ARK Invest CEO Cathie Wood tells Deirdre Bosa that Jensen Huang’s exit is a shock but won’t stop the AI movement, arguing that a deep bench of engineers sits behind "the Jensen show" and that competition, more than leadership, will decide Nvidia’s market share. She walks through how ARK stress-tests Nvidia’s share of the GPU market and why people, management and culture now matter more than ever. Wood also explains why CoreWeave’s prepayments with no discount reassured her, why she thinks the bond market misread the company and what the shift from free cash flow to debt means for the AI build-out.
Featuring:
Cathie Wood, Chief Executive Officer and Chief Investment Officer, ARK Invest
Deirdre Bosa, [title], Yahoo Finance
Watch the full day of Yahoo Finance Invest: https://youtube.com/live/rAYVxDJYeAc
Timestamps
0:00 Cathie Wood on Jensen Huang
0:19 A force behind Nvidia
2:23 Stress-testing Nvidia’s market share
3:43 Is the forecast coming down?
4:18 People, management and culture
4:39 Who can lead Nvidia?
5:13 "The Jensen show"
6:03 How ARK sizes its Nvidia position
8:10 CoreWeave and the neoclouds
9:52 Going global
10:29 Who gets the GPUs?
11:36 The cone of uncertainty
12:06 The credit market risk
14:00 Hyperscalers and negative free cash flow
14:25 Did the bond market get CoreWeave wrong?
15:23 The big AI IPO
#CathieWood #Nvidia #CoreWeave #YahooFinance
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