From AI agents to autonomous mobility: ARK’s September Market Update @ARK-FutureFirst
ARK’s September update explores how emerging technologies are moving from promising ideas toward real world applications.
The discussion covers three major shifts:
🤖 AI is evolving beyond model releases. Agentic... Afficher plus Traduction
Can interest rates rise, inflation fall, and equities continue higher?
According to ARK Invest’s latest Investor Letter, the answer may lie in the technology revolution.
Cathie Wood Founder, CEO, and CIO argues that innovation across AI, robotics, energy storage, blockchain, and multiomics could drive:
•... Afficher plus Traduction
🤖 AI is no longer just a theme — it's becoming a core portfolio allocation.
For years, investors have asked *which AI stock to own.
The better question today might be:
How much AI exposure should a long-term portfolio have?
According to ARK's latest research, adding a dedicated AI allocation... Afficher plus Traduction
🚀 SpaceX Bets $100B on Starbase Louisiana
ARK Invest Chief Futurist Brett Winton breaks down SpaceX's newly announced Starbase Louisiana — a $100 billion buildout on ~125,000 acres in Vermilion Parish, with five launch complexes, propellant production, power generation, and even onsite housing.... Afficher plus Traduction
🚀 OpenAI's Growth Could Be Inflecting Ahead Of Its IPO
By Karim Mattar | @mattarARK — Research Associate, AI & Cloud
OpenAI's CFO Sarah Friar told employees the company "will be a public company in 2027," or sooner if growth keeps accelerating. Both $OPENAI and $ANTH have filed... Afficher plus Traduction
🤖 AI Agents Could Keep Fueling Anthropic and OpenAI's Growth
By Jozef Soja | Research Analyst, AI & Cloud, ARK Invest
📄 Anthropic filed a confidential draft S-1 with the SEC on June 1st, signaling early steps toward a possible IPO. Reports suggest the company has since been in talks with... Afficher plus Traduction
🚀 Innovation Isn't Optional Anymore — Why We Keep Rebalancing Into It
ARK's latest research puts it directly: "the question for investors is no longer whether innovation deserves a place in a portfolio, but rather how to maintain exposure through inevitable periods of volatility."... Afficher plus Traduction
📊 Macroeconomic Update — Views from Cathie Wood 🌐
Market Backdrop
Q2 opened under a cloud of two overhangs: the escalating Iran conflict and "SaaSpocalypse" fears that AI agents and usage-based pricing would upend seat-based software economics faster than expected. Both worries eased enough... Afficher plus Traduction
🚀 The Falling Cost of Entrepreneurship — ARK Research
Why is entrepreneurship suddenly less risky than the "safe" corporate job? 🤔 ARK's latest research lays out three waves that have been quietly rewriting the economics of starting a business:
1️⃣ Offline → Online — the internet erased... Afficher plus Traduction
🚀 Why Active ETFs for Disruptive Innovation... and Why Now?
Artificial Intelligence 🤖, robotics 🦾, energy storage 🔋, blockchain ⛓️, and genomics 🧬 are converging faster than ever.
According to ARK, disruptive innovation doesn't fit neatly into traditional indices. By the time innovative companies... Afficher plus Traduction
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Sat Oct 17 2026 18:06:36 GMT+0000 (Coordinated Universal Time)