On Sept. 22, Ark Invest bought about $25.1 million of Rocket Lab and sold $5.8 million of Alphabet; after Rocket Lab delayed Neutron's first launch to 2027, Ark bought another $9.3 million on Oct. 15. Alphabet's paid clicks rose 13%, and Google Cloud revenue jumped 82% to $24.8 billion in the second quarter. Ark expects a possible U.S. launch-capacity shortage as SpaceX could retire Falcon 9 by end-2030, while Rocket Lab has a multiyear Synspective deal and a $2.36 billion backlog. However, Rocket Lab trades at over 39 times trailing-12-month sales versus about 9.3 times for Alphabet, and the article argues Alphabet appears to offer the stronger risk-adjusted AI opportunity.
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Cathie WoodGOOGLinvestment trustsartificial intelligence
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Related tickers and likely impact
GOOGL
• NeutralAlphabet Inc. (Class A)
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Communication Services |
| Industry | Interactive Media & Services |
| Market cap | $4.3T |
| Close on 10/21/2026 | 334.67 |
| Change that session | -1.65% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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