Cathie Wood is doubling down on some of the biggest names in tech while making a bold comparison that’s catching investors’ attention. The ARK Invest founder says the current moment for Palantir may look a lot like the early days of the personal computer revolution in the 1980s. According to Wood, artificial intelligence is creating a similar inflection point, where companies that control powerful data platforms could see explosive long-term growth. In her view, Palantir sits right at the center of that shift. At the same time, Wood remains firmly bullish on Tesla. She continues to argue that Tesla’s leadership in AI, robotics and autonomous driving positions the company far beyond just an electric vehicle maker. For Wood, the long-term opportunity lies in Tesla evolving into a major AI and robotics platform. The macro backdrop is also influencing investor sentiment. Comments from Donald Trump suggesting a potential end to the conflict with Iran helped boost market optimism, easing con...
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