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Massive News: Cathie Wood Just Unloaded This Huge AI Semiconductor Stock

newsfeedback@fool.com (Rick Orford)
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⚡ Quantum Brief
Cathie Wood’s ARK Invest sold a significant portion of its AMD shares in early April 2026, despite the semiconductor giant’s stock rising 4.54% to $231.59 on April 3. AMD simultaneously secured a major new partnership, creating a stark contrast between institutional skepticism and corporate momentum in the AI semiconductor sector. The divergence highlights investor uncertainty about whether AMD’s business growth—fueled by AI demand—can sustain its valuation amid broader market volatility. Analysts note the stock defied March’s 5% S&P 500 decline, suggesting resilience, but Wood’s sale may signal concerns over near-term profitability or competition. The second half of 2026 is projected as pivotal for AMD, with earnings and AI chip adoption likely determining its trajectory.
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By Rick Orford – Apr 8, 2026 at 4:00PM ESTAMD (AMD +4.54%) just landed a new major partnership at the same time Cathie Wood was selling shares, and that contrast is exactly what makes the stock so interesting right now. The only question is whether the business momentum still points higher. Stock prices used were the market prices of April 3, 2026. The video was published on April 6, 2026. Read NextApr 6, 2026 •By Daniel SparksWhich Artificial Intelligence (AI) Supercycle Stock Will Make You Richer Over the Next 10 Years?Apr 5, 2026 •By Geoffrey SeilerGot $5,000? 5 Agentic AI Growth Stocks to Buy Before Wall Street Catches On.Apr 4, 2026 •By Anthony Di PizioThe S&P 500 Sank by 5% Last Month, but Here's Why This Super Semiconductor Stock Bucked the Sell-OffApr 2, 2026 •By Harsh Chauhan2 Artificial Intelligence (AI) Stocks I'd Buy With $1,000 Before They Rebound From the Tech Sell-OffMar 31, 2026 •By Geoffrey Seiler2 AI Chip Stocks I'd Buy Before Their Next Earnings ReportsMar 30, 2026 •By David Jagielski, CPAWhy the Second Half of 2026 Could Be Huge for AMD StockAbout the AuthorRick is a Wall Street Journal best-selling author with over 20 years of experience trading stocks and options. The most authoritative publications, including Good Morning America, Washington Post, Yahoo Finance, MSN, Business Insider, NBC, FOX, CBS, and ABC News, cover his work. His passion is business, and he works tirelessly to deliver content in an easy-to-understand manner. In 2018, Rick wrote The Financially Independent Millennial to inspire his readers with his story about becoming financially independent at age 35 despite not learning about money when he was younger. His books are easy to read and often refer to key points that “He would tell his younger self.” When not thinking about business, Rick writes (mainly about cruise ship travel) for his travel blog and is an enthusiast of fast cars, technology, & cooking.CMFrickorfordStocks MentionedAdvanced Micro DevicesNASDAQ: AMD$231.59(+4.54%)+$10.06*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.

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Source: The Motley Fool

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