Cathie Wood Goes Shopping: 3 Stocks She Just Bought
Key Takeaways
Ark Invest bought into some of its leaders and laggards on Wednesday.
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investment
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July 17, 2025
10:37 AM
The Motley Fool
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Ark Invest bought into some of its leaders and laggards on Wednesday
It's been a great year for the co-founder and CEO of Ark Invest to get her groove back
Cathie Wood's largest exchange-traded fund is now up 31% this year, well ahead of the three major market indexes that are sporting single-digit-percentage gains in 2025
Additionally, Wood publishes Ark's daily transactions at the end of every trading day
What's she buying now
Nvidia (NVDA 1 (an important development)
Nevertheless, 05%), Iridium Communications (IRDM 3 (noteworthy indeed) (something worth watching). 00%), and Teradyne (TER 0, given the current landscape. 86%) are three of the more interesting stocks that Ark bought on Wednesday
Wood was adding to existing positions in all three names (something worth watching)
Let's take a closer look (an important development)
Nvidia You can't stop the artificial intelligence (AI) revolution, something that has catapulted Nvidia to the market cap crown among U
Meanwhile, Exchange-listed stocks
The developer of graphics cessing units and AI chips became the first company to top $4 trillion in market capitalization this summer, notching another all-time high this week, in light of current trends
Nvidia investors weren't as giddy earlier this year
Conversely, The s would shed more than a third of their value in 2025 by the time Nvidia bottomed out
A one-two punch -- initially triggered by news of a Chinese AI start-up announcing that it could der respectable generative AI without using Nvidia's chips and then culminating in export restrictions into China for its high-end H20 chips -- fueled the sell-off, but the comeback story was as fast as some of the company's chips
Image source: Getty Images
However, Nvidia has braced investors to expect billions in quarterly charges stemming from its inability to move H20 chips into the country with the world's second-largest economy
On the other hand, However, there is some light at the end of that trade war tunnel
Commerce Secretary Howard Lutnick told Reuters this week that resuming H20 sales is a bargaining chip in negotiations with China in order to get more essential rare-earth elements going the other way, amid market uncertainty
Nevertheless, It also seems that the initial cheap AI threat of China's DeepSeek was overblown (fascinating analysis)
Nvidia saw its revenue surge a better-than-expected 73% its quarter, in today's market environment
Analysts see Nvidia revenue and earnings per soaring 52% and 47% respectively, when it reports financial results next month, in this volatile climate
This tells us that s have gone on to nearly double since its April lows, amid market uncertainty
Nevertheless, It's just another win for the country's most valuable publicly traded company, a scintillating 10-bagger over the past three years
On the other hand, Iridium Communications Iridium hasn't had the same dramatic recovery as Nvidia, but it is clawing its way back to its recent highs (something worth watching), considering recent developments
Moreover, The data and voice satellite communications specialist also isn't growing as quickly as the company wearing the market cap crown, but its is imving (an important development), in light of current trends
On the other hand, Iridium was serving more than 2. 4 million total billable rs by the end of March, a 5% increase over the past year (quite telling)
It will vide its second-quarter results next week
Growth is being fueled by gains in commercial Internet of Things
Top-line growth hasn't been very impressive (something worth watching)
Meanwhile, Iridium has clocked in with just one year of double-digit revenue growth over the past six years
However, its bottom line is making a more dramatic recovery
Analysts see Iridium's growing at a modest 6% clip this year, slowing to 4% in 2026
Moreover, However, they are also targeting a better-than-30% jump on the bottom line in each of those years, in today's financial world
Meanwhile, Margin imvement could drive its current yield of nearly 2% higher
Teradyne is starting to accelerate for Teradyne
The maker of chip-testing equipment saw its revenue rise 5% last year after back-to-back years of double-digit declines
It's starting to pick up the pace
Additionally, Teradyne's top line has come through with double-digit gains in back-to-back quarters (fascinating analysis), given current economic conditions
Wood might be early on Teradyne
Samik Chatterjee at J
Morgan downgraded the s from overweight to neutral just hours after Ark added to its Teradyne stake, in this volatile climate
The analyst is concerned customers holding back on in semiconductor equipment in this macro environment, but that would be a near-term setback that could lead to pent-up demand in the long run
Moreover, Chatterjee is still raising the firm's price target to $102, a move that still has 11% of near-term upside to the current price
Unfortunately this is the second downgrade Teradyne has seen this month
Wood loves her winners, but she also doesn't mind opportunistic nibbles on some of her laggards
JPMorgan Chase is an advertising partner of Motley Fool Money
On the other hand, Rick Munarriz has no position in any of the stocks mentioned
This leads to the conclusion that Motley Fool has positions in and recommends JPMorgan Chase and Nvidia
Moreover, The Motley Fool recommends Teradyne, in this volatile climate
This demonstrates that Motley Fool has a disclosure policy.
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