Core Insights - Cathie Wood's ARK ETFs have experienced a significant resurgence, attracting $3.7 billion in assets under management (AUM) over the past week, driven by record-breaking single-day inflows [1][2] - The ARK Innovation ETF (ARKK) led the inflow surge, with $1.1 billion on Monday and $1.4 billion on Tuesday, marking the largest single-day inflows since 2021 [2] - The year-to-date net inflows for ARK have turned positive, reaching $2.6 billion for 2025, with ARKK contributing $2.8 billion to this total [3] Fund Performance - ARKK has nearly doubled in value over three months, recovering from an April low of around $40, supported by strong performances from holdings like Coinbase, Roblox, and Shopify [4] - ARKW has also rebounded, currently trading just 13% below its 2021 peak, while ARKK is 50% below its peak [4] Market Dynamics - The inflow surge is partly attributed to renewed retail interest in "meme" and high-volatility stocks, reminiscent of the pandemic-era trading frenzy [5] - ARK's active investment strategy, which had faced challenges post-2021, is now better aligned with current innovation trends, boosting investor confidence [5] Investment Strategy - Cathie Wood remains optimistic about emerging technologies, emphasizing the acceleration towards innovation platforms such as AI, robotics, and blockchain [6] - ARK has actively purchased shares in Trade Desk after a significant price drop, marking its first buy since February, and has also invested in Block and Bullish, reflecting a focus on fintech and digital asset innovation [6][7] Fund Details - ARKK focuses on companies benefiting from technological advancements and holds 44 securities, charging 75 basis points in annual fees [9][10] - ARKW targets companies that will benefit from the shift to cloud technology and holds 46 stocks, with an annual fee of 82 basis points [11]