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Cathie Wood Trimmed Ark's Alphabet Stake Even as Google Search Revenue Grew, While Ark Piled Into Rocket Lab Even After Its Neutron Launch Delay. Is Ark Betting Against the Wrong AI Winner?

The Motley Fool·
Cathie Wood Trimmed Ark's Alphabet Stake Even as Google Search Revenue Grew, While Ark Piled Into Rocket Lab Even After Its Neutron Launch Delay. Is Ark Betting Against the Wrong AI Winner?

Cathie Wood's Ark Invest is reducing its Alphabet position while increasing bets on Rocket Lab despite the latter's Neutron rocket launch delay to 2027. Alphabet shows strong AI monetization through search and cloud growth, while Rocket Lab trades at a premium valuation with significant execution risks dependent on Neutron's commercial success.

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