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Jan 18, 2026 12:50 AM

Cathie Wood Sees SpaceX As Trillion-Dollar Contender, Optimistic On Tesla's Robotaxi Future

Cathie Wood, the Chief Executive Officer and Chief Information Officer of ARK Invest, has made a bold prediction for Tesla Inc. (NASDAQ:TSLA) in 2026, suggesting a potential shift in the company’s trajectory.

Tesla's 2025 Ups And Downs

In an interview with CNBC's Andrew Ross, Wood reflected on Tesla's 2025 performance, a year of notable ups and downs. She pointed to the company's resilience amid challenges like April's trade turmoil and the government shutdown, and said ARK Invest focused on its highest-conviction stocks to make the most of the opportunities.

Robotaxi Opportunity Could Boost Margins

Wood acknowledged the company’s challenges in the electric vehicle sales environment but highlighted the growing excitement around the Robotaxi opportunity. She noted that the market is shifting its focus to the recurring revenue model of Robotaxis, which ...