ARK Invest - $ARKK

11,000 seconds of hot-fire testing back Stoke Space's reusable rocket, VP finds

9 insights: why Stoke skipped partial reuse, how its heat shield doubles as an engine, and why a 24-hour turnaround could mean 100,000 flights a year

17 hrs ago • Scuttlebutt

Humanoid robots are 200,000 times as complex as robotaxis, Cathie Wood's ARK finds

13 calls: why ARK expects Tesla and SpaceX to combine, its 7–8% growth forecast against Musk's triple digits, a rising dollar, and Circle's case for AI…

Sep 30 • Scuttlebutt

AI could cut the cost of developing a drug by as much as 75% — ARK Invest

11 insights: why cancer-test data now rivals the internet as AI training material, how Twist Bioscience became an Anthropic supplier, and a $2–3M…

Sep 29 • Scuttlebutt

Global growth north of 7% will look conservative in hindsight — Ark Invest's CEO

4 calls: Oil at $30–$35 a barrel that holds this time, an inverted yield curve with no recession, and why she says the US will grow its way out of its…

Sep 26 • Scuttlebutt

ARK Invest CEO: Anthropic went from a $9B run rate to $65B in 6 months

12 calls: Why she says healthcare is the most mispriced AI trade, what a gigawatt of data center resold for, and the Bitcoin target she has not moved…

Sep 22 • Scuttlebutt

AFR markets reporter on Cathie Wood: "Her fund fell 23% in 2021 and then 67% in 2022"

11 insights: Her case for global GDP growth above 7% by 2030, the $500K Bitcoin base case, and the US data-center backlash she says keeps her up at…

Sep 17 • Scuttlebutt

Jeff Keller: the market is paying up for short-term certainty, and heavy retail is the tell | Other People's Money

Why he won't short an open-ended growth story, what hyperscaler capex is actually buying, and the three things that would tell him the AI trade has…

Sep 1 • Scuttlebutt

Anthony Caruso: innovation is a core allocation, not a pinch hitter, and 25 stocks carry the whole thesis | Behind the Ticker

Why Nomura converted an eight-year separate account into an ETF, how a two-lens process cuts a universe down to twenty-five names, and where advisers…

Aug 31 • Scuttlebutt

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