Cathie Wood’s ARK Fintech ETF Defies 2025 Slump, Gaining 30% on AI Bet
Affected assets and topics
Why it matters
ARK Fintech ETF, managed by Cathie Wood, has gained 30% in 2025 despite a slump in the market, driven by investments in Palantir Technologies and Roku Inc., while fintech's core payment stocks and cryptocurrencies like Bitcoin and Coinbase Global Inc. have underperformed.
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Expected market reaction
Market impact analysis based on bullish sentiment with 85% confidence.
Evidence trail
Evidence
AI provenance
Technical identifiers
- Provider tag
- groq-llama-3.1-8b-instant
- Analysis version
- groq-llama-3.1-8b-instant
- Article id
- 28291
Original source
The inclusion of stocks such as artificial intelligence firm Palantir Technologies Inc., up 135% last year, and TV streaming platform Roku Inc., up 46%, helped buttress ARKF, while fintech’s core payment stocks lagged, Bitcoin ended the year down 7% and crypto exchange Coinbase Global Inc. fell 9%. “It is a lot of different plays here and we’re balancing the portfolio, pulling on levers here against those technologies to each other,” said Dan White, associate portfolio manager at ARK Investment Management.
Read the full article on Yahoo Finance
Original article published by Yahoo Finance on January 3, 2026. Analysis and insights provided by AnalystMarkets AI.