Cathie Wood’s ARK Sells AMD, Buys Circle Internet and Archer Aviation Stock

TLDR ARK sold 24,796 shares of Advanced Micro Devices on October 26, worth about $12.8 million, its largest trade of the day. ARK bought 65,615 shares of Circle Internet Group through its ARKW ETF for about $5.6 million. 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. AMD is up 148% this year, while Archer is down about 48% and Joby about 64%. Cathie Wood’s ARK published its daily trades for Monday, October 26, 2026.