Cathie Wood Sells $40M in Tesla, Keeps Cutting Iridium, and Adds Nurix: What ARK Invest’s Latest Trades Signal on Dec. 15, 2025
Cathie Wood’s ARK Invest is heading into mid-December with a familiar playbook: rotate aggressively, publish the receipts, and keep investors guessing about what “disruptive innovation” looks like in a market that’s re-pricing risk. On Monday, December 15, 2025, the broader backdrop is a market trying to steady itself after a bruising tech-led pullback and renewed debate over whether parts of the AI trade have become overcrowded. Reuters reported that investors have been unwinding segments of the “AI-capex trade,” with global risk appetite still sensitive to rates and upcoming central-bank decisions and economic data. Reuters+1 Against that backdrop, ARK’s latest disclosed