Cathie Wood, chief executive officer of Ark Investment Management LLC, during the Federal Reserve’s Payments Innovation Conference in Washington, DC, US, on Tuesday, Oct. 21, 2025.
Aaron Schartz | Bloomberg | Getty Images
ARK Invest CEO Cathie Wood on Tuesday pushed back on fears of an artificial intelligence bubble, while flagging the possibility of a “reality check” on AI valuations.
She said that as interest rates begin to rise, “there will be a shudder” in markets.
“We are going to reach a moment in the next year where the conversation will shift from lower interest rates to rising rates,” the closely watched investor said.
“People think innovations and interest rates are inversely correlated. That’s not true over history,” she added.
“I want to disabuse people of that notion. But nonetheless, we think there will be a reality check.”
Her comments come after global markets rallied at the start of the week, with investors buoyed by hopes that the U.S. and China could soon reach an agreement on trade. U.S. stocks jumped to fresh records on Monday with Asian markets also seeing solid gains.
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