
ARK Invest expands research team with Matt Arkin hire to deepen AI and semiconductor coverage
ARK Invest's strategic focus on AI and semiconductors could enhance its ETF performance, influencing tech investment trends and innovation.

ARK Invest's strategic focus on AI and semiconductors could enhance its ETF performance, influencing tech investment trends and innovation.

ARK Invest's portfolio shift underscores growing confidence in AI-driven growth, while Broadcom's dip signals caution in semiconductor outlook.
The common view says open-weight AI is bad news for frontier labs like OpenAI and Anthropic. ARK Invest’s Cathie Wood argues the opposite. An open-weight AI model is one in which the creator releases the underlying parameters publicly. It allows anyone to download, run, and modify it on their own hardware without paying for access.
ARK Invest's strategic shift towards semiconductors amid tech volatility highlights a long-term bet on AI infrastructure's growth potential.

The dramatic drop in AI costs is reshaping market dynamics, emphasizing business model innovation and integration over mere technical prowess.

Cathie Wood’s Ark Invest bought $21 million in Block shares and $2.3 million in SpaceX stock, doubling down on two companies sitting at the intersection of bitcoin and Elon Musk’s business empire. Ark’s Latest Trades Ark Invest, the asset management firm founded by Cathie Wood and known for publishing its daily trading activity, disclosed purchases […]

Block's stock fell 6.15% on Thursday as the company posted rising operating expenses in Q2, despite cutting 40% of its workforce in February.

SpaceX and Circle rank among the 10 largest positions in Ark's flagship innovation fund after the firm continued buying both companies following their second-quarter earnings.

The UNIfication proposal passed with 99.9% support, activated the fee switch, and burned 100 million UNI tokens. Eight months later, protocol revenue has reached $23 million and Ark Invest estimates annualized burns at $90 million. The question is no longer…

SpaceX plunged as investors grew concerned about the firm's $18.4 billion in capital expenditure during Q2, despite revenue growth.

Cathie Wood’s ARK Invest bought about $9.4 million worth of Coinbase and Circle shares on Aug. 3 as the U.S. Senate considered its next steps on the CLARITY Act. ARK Invest adds $8 million in Coinbase shares ARK Invest spread…

The firm also offloaded a small amount of Solmate stock as it continues to rebalance its fund weightings amid market volatility.
Ark Invest has doubled down on Robinhood, Coinbase and Circle stocks

Ark Invest bought $43.5M in Coinbase and Circle shares while trimming Bitmine, Bullish, and Block — signaling a conviction shift, not a crypto retreat.

Cathie Wood’s ARK Invest bought 109,129 Circle shares after the stablecoin issuer secured a limited-purpose trust charter in New York. ARK Invest adds 109,129 Circle shares ARK purchased 77,103 Circle shares through its flagship ARK Innovation ETF, according to the…

Ark Invest sold shares of Bitmine, Robinhood, Bullish, and Block during Wednesday's pullback in crypto equities, while continuing to add to Coinbase and Circle.

Ark Invest is reallocating within crypto equities, cutting Bitmine and Bullish while buying $43.5M in Coinbase and Circle shares amid sector weakness.

Meanwhile, the investment firm purchased 128,932 shares of Elon Musk's SpaceX, worth roughly $14.5 million.

ARK Invest’s Lorenzo Valente says revenue is becoming increasingly concentrated among a handful of crypto protocols, setting the stage for more mergers, acquisitions and exchange closures.

Cathie Wood’s ARK Invest bought about $40.2 million in Tesla, SpaceX and Nvidia shares on July 28 as a global technology sell-off hit AI and semiconductor stocks. ARK Invest adds Tesla, SpaceX and Nvidia shares ARK Invest spread its Tesla…