Cathie Wood-led Ark Invest was active across multiple funds on Monday, with Advanced Micro Devices Inc. (NASDAQ:AMD) again standing out as one of the biggest selling themes in the day's trading. At the same time, the firm added to a cluster of AI, autonomous mobility and aerospace names.



<h2>The AMD Trade</h2>



Ark kept trimming AMD, selling 35,111 shares from ARK Innovation ETF (BATS:ARKK), 2,055 shares from ARK Next Generation Internet ETF (BATS:ARKW) and 1,363 shares from ARK Blockchain &amp; Fintech Innovation ETF (BATS:ARKF), for a combined 38,529 shares. The total value of the trades was estimated to be $16.2 million, based on AMD’s closing price of $420.99.



AMD had been in focus for several reasons before Ark's latest sale. Benzinga recently reported that CEO Lisa Su met with China's vice premier He Lifeng in Beijing, underscoring AMD's strategic interest in the Chinese market, while a separate analyst note lifted the stock's price target on expectations for rising server CPU demand tied to agentic AI.



Notably, Ark had sold 13,148 shares of AMD on Friday. Wood has been offloading millions worth of AMD stock in May.



<h2>The Bullish Trade</h2>



Bullish Inc. (NYSE:BLSH) drew purchases from ARKF, ARKK and ARKW. Ark bought 4,310 shares in ARKF, 38,900 shares in ARKK and 9,098 shares in ARKW, making the crypto platform a notable new position across the firm's funds. The value of the trade was $1.9 million based on Bullish’s closing price of $35.56.



Bullish stock fell recently despite strong first-quarter results, as analysts flagged weaker second-quarter trading volumes and uncertainty around the timing of tokenization adoption and regulatory approvals tied to its Equiniti acquisition.



<h2>The Nvidia Trade</h2>



Ark also bought Nvidia Inc. (NASDAQ:NVDA) in ARK Space &amp; Defense Innovation ETF (BATS:ARKX), adding 5,409 shares. The trade was worth $1.2 million as Nvidia ended Monday at $222.32. The purchase reinforced Wood's ongoing support for AI infrastructure leaders, especially as Nvidia remains one of the defining names in the artificial intelligence hardware trade.



The timing matters because Nvidia has remained under heavy investor scrutiny ahead of its earnings and valuation debate. Benzinga recently noted the &#34;burden of perfection&#34; around the stock, which reflects how much optimism is already built into the name.



<div>




Read Also:

Elon Musk Says ChatGPT-Parent Created Precedent To 'Loot Charities' As Judge Throws Out Case Against Microsoft And OpenAI: 'Will Be Filing An Appeal'




</div>


<h2>The Tesla Trade</h2>



Another standout buy was Tesla Inc. (NASDAQ:TSLA), where Ark added 2,682 shares in ARKX. The purchase, worth $1.1 million, keeps Tesla firmly in the center of Ark's long-running bet on autonomous driving, robotics and next-generation consumer technology. Tesla stock ended the day at $409.99.



Tesla has also been in the spotlight because of its Optimus robotics ambitions. A recent Benzinga piece argued that Elon Musk's long-term Optimus upside could give Tesla investors a major artificial-intelligence-related bonus beyond the car business.



<h2>The Amazon Trade</h2>



Ark bought Amazon.com Inc. (NASDAQ:AMZN) in ARKX, adding 6,959 shares. The trade was valued at $1.8 million as the stock of the Jeff Bezos-founded company closed at $264.86.



Amazon remains one of the market's most closely watched megacap growth names. Recently, billionaire investor Stanley Druckenmiller slashed his stake in Amazon by roughly 94% during the first quarter, as Duquesne Family Office trimmed exposure to major technology names amid shifting investment focus toward commodities, Latin America and healthcare.



<h2>The TSMC Trade</h2>



Ark sold Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM) stock across funds, including 27,707 shares from ARKK and 2,161 shares from ARKW. The value of the trade was $11.8 million, as TSM closed at $395.95 on Monday.



Taiwan Semiconductor Manufacturing Company remained in focus after its Japan unit returned to profitability and its Arizona operations posted sharply higher earnings, as surging AI-driven chip demand fueled global expansion plans and advanced packaging investments.



<h2>The Archer Trade</h2>



Ark added Archer Aviation Inc. (NYSE:ACHR) stock to ARKX, buying 281,199 shares. The trade was valued at $1.7 million, as Archer ended Monday at $5.92.



Shares of Archer Aviation fell last week despite better-than-expected first-quarter results, as investors focused on continued heavy cash burn and broader risk-off sentiment across speculative growth stocks.



<h2>The Joby Trade</h2>



Ark also bought Joby Aviation Inc. (NYSE:JOBY) stock in ARKX, adding 118,699 shares. The transaction was estimated to be worth $1.2 million, based on the stock’s closing price of $10.35.



Shares of Joby Aviation declined Friday as broader weakness in high-growth stocks outweighed optimism around the company's 2026 commercial launch timeline and better-than-expected first-quarter results.



<h2>Other Key Trades</h2>



<ul>
<li>Ark bought Honeywell International Inc. (HON) in ARKX</li>



<li>Purchased DoorDash Inc. (DASH) stock in ARKX.</li>



<li>Ark sold Roku Inc. (ROKU) across ARKF, ARKK and ARKW.</li>



<li>Ark sold Rocket Lab Corp. (RKLB) from ARKX.</li>
</ul>



Benzinga Edge Stock Rankings indicate Nvidia stock has a Momentum score in the 85th percentile and a Value score in the 4th percentile.



<figure class="wp-block-image size-full"></figure>



<div>




Read Also:

HIVE Digital Technologies, ServiceNow, Dominion Energy, Micron Technology And T1 Energy: Why These 5 Stocks Are On Investors' Radars Today




</div>


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



Photo: ChrisStock82 / Shutterstock.com

TSLA

NVDA

On May 18, 2026, Ark Invest sold over $28 million in AMD and TSMC shares while acquiring Nvidia, Tesla, Archer Aviation, and Joby Aviation. The firm sold 38,529 shares of AMD for $16.2 million and 29,868 shares of TSMC for $11.8 million. Notable purchases included 5,409 shares of Nvidia worth $1.2 million and 2,682 shares of Tesla valued at $1.1 million, reflecting a strategic shift towards AI and autonomous technology.

- Ark Invest, led by Cathie Wood, actively traded multiple stocks on Monday, notably selling 38,529 shares of AMD for approximately $16.2 million while increasing positions in AI and aerospace companies.  
- The firm purchased stocks in Bullish, Nvidia, Tesla, Amazon, Archer Aviation, and Joby Aviation, reflecting its strategy on AI infrastructure and autonomous technology.  
- Meanwhile, Ark sold shares of Taiwan Semiconductor Manufacturing Co. and Roku, indicating a shift in investment focus amid fluctuating market conditions.

benzinga_article

Tesla

NVIDIA

Direxion Daily TSM Bull 2X Shares

ARK Autonomous Tech & Robotics ETF

Direxion Daily NVDA Bull 2X Shares

GraniteShares 2x Long TSLA Daily ETF

Direxion Daily AMD Bull 2X Shares

GraniteShares 2x Long AMD Daily ETF

GraniteShares 2x Long NVDA Daily ETF

XL2CSOPNVDA

XI2CSOPNVDA

YieldMax NVDA Option Income Strategy ETF

Direxion Daily NVDA Bear 1X ETF

T-Rex 2X Long NVIDIA Daily Target ETF

T-Rex 2X Inverse NVIDIA Daily Target ETF

GraniteShares 2x Short TSLA Daily ETF

Direxion Daily TSLA Bull 2X Shares

AXS TSLA Bear Daily ETF

XI2CSOPTSLA-U

XL2CSOPTSLA

XI2CSOPTSLA

Direxion Semicon Bull 3X

Taiwan Semiconductor

Cathie Wood Sells $28 Million Worth Of AMD And TSMC Shares, Loads Up On Nvidia, Tesla And Flying Taxis