Cathie Wood is back at it. Honestly, if you follow the markets even casually, you know the drill by now: when the tech sector gets shaky, Ark Invest starts shopping. This week has been particularly loud. While everyone else was obsessing over the latest Fed whispers, Wood was busy dumping a massive chunk of Tesla—over $38 million worth—to fund some pretty aggressive new bets.
It's a classic Wood move. She sells the "old" winners to bet on the next big disruption. This time, the spotlight is on some heavy hitters and a few under-the-radar names that might surprise you.
The Big Pivot: Why Broadcom is the New Anchor
When we talk about Cathie Wood buys tech stock news, Broadcom (AVGO) is currently stealing the headline. This isn't just a small nibble. On Wednesday, January 14, 2026, Ark Invest picked up 143,089 shares of Broadcom. That’s a $50 million statement of intent spread across her ARKK and ARKW funds.
Why Broadcom? Basically, they are the toll booth of the internet. Roughly 99% of global internet traffic touches Broadcom tech at some point. In an AI-crazed world, that’s a ridiculous amount of leverage. Wood seems to be betting that while Nvidia makes the "brains," Broadcom builds the nervous system that makes everything actually work.
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The numbers are kinda wild. Analysts are eyeing a 51% jump in revenue for the new fiscal year, aiming for $96 billion. Wood is notoriously picky about valuation, but with Broadcom growing earnings at nearly 50%, she clearly thinks the 33x forward earnings multiple is a bargain.
Taking a Chance on the "Broken" IPO: Klarna
Then there's Klarna. You've probably used their "Buy Now, Pay Later" service to snag a pair of sneakers or a new couch. Klarna (KLAR) went public back in September at $40, but it hasn't exactly been a moon mission. It’s been trading closer to $30 recently.
Wood loves a good "broken" IPO. She added nearly 57,000 shares to her Fintech Innovation ETF (ARKF) this week. Most people see a 20% drop from IPO and run for the hills. Wood sees a global platform that is basically becoming a bank for Gen Z. It's risky, sure. The BNPL space is crowded, and credit defaults are always a lurking shadow. But if Klarna can pivot into a full-scale financial "super app," this entry point will look like a steal in five years.
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The Autonomous Sleepers: Kodiak AI and Archer Aviation
If you want to see where Wood’s head is really at, look at the smaller trades. She’s been quietly accumulating Kodiak AI (KDK). Most people have never heard of them. They don't make robotaxis for city streets; they make "virtual drivers" for long-haul trucking.
- Kodiak AI: Ark bought 72,320 shares recently.
- The Thesis: Moving freight is easier to automate than driving a Tesla through downtown Manhattan. It’s a pragmatic play on autonomy.
She's also doubling down on Archer Aviation (ACHR). This is the "flying car" company. They are slated to be the official air taxi for the 2028 Olympics in Los Angeles. The stock has been beaten down—plummeting 40% from its recent highs—but Wood is sticking to her guns. She bought more on January 9 and continues to hold tight.
The Gene-Editing Obsession
We can't talk about Ark without mentioning the "Genomic Revolution." While the tech stocks get the most clicks, Intellia Therapeutics (NTLA) has been Wood’s most consistent buy this month.
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She bought shares on Monday. She bought on Tuesday. She bought on Thursday.
In total, she’s poured millions into Intellia just in the first two weeks of 2026. It’s a bet on CRISPR technology and the ability to literally "code" out genetic diseases. It’s the ultimate high-risk, high-reward play. If the clinical trials for their liver disease treatments hit pay dirt, the stock price won't just move—it'll teleport.
What This Means for Your Portfolio
Look, following Cathie Wood isn't for the faint of heart. Her funds often experience "drawdowns" that would make most investors lose their lunch. But her recent activity tells us three specific things about the market in 2026:
- AI is maturing: She's moving from speculative chips to infrastructure (Broadcom).
- Fintech is on sale: She's hunting for value in beaten-down IPOs like Klarna.
- Tesla isn't the only horse in the race: Selling Tesla to buy Broadcom and Kodiak shows she's diversifying her "autonomous" bet.
Actionable Next Steps:
- Review your semiconductor exposure. If you are 100% in Nvidia, look at Broadcom (AVGO) to see if you want a piece of the "infrastructure" side of AI.
- Watch the $30 level on Klarna. If the stock stabilizes here, it might signal that the "IPO hangover" is finally over.
- Don't ignore the biotech floor. Stocks like Intellia (NTLA) are volatile, but Wood's aggressive accumulation suggests she believes we are near a valuation bottom.
- Check the 13G filings. Wood often has to disclose when her ownership in smaller companies like Archer or Kodiak exceeds 5% or 10%. These filings are a goldmine for seeing her true conviction levels.