Cathie Wood’s ARK Rebalance – June 8, 2026 Cathie Wood continues her aggressive tilt toward disruptive innovation with today’s trades: Key Buys: PONY AI & KDK (Kodiak AI) — doubling down on autonomous driving & trucking AI XE (X-Energy) — nuclear energy play for powering AI data centers DASH (DoorDash) — added across ARKQ & ARKX BEAM (Beam Therapeutics) — gene editing/biotech exposure in ARKK Key Sells:ACHR (Archer Aviation) — trimmed across multiple funds (profit-taking after strong run?) BIDU (Baidu) — reduced exposure Logic Behind the Moves: Cathie remains extremely bullish on AI infrastructure and autonomy. The additions of PONY, Kodiak, and X-Energy show continued conviction in next-generation AI applications and the energy needed to power them. Nuclear (XE) is a smart thematic fit for the massive power demands of AI training and inference. Biotech via BEAM adds long-term growth optionality. Selling ACHR suggests trimming winners or rotating out of eVTOL/aviation into higher-conviction AI names. Overall, ARK is staying true to its disruptive innovation mandate — focusing on high-growth AI, robotics, and biotech themes. What it means for investors: ARK portfolios are leaning even harder into the AI megatrend. Expect continued volatility as these are high-beta, high-conviction bets. Cathie’s style remains “buy the dip / add to winners” in her favorite disruptive sectors. This rebalance reinforces that ARK is all-in on the future of AI and autonomy. The energy angle (nuclear) is particularly interesting given exploding data center demand.What do you think of today’s ARK moves? Following Cathie into any of these names? Drop your thoughts below!#ARKInvest #CathieWood #AIStocks #PONY #KodiakAI #XE