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Cathie Wood Boosts Investments in TSMC, Oklo Ahead of Holidays

1/20/2026

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Summary

Story summary

Cathie Wood, Ark Invest CEO, increased stakes in Taiwan Semiconductor Manufacturing Company (TSMC), Oklo, and Pony AI ahead of holiday weekend.
TSMC reported a quarter with revenue up 26% to $33.7 billion and a net margin of 45.1%.
TSMC also projects continued AI-chip demand and 2026 capex between $52 billion and $56 billion.
Oklo, a nuclear tech firm, has nearly quadrupled its stock but won't generate revenue until next year.

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Story summary

Cathie Wood, Ark Invest CEO, increased stakes in Taiwan Semiconductor Manufacturing Company (TSMC), Oklo, and Pony AI ahead of holiday weekend.
TSMC reported a quarter with revenue up 26% to $33.7 billion and a net margin of 45.1%.
TSMC also projects continued AI-chip demand and 2026 capex between $52 billion and $56 billion.
Oklo, a nuclear tech firm, has nearly quadrupled its stock but won't generate revenue until next year.