Cathie Wood Says Higher Interest Rates Won't Stop the AI Revolution

Cathie Wood argues that rising interest rates may not derail the AI boom, particularly for semiconductor stocks and AI-focused companies.
Semiconductor stocks do not always decline when interest rates rise. Recent increases in yields have been driven by higher real yields reflecting economic growth, rather than rising inflation, according to her analysis.
Wood believes AI companies could grow rapidly enough that higher interest rates have a limited impact on them, while more mature businesses may face greater pressure.