Cathie Wood: AI and Productivity Gains Are Driving Corporate Profits to Historic Highs

CathieDWood · x · 2026-08-09

Cathie Wood notes that US domestic pre-tax corporate profits have hit 13.2% of GDP, a multi-decade high. She attributes this sustained profitability not just to past stimulus, but to companies actively leveraging AI and productivity gains to protect their margins.

Wood emphasizes that we are still in the early stages of this technological shift, and the ability to effectively adopt AI will separate the winners from the rest of the pack in the future.

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