ARK Invest bought 57,705 Broadcom shares valued at approximately $20.5 million on Wednesday, August 26, ahead of the company’s fiscal third-quarter earnings scheduled for September 3. The firm also bought Cloudflare and Cerebras Systems shares while selling 37,977 AMD shares worth approximately $18.2 million, its second AMD reduction of the week. Broadcom analysts expect fiscal third-quarter revenue of $29.24 billion and adjusted earnings per share of $3.21, while the company forecasts $16 billion in quarterly AI semiconductor revenue. ARK also sold shares of CrowdStrike, Tempus AI, Twist Bioscience, Robinhood Markets, Roblox and Brera Holdings. The trades followed Nvidia’s report of $96.2 billion in quarterly revenue, up 106% year over year, highlighting ARK’s continued focus on artificial-intelligence-linked companies.