Cathie Wood's ARK Invest has continued buying into recent weakness across high-growth technology stocks, adding Broadcom, Nvidia and Cloudflare while also increasing exposure to other AI and innovation names. ARK bought 39,020 Broadcom shares on Monday worth roughly $16.2 million based on a $416.08 closing price, through the ARK Innovation ETF and ARK Autonomous Technology & Robotics ETF, ahead of Broadcom's fiscal third-quarter results scheduled for Sep. 3. The firm also bought 122,422 Nvidia shares worth about $26.6 million across five ETFs, and had previously added Cloudflare. The Broadcom purchase underscores ARK's focus on companies tied to the AI infrastructure spending cycle. In its fiscal second quarter, Broadcom reported $22.19 billion in revenue, while AI semiconductor revenue jumped 143% year over year to $10.8 billion. Management projected AI semiconductor revenue to rise more than 200% year over year to $16 billion in fiscal Q3. Broadcom shares are up about 20% year-to-date but have lagged the Philadelphia Semiconductor Index's roughly 73% gain and remain below their June peak after falling following the company's last earnings report. ARK's recent buying has extended beyond Broadcom and Nvidia. On Monday it also added Cloudflare and Teradyne, and earlier in August bought nearly 293,000 Rocket Lab shares worth about $23.4 million across ARKK, ARKQ and ARKX while continuing to build its Cloudflare position. The moves suggest Wood is selectively increasing exposure to businesses she views as beneficiaries of long-duration technology trends rather than simply following the market's biggest winners. The renewed AI tilt comes as ARK Innovation ETF still trails the broader market over longer periods. ARKK gained 35.49% in 2025, ahead of the S&P 500's 17.88% return, but in 2026 it was up just 4.5% year-to-date versus about 13% for the S&P 500. Its five-year annualized return was around -7.70% as of Tuesday, compared with 11.68% for the S&P 500, according to Morningstar data cited by The Street. That leaves Broadcom's upcoming earnings as an important test of whether AI infrastructure demand can help revive the kind of growth-driven performance that has historically powered ARK's strongest returns.