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Cathie Wood’s AI Investment Portfolio: Which Stocks Is She Betting On?

Cathie Wood’s AI Investment Portfolio: Which Stocks Is She Betting On?

Cathie Wood’s core holdings in the AI sector include Nvidia, Tesla, Google, as well as private companies like CoreWeave and OpenAI. This article provides a comprehensive overview of her investment strategy and allocation logic.

Blog Team06/10/2026

AI Stocks Outlook for 2026: Growth Drivers and Earnings Analysis of NVIDIA, Broadcom, Marvell, Dell, and HPE

AI Stocks Outlook for 2026: Growth Drivers and Earnings Analysis of NVIDIA, Broadcom, Marvell, Dell, and HPE

Comprehensive Analysis of the Five Core AI Stocks for 2026: In-Depth Breakdown of the Latest Financial Reports and Growth Drivers for NVIDIA, Broadcom, Marvell, Dell, and HPE

Blog Team06/10/2026

How Bottlenecks Shift in 100K GPU Clusters: Optical Interconnects as Core Infrastructure

How Bottlenecks Shift in 100K GPU Clusters: Optical Interconnects as Core Infrastructure

As AI training scales up to clusters with hundreds of thousands of GPUs, the growth in GPU computing power is far outpacing network bandwidth. Optical interconnects have emerged as the critical breakthrough to overcome the compute efficiency bottleneck.

Blog Team06/10/2026

Why Is AAOI Falling? A Comprehensive Analysis of the Factors Behind the 17% Drop in the Leading Optical Module Stock as of June 2026

Why Is AAOI Falling? A Comprehensive Analysis of the Factors Behind the 17% Drop in the Leading Optical Module Stock as of June 2026

AAOI plunged over 17% on June 9. This article breaks down the core reasons behind the recent correction of this leading AI optical module company from four perspectives: earnings guidance, gross margin contraction, indium phosphide production bottlenecks, and insider selling.

Blog Team06/10/2026

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Why Choose Gate VIP? Four Key Advantages for Professional Traders

Why Choose Gate VIP? Four Key Advantages for Professional Traders

This article offers an in-depth analysis of the four core values of the Gate VIP system.

Blog Team06/10/2026

From Model Competition to Management Excellence: How Gate.AI Is Reshaping Enterprise AI Infrastructure

From Model Competition to Management Excellence: How Gate.AI Is Reshaping Enterprise AI Infrastructure

This article examines the key areas of competition in AI infrastructure for 2026, focusing on the core management capabilities that enterprises will need beyond model performance—such as unified access, intelligent routing, cost management, and data security.

Blog Team06/10/2026

# What Products Does Gate TradFi Offer? Analyzing Its Advantages Over Traditional Trading Platforms (2026 Update)

# What Products Does Gate TradFi Offer? Analyzing Its Advantages Over Traditional Trading Platforms (2026 Update)

Gate TradFi lets you trade US stocks, gold, forex, and other traditional assets directly with USDT—no need to switch between multiple platforms. This article provides an in-depth look at the core products and the eight key advantages of the platform.

Blog Team06/09/2026

Core Metrics of On-Chain Capital Flows: A Comprehensive Overview of the Stablecoin Ecosystems on Tron, Ethereum, and Solana

Core Metrics of On-Chain Capital Flows: A Comprehensive Overview of the Stablecoin Ecosystems on Tron, Ethereum, and Solana

As of May 2026, the total market capitalization of stablecoins reached $321.6 billion, with monthly on-chain transfer volumes remaining in the $6–10 trillion range.

Blog Team06/08/2026

Broadcom AI Chip Analysis: AVGO Sell-Off After Earnings Beat — ASIC vs GPU Repricing and NVDA/MRVL Competition

Broadcom AI Chip Analysis: AVGO Sell-Off After Earnings Beat — ASIC vs GPU Repricing and NVDA/MRVL Competition

A Comprehensive Analysis of Broadcom’s Q2 Earnings, Market Reaction to Underwhelming AI Chip Guidance, Core Differentiators Between Its GPU and ASIC Strategies Versus NVDA/MRVL, and the Data-Driven Logic Behind Capital Rotation Between Crypto and AI Sectors

Blog Team06/08/2026