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Source document· April 9, 2026

Meet Cathie Wood's Flagship Ark Innovation ETF, Which Has Crushed the S&P 500 Over the Last 12 Months

View original at finance.yahoo.com
Meet Cathie Wood's Flagship Ark Innovation ETF, Which Has Crushed the S&P 500 Over the Last 12 Months Ark Investment Management operates a dozen exchange-traded funds (ETFs) that invest in companies that are pursuing innovations across an array of technologies…
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  • Ark has identified specific subsegments of the technology industry to target including autonomous mobility, intelligent devices, precision therapies, digital assets, and neural networks

    60% confidence
  • Every company in the Ark Innovation ETF portfolio has to be a disruptive innovator

    60% confidence

Data points we hold from this source

Coinbase Global · portfolio weighting4.32 percent
Shopify Inc. · portfolio weighting4.74 percent
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
AI Funding Surge: Capital Floods Fintech, Foundation Models, and Autonomous Systems
A concentrated burst of AI-linked funding on 2026-08-28 pushed well over $1.5B into companies spanning fraud/identity fintech (Socure, which also acquired Fravity), foundation models (Stability AI), AI agents and enterprise tooling (Instinct, Generalist AI, Emerald AI, Owner), and AI-adjacent autonomous/aerospace ventures (Gatik, Regent Craft). The breadth and simultaneity of these rounds signal that investor appetite for AI is not concentrated in a single vertical but is broadening into applied and infrastructure-adjacent domains, with consolidation (Socure-Fravity) beginning alongside fresh capital formation.
Our read on the data ›
Signals we're tracking
EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
Patterns we're watching ›
Where sources disagree
Morgan Stanley & Co. LLC
The same metric (eps) for the same entity (Morgan Stanley & Co. LLC) reported for the identical fiscal period (Q1 2026) and observation date (2026-03-31) has two conflicting values: 3.43 USD_per_share vs 3.08 USD. This is not a temporal change — both observations claim to measure the same point in time. The ~10% discrepancy (0.35 USD difference) is material for a financial metric.
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