On Tuesday, Cathie Wood bought shares of AMD, BYD, and WeRide. AMD was the only one of the three to move higher, but the stock has slipped 13% since peaking in October.
Source: https://www.fool.com/investing/2026/01/21/cathie-wood-goes-b…
Memory component prices had begun normalizing over the last two months, after surging >4x fueled by ‘RAMpocalypse’-style demand from the AI infrastructure ecosystem. However, recent labor strikes at Samsung’s memory fabs have disrupted global DRAM and NAND supply, possibly reversing price normalization and reigniting upward momentum for component prices.
Energy stocks have fared well as crude-oil prices have shot up, but one other industry group has also done well since the U.S. and Israel attacked Iran on Feb. 28.
Oil popped 8% Thursday, but oil company stocks gained just 0.5%. It suggests the stocks already reflect most of the higher crude prices.
