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

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

ARK bought $30M in Nvidia and TSMC on July 28-30 during Meta's earnings selloff, treating AI chips as value plays. For tech leaders, this isolates semiconductor infrastructure from Meta's cyclical weakness—foundation models anchor on chip supply, not ad platforms.