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ARK Invest
36 TokenPost stories are tagged ARK Invest. The newest appear first.
Latest ARK Invest stories
- ARK Invest Sells CoreWeave and Adds to Technology Companies
ARK also cut Broadcom and Teradyne holdings. Cathie Wood said power and chip constraints are pressing AI developers to make computing more efficient.
· Insights & Views
- ARK Invest Files for New Thematic ETFs
The filing covers a range of thematic exchange-traded funds.
· Investing
- ARK Invest Adds $2.44 Million in Coinbase Shares in Nov. 5 Trades
The firm sold about $2.27 million in Bullish shares and $2.28 million in Bitmine shares as both stocks fell more than 10%.
· Investing
- AI infrastructure shortages could drive efficiency as Wood sees labor shortages ahead
Cathie Wood said power, chip and data center shortages could improve AI investment efficiency. She expects labor shortages rather than mass unemployment.
· Insights & Views
- ARK ETFs Buy $47.4 Million in SpaceX Shares as Stock Falls 3.8%
The funds bought 348,406 shares on Nov. 4. SpaceX closed at $135.92, just above its $135 IPO price.
· Investing
- ARK Invest Buys About $965,400 in Circle Shares, Sells About $866,800 in Bullish Shares
The Circle purchase was smaller than ARK’s 65,615-share buy on Oct. 26, while both stocks advanced Tuesday.
· Investing
- ARK Invest Research Head Estimates 2026 Crypto Theft at $8.5B
Lorenzo Valente put the tally through Oct. 30, 2026, at 0.33% of the year's average market capitalization, while the annual average since 2018 was 0.24%.
· Technology
- ARK Invest Researcher Says Crypto Hacks Add Hidden Costs for Users
Lorenzo Valente put average annual crypto hacking losses at 0.24% of market capitalization since 2018, compared with 0.017% of U.S. bank deposits lost to fraud.
· Insights & Views
- ARK Invest Buys Coinbase, Circle and Robinhood Shares in Nov. 2 Trades
The purchases were valued at $3.4 million for Coinbase, $2.6 million for Circle and $645,820 for Robinhood; ARK also sold $2.3 million worth of Bullish shares.
· Insights & Views
- ARK Funds Add 99,418 Robinhood Shares After Crypto Revenue Falls
Three ARK ETFs made the purchases on Oct. 28, as Robinhood’s cryptocurrency revenue fell 55% year over year to $120 million.
· Investing
- ARK ETFs Sell $25.6M in Chipmaker Shares, Add Joby Aviation and Archer Aviation
The Oct. 27 trades also included purchases of AeroVironment and Beam Therapeutics. The trade files give no reason for the transactions.
· Investing
- ARK Invest Holdings Show 50,183 More Circle Shares and 601,028 Fewer ARKB Shares
ARKW’s Circle position reached 848,944 shares, or 4.33% of its portfolio. ARKW and ARKF still held 3,296,056 ARKB shares combined.
· Investing
- ARK Invest Adds 65,615 Circle Internet Group Shares on Oct. 26
The purchase was valued at about $5.2 million. Circle shares closed at $79.84 that day.
· Investing
- Bitcoin’s insurance role grows with AI hacking risks, but infrastructure boom raises holding costs
Brett Winton sees Bitcoin as insurance against financial disruption from AI hacking. He says demand for AI infrastructure investment is also raising the opportunity cost of holding it.
· Insights & Views
- Cathie Wood Calls Five Decades of Interest-Rate Trends an Anomaly
She ties the unusual period to monetary changes after the gold window closed.
· People
- ARK Ties Tesla’s 2031 Case to a $225 Billion AI Spending Assumption
The model’s base case includes 8.1 million robotaxis in 2031. Tesla’s third-quarter results provide a current operating baseline, including $28.046 billion in revenue and nearly 2 million cumulative unsupervised robot…
· Insights & Views
- ARK Invest Projects Tesla's 2031 Market Value at $17.5 Trillion
The model's base case puts Tesla shares at about $4,400 and assigns roughly 80% of projected enterprise value to robotaxis.
· Investing
- ARK Invest Adds 132,498 CoreWeave Shares, Trims Palantir
Two ARK funds sold a combined 18,349 Palantir shares on Oct. 19. The CoreWeave purchase was worth about $8.1 million at the closing price.
· Investing
- Ark Invest Buys $25.9 Million in CoreWeave Shares, Trims Two Holdings
The firm also bought shares of Meta Platforms, Recursion Pharmaceuticals and Cerebras while reducing its Personalis and Toast positions.
· Investing
- Cathie Wood Says Large Allocators May Be Taking First Bitcoin Positions
Wood separately put her Bitcoin base case closer to $750,000 per coin; the price outlook does not quantify allocator purchases.
· People
- ARKG Sells Personalis, Adds Freenome as ARK Buys Rocket Lab
ARKG also added 29,416 Scribe Therapeutics shares; Rocket Lab’s first Neutron launch is now expected in 2027.
· Investing
- CoreWeave Shares Fall 11.9% After 2032 Notes Yield Above 15%
The shares reversed a 5.9% gain on Thursday. ARK Invest bought 381,231 shares across Oct. 14 and 15.
· Investing
- ARK Invest Buys CoreWeave Shares as Stock Falls 15.46%, Sells Palantir
CoreWeave closed at $65.78 as September CPI rose 3.7% year over year. The company had $35.068 billion in debt and about $104 billion in revenue backlog as of June 30.
· Investing
- ARK Invest Keeps Bitcoin (BTC) Outlook Intact as Stablecoins Gain Ground
ARK raised Bitcoin’s digital-gold market assumption by 37% but cut its emerging-market safe-haven penetration rate by 80%.
· Investing
- ARK Invest Video Highlights 90% U.S. Share of Data-Center Financing
The October 2026 “In The Know” page presents the claim during a discussion of artificial intelligence, economics and markets.
· Technology
- ARK Digital-Assets Research Director Says 70% of Adviser Questions Concern Quantum Risk
Lorenzo Valente said ARK Invest expects quantum computers to threaten current blockchain signatures within 10 to 20 years but is more confident Bitcoin will upgrade in time.
· Technology
- ARK Invest Maintains Five-Year Bitcoin Thesis as Stablecoins Reshape View
Lorenzo Valente said stablecoins have changed ARK’s emerging-market Bitcoin thesis, while tokenized stocks and real-world assets remain part of its broader market outlook.
· People
- ARK Invest Sells Bitcoin ETF and Tech Shares in Oct. 9 Trades
ARKF sold 350,270 shares of the ARK 21Shares Bitcoin (BTC) ETF, while other funds reduced positions in SpaceX, Robinhood Markets, Shopify, Alphabet and DraftKings.
· Investing
- ARK Invest Sells SpaceX and AMD Shares, Buys Kratos Defense & Security Solutions Stock
The Thursday, Oct. 8 disclosure lists sales of 29,048 SpaceX shares and 22,500 AMD shares, alongside a purchase of 159,918 Kratos shares.
· Investing
- Cathie Wood Views Rising Rates as a Sign of Economic Growth
The ARK Invest founder and CEO linked higher borrowing costs with stronger growth rather than mainly reflecting inflation during an October session.
· People
- Cathie Wood Says AI Inference Costs Are Falling 99.99% a Year
She also cited OpenAI’s rise in annualized revenue and an ARK Invest projection of high-single-digit real GDP growth.
· Technology
- ARK Researcher Sees USDe Reaching $30 Billion to $40 Billion
Lorenzo Valente’s projection rests on tokenized equities expanding demand for the synthetic dollar and its collateral strategies.
· Business
- Ark Invest Chief Questions Hyperliquid’s Path Into U.S. Markets
Lorenzo Valente said separating U.S. liquidity from Hyperliquid’s permissionless markets could weaken the product as real-world-asset perpetuals expand.
· Business
- ARK Invest Announces Ethereum Tokenization for Venture Fund Interests
The ARK Venture Fund will use Securitize’s infrastructure to give eligible investors an onchain representation of fund interests.
· Business
- ARK Venture Fund Prepares Tokenized Class for OpenAI, Anthropic Exposure
The proposed structure would record fund ownership on distributed-ledger technology and could trade through regulated alternative trading systems.
· Business
- ARK Invest Buys $31 Million in Coinbase, Circle as Crypto Equity Rotation Continues
ARK Invest purchased Coinbase and Circle shares while trimming other crypto-linked equities, signaling a targeted rotation within the digital asset sector.
· Business