TLDR
- ARK sold 24,796 shares of Advanced Micro Devices on October 26, worth about $12.8 million.
- ARK bought 65,615 shares of Circle Internet Group for about $5.6 million, a day after Circle’s sale on Friday.
- The firm added 1,161,604 Archer Aviation shares and 434,012 Joby Aviation shares.
- ARK also bought AeroVironment and Kratos Defense, and sold Taiwan Semiconductor and the ARK 21Shares Bitcoin ETF.
- Advanced Micro Devices reports earnings on November 3, and Archer Aviation reports on November 9.
Cathie Wood’s ARK Invest sold shares of Advanced Micro Devices and bought Circle Internet Group on Monday, October 26, 2026. ARK published its daily trades the same day.
Advanced Micro Devices, Inc., AMD
The biggest trade by dollar value was the sale of 24,796 Advanced Micro Devices shares. The sale was worth about $12.8 million.
Reports say ARK has been cutting its position in the chipmaker over recent days. The stock has gained 148% this year but lost about 14% in October.
ARK Buys Circle, Archer and Joby
ARK bought 65,615 shares of Circle Internet Group through its ARKW fund. The purchase was worth about $5.6 million.
ARK sold Circle shares last Friday. Circle stock fell about 7% in the latest session.
ARK also bought 1,161,604 shares of Archer Aviation across its ARKQ and ARKX funds. The shares were worth about $4.5 million.
Another report said ARK bought 434,012 shares of Joby Aviation worth about $2.6 million. Archer has fallen about 48% this year, while Joby has lost about 64%.
In defense, ARK bought 59,171 shares of AeroVironment for about $7.3 million. It also added 63,612 shares of Kratos Defense & Security Solutions for about $2.5 million.
ARK sold 21,894 shares of Taiwan Semiconductor Manufacturing for about $9.2 million. It also sold shares of the ARK 21Shares Bitcoin ETF for about $3.8 million.
What Is Next for AMD and Archer
Concerns about how tech companies pay for AI spending have weighed on chip stocks. The high valuation of Advanced Micro Devices has added to the pressure.
The company plans to roll out its MI450 AI chips with customers including OpenAI and Oracle. Shipments are expected to grow into 2027.
AMD has warned that higher production could weigh on gross margins. Wall Street rates the stock a Strong Buy, with an average price target of $663.28.
Archer Aviation completed air taxi flights over San Francisco Bay earlier this month. In August, it announced plans to buy Wisk Aero, Insitu and SkyGrid from Boeing.
The deal cleared an antitrust hurdle in September and is expected to close before year-end. Vertical Aerospace filed a patent infringement counterclaim in October involving Archer’s Midnight aircraft.
Analysts rate Archer a Strong Buy, with an average price target of $10.83. Joby holds a Hold rating.
Advanced Micro Devices is set to report earnings on November 3. Archer Aviation is expected to report on November 9.
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