Growth investors feast volatility, but turbulence has proven challenging for Cathy Wood. Ark Invest founder and CEO was a hit with the current climate. The fund traded on her biggest exchange, plummeted nearly 20% in 2025, but has traded even higher in the past year.
Wood is publishing her company’s daily transactions. She was particularly busy yesterday with the market rising. ARK has been added to an existing location nvidia (NASDAQ: NVDA), Advanced Micro Devices(NASDAQ:AMD)and Baidu(NASDAQ: Beginning) on monday. Let’s take a closer look at three fresh purchases of wood.
Where would you invest $1,000 now? Our team of analysts revealed what they believe 10 Best Stocks Buy now. Continues “
Nvidia’s shares have fallen 26% this year, following a bounce in trading on Tuesday. It’s the near future laguard of Ark’s performance. However, it zooms out artificial intelligence (AI) chip readers start looking at a lot better. It has grown by 24% over the past year, and is a spectacular 14 bagger over the past five years.
Nvidia has come a long way from the early days when the graphics processing unit Top Dog was highly praised by PC gaming fans. Nvidia has now found herself at a bustling crossing of trends, but the strongest is clearly the AI revolution. Developers need a lot of computing power to train and run AI models, and Nvidia is the leading provider of chips that fly these language learning models.
Image source: Getty Images.
Recently, there have been some headwinds. In January, China’s Deepseek announced that it could provide impressive AI results with older Nvidia chips. Recently, the trade war has left its mark. During the fear of an effective ban on shipments to China and a slowdown in the economy, investors have exacerbated Nvidia’s short-term outlook.
Two different analysts cut their profit targets ahead of Tuesday’s opening. Vivek arya’s Bank of America He reduced his price target from $160 to $150. With Tom O’Malley Barclays He reduced his target from $20 to $155. Estimates remain almost three months ago, three months before the stocks were trading much higher. Wall Street pros seem to think the big rating should sign to explain consumer risks and one-off hits in China. The silver lining is that both analysts are still bullish on the stock, offering upsides of over 50% from today’s level, even in the new price range.
There are many companies riding Nvidia’s coat sale, but AMD is not Nvidia. This chip stock is under 42% over the past year. It’s barely possible that it’s doubled over the past five years. AMD is naturally susceptible to US export controls and is now once promising The MI308X processor is prohibited from being sold to China. Last week, he warned that he could be in charge of around $800 million.
24% revenue growthThat latest quarter It’s less than a third of the jump, 78% compared to the previous year, posted by Nvidia in the latest update. However, this is AMD’s healthiest revenue jump in two years. Nvidia’s results were the weakest moves in over a year.
Despite the broad gap in growth rates, AMD has traded revenues this year 19 times. This is slightly lower than the forward multiple of 22, which AMD is commanding. AMD is expected to surpass its 20% revenue growth over the next two years, but Nvidia should continue to grow even faster.
Let’s end with stocks that are actually trading higher in 2025. China’s major search engines are barely positive this year, but have been trading over the past year. Despite trade violations with the US government, Chinese stocks were surprisingly resilient in 2025. Perhaps it will help Baidu generate a large portion of its revenue on its home grass.
But Baidu is not perfect. Growth is stagnant. Unlike the double-digit percentage increase between Nvidia and AMD, Baidu pieced together a short three-thirds of three-quarters compared to the previous year. It should return to topline profits starting from the current quarter, but there are clearly some growing pains. Despite its search advantage, and despite its toe dipping into everything from autonomous driving to computer vision AI, Baidu’s revenues are lower than they were three years ago.
The good news for Baidu is that it’s a relative bargain on this shopping list. The stock has traded its net profit target for the year just eight times. Sometimes, Wood can also become a value investor.
Consider this before purchasing shares on Nvidia.
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Bank of America is the advertising partner of Motley Fool Money. Rick Manalis Baidu has a position. Motley Fools have appeared and recommended in advanced microdevices, Baidu, Bank of America, and nvidia. Motley Fool recommends Barclays Plc. To Motley’s fool Disclosure Policy.
