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  • 🧠 Here's the AI Bet That Cathie Wood is Targeting

🧠 Here's the AI Bet That Cathie Wood is Targeting

Plus, discover the potential bulls and bears to watch this year, and more

January 21, 2025

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Happy Tuesday! Cathie Wood’s Ark Invest continues to reshape its portfolio, making significant moves in AI, genomics, and fintech sectors. Discover which companies are gaining attention — and why this could signal big opportunities for investors. Also, read about the expected opportunities and potential pitfalls of 2025.

—Josh Enomoto

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MARKET RECAP

Last week: Stocks climbed Friday, with the Nasdaq leading gains as consumer discretionary and technology sectors rallied, marking the S&P 500’s strongest weekly performance since the election. Bond yields edged higher, while strong earnings reports and better-than-expected housing data supported a risk-on sentiment heading into next week.

On Our Radar: Economic data will be limited this week, with Thursday’s initial jobless claims repesenting a point of interest. On the eanings front, streaming giant Netflix will disclose its results after Tuesday’s closing bell.

TOP STORY
3D render of AI and GPU processors

Ark Invest, led by Cathie Wood, has been actively shifting its focus toward cutting-edge sectors like AI and genomics.

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FIVE ZINGERS

Copy Cat: Hedge fund manager Bill Ackman plans to boost his stake in real estate company Howard Hughes Holdings. Read about his ambitions to emulate a legendary investor.

Seller's Remorse: Billionaire Stanley Druckenmiller stated that selling his fund's stake in Nvidia was a "big mistake." Learn why he's viewing NVDA stock in such bullish terms.

Major Props: "Mad Money" host Jim Cramer was impressed with the financial performances of the big banks during this earnings season. Discover what's on the expert's watch list.

Security Boost: Donald Trump is again pushing for control of Greenland as Denmark announces a $2 billion Arctic defense upgrade. Read what's driving the proposed acquisition.

Wide Net: California regulators unveiled a new ruling requiring private insurance firms to write new policies in high-risk areas if they want the Golden State's business. Here are the implications for the anxious industry.

ONE FOR THE ROAD
Highland cattle

Benzinga examined the prospects for many investors’ favorite stocks over the last week — here’s a look at some of our top stories.

The Dow, S&P 500, and Nasdaq gained 3.7%, 2.9%, and 2.5% this week, respectively, with all three posting their strongest advances in weeks.

A December inflation report, showing a 2.9% rise and softer core inflation, fueled optimism for potential Fed rate cuts this year. Financial stocks surged 6% as major banks reported stellar earnings, with Goldman Sachs jumping 11% to record highs.

Meanwhile, Bitcoin (BTC/USD) crossed $100,000 amid optimism surrounding crypto-friendly policies expected under the incoming Trump administration.

Benzinga provides daily reports on the stocks most popular with investors. Here are a few of this past week’s most bullish and bearish posts that are worth another look.

Disclosure: The author held a long position in Dogecoin and Bitcoin.

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