Market Trends & Cloud Spending - AI is transforming software and cloud spending [1] - Microsoft's Intelligent Cloud segment is growing faster than Productivity Software [1] - Intelligent Cloud segment is on track to be larger than Productivity Software in the next few quarters [1] - Intelligent Cloud segment grew +25% year-over-year [1] - Productivity Software segment grew +14% year-over-year [1]

RT Chase Prather (@PratherARK)At ARK, we back the bold. In our Q2 update, we explain why.The ARK Venture Fund (ARKVX) added Neuralink and Ayar Labs, increased investments in frontier AI, & backed visionaries transforming how we travel, compute, connect, & play. The full Q2 update for ARKVX is now available. ...

RT ARK Invest (@ARKInvest)As AI tools reduce development costs and boost productivity, traditional software moats may erode. We believe fast-shipping products and AI-native platforms will redefine what wins in the market. @downingARK shares his research in a new blog. ...

RT ARK Invest (@ARKInvest)As AI tools reduce development costs and boost productivity, traditional software moats may erode. We believe fast-shipping products and AI-native platforms will redefine what wins in the market. @downingARK shares his research in a new blog. ...

RT ARK Invest (@ARKInvest)Our mid-year review series revisits key innovation themes across ARK’s research, including insights from "Big Ideas 2025." See how the data and our outlook has evolved.Watch the first videos now and subscribe to be notified when the rest are released: https://t.co/9m2I4GvGNP https://t.co/0EZKSIRNxL ...

RT ARK Funds (@ARK_Funds)We were proud to spotlight our funds and partnership with @CBOE in Times Square. #CBOEListed https://t.co/rrekG5jgb1 ...

RT ARK Invest (@ARKInvest)Our mid-year review series revisits key innovation themes across ARK’s research, including insights from "Big Ideas 2025." See how the data and our outlook has evolved.Watch the first videos now and subscribe to be notified when the rest are released: https://t.co/9m2I4GvGNP https://t.co/0EZKSIRNxL ...

RT Daniel Maguire (@DMaguireARK)Robotaxi competition is heating up in Austin.We believe ~300,000 is the optimal number of robotaxis needed to meet urban Austin demand.Tesla could hit this with just ~2 months of production...more in our newsletter below: https://t.co/JFnrliHpNg ...

RT Brett Winton (@wintonARK)every moving machine will require an inference chip, and the capability of that machine will be governed by the integrated capability of that chip ...

RT ARK Funds (@ARK_Funds)ARK ETFs have shown strength as three major headwinds over the past four years shift into tailwinds. Following a strong first half of 2025, @CathieDWood shares her outlook for the remainder of the year in our “Q2 2025 Fund Webinar.”Holdings: https://t.co/lbrIO9cyqQ ...