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Chips & Infrastructure · first seen 14 October 2026, 00:00 UTC

Cathie Wood favors Nvidia, AMD, avoids memory chips

Ark's Cathie Wood says she avoids traditional memory-chip makers due to the volatile cycle, favoring Nvidia and AMD as the AI revolution is 'just beginning.'

Ark Investment Management

Read it at Bloomberg →

Coverage: 3 sources, in order

  1. Bloomberg.com: Watch Ark's Wood Favors Nvidia, AMD in 'Volatile' Chip Cycle
  2. Bloomberg.com: Ark's Wood Favors Nvidia, AMD in 'Volatile' Chip Cycle
  3. Bloomberg: Ark's Wood Favors Nvidia, AMD in 'Volatile' Chip Cycle

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