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Ark's Wood Favors Nvidia, AMD in 'Volatile' Chip Cycle

Bloomberg Technology Wednesday 14 October 2026, 06:26 UTC 1 min read
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Oct 14th, 2026 Ark's Wood Favors Nvidia, AMD in 'Volatile' Chip Cycle Cathie Wood, founder, CEO and CIO of Ark Investment Management, discusses why she avoids traditional memory-chip players, saying the business cycle is "most volatile." Speaking on Bloomberg Television, Wood adds that we are "just at the beginning" of the artificial intelligence revolution. "In terms of our semiconductor exposure, [we] tend to be at the less-cyclical end of the spectrum," she adds.

Oct 14th, 2026 Ark's Wood Favors Nvidia, AMD in 'Volatile' Chip Cycle Cathie Wood, founder, CEO and CIO of Ark Investment Management, discusses why she avoids traditional memory-chip players, saying the business cycle is "most volatile." Speaking on Bloomberg Television, Wood adds that we are "just at the beginning" of the artificial intelligence revolution. "In terms of our semiconductor exposure, [we] tend to be at the less-cyclical end of the spectrum," she adds.
Ark's Wood Favors Nvidia (ORG) AMD (ORG) Wood Favors Nvidia (ORG) CIO of Ark Investment Management (ORG) Bloomberg Television (ORG) Wood (ORG)
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