saw increases of 9% and nearly 6%, respectively, showcasing a broader recovery in the crypto market and boosting investor confidence.
- Cryptocurrency Comeback: Bitcoin and Ethereum rose by 5% and 6%, respectively, indicating a revival in the cryptocurrency market that may attract more investors and drive overall industry growth.
See More
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- Trump's Support: Trump publicly supports crypto firms on social media, urging banks to relent on stablecoin yield issues, a stance that could sway Republican votes and facilitate the passage of the Clarity Act.
- Market Reaction: Following Trump's endorsement, Coinbase shares surged by 11% in early trading on Wednesday, while shares of JPMorgan and Bank of America fell by less than 1%, reflecting market optimism towards the crypto sector.
- Bank Concerns: Executives from JPMorgan and Bank of America warned that allowing yields on stablecoins could lead to a loss of up to $6.6 trillion in deposits, destabilizing smaller banks and affecting their lending capabilities.
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See More
