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Don’t chase what was. Own what’s next. Big Ideas 2026. Download now: ark-invest.com/big-ideas-2026

Biology is becoming one of the largest data-generation engines on the planet – and AI is poised to help transform the scale and complexity of this data to reshape healthcare. The multiomics–AI flywheel is real and accelerating. I wrote a deeper look for @ARKInvest — the companies enabling and benefiting from it, key debates, and what comes next: @TwistBioscience — making it possible to write and engineer DNA at unprecedented scale and precision @TempusAI — 50%+ of US oncologists already connected, Tempus is building one of the deepest multimodal clinical-molecular data moats in healthcare @RecursionPharma — AI-native drug discovery and development platform hitting clinical proof points, including in a disease with zero approved therapies @CRISPRTx — scaling the first approved CRISPR therapy, now advancing gene editing from rare disease toward common diseases Read more here! 👇

What's the probability a drug gets FDA approval? A clinical trial succeeds? These questions matter enormously for healthcare investing — and now you can see what the crowd thinks. Excited to have contributed to the new medicine markets on @Kalshi's platform as part of this @ARKInvest partnership. Prediction markets are a new source of signal for investment research — the wisdom of crowds, priced in real time. What healthcare and medicine-related markets would you want to see next?

Learn more about this Big Idea. ark-invest.com/big-ideas-2026

The convergence of AI and biology is not a future possibility. It's underway. Which companies do we see building the future of healthcare? Read @Shea_ARK's The Multiomics–AI Flywheel: Why ARK Believes AI And Biology Are Converging To Reshape Healthcare arkinvestmentmanagement.substack.com/p/the-multiomi…

What are active and passive management styles for ETF portfolio management? Could one or both fit into an investor's portfolio? Let's explore ⬇️ At a high level, the two core styles of ETF portfolio management are Passive and Active. Passive investing uses a rules-based approach to track an underlying index (benchmark), while Active investing relies on discretionary decision-making by a portfolio manager. Let’s dive deeper… Passive funds are best known for tracking benchmarks like the S&P 500, other broad market indexes, factor tilts (e.g., growth or value), sector exposures (e.g., technology, industrials), or thematic baskets (e.g., artificial intelligence, clean energy). Portfolio construction is rules-driven, typically market-cap or equal-weighted, with systematic rebalancing. An important distinction: some funds labeled “active” are passive in practice, tracking custom thematic indexes. For example, many “AI-focused” ETFs track an index that screens for keywords, business descriptions, revenue exposure, and language in filings like 10-Ks (Comprehensive Annual Report), but they may not involve active fundamental research on each holding. This creates an active-sounding label on a passive engine. Thanks to their simplified structure, these ETFs often come with lower fees than true active counterparts—but what do they sacrifice? True active management is grounded in bottom-up fundamental analysis. This approach allows portfolio managers to: ▪️Exploit real-time market inefficiencies ▪️Help manage risk by avoiding overexposures ▪️Access off-benchmark opportunities ▪️Focus on high-conviction ideas rather than broad baskets — more like using a scalpel to target specific opportunities than a paint roller that covers everything indiscriminately Boiling it down, active management creates the potential for outperformance, especially in volatile, narrow, or inefficient markets. Learn more about ARK's active management style at ark-funds.com

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." ark-invest.com/podcast/the-br…

What could catalyze the ARK Genomic Revolution ETF? In the March webinar, @Ovid_ARK, PhD states that AI reimbursement and research tools moving into the clinic could shrink the gap with other innovation platforms. ARKG: ark-funds.com/funds/arkg

Three top questions came up from @ARKInvest's Big Ideas 2026 Multiomics research: Where does value actually accrue across the AI-biology stack? Can AI reshape the economics of drug development? What's the path forward for gene therapies to scale? So I sat down to talk through them in this webinar! What do you want me to tackle next?

let’s goo!!🚀 as institutional adoption ramps, the biggest unlock for prediction markets like @Kalshi is financial and economic contracts tied to market-moving events. PS - blog on this topic coming soon, so stay tuned 🤫

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.

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.

We have been surpassed: AI written output exceeded human written output in 2025

AI adoption is outpacing the internet, and infrastructure is scaling to match. We believe this is the beginning of a massive buildout, as consumers and enterprises signal strong demand. @downingARK shares the latest on AI infrastructure in a new blog. ark-invest.com/articles/analy…

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 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: ark-funds.com/how-to-invest Holdings subject to change.

Watch the webinar here: youtu.be/Ow4kr_AbEXc?si…