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or AMD: Cathie Wood Buys $78.8M of One AI Stock Today, Sells the Other","url":"https://stock-news.laohu8.com/highlight/detail?id=2671229136","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671229136?lang=en_us&edition=fundamental","pubTime":"2026-09-30 09:24","pubTimestamp":1790731450,"startTime":"0","endTime":"0","summary":"Cathie Wood went shopping in the AI chip market Tuesday, but she also cleared some room in her portfolio. 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& Preview: Yields Beat Doves","url":"https://stock-news.laohu8.com/highlight/detail?id=2671420223","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671420223?lang=en_us&edition=fundamental","pubTime":"2026-09-30 07:55","pubTimestamp":1790726100,"startTime":"0","endTime":"0","summary":"Equities have been remarkably resilient amid a swell of macro uncertainties. The S&P 500 is trading roughly 0.4% away from its all-time peak despiteTreasury yields sitting at multi-year highs, and elevated oil prices as the war in Iran drags on.After months of handwringing about those factors, though, some stock watchers believe the greatest risk to the current market is the AI trade itself.\"Macro risks are struggling to compete for attention as AI FOMO dominates and drives aggressive dip-buying ,\" writes Bank of America's Equity Derivatives Team. \"While a meaningful further rise in rates stress could create near-term downside risks for tech , the bigger risk in our view is a hiccup in the AI narrative dampening hope that the productivity 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