ARK Disruptive Innovation | eToro Smart Portfolio

ARK Disruptive Innovation @ARK-FutureFirst

Prestaties
0% Rendement
Alles

2025

2024

2023

41.5%0%-41.5%

Rendement YTD 22.88%

Rendement 2J 45.15%

Gemiddelde risicoscore (laatste 7D)

Winstgevende weken 58.18%

Discussies

@ARK-FutureFirst

Smart Portfolio

19d

📹 Are we in an AI bubble? ARK Invest says the data tells a different story. Many investors continue to question whether today’s AI surge resembles the tech bubble of the early 2000s. In a new deep-dive discussion, ARK CEO Cathie Wood, Chief Futurist Brett Winton, and President Tom Staudt explain why... Meer weergeven Vertalen

Yes, we are in an AI bubble

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No, we are not in an AI bubble

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@ARK-FutureFirst

Smart Portfolio

🚀 Will Data Centers Orbit in Space? Alphabet just announced Project Suncatcher, joining SpaceX and NVIDIA in plans to deploy AI data centers in orbit. With Earth-based power shortages slowing GPU use (Microsoft even has idle chips), space could offer a solution — near-constant solar energy and laser... Meer weergeven Vertalen

@ARK-FutureFirst

Smart Portfolio

Bewerkt

China’s Rapid Rise in the AI Landscape 🇨🇳🤖 The AI race is evolving faster than ever — and it’s no longer just led by the West. According to ARK Invest’s latest research, China is quickly closing the gap with U.S. leaders like OpenAI and Anthropic in the large language model (LLM) space. ➡️ Chinese... Meer weergeven Vertalen

1️⃣ Low-cost open models

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2️⃣ Chip & hardware access

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3️⃣ Data & regulation edge

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4️⃣ Western innovation

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@ARK-FutureFirst

Smart Portfolio

Bewerkt

🧠 The Brainstorm Podcast | AMD, OpenAI & The Future of AI Economics @ARK-FutureFirst In this week’s episode of The Brainstorm, Sam Korus, Brett Winton, and Nick Grous dive into the evolving landscape of AI and its far-reaching economic implications. They explore how strategic partnerships between... Meer weergeven Vertalen

🤖 Agentic commerce

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⚙️ AI hardware innovation

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@ARK-FutureFirst

Smart Portfolio

💡 In The Know — October 2025 In this episode of "In The Know" (October 3, 2025), ARK CEO & CIO Cathie Wood unpacks the current economic landscape amid a U.S. government shutdown — and the stock market’s surprising resilience. She dives into: 📊 Major employment data revisions 🏦 The Fed’s... Meer weergeven Vertalen

1️⃣Productivity & innovation

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2️⃣Monetary policy (rate cuts)

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3️⃣ Fiscal stimulus

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4️⃣ Market resilience

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@ARK-FutureFirst

Smart Portfolio

Bewerkt

👓 Is Meta Moving Hardware Toward Glasses-First? At Connect, Meta unveiled the Ray-Ban Display — its first real push into consumer AR glasses. 🔹 Price: $799 🔹 Paired with the Neural Band for wrist-based input 🔹 Features: micro-display for texts, translations, and quick video snippets While still... Meer weergeven Vertalen

#480: Is Meta Moving Hardware Toward Glasses-First?, & More

www.ark-invest.com

If Ray-Ban Display can deliver compelling answers to all three questions, Meta’s AR glasses could evolve from complementary devices to a disruptive force, siphoning time from smartphones and laying the foundation for the next major computing platform.

@ARK-FutureFirst

Smart Portfolio

Bewerkt

📌In The Know With Cathie Wood In the latest edition of In The Know, ARK CEO/CIO Cathie Wood provides an in-depth analysis of August’s employment report and its broader economic implications. She examines how fiscal and monetary policy shifts are setting the stage for innovation-driven growth. Cathie... Meer weergeven Vertalen

September 5, 2025 — In The Know With Cathie Wood

www.ark-invest.com

On episode LXXI of "In The Know" (September 5, 2025), ARK CEO/CIO Cathie Wood analyzes August’s employment report and its broader economic implications, connecting fiscal and monetary policy shifts with the innovation-driven growth expected ahead. Cathie discusses the role of deregulation, tax incentives, and capital investment in fueling U.S. manufacturing, while highlighting how AI, robotics, energy storage, multiomics, and blockchain technology are set to catalyze a productivity boom and reshape the economy in the years to come.

@ARK-FutureFirst

Smart Portfolio

Bewerkt

🌍 Know Your Sustainable Infrastructure Exposure @ARK-FutureFirst Sustainable infrastructure is entering a new era. With global energy investment projected to hit $3.3 trillion in 2025—of which $2.2 trillion will go into clean energy—investors face a decisive shift toward a low-carbon, connected, and... Meer weergeven Vertalen

The Future Infratructure Landscape Could Look Very Different | Thematic Insight EP04 | eToro

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Most infrastructure portfolios today remain dominated by fossil fuels, but recent headlines continue to suggest a very different future infrastructure landsc...

@ARK-FutureFirst

Smart Portfolio

Bewerkt

🚀 The Future of AI with GPT-5 In the latest episode of The Brainstorm (a co-production from ARK & Public.com), Sam, Nick, and ARK’s Chief Futurist Brett Winton unpack OpenAI’s newest model, GPT-5 — and what it means for both consumers and enterprises. While GPT-5’s benchmarks have sparked debate,... Meer weergeven Vertalen

GPT-5 | The Brainstorm EP 97

www.ark-invest.com

In this episode of the Brainstorm, Sam, Nick, and ARK Chief Futurist, Brett Winton, dive into the world of OpenAI’s latest model, GPT-5, exploring its advancements and the impact on user experience. They discuss the balance between performance and user engagement, the evolving role of AI personalities, and the potential for AI to become an integral part of daily life. Tune in to hear their insights on the future of AI and its implications for both consumers and enterprises.

@ARK-FutureFirst

Smart Portfolio

Bewerkt

🤖 Accessing the AI Market: Conventional vs. High-Conviction Approaches When it comes to AI-themed investing, not all strategies are created equal. Many funds — both passive and active — end up closely tracking benchmarks like the S&P 500, which can limit both outperformance and diversification. Two... Meer weergeven Vertalen