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Cathie Wood

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business2 days ago

Cathie Wood Reweights Bets: Archer Aviation Up, Palantir Down

Cathie Wood trimmed Palantir shares and bought Archer Aviation, signaling a shift from Palantir's AI software growth to Archer's early-stage eVTOL potential. Palantir has shown AI-driven growth via its AIP but faces valuation concerns and a mixed analyst view (Jefferies Underperform, consensus Neutral). Archer is progressing toward Midnight certification, expanding partnerships (Stellantis, United Airlines, Anduril) and leveraging a cash-rich balance sheet, with Dayal (HC Wainwright) naming it a Buy and a high 12-month target. Wood's trades include about $76.9 million sold of PLTR and roughly $11.6 million purchased of ACHR, underscoring her tilt toward disruptive AI and urban mobility while remaining wary of rich valuations.

via TipRanks|
#archer-aviation#arkk#business
business3 months ago

Cathie Wood Adjusts Portfolio with AI, Chinese Giants, and U.S. Stocks

Cathie Wood's ARK Invest has trimmed its stake in Palantir amid a broader shift towards fintech and automation, reflecting cautious recalibration despite her continued confidence in innovation and AI. The move comes as Palantir's stock has surged over 130% this year, driven by strong earnings and major government contracts, positioning it as a key AI infrastructure player.

via TheStreet|
#ai-stocks#ark-invest#business
business5 months ago

Cathie Wood Reinforces Tesla Holdings Amid Market Fluctuations

Tesla's stock dropped over 8% after Q2 earnings, but Cathie Wood and Ark Invest bought more shares, viewing the decline as an opportunity. Tesla reported a 23% drop in earnings per share and a slight revenue beat, with concerns over declining regulatory credits and delays in new vehicle production. Musk remains bullish on robotaxis, expecting growth in autonomous ride-hailing, though the stock remains below its all-time high and faces volatility. Despite the dip, institutional investors like Ark Invest increased their Tesla holdings, signaling confidence in the company's long-term prospects.

via Investor's Business Daily|
#business#cathie-wood#earnings
business7 months ago

Cathie Wood Increases Investment in Archer Aviation Amid Growth and Policy Boosts

Cathie Wood's ARK Invest bought over $40 million worth of Archer Aviation shares following a stock dip caused by an $850 million offering, with the stock dropping 14.8%. Despite the dilution concerns, analysts see potential upside, and Archer is poised to benefit from upcoming events like the LA 2028 Olympics and new U.S. eVTOL policies.

via TipRanks|
#archer-aviation#business#cathie-wood