Cathie Wood Invests in Three New Stocks
Cathie Wood, an influential growth investor and CEO of Ark Invest, has made notable moves in the stock market, particularly ahead of the holiday weekend. On the final trading day of the week, she boosted investments in three companies, significantly increasing Ark Invest’s positions.
Cathie Wood’s New Stock Investments
Ark Invest increased its holdings in the following companies:
- Taiwan Semiconductor Manufacturing (TSM)
- Oklo (OKLO)
- Pony AI (PONY)
Taiwan Semiconductor Manufacturing (TSM)
Taiwan Semiconductor Manufacturing Company is a heavyweight in the market, boasting a market cap of approximately $1.8 trillion. With a share price increase of 0.22% recently, TSMC has become a household name essential to numerous electronic products like iPhones and laptops.
Key statistics for TSMC include:
| Current Price | $342.40 |
|---|---|
| Market Cap | $1.8 trillion |
| 52-week Range | $134.25 – $351.33 |
| 2024 Revenue Growth | 21% |
Despite a deceleration in growth from previous years, TSMC’s revenue has been impressive, reaching $33.7 billion. The company consistently outperforms profit expectations, with a remarkable net margin. For 2025, TSMC recorded a net margin of 45.1%, showcasing its solid financial health.
Oklo (OKLO)
Oklo has experienced significant price growth, nearly quadrupling in value over the past year. It focuses on fast fission technology and nuclear recycling, positioning itself as an eco-friendly energy solution. However, its revenue generation is still on the horizon, with forecasts suggesting profitability may not occur for several more years.
Relevant details about Oklo are as follows:
| Current Price | $94.95 |
|---|---|
| Market Cap | $15 billion |
| 52-week Range | $17.42 – $193.84 |
| Gross Margin | 18.57% |
Notably, Oklo’s former chairman, Sam Altman, previously linked to OpenAI, has stepped down. This change is seen as a strategy to eliminate potential conflicts, allowing the company to focus on its innovative energy solutions.
Pony AI (PONY)
Pony AI is making strides in the autonomous driving sector. As a leader in China’s self-driving car market, the company has shown volatility since going public at $13 just over a year ago.
Here are key statistics for Pony AI:
| Current Price | $16.30 |
|---|---|
| Market Cap | $5.7 billion |
| 52-week Range | $4.11 – $24.92 |
| Projected Revenue Growth | Expected to reach $261 million in 2024 |
Pony AI’s revenue is currently at $96.4 million, with expectations of significant growth in the coming years. With the company’s focus aligning with market demands, its future appears promising.
Cathie Wood’s strategic investments in these three stocks demonstrate her commitment to technologies that promise substantial future growth. As these sectors evolve, so too will investor interest, making them worth watching closely.
