Cathie Wood Adjusts AI Chip Stock Holdings Amid Broader Market Debate
ARK Investment CEO Cathie Wood has reshuffled her portfolio's exposure to leading AI chip stocks, trimming one position while maintaining confidence in another. The moves come as Wall Street debates whether AI-related valuations have entered bubble territory—a notion Wood dismisses. "We're at the very beginning of a technology revolution," she remarked, acknowledging potential corrections but emphasizing long-term growth prospects.
Nvidia remains central to the AI infrastructure conversation, though Wood's recent trades suggest selective positioning. TipRanks data indicates mixed analyst sentiment across semiconductor plays, with some maintaining buy ratings on Nvidia despite its meteoric rise. No cryptocurrency or exchange mentions were identified in this equity-focused market analysis.
