ARK Invest

ARK Invest

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Investment advisor focused solely on disruptive innovation. Disclosure: https://t.co/7lwRaEv61H

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Elon’s next choke point: chips. But he isn’t waiting for supply to catch up. He's building it. @wintonARK explains how Terafab could force the entire semiconductor supply chain to respond in "The Brainstorm."

What if semiconductor manufacturing became vertically integrated? Elon Musk’s Terafab is planning to do just that, which could reshape the supply chain, scale AI compute, and accelerate innovation. Brett, Sam, and Nick break it down in "The Brainstorm."

At @ARKInvest, we’re always looking for new tools that can sharpen our research and improve how we make investment decisions. Prediction markets are not just a new derivatives market — they represent a powerful new way to quantify risk and surface forward-looking insights. We’ve been working with the @Kalshi team to list markets on topics about which we are curious, from macroeconomic data to scientific milestones. We believe the wisdom of crowds will play an increasingly important role in 21st century investment decisions, and we are proud to partner with @MansourTarek_ and the team to scale this new financial infrastructure.

As institutional adoption of prediction markets grows, Kalshi is seeing increased demand for a formal market request pipeline to help investors leverage the wisdom of the crowd. @ARKInvest is now working with Kalshi through this pipeline to list markets used in investment

Very excited to be working with the @Kalshi team on this! Prediction markets represent the purest form of risk in the market. We believe this will be a multi-trillion dollar asset class. Stay tuned for new research from us on this opportunity soon.

As institutional adoption of prediction markets grows, Kalshi is seeing increased demand for a formal market request pipeline to help investors leverage the wisdom of the crowd. @ARKInvest is now working with Kalshi through this pipeline to list markets used in investment

The future of commerce is digital. Shopify $SHOP empowers businesses of all sizes to build and scale online storefronts. Gain exposure to Shopify and similar companies with $ARKK, $ARKW, and $ARKF: http:/ark-funds.com/how-to-inv... Holdings subject to change.

Are we overbuilding AI infrastructure? Strong AI-driven productivity gains are shaping demand. We believe software spend could justify large-scale infrastructure, despite local energy constraints. Watch the full “Big Ideas 2026” webinar. @ARKInvestEurope

The most popular stablecoin type, majority-fiat backed stablecoins, dominate global crypto markets and account for more than 85% of the $313B supply. Now that Congress has passed the GENIUS Act, they are the only eligible options for issuers intending to offer payment stablecoins in the US.

Part II of our “A Guide To Stablecoins” series is live. In it, @rhadiARK breaks down the most popular type: majority fiat-backed stablecoins. Focusing on USDC, USDT, and PYUSD, he outlines how companies manage reserves and maintain stability. Read now! http://ark-invest.com/articles/analyst-research/majority-fiat-backed-stablecoins-usdt-usdc-pyusd…

AI should create new opportunities over time, but the transition may not be seamless. A critical question remains: how do we manage the gap and retrain and rehire workers quickly? @GrousARK and @alapshah1 explore the challenge and potential solutions on "The Brainstorm."

Not predictions. Positioning. “The Investment Opportunity Report” identifies five innovation themes at or nearing critical scale, where today’s skepticism could become tomorrow’s consensus. Available now!

Will the economics of orbital data centers ever make sense? Hear from Research Analyst @DMaguireARK.👇

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