Cathie Wood is making another bold portfolio shift, and investors are paying close attention to where the Ark Invest founder is moving her money next. Ark recently added shares of Amazon and Alibaba to its portfolio, signaling renewed confidence in two of the world’s largest e commerce and cloud technology companies. The move suggests Wood sees long term opportunity in global digital infrastructure, artificial intelligence, and online retail as the next wave of tech growth continues to unfold. At the same time, Ark trimmed its position in a major semiconductor company, rotating capital away from part of the chip sector after a massive run across AI related stocks. While chipmakers have been some of the biggest winners of the AI boom, Wood’s latest trades hint that she may believe some valuations are starting to stretch compared with other opportunities in big tech. Amazon remains a key player in cloud computing through AWS and continues investing heavily in AI tools and logistics. Alib...