Cathie Wood's flagship fund is largely missing out on a booming tech-fueled bull run

Cathie Wood's flagship ETF actively invests in shares of companies expected to be disruptive and innovative. But so far this year, the fund appears to be missing out on big gains tied to technology and artificial intelligence.

Market Watch • 4 hours ago

Best 3 AI Stocks From Cathie Wood's ARK Funds

Cathie Wood's ARK Invest drew attention with shifts across its investment strategy, heavily embracing AI infrastructure holdings, tilting toward hyperscalers while trimming AMD. ARK's actively managed Disruptive Innovation ETFs have outperformed in the past year, but less than 10% have Strong Buy or Buy Quant Ratings. I share three of the best AI stocks across ARK's six active equity funds, showcasing strong fundamentals and earnings growth upside.

Seeking Alpha • May 11, 2026

Ark Invest's Wood on AI, Crypto and Impending SpaceX IPO

Ark Invest CEO and CIO Cathie Wood joined Bloomberg's Carol Massar and Joe Mathieu at the Milken Institute Global Conference in Beverley Hills, California. She says she imagines Tesla's IPO will be volatile but that their preliminary work suggests orbital data centers could take Tesla from a revenue generation point of views orders of magnitude twenty times higher.

Bloomberg Markets and Finance • May 7, 2026

3 ETFs to Play the Enterprise Software Slump

Enterprise software—large-scale tools designed for organizations and business clients—is experiencing a slump as providers and customers alike navigate the shifting AI landscape, the inertia baked into existing systems, and uncertainty about the future of software-as-a-service (SaaS) companies. This is reflected in the declines in the share prices of major providers like ServiceNow NYSE: NOW and IBM Corp. NYSE: IBM this year.

MarketBeat • May 4, 2026

Cathie Wood just made a massive bet on these two top AI stocks

While the heyday of Cathie Wood's investment management is, for the time being, firmly in the past, the popular ARK Innovation ETF (ARKK) has been having a respectable run in the last 12 months and unveiled its latest series of bets as recently as April 28.

Finbold • Apr 29, 2026

ARKK Flows Signal a Spring Resurgence

The ARK Innovation ETF (ARKK) is reclaiming its spot in the spotlight this April. After a prolonged period of consolidation and cooling sentiment following its historic 2020-2021 run, Cathie Wood's flagship fund is experiencing a significant acceleration in investor interest.

ETF Trends • Apr 28, 2026

Major ETFs Face Tesla Earnings Test Amid AI Pivot

Tesla, Inc. (TSLA) earnings hit after market close today, with consensus expecting adjusted earnings per share of $0.37 on revenue of $22.7 billion for the first quarter. See more: Apple CEO Shift: 4 Under-the-Radar ETF Plays Key Takeaways: XLY holds the highest Tesla weighting at 19% among the five major funds.

ETF Trends • Apr 22, 2026

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

Wood's Ark Investment Management operates a dozen exchange-traded funds that invest in companies across the technology sector. Its flagship fund, the Ark Innovation ETF, has handily outperformed the S&P 500 over the last year -- but that's far from the whole story.

The Motley Fool • Apr 9, 2026

ARKK Let's You Bet Big on Crypto Infrastructure With Top Disruptors In 2026

Cathie Wood's flagship Ark Innovation ETF (ARKK) has been on a rather bumpy ride over the past six months.

24/7 Wall Street • Apr 3, 2026

OpenAI Is Joining Cathie Wood's ARK ETF Lineup, Creating New Ways to Access Pre-IPO Shares

There's a growing number of ways you could gain exposure to OpenAI, months ahead of its highly anticipated initial public offering.

Investopedia • Apr 1, 2026