The firm is shuffling stakes in U.S. tech names amid a rally in megacaps.
Wood was one of the most prominent voices predicting AI would be a game-changer.
Investors question whether megacap tech stocks like Apple and Nvidia can repeat 2023 results.
The reverse follows a slump that wiped out more than $1 trillion in market capitalization.
Analysts' overall view on Tesla is fast deteriorating as an EV slowdown looms.
This outperforming Pzena fund says the relentless selling of Chinese stocks is overdone.
Tech stocks have skyrocketed this year, with the Nasdaq-100 advancing 35%.
Three Ark funds bought shares in Coinbase Tuesday even as it tumbled as much as 21%.
Wood and ARK are well known for their high conviction bets, and frequently pounce on pullbacks in their top picks.
Hedge funds are positioned to benefit from a favorable environment for stock pickers, Goldman says.
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