Ark Invest boosts stakes in Nvidia, Taiwan Semiconductor after Meta’s earnings miss

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After Meta’s disappointing Q2 2026 earnings, Cathie Wood’s Ark Invest bought roughly $30 million worth of Nvidia and Taiwan Semiconductor Manufacturing Company (TSMC) shares in late July. The firm acquired between 73,000 and 79,000 Nvidia shares for approximately $14 to $15.5 million, along with TSMC shares totaling $14 to $20 million across its funds ARKK, ARKQ, ARKW, and ARKX. TSMC reported quarterly revenue of $40.2 billion, up 34% year-over-year, though its share price had declined about 7% over the prior month. Ark Invest simultaneously sold positions in Amazon, Alphabet, and Shopify to fund these semiconductor purchases.

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