---
title: "Cathie Wood Keeps Buying Meta on Mark Zuckerberg's Muse Push, Dumps Amazon, AMD, Alphabet, Palantir Amid AI Slowdown Fears"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/298993761.md"
description: "Ark Invest, led by Cathie Wood, executed significant trades on Sept 14, 2026. Amid fears of an AI slowdown impacting tech earnings, Ark sold shares in Amazon ($5.1M), Alphabet ($13.23M), AMD ($10.1M), and Palantir ($6M). Conversely, the firm purchased $7.3M worth of Meta stock, driven by optimism surrounding Mark Zuckerberg's new Muse AI assistant. These moves reflect strategic portfolio adjustments in response to analyst warnings about AI development delays and broader market headwinds."
datetime: "2026-09-15T02:32:26.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/298993761.md)
  - [en](https://longbridge.com/en/news/298993761.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/298993761.md)
generator: "portal-rs"
---

# Cathie Wood Keeps Buying Meta on Mark Zuckerberg's Muse Push, Dumps Amazon, AMD, Alphabet, Palantir Amid AI Slowdown Fears

On Monday, **Cathie Wood**-led Ark Invest executed significant trades, notably selling shares of **Amazon.com Inc.** (NASDAQ:AMZN), **Advanced Micro Devices, Inc.** (NASDAQ:AMD), and **Palantir Technologies Inc.** (NASDAQ:PLTR). Ark purchased shares of **Meta Platforms Inc.** (NASDAQ:META). These trades come amid a broader market context of fluctuating AI-related stocks and strategic shifts within the tech industry.

## The Amazon.com Trade

Ark Invest’s flagship fund, **ARK Innovation ETF** (BATS:ARKK), reduced its position in **Amazon.com** by selling 20,000 shares. With Amazon’s stock closing at $253.54, this transaction was valued at approximately $5.1 million. 

The decision to sell comes as analysts express concerns over potential earnings impacts due to a slowdown in AI model development, which could affect major tech companies, including Amazon.

 **Read Also: CrowdStrike, Bank of America, Microsoft, Zscaler and Corning: Why These 5 Stocks Are on Investors' Radars Today** 

## The Alphabet Trade

Ark Invest offloaded 38,273 Class C shares of Alphabet Inc. from **ARKK**. The shares were sold at a closing price of $345.71, resulting in a transaction valued at approximately $13.23 million. 

This move aligns with recent warnings from Citigroup, which highlighted potential risks to earnings from a slowdown in AI model development. The analysts pointed out that such a slowdown could affect earnings-per-share revisions, posing challenges to the equity rally’s momentum. The sale of Alphabet shares reflects Ark Invest’s strategic response to these market dynamics.

**Citigroup’s** analysis, led by **Stuart Kaiser**, emphasized the potential impact of AI safety concerns on corporate earnings. The team identified several factors, including rising bond yields and surging oil prices, that could pose cross-asset headwinds for stocks. These concerns have prompted Ark Invest to adjust its portfolio, as evidenced by the sale of Alphabet shares.

## The AMD Trade

Ark Invest also sold shares of **Advanced Micro Devices, Inc.** across its **ARKK** and **ARK Next Generation Internet ETF** (BATS:ARKW) funds, totaling 20,470 shares. With AMD’s stock closing at $493.41, the sell-off amounted to around $10.1 million. 

This move aligns with a broader sell-off in AI-linked stocks, as investors reassess AI infrastructure spending, impacting AMD and its peers like **Intel** and **Nvidia.**

## The Palantir Trade

Ark Invest’s **ARKK** fund sold 34,548 shares of **Palantir Technologies Inc.**, with the stock closing at $173.31, resulting in a transaction value of approximately $6 million. 

Despite the sale, Palantir’s stock has been on the rise, driven by industry leaders hinting at a slowdown in AI growth, which could reduce competitive pressures on established software vendors like Palantir.

## The Meta Trade

In contrast to the sell-offs, Ark Invest’s **ARKW** fund purchased 10,997 shares of **Meta**. With Meta’s stock closing at $665.60, this acquisition was valued at approximately $7.3 million.

The purchase follows positive analyst coverage of Meta’s new Muse AI assistant, which has been credited with driving the stock of the **Mark Zuckerberg**-led company upward. While internal testing uncovered security and reliability concerns, the agent remains a key part ofZuckerberg’s vision for personal superintelligence.  

Last week, Ark purchased $28.1 million of Meta stock. 

## Other Key Trades

-   Sold 466,133 shares of **ARK 21Shares Bitcoin ETF** (ARKB) from **ARKF** and 1,062,820 shares from **ARKW**.
-   Sold 36,628 shares of **Coinbase Global Inc**. (COIN) from **ARKK**.
-   Bought 29,016 shares of **AeroVironment, Inc.** (AVAV) across **ARKQ** and **ARKX**.

**Benzinga Edge Stock Rankings** indicate Meta Platforms stock has a Momentum score in the 44th percentile and a Growth score in the 79th percentile.

 **See More: Top Growth Stocks** 

***Disclaimer*:** *This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.*  

*Photo: Ira Lichi / Shutterstock*

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---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**