Markets have been experiencing a downturn, with tech stocks such as Nvidia declining nearly 20% since the start of the year. However, even before the recent selloff, DeepSeek had already disrupted the AI industry, raising concerns about how U.S. platforms will remain competitive and effectively monetize their technology. Despite these challenges, some investors continue to have confidence in the tech sector. Among them is Cathie Wood, the founder, CEO, and chief investment officer of ARK Investment Management. ARK’s Innovation Fund maintains significant holdings in companies like Tesla, Coinbase, and Roku. In a live discussion at Bloomberg Invest, we explore Cathie Wood’s perspective on emerging opportunities in the industry and why she anticipates that a Trump administration could usher in a Reagan-era-style “golden age” for investors.
(By Ziqi Qin)
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