Cathie Wood's China Bet: Ark Buys Alibaba's AI Surge And Baidu's Autonomous Future, Dump's Stock Of Crypto-Pivot Brera

Shivdeep Dhaliwal

September 30, 2025

On Tuesday, Cathie Wood-led Ark Invest made significant trades involving Baidu Inc. (NASDAQ:BIDU), Alibaba Group Holding Ltd. (NYSE:BABA), and Brera Holdings PLC (NASDAQ:BREA).

The Baidu Trade

ARK Innovation ETF (BATS:ARKK) purchased 52,388 shares of Baidu. The trade, valued at approximately $6.9 million, comes amid Baidu’s aggressive expansion of its Apollo Go robotaxi business into new markets.

Baidu is in talks with governments in Australia and Southeast Asia to introduce its autonomous vehicles. This expansion follows the granting of 50 trial licenses in Dubai, allowing Baidu to expand its fleet in the UAE, according to a recent report.

The Alibaba Trade

ARKK acquired 23,538 shares of the Jack Ma-founded company. The transaction, valued at around $4.1 million, aligns with Alibaba’s recent stock performance, which has been buoyed by its push into cloud computing and AI.

Alibaba’s stock has risen 29% over the past month. On Tuesday, it declined 0.65% to $178.73. The stock recently hit its 52-week high of $182.15, driven by the company’s AI endeavors and outperforming the NYSE Composite index. Alibaba's Qwen3-Omni AI system topped Hugging Face's trending model list last week, with multiple variants securing leading spots and outperforming rivals including OpenAI's GPT-4o and Google's Gemini in key benchmarks. The company's models now make up half of Hugging Face's top 10, surpassing Meta's Llama.

The Brera Holdings Trade

Ark Invest’s ARKK ETF sold 231,903 shares of Brera Holdings, valued at approximately $6.6 million. This move follows Brera Holdings’ recent volatility, as highlighted in a recent report.

Brera had experienced a significant rally last month after announcing its Solana (CRYPTO: SOL) Treasury strategy. The company is due to rebrand as Solmate after an oversubscribed $300 million private equity investment in a public equity offering. Earlier in September, Ark Invest acquired 6,500,001 shares of Brera, worth nearly $162 million.

Other Key Trades

ARKG bought 50,222 shares of Intellia Therapeutics Inc. while ARKK purchased 48,592 shares of the company.
ARKX acquired 263,700 shares of JD Logistics Inc.
ARKX sold 16,048 shares of Kratos Defense and Security Solutions Inc.

Benzinga's Edge Stock Rankings show that Alibaba stock has a quality in the 39th percentile. Here is how it ranks against other trending AI plays.

Read Next:

The Dollar Is Declining So Fast That It Will Bring Even More Inflation, Says Market Analyst: ‘Position Yourself Accordingly’

This story was generated using Benzinga Neuro and edited by Shivdeep Dhaliwal

Photo: ChrisStock82 / Shutterstock.com

Recommended

Elon's $25 Trillion Confession - Ad

Why Are Wall Street Insiders Moving Their Money to This One Asset? - Ad

Texas Royalty Plan: 28 Straight Years of Payment Increases - Ad

A new ETF from Tom Lee shares 10 stocks in common with Cathie Wood's Ark Funds. A look at the stocks both well-known financial figures like.

Cathie Wood Dumps $5.2 Million Worth of This AI Stock, Here's What Ark Bought Instead

Ark Invest decided to sell shares of Tempus AI (TEM), despite positive news of FDA clearance for its diagnostic device. They also made other key trades.

Nvidia CEO Makes First Ever Tesla Announcement

Nvidia CEO Makes First Ever Tesla Announcement - Ad

While Tesla's car sales slump, Nvidia's CEO says Tesla could lead a multi-trillion-dollar AI revolution. He's backing what's being called "Manifested AI" - a 25,000% growth market. And one tiny stock, 168x smaller than Nvidia, could be your way in before the world catches on.

Trump moves toward deal to give US an equity stake in company developing Nevada lithium mine

WASHINGTON (AP) — The White House is moving forward with a deal that would allow the U.S. government to take a small equity stake in a Canadian company that is developing one of the world's in northern Nevada, an official said.

Ethereum Crashes To $4,100 As Senate Democrats Take Aim At DeFi

Ethereum (CRYPTO: ETH) is trading near $4,100 on Friday, after a sharp selloff that followed its rejection from $4,700 and renewed fears of U.S.

October 16: D-Day For The Dollar

October 16: D-Day For The Dollar - Ad

A quiet shift in U.S. law has just authorized private companies to mint a new form of government-authorized money called the "Dollar 2.0"... and the next major mint hits on October 16. Investors who make the right moves before then could make up to 40X by 2032...

Billionaire Makes $72 Million On Trilogy Metals Stock—Here's What Else He's Holding

Billionaire hedge fund manager John Paulson has scored extraordinary gains with Trilogy Metals—he's also holding gold miners.

Nebius Vs. Palantir: The AI Infrastructure War At 100x Sales

Wall Street's AI mania has sparked a battle between Nebius (NBIS) and Palantir (PLTR) as investors question where the true value of AI lies.

The "Mar-A-Lago Accord" Is Now Underway

The "Mar-A-Lago Accord" Is Now Underway - Ad

The global order is in chaos. And according to 40-year market veteran Dr. David Eifrig, the biggest controlled demolition of the old monetary order in history could now be here, too. That means if you don't take action today, your wealth could decline by 40%... (Yes, even your cash savings.)

Ray Dalio Predicts 'Very, Very Dark Times,' Trump's Tariffs Bring In $350 Billion And Gold Nears $3,800: This Week In Economy

The past week was filled with significant economic events and market movements. From a billionaire investor’s ominous warning to a controversial tariff’s financial impact, here’s a quick recap of the week’s top stories.

Jim Cramer Says 'No' To Ambarella, But Gilat Satellite Is Still A 'Buy'

On CNBC's "Mad Money Lightning Round," Jim Cramer discusses Rivian, Energy Fuels, Gilat Satellite, Ambarella and AST SpaceMobile.

Your Bank Could Change Forever on October 16

Your Bank Could Change Forever on October 16 - Ad

If you have money in a checking or savings account... this could affect you directly. Treasury warns it could drain $6.6 trillion from traditional banks. Meanwhile, investors who make the right moves before the wealth transfer begins could make up to 40X by 2032...

From Boring to Booming—Utilities Are The New Winners Of The AI Gold Rush

Utilities have always had a reputation for being a "sleepy" corner of the stock market. Steady, predictable dividend payers one bought late in the bull market to preserve a portfolio.

Robinhood's Prediction-Market Revenue Running Above $200 Million Annualized In September

Robinhood's event-contracts surge — fueled by record Kalshi volumes on NFL/NCAAF — has September revenue pacing above $200M annualized rate.

The Tesla Shock Nobody Sees Coming

The Tesla Shock Nobody Sees Coming - Ad

While headlines scream "Tesla is doomed"...Jeff Brown has uncovered a revolutionary AI breakthrough buried inside Tesla's labs. One that is helping AI escape from our computer screens and manifest itself here in the real world all while creating a 25,000% growth market explosion starting as early as October 23rd.

Trump finds new trade targets -- pharmaceuticals, kitchen cabinets and heavy trucks

WASHINGTON (AP) — Naturepedic, a mattress and furniture company based outside Cleveland, has been planning to introduce an upscale upholstered headboard late this year or early in 2026.

Jeff Bezos Was Once Told By An Amazon Executive That He Had Enough Ideas To 'Destroy' The Company: Here's How He Reacted

Jeff Bezos says the best decision he made was to hire people smarter than him and treat them like tutors to temper his ideas and avoid chaos.

Is Elon's Empire Crumbling?

Is Elon's Empire Crumbling? - Ad

Jeff Brown - the legend who called Tesla and Nvidia early - says Elon is about to launch a $25T AI revolution. This isn't another chatbot. It's real-world AI that could 14X the impact of ChatGPT. But after October 23rd, it may be too late.

More shrimp sold at Kroger stores recalled for possible radioactive contamination

A Seattle seafood distributor more cooked and frozen shrimp sold at Kroger grocery stores across the U.S. because of ongoing concerns about potential radioactive contamination.

Costco, Oracle, IBM, CarMax And BlackBerry: Why These 5 Stocks Are On Investors' Radars Today

On Thursday, the stock market experienced a downturn, with the S&P 500 and the Nasdaq both closing lower. The Dow Jones also saw a decline of over 170 points.

Claim Your Share of $5.39 Billion in AI Equity Checks

Claim Your Share of $5.39 Billion in AI Equity Checks - Ad

Virtually every AI model is built off stolen data...so it's only fair that you deserve some kind of compensation...And the U.S. government seems to agree. Which is why you could now receive as much as $3,452.50 per month on average from "AI Equity Checks."

A Cautionary Tale For Investors: China Rare Earth Holdings

After a barrage of internal accusations, the problem-plagued company, despite its attention-grabbing name, is becoming another cautionary tale for investors.

SoundHound AI Stock Is Surging: What's Going On?

SoundHound AI Inc (NASDAQ:SOUN) shares are trading sharply higher Thursday. The stock may be benefiting from renewed investor attention to the company's recent industry recognition and strong revenue momentum.

Elon's $25 Trillion Confession

Elon's $25 Trillion Confession - Ad

Elon Musk: "Tesla will become a $25 trillion company." That would make Tesla 8x bigger than Apple today. How is that possible? He admits it's all thanks to this one AI breakthrough that will take AI out of our computer screens and manifest a 250x boom here in the real world.

Why This Investor Is Trimming His Largest Holding Taiwan Semiconductor

U.S. wants half of America's chips made locally, urging Taiwan to relocate production. Taiwan Semi pledges $165B in U.S. facilities.

Tesla Stock Is 'Mooning'—Thank Elon? (CORRECTED)

Tesla stock has risen approximately 152% since Musk announced he was leaving D.C., rising from $182 on May 24 to close at $459 on Oct. 1.

Why Are Wall Street Insiders Moving Their Money to This One Asset?

Why Are Wall Street Insiders Moving Their Money to This One Asset? - Ad

Something far more consequential for your money than tariffs is unfolding behind the scenes... Tucked inside this overlooked directive is a plan set to be executed for the first time in in U.S. history. One Stansberry Research's Senior Partner says it's set to trigger a rare window for potentially explosive gains in ONE asset immediately. (Not AI or crypto). Wall Street insiders are already positioning themselves... and he insists you should, too, before it's too late.

EPAM Joins Oracle To Boost AI And Cloud For Businesses

EPAM deepens partnership with Oracle to help companies in various sectors adopt OCI and AI services, leveraging their expertise.

FDA Clears Merck's One-Minute Cancer Shot

FDA approves Merck's Keytruda Qlex injection for adults with solid tumors. Merck expects it to be available in the U.S. in September.

Texas Royalty Plan: 28 Straight Years of Payment Increases

Texas Royalty Plan: 28 Straight Years of Payment Increases - Ad

The Texas Royalty Plan makes payments directly from the oil and gas industry... Available to all Americans. Not just Texas residents.

PepsiCo May See Lower Q3 Gross Margins From Tariff Pressure, 'Stretched' Frito-Lay Pricing

PepsiCo, Inc. (NASDAQ: PEP) shares are trading slightly higher on Friday.

Nanobiotix-J&J Therapy Shows Promise In Tough Head And Neck Cancer

Nanobiotix reported updated Phase 1 trial data for JNJ-1900 in head and neck cancer, showing strong disease control and survival outcomes.

Nvidia CEO Makes First Ever Tesla Announcement

Nvidia CEO Makes First Ever Tesla Announcement - Ad

How To Earn $500 A Month From JPMorgan Stock Ahead Of Q3 Earnings

JPMorgan (NYSE:JPM) will release Q3 earnings on Oct. 14. Analysts expect $4.86 EPS and $45.42B revenue. Dividend yield currently at 1.96%.

Donald Trump's Looming Shutdown Could Trigger Mass Layoffs, Slash Regulations and Deploy Troops

President Trump administration is preparing for a potential government shutdown that could lead to thousands of federal employees being laid off and significant changes in the functioning of various departments.

October 16: D-Day For The Dollar

October 16: D-Day For The Dollar - Ad

Hims & Hers Powers YieldMax's Latest Options-Based Income ETF

YieldMax ETFs grew its expanding lineup of income-oriented funds on Tuesday with the introduction of the YieldMax HIMS Option Income Strategy ETF (NYSE: HIYY).

Patrick Zalupski's group closes on its purchase of the Tampa Bay Rays

NEW YORK (AP) — A group led by Florida-based real estate developer Patrick Zalupski closed on its purchase of the Tampa Bay Rays on Tuesday, finalizing the sale of the team from former owner Stuart Sternberg.

The "Mar-A-Lago Accord" Is Now Underway

The "Mar-A-Lago Accord" Is Now Underway - Ad

Trump pulls nomination of E.J. Antoni to lead Bureau of Labor Statistics, AP source says

WASHINGTON (AP) — The White House is to lead the Bureau of Labor Statistics, according to an AP source who spoke on the condition of anonymity to discuss the White House action, which hasn’t been publicly announced.

Trending Now