Cathie Wood bets on tech despite market selloff, sees Trump-era investment boom

Cathie Wood’s tech optimism persists amid market turbulence, offering a unique counterpoint to current bearish sentiment in the AI sector. In a live Bloomberg Invest conversation, the ARK Investment Management founder discussed her outlook on technology investments despite significant recent declines in tech stocks like Nvidia. Her perspective on the Trump administration’s potential to create favorable conditions for investors provides important context for understanding how some market participants view the intersection of politics and technology investments during this period of sector volatility.

The big picture: Despite tech stocks selling off significantly in 2025, with Nvidia down almost 20% year-to-date, investment leader Cathie Wood remains bullish on technology and AI opportunities.

Key details: Wood’s ARK Innovation Fund maintains heavy investments in companies like Tesla, Coinbase, and Roku despite market turbulence.

• DeepSeek has further disrupted the AI market, raising fundamental questions about U.S. platforms’ competitiveness and monetization strategies.

What they’re saying: Wood expressed optimism that the irump administration could create a “Reagan Era-esque golden age” for investors.

Reading between the lines: Wood’s comparison to the Reagan era suggests she anticipates that Trump’s policies will favor business growth and investment, particularly in the technology sector.

Why this matters: Wood’s continued tech optimism provides a contrarian perspective during a period when many investors are questioning the valuation and monetization potential of AI and technology companies.