Cathie Wood's big ideas of 2025: The most underappreciated application of AI is health care

Ark Invest CEO and CIO Cathie Wood joins 'Squawk Box' to discuss her big ideas of 2025, investing in AI technology, impact of AI in the health-care industry, her bull case for Tesla, crypto industry outlook, Elon Musk's growing influence in D.C., and more. For access to live and exclusive video from CNBC subscribe to CNBC PRO: cnb.cx/42d859g
» Subscribe to CNBC TV: cnb.cx/Subscri...
» Subscribe to CNBC: cnb.cx/Subscri...
Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide.
Connect with CNBC News Online
Get the latest news: www.cnbc.com/
Follow CNBC on LinkedIn: cnb.cx/LinkedI...
Follow CNBC News on Instagram: cnb.cx/Instagr...
Follow CNBC News on Facebook: cnb.cx/LikeCNBC
Follow CNBC on Threads: cnb.cx/threads
Follow CNBC News on X: cnb.cx/FollowCNBC
Follow CNBC on WhatsApp: cnb.cx/WhatsAp...
www.cnbc.com/s...
#CNBC
#CNBCTV

[@1800cc-Dead-Meat]

Cathie Woofs and Cramer should have a Test Tube Baby. It grow up to be the ultimate reverse Barometer.

[@najimutlak2740]

You have the be very very patient with queen Cathie

[@ivanxyz1]

Well said.

[@DeeCeeP38]

I can’t find any way to justify her logic. Even when she picks good investments, she sells them before they shoot up lol

[@toddashton9696]

Cathie Woofs. Hilarious.

[@kortyEdna825]

I'm so glad you are sharing this. All the recent events make me want to re-distribute my portfolio. I currently have 180k in my dollar portfolio (35k NVDA, 64k PLTR, 31k VOO, 51k TSLA) How can I consistently pick winning stocks?

[@brucemichelle5689.]

Having NVDA and PLTR are smart additions in my opinion. it's all about balancing your risk tolerance with your long-term goals. Also partnering with a fiduciary advisor can help streamline your strategy.

[@GurinderKaurHehar-xy09]

De-risk your portfolios, shore up your core holdings, and take some profits while balancing your portfolio allocations. I’d also suggest you go with a managed portfolio, but even those don’t perform so well, so it’s best you reach out to a fiduciary to guide you, that’s what works for my wife and I. It's been 6 years now and we've made over 88% capital growth minus dividends.

[@carssimplified2195]

This is incredible. Could you recommend who you work with? I really could use some help at this moment.

[@GurinderKaurHehar-xy09]

Sure thing! ‘’Aileen Gertrude Tippy’’ is the T.X- based advisor I use and her performance has been consistently impressive. She’s quite known in her field, look her up.

[@carssimplified2195]

Thank you for the lead. I searched Aileen up and her webpage popped up, and I have sent her an email. I hope she gets back to me soon. Cheers!

[@randycasey7936]

I love Cathie Wood

[@Thenobelfan]

Thanks for bringing in Cathie , we know what my underperformer looks like … now I am concerned about my Palantir … she didn’t buy it at 10 … now it’s a great buy at 100

[@robertwilliam9558]

Do the opposite of what Cathie will do.

[@Preppster83]

Seinfeld episode where George did the opposite and was winning in life.

[@exoticcarmarket]

Seriously!

[@phvaessen]

Her stock picks and vision are solid, but her investing strategy is terrible.

[@Tubby888]

Agree

[@sonulgulati99]

No discussion on BTC??

[@Joetroyer-g8o]

Investing in stocks may appear simple, but selecting the appropriate stock without a proven strategy can be tough. I've been trying to develop my $210,000 portfolio for a while, but the biggest hurdle is a lack of a clear entrance and exit strategy. Any feedback on this topic would be greatly welcomed.

[@sharonpascal-o2t]

Invest in stable stocks, my rule: if you previously liked the stock, then you should love it at a discounted price. you should get a finaincial advisor if you want to be profitable in stock as an investor .

[@jeanneann-q3o]

Off the back of my demanding job, I lack the time to thoroughly assess my investments and analyse individual stocks. Consequently, for the past seven years, I have enlisted the services of a fiduciary who actively manages my portfolio to adapt to the current market conditions. This strategy has allowed me to navigate the financial landscape successfully, making informed decisions on when to buy and sell. Perhaps you should consider a similar approach.

[@lancemoore-b8t]

That's a great analogy and I love the insight. Professionals could make a really big difference in investing, and I think everyone should have one. There are aspects of market trend that is difficult for the untrained eyes to see.

[@Joetroyer-g8o]

How can one find a verifiable financial planner? I would not mind looking up the professional that helped you

[@jeanneann-q3o]

Certainly, there are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘Ashley Layne hodge’ for about two years now, and her performance has been consistently impressive. She’s quite known in her field, look-her up.

[@tomnewman8827]

She pretty much described QSI at the end

[@jchan9761]

She is the poster child for momentum investing

[@baileyhomesllc3972]

AXELAR SLEEPING GIANT 🚀🤠

[@regerigjreiorejgioer]

kathy's back

[@anujkapoorverified]

Isn't waymo already here with functioning robotaxis? Having been in them a few times, I am not sure what different or new thing is expected this year from robotaxi from TSLA?

[@BamaBeachTrading]

Its so hard to believe people don't know or understand this with the info that seems so readily available. Waymo can only do marked cities, that are essentially geo fenced. I can get in my Tesla and it takes me everywhere, parks and gets better every couple of weeks. They don't need geo fence and can go down ice and dirt roads. I have taken many trips without touching the wheel. Google CEO and NVDA CEO both say Tesla is way ahead. Look it up.

[@Chrisfeb68]

She made one good call and that was purchasing Tesla early on.

[@anishsheth1969]

How desperate for guests is cnbc for guests? Has she ever beaten the return on a simple index fund?

[@davidchamberlain8766]

Cnbc trying to appeal to dei crowd not intelligent investors.

[@sunnindawg]

Gambling addiction is treatable

[@nord96]

Just do the opposite of what she does and you’ll do great

[@Bjamin9891]

Katy is the new Cramer at least he was right on Nvda

[@toddashton9696]

Even a clock is correct twice per day.

[@production58]

No, you are wrong. He’s been correct on a number of calls…TJX was an excellent one..Dover seems like a good one, CRWD, Sales Force,Palo Alto,.. very few get away unscathed and certainly he’s had a couple of bad ones like Estee Lauder, but you also gotta go and see how you feel about investing in various companies..

[@production58]

No, you are wrong. He’s been correct on a number of calls…TJX was an excellent one..Dover seems like a good one, CRWD, Sales Force,Palo Alto,.. very few get away unscathed and certainly he’s had a couple of bad ones like Estee Lauder, but you also gotta go and see how you feel about investing in various companies..

[@jimmyz5831]

Waymo is Waymo ahead of Tesla with automated taxis. Cathy wood's fund is 10X behind the S&P. Brilliant woman.

[@TannerBeyerRealEstate]

Interesting how she doesnt mention it CRSP- due to her loading up on it and still accumulating at the lows.

[@senadb34]

Crisper is probably most underrated in the market right now. However nobody knows if it will be ready now or in 10 years

[@aaa-b8i6o]

could be a choice if he turns off the mic while coughing frequently

[@matthewrooney5215]

Nails on a chalk board when its non-stop like that.

[@talkcents]

Oh Cathy - you at it again!

[@trampc9826]

The reflections of the lights on Cathy's glasses are really scary...What kind of studio is this🤣

[@WildCard42069]

ring light reflection in glasses was so weird!

[@robertcalvert8914]

Amen

[@jchassin3311]

What was ARKs 2024 return?

[@talkcents]

8.4%

[@jacobx5145]

If you look over the last 52wks, it's up 36% while QQQ is up 22%

[@MK-mz4un]

It’s very easy for her to invest other people’s money and pay herself even though the funds underperform. Can’t blame her - fake it to make it!

[@phvaessen]

Her stock picks and vision are solid, but her investing strategy is terrible.

[@AXJ23]

Listen her returns aren't good but her analysts have some great data

[@snowman2970]

Cathy Woods Ark invest is losing millions in Tesla. She made another wrong call there.

[@pbnpepe4481]

she could have made millions off Palantir but refused to hold.

[@snafujessa4858]

Stage 3 "Topping face" > Health Care (check)

[@aritrajvu]

Gosh how does she still get any media time at all?

[@christopherjacoby4089]

She’s gonna say she loves a stock for the year of 2025 before proceeding to dump her shares based on the short term price movement. Just like she did to Palantir in 2021.

[@AXJ23]

PLTR is ARKs 4th largest holding

[@matt.stevick]

be nice chat!

[@Aqjertfnx74]

Ah how can we really use AI as it's expensive ordering it ? We want it affordable APPS

[@ivanxyz1]

Man, what in the hell is CNBC even doing giving air time to that this scammer? Well, at least we get to see what she does and we can do the opposite.

[@Dinka2002]

Wealth destructor

[@lfs49]

Given the tremendous incompetence of Cathie...just look at ARK funds...i will actually be doing the opposite. Look at her suggestion: PLTR...wallstreet is predicting 48% DECLINE for the price target... =)) hahahaha

[@theotherside93]

Momma Cathie

[@production58]

She seems to have a very clear vision.. and she seems to be very very smart in technology, but she has made some very bad calls since the pandemic.. this is a business that doesn’t forgive, and she has definitely lost a lot of money in her funds, but her premises and what she has to say about technology is really straight on.. we will see about one of the stocks that she mentioned.. recursion pharmaceuticals.. I’ve had it now for a while as I subscribe to a newsletter that gave a good reason to buy it now even though it is speculative.. We’ll see if she has another run in her. I don’t know.

[@Kevin-jt4oz]

lol at this point I have no idea why anyone would listen to a word she says

[@michakuzyk7580]

Quadrilions pierdiilon CW

[@dgaz3057]

so expensive robots, got it.

[@heric_]

Ehm ... does she pay handsomely to be interviewed by CNBC right ?! LOL

[@Tubby888]

I bought ARKG at $90, ARKF at $50 per share in 2020, for more than five years until now, these two ETF are still loosing money, under performing and dead. 😢 why she doesn’t do something to improve her ETFs rather than wasting time on air?

[@TB1M1]

Does she know anything about hardware and software? We think this we think that , what the helll... humanoid robot is a threat to mankind, the five year time horizon is met and you have failed Cathy

[@lvmeijer]

Beautiful eyes!

[@Daniel-u7x8j]

Probably better to watch Inside China Business and be done with it…all these ideas already being done at faster pace…

[@worldtraveler691]

She is one of the worst fund manger's around. Just backtest her funds. Big time fund losses.

[@SebastienMigneault]

One would have higher return by stayin in cash than investing in ARKK

[@Bjamin9891]

How that pltr doing Cathie lol haha Didn’t she just sell almost all pre earnings

[@michakuzyk7580]

I Wonder if się know visual Basic at least 😂

[@michakuzyk7580]

P/S 90, she want to sell to the croud

[@ManoElMacho]

Ark invest, ready to lose more people more money lol

[@xxxs8309]

Worst fund ever

[@anandpaulraj8094]

Maybe she is great for tax loss harvesting 😂😂

[@Long_Tail_of_Finance]

Humanoids [robots] from the Deep

[@1309gsk]

she wants trump pe......................

[@ftakenouchi1464]

I see her and I’m reminded HOW MUCH $$ LOST…except TESLA TBF.

[@ajubhosle]

She should be in jail.

[@MagdaleneM-f3q]

I'm celebrating a good stock portfolio today. Started this journey with a $30K.... I've invested all my time in working with an adviser and also with the right terms, now I have time for my family and life ahead of me.

[@susannicky]

One of the sure ways of staying successful is staying invested while working with a professional. congratulations on your journey so far

[@GhanYt]

Diversification is the key. My portfolio is well diversified with the help of a financial adviser. This helps me make more than +400% monthly on my investments_

[@BaffySchenck]

I'm intrigued by this. I've searched for financial advisers online but it's kind of hard to get in touch with one. Okay if I ask you for a recommendation??

[@GhanYt]

I've experimented with a few over the past years, but I've stuck with ‘’Julianne Iwersen Niemann” for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look her up

[@BaffySchenck]

I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get.

[@exoticcarmarket]

No substance to her words. She's a bad speaker. So cringe the way she looks down at her notes and says "uhm."