By Marty Shtrubel
Publication Date: 2025-11-25 20:05:00
The talk of an AI bubble has intensified recently, fueled by record deals tied to AI-related spending and soaring valuations across chipmakers, cloud providers, and software firms. Investors are increasingly debating whether today’s rapid revenue growth and massive capital flows reflect sustainable demand or the kind of overheated optimism that has preceded past tech corrections.
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Cathie Wood is among the many prominent market participants to have entered the conversation, and maybe unsurprisingly, given her penchant for the cutting-edge tech and outré, she does not think we are in a bubble right now.
“I’m not saying there will never be any corrections. Of course there will,” the ARK Investment CEO recently said on the matter, but Wood also went on to remind investors that we are still “at the very beginning of a technology revolution.”
That’s not to say Wood is loading up indiscriminately on all the big AI names out there. This month, Wood has been reshuffling the ARK portfolio, one that features AI stalwarts Nvidia (NASDAQ:NVDA) and Advanced Micro Devices (NASDAQ:AMD), but after the rejig, it looks like only one of these names has been getting the thumbs up from Wood.
So, let’s find out which AI heavyweight Wood currently favors, and with some assistance from the TipRanks databanks, we can see whether Street sentiment backs the Wood view.
Nvidia
If we’re going to be talking about AI, then it’s only natural…
