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Cathie Wood

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Cathie Wood Bets on SpaceX’s Dip, But Is Its Sky-High Valuation Justified?
investment-and-company-information22 days ago

Cathie Wood Bets on SpaceX’s Dip, But Is Its Sky-High Valuation Justified?

Cathie Wood’s Ark Invest has been buying SpaceX stock as it trades about 50% below its IPO peak, betting on a massive long-term payoff from SpaceX’s reusable rocket tech and the growth of the space economy. The article notes SpaceX’s very high price-to-sales multiple and ongoing losses, but Ark argues for potential hundreds of billions in gross profit by 2030. Caution is advised: Fool’s analysis suggests SpaceX is expensive and not yet profitable, and warns readers that Ark’s funds have had mixed performance, so follow-your-leader decisions should be weighed against broader risk and alternative top stock picks.

via Yahoo Finance|
#ark-invest#cathie-wood#investment-and-company-information
ARK Bets Big on SpaceX Ahead of June IPO
business4 months ago

ARK Bets Big on SpaceX Ahead of June IPO

ARK Invest founder Cathie Wood backs a $1.75 trillion SpaceX valuation, signaling a bet on the company’s role in a future space economy ahead of an expected June NASDAQ IPO that could raise about $75 billion. The rationale centers on Starlink’s revenue growth, reduced launch costs from reusable rockets, and SpaceX’s push into AI and orbital services, with potential spillovers for Tesla and the broader tech market.

via TipRanks|
#ark-invest#business#cathie-wood
Cathie Wood Bets on Palantir Over AMD in AI Stock Shift
market-news4 months ago

Cathie Wood Bets on Palantir Over AMD in AI Stock Shift

Cathie Wood’s ARK Invest tilted into Palantir (PLTR) while trimming Advanced Micro Devices (AMD), buying about 85,485 PLTR shares (~$11.15M) as Palantir posted strong results and raised its 2026 revenue guidance, and AMD posted solid numbers but remained a smaller bet for ARK. Analysts see Palantir's upside (~52%) well ahead of AMD (~16%), with Palantir’s Q1 FY26 results due May 11 and AMD earnings due May 5.

via TipRanks|
#ai#amd#ark-invest
ARK Invest Bets Big on CoreWeave Amid Selloff
market-news5 months ago

ARK Invest Bets Big on CoreWeave Amid Selloff

Cathie Wood’s ARK Invest purchased about 198,980 CoreWeave shares (~$19.4 million) despite a 19% drop after mixed Q4 results, signaling conviction in AI infrastructure demand. ARK also bought 252,169 shares of Kratos Defense & Security Solutions while trimming exposure to Teradyne and Rocket Lab. Wall Street assigns CRWV a Moderate Buy with a price target around $114, implying ~43% upside; the moves reflect a long‑term AI compute growth thesis rather than near‑term earnings concerns.

via TipRanks|
#ai#ark-invest#cathie-wood
ARK Invest Snaps Up About $2M of Amazon Stock Ahead of Q4 Earnings
market-news6 months ago

ARK Invest Snaps Up About $2M of Amazon Stock Ahead of Q4 Earnings

Cathie Wood’s ARK Invest disclosed the purchase of about 8,088 Amazon shares worth roughly $1.93 million ahead of Amazon’s Q4 FY25 results, signaling confidence in AWS growth, AI-related demand, and efficiency improvements. Analysts expect Q4 earnings of about $1.97 per share on ~$211.4 billion in revenue, with AWS remaining the key growth driver as cloud demand and AI spend pick up. Wedbush remains optimistic about AMZN’s outlook, and the stock has a supportive price target, while Amazon continues cost-cutting measures to boost margins.

via TipRanks|
#amazon#ark-invest#aws
Ark Invest envisions Bitcoin at $16T by 2030, fueling a $28T crypto surge
markets7 months ago

Ark Invest envisions Bitcoin at $16T by 2030, fueling a $28T crypto surge

Ark Invest's Big Ideas 2026 report projects bitcoin could reach a $16 trillion market cap by 2030 (about $761,900 per BTC) and the broader crypto market to roughly $28 trillion, driven by institutional adoption, ETF/public-company exposure, and growth in smart-contract platforms; Ark also forecasts a ~63% CAGR for bitcoin's market cap and multi-trillion valuations for smart-contract networks by 2030.

via The Block|
#2030-forecast#ark-invest#bitcoin
ARK's Wood Boosts Bets on TSMC, Oklo, Pony AI
business7 months ago

ARK's Wood Boosts Bets on TSMC, Oklo, Pony AI

Cathie Wood's Ark Invest increased its stakes in Taiwan Semiconductor Manufacturing (TSMC), Oklo, and Pony AI on the last trading day before the holiday weekend, signaling ongoing appetite for AI/tech growth. TSMC remains a high-margin cash generator despite slowing growth, Oklo is a fast-fission energy play with revenue not expected until next year, and Pony AI is a Chinese autonomous-driving name with revenue ramp expected in coming years.

via The Motley Fool|
#ark-invest#business#cathie-wood
Ark Bets Bitcoin Could Reach $1.2 Million by 2030
markets7 months ago

Ark Bets Bitcoin Could Reach $1.2 Million by 2030

Cathie Wood’s Ark Investment suggests Bitcoin could soar about 1,159% to roughly $1.2 million per coin by 2030, driven by the growth of spot ETFs, heightened use in emerging markets, and Bitcoin’s ‘digital gold’ appeal, though Ark has trimmed its forecast due to stablecoins. Bitcoin’s market cap stands around $1.9 trillion, and the asset faced a down year in 2025, highlighting considerable upside but ongoing volatility and debate over its role versus traditional gold.

via The Motley Fool|
#2030-price-target#ark-invest#bitcoin
Cathie Wood Reweights Bets: Archer Aviation Up, Palantir Down
business7 months ago

Cathie Wood Reweights Bets: Archer Aviation Up, Palantir Down

Cathie Wood trimmed Palantir shares and bought Archer Aviation, signaling a shift from Palantir's AI software growth to Archer's early-stage eVTOL potential. Palantir has shown AI-driven growth via its AIP but faces valuation concerns and a mixed analyst view (Jefferies Underperform, consensus Neutral). Archer is progressing toward Midnight certification, expanding partnerships (Stellantis, United Airlines, Anduril) and leveraging a cash-rich balance sheet, with Dayal (HC Wainwright) naming it a Buy and a high 12-month target. Wood's trades include about $76.9 million sold of PLTR and roughly $11.6 million purchased of ACHR, underscoring her tilt toward disruptive AI and urban mobility while remaining wary of rich valuations.

via TipRanks|
#archer-aviation#arkk#business