Cathie Wood Says Software Is the Next Big AI Opportunity -- 1 Super Stock You'll Regret Not Buying in 2025 If She's Right

Morgan Stanley estimates that just four companies -- Microsoft, Amazon, Alphabet, and Meta Platforms (NASDAQ: META) -- will spend a combined $300 billion on data center infrastructure and chips during 2025 alone, to support their ambitions in the artificial intelligence (AI) space. Cathie Wood is the founder of Ark Investment Management, which operates several exchange-traded funds (ETFs) focused on innovative technology stocks. She believes software companies will be the next big opportunity in AI, predicting they could generate $8 in revenue for every $1 they invest in chips from suppliers like Nvidia. Those four tech giants could earn a mind-boggling payoff from their AI infrastructure spending if she's right, but here's why investors might regret not buying Meta Platforms stock, in particular, in 2025.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool