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Cathie Wood Bets Big on AI Cloud Firm
30 Nov
Summary
- ARK Invest significantly increased its stake in CoreWeave in late November 2025.
- CoreWeave partnered with CrowdStrike to protect AI workloads.
- The company is noted as an oversold global stock opportunity.
Cathie Wood's ARK Invest ETFs continued to expand their holdings in CoreWeave Inc. (NASDAQ:CRWV) with significant acquisitions totaling over $80 million in November 2025. These investments demonstrate sustained confidence in the AI-focused cloud infrastructure firm, even amidst market fluctuations and concerns regarding its reliance on Nvidia GPUs. This strategic accumulation underscores ARK Invest's bullish outlook on CoreWeave's future potential.
In a notable development earlier in November 2025, CoreWeave announced a global partnership with CrowdStrike at Fal.Con Europe 2025. This collaboration aims to integrate CoreWeave's high-performance AI Cloud with CrowdStrike's Falcon platform, providing robust protection for complex AI workloads. Both CEOs expressed enthusiasm for the partnership's capacity to enable secure, large-scale AI development and deployment, leveraging existing infrastructure.
CoreWeave positions itself as a key enabler for AI innovation, offering scalable and secure cloud infrastructure powered by high-performance technology and expertise. The company is identified as one of twelve oversold global stocks, presenting a potential investment opportunity, though the article also notes that other AI stocks might offer greater upside and less risk.
