Cathie Wood and Nancy Pelosi both bet that "AI + healthcare" is truly the most undervalued field?

On Thursday, AI healthcare stocks rose before the market opened, but most turned to decline during the trading session.

ARKK fund, managed by Cathie Wood, saw Recursion rise nearly 22% before the market opened, but it fell over 7% during the session. Crispr Therapeutics rose nearly 3% before the market opened, but fell over 1% during the session. Tempus AI rose over 3% before the market opened, but fell nearly 6.9% during the session. Beam Therapeutics rose nearly 4% both before and during the session.

Recently, "Congressional stock god" Nancy Pelosi and "Cathie Wood" have both turned their attention to the AI healthcare sector. Tech giants like NVIDIA and Google are also increasing their investments in this area.

So, is AI + healthcare really the "most undervalued field," as investors say?

Cathie Wood's View: Healthcare is the Most Undervalued Application of AI

Cathie Wood has repeatedly emphasized in interviews and in the latest report "Big Ideas 2025" that healthcare is the most undervalued application of AI, with multi-omics sequencing and AI drug development becoming significant innovations that are changing the healthcare industry.

In the report, she pointed out that combining multi-omics sequencing with AI can significantly shorten the drug development cycle, reducing the time to market for new drugs from 13 years to 8 years, and lowering costs by four times. This technology significantly improves the accuracy of diagnosing and treating diseases such as cancer. The report predicts that by 2030, AI will increase the efficiency of drug development and diagnosis by hundreds of times, propelling the entire healthcare industry into a period of rapid development.

According to congressional trading records, Pelosi made a significant investment in Tempus AI, purchasing 50 call options for Tempus AI expiring in 2026 on January 14. Founded in 2015, this company focuses on applying AI technology to precision medicine, improving treatment outcomes for diseases like cancer through data analysis.

After news of Pelosi's trades broke, Tempus AI's stock price nearly doubled in a short period. The company's latest AI health assistant "Olivia" has also sparked a strong market response. This application can connect with devices like the Apple Watch and Google Fit to help users manage health data and provide health management advice.

Tech Giants Compete to Invest, AI Healthcare Sector Booms

In addition to Pelosi and Cathie Wood, tech giants like NVIDIA, Google, and Microsoft are also ramping up their investments in the AI healthcare sector. NVIDIA CEO Jensen Huang has publicly stated that AI will bring about "the next amazing revolution" in the fields of healthcare and biosciences. The era where everyone must learn computing is over; biology and medicine are the future of humanity.

NVIDIA has partnered with Recursion Pharmaceuticals to promote the application of AI in drug discovery. Google has launched several generative AI products targeting healthcare scenarios, including electronic health record (EHR) management, gene therapy, and medical imaging enhancement. Microsoft has also announced collaborations with 16 U.S. healthcare systems to enhance the functionality and credibility of AI in the healthcare field

Goldman Sachs: AI + Healthcare Will Become the Core Focus of Global Capital

Goldman Sachs predicted last November that the AI revolution would enter its "third phase" this year, at which point more types of companies would see substantial contributions from artificial intelligence to their revenue and profits. In particular, software companies are expected to benefit greatly as they launch AI assistants like Olivia.

After participating in the digital health segment of the 2025 International Consumer Electronics Show (CES) in January, Goldman Sachs emphasized that "AI + Healthcare" will become the core investment theme attracting global capital in the healthcare industry. Goldman Sachs is optimistic about digital health companies such as Abbott and Teladoc Health, believing that generative AI technology will drive a shift in healthcare from passive treatment to proactive health management