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Cathie Wood Makes Her Largest Trade of the Day in This AI Stock, 7/10/2025

Cathie Wood Makes Her Largest Trade of the Day in This AI Stock, 7/10/2025

Popular investor Cathie Wood's ARK Invest made key portfolio moves on Wednesday, July 9, with the spotlight on a major buy in the AI healthcare space. As per ARK's daily trade disclosures, the largest transaction of the day was a fresh purchase in Tempus AI (TEM). At the same time, the fund continued to trim its holdings in streaming platform Roku (ROKU) and Block (XYZ), a digital payments company formerly known as Square.
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Wood Loads Up on Tempus AI
On Wednesday, Cathie Wood's ARK Invest made its largest trade of the day by purchasing 150,563 shares of Tempus AI, valued at around $8.8 million. The bulk of the buy came through the ARK Innovation ETF (ARKK), with additional shares acquired via the ARK Genomic Revolution ETF (ARKG).
Tempus AI, which applies AI to improve clinical decisions in healthcare, continues to attract interest from Cathie Wood as part of her focus on disruptive technologies.
Wall Street's Take on TEM
On TipRanks, Tempus AI stock has a Moderate Buy consensus rating based on five Buy and three Hold ratings. Also, the average TEM price target of $68.86 implies a 17.89% upside potential from current levels. Year-to-date, TEM stock has gained 73%.
Wood Trims Holdings in ROKU and BLOCK Stocks
ARK continues to trim its position in Roku stock. On Wednesday, it sold 50,823 shares of Roku, totaling nearly $4.5 million, through ARKK. This marks a second straight day of cuts in Roku, hinting at a shift away from streaming-related stocks. Just yesterday, ARK trimmed its position in Roku, selling 20,813 shares worth about $1.83 million.
Meanwhile, the firm also sold 56,503 shares of Block for more than $6.5 million. This comes amid a broader move by ARK to reduce its fintech exposure.
Turning to Wall Street, Roku stock scores a Moderate Buy consensus rating, with the average Roku stock price target of $91.56 indicating a 3.31% possible decline from current levels. Meanwhile, XYZ also earns a Moderate Buy consensus rating, with the average Block stock price target reflecting a 1.55% downside risk. Notably, Roku has risen 19% so far this year, while Block is down 19%.
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