The company said the guidance reflected the increasing global macroeconomic uncertainty, particularly in the U.S. public sector, over the last several weeks.
Cathie Wood's Ark Invest made strategic moves on Wednesday, March 12, 2025, acquiring $1.36 million in Tempus AI shares while selling off Rocket Lab holdings worth $771,092 alongside several other notable trades.
On Tuesday, Cathie Wood‘s Ark Invest executed notable trades, including significant activity involving Tempus AI Inc. (NASDAQTEM), Block Inc. NYSE:XYZNYSEXYZ)
The stock has now erased all gains from Trump's election victory in November, when investors bet Musk's ties to the president would benefit the EV maker.
On Thursday, March 6, 2025 Ark Invest made significant trades in Tempus AI and GitLab, increasing its tech and AI exposure after their earnings reports, while also adjusting positions in other stocks.
The company also faces renewed pressure in China, where preliminary data from the Passenger Car Association showed a 49% year-over-year decline in wholesale shipments for February.
Analysts suggested that Tesla's 2025 deliveries could decline annually but saw this as an "attractive entry point" into their "preferred embodied AI name."
Ark Invest made notable trades on Feb. 28, 2025. They purchased shares in ACHR, RXRX, TEM, and IRDM, while selling shares in TWST, ADYEY, ACCD, and EXAS.
Wedbush pointed to the upcoming release of the refreshed Model Y, reportedly codenamed "Juniper," as a key catalyst that could help unlock demand in both the U.S. and China.
In this video, I review the market warnings I've shared over the past three weeks and how Friday's session confirmed negative divergences across key metrics signaling weakness.
Research firm GLJ reported that deliveries in five major European countries were down 56% in the first 51 days of the quarter while China sales were down 7% from a year earlier in the first seven weeks.
