Cathie Wood Says Market Worry Is a Good Sign for the Ongoing Bull Run

Ark Invest chief Cathie Wood says the anxiety hanging over investors right now is exactly why she believes stocks still have room to climb. Speaking on a Friday television interview, she described a “wall of worry” across markets but argued that cautious sentiment usually points to a longer lasting rally, not a fragile one. Her comments came a day after a sharp drop that pulled the Nasdaq into correction territory, followed by a shaky rebound.

What Triggered the Nasdaq Correction

Thursday’s slide wiped out the early gains that followed the midterm elections, with AI related shares leading the decline. Many traders feared that a Democrat controlled Congress could slow the construction of data centers. Beyond politics, doubts over heavy AI spending, weaker cash flow, rising debt and circular financing deals have caused several bouts of volatility this year.

Why Rising Interest Rates and Bond Yields Matter for AI Stocks

Wood named the rising cost of capital as the one factor that could truly become a showstopper. Yields have jumped as the U.S. and Iran conflict keeps pushing inflation higher worldwide, and corporate lenders are asking for more in return.

Is the AI Bull Market Over According to Ark Invest?

Wood does not think so. She compared today’s mood with the dot com years, when few people worried and everyone expected endless gains. She believes hyperscalers can keep borrowing if debt speeds up their growth, and she called this the middle of a technology revolution driven by robotaxis and AI agents. Her Ark Innovation fund rose over 35% in 2025, well ahead of the S&P 500 at 16.4% and the Nasdaq at 20.5%.