Cathie Wood, the founder and CEO of Ark Investment Management, has shared her insights on the semiconductor industry, particularly favoring Nvidia and AMD amid what she describes as a "volatile" chip cycle. In an interview on Bloomberg Television, Wood explained her preference for avoiding traditional memory-chip players, citing the cyclical nature of their business.
Wood emphasized that the world is "just at the beginning" of the artificial intelligence revolution, a key driver for her investment strategy. She noted that Ark's semiconductor exposure leans towards the "less-cyclical end of the spectrum," highlighting the stability of companies like Nvidia and AMD in the current market conditions.
The discussion took place on October 14th, 2026, and was broadcast on multiple platforms, including Apple TV, Roku, and Samsung TV, among others. Wood's remarks provide a glimpse into her investment philosophy and the broader trends shaping the tech industry.