
Artificial intelligence (AI) has been doing more than powering chatbots and cloud software. It is also starting to reshape industries that still depend on freight, logistics, and long-haul trucking. That is one reason investors have been watching Ark Invest so closely lately, as Cathie Wood keeps leaning into AI names tied to real-world automation.
One of the latest moves was a sizable purchase of Kodiak AI (KDK), with Wood's Ark Autonomous Tech & Robotics ETF (ARKQ) adding about 230,000 shares. Kodiak is working on autonomous trucking and AI-driven logistics, a combination that could make it one of the more interesting early-stage bets in the automation race.