ARK Invest bought roughly $15 million of Nvidia on July 28 and about $14.7 million of Taiwan Semiconductor Manufacturing Co. on July 29, according to daily trading disclosures, increasing exposure to key suppliers in the AI hardware stack. The purchases came as Meta Platforms raised the low end of its 2026 capital expenditure guidance to $130 billion to $145 billion from $125 billion to $145 billion and reported $31.1 billion of second-quarter capital outlays, underscoring continued spending on AI capacity. TSMC had also reported second-quarter revenue of $40.2 billion, up 36% year over year, with net income up 77.4%. Separate second-quarter 2026 13F filings from BlackRock and Citigroup similarly showed broader institutional rotation toward AI infrastructure, including memory, semiconductor equipment and networking names beyond Nvidia.