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Are her big ideas turning into big returns?
ARK Autonomous Technology & Robotics ETF (ARKQ) has delivered higher trailing returns. Global X - Robotics & Artificial Intelligence ETF (BOTZ) offers a lower expense ratio and a higher dividend yield for income-focused investors.
The Ark Invest founder is betting big on SpaceX.
The ARK Autonomous Technology & Robotics ETF (ARKQ) is best rated a Hold, with a bias to accumulate through volatility. ARKQ's portfolio has shifted toward quality and momentum names, with only 20-25% in true long-duration disruptive tech. Defense allocations provide differentiated, resilient exposure, while AI infrastructure and disruption themes face mixed near- and long-term outlooks.
The Nasdaq-100 technology index is trading in the green for 2026, but it's down 8% from its recent peak. The Roundhill Generative AI and Technology ETF is experiencing an even steeper drawdown, but it's still boasting a 40% year-to-date return.
AI is everywhere in the product. But revenue growth is decelerating, from 16% to 13% to 12% guided. The productivity benefits are arriving for users and end-consumers of AI, though it's not hitting the income statement (at least yet) for most companies.
China has unveiled a new carbon-peaking action plan that targets new energy vehicles (NEVs) accounting for 30% of the country's total vehicle fleet by 2030, marking a significant step in the electrification of the world's largest automobile market. The State Council on Thursday released the "15th Five-Year Plan" Carbon Peaking Action Plan, outlining the country's roadmap to peak carbon emissions before 2030.
The Russell 2000 has now lagged the broader market for many years. Small-cap stocks tend to perform well during periods of lower interest rates and economic expansion.