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Zacks Market Edge Highlights: ARKK, Tesla, Palantir Technologies, Robinhood Markets and Tempus

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For Immediate Release

Chicago, IL – August 25, 2025 – Zacks Market Edge is a podcast hosted weekly by Zacks Stock Strategist Tracey Ryniec. Every week, Tracey will be joined by guests to discuss the hottest investing topics in stocks, bonds and ETFs and how it impacts your life. To listen to the podcast, click here:  https://www.zacks.com/stock/news/2741199/cathie-woods-arkk-etf-is-back-buy-it-or-not)

Cathie Wood's ARKK ETF Is Back: Buy It or Not?

Welcome to Episode #456 of the Zacks Market Edge Podcast.

  • (0:30) - Is Cathie Wood Making A Comeback and Should You Be Jumping In?
  • (6:30) - Breaking Down ARKK Recent Performance and It’s Holdings
  • (21:45) - Episode Roundup: TSLA, SHOP, PLTR, TEM, COIN, HOOD, CRCL
  • podcast@zacks.com

Every week, host and Zacks stock strategist, Tracey Ryniec, will be joined by guests to discuss the hottest investing topics in stocks, bonds, and ETFs and how it impacts your life.

This week, Tracey is going solo to talk about ARK Invest's flagship ETF, the Ark Innovation ETF (ARKK - Free Report) . ARK Invest is led by CEO Cathie Wood who became popular during the pandemic when ARKK gained 152% in 2020.

Money flowed into ARKK in early 2021, but the ETF ended up falling 23.4% that year.

ARKK has struggled to get back into the green over the last 5 years. However, in 2025, investment in some hot growth stocks has propelled ARKK up 27.6% year-to-date.

Is ARKK back?

Should investors consider buying it, or not?

4 of ARKK's Top Holdings

1. Tesla, Inc. (TSLA - Free Report)

Tesla is ARKK's largest holding at 10.3% of the portfolio. Cathie Wood has always made her bet on Tesla the cornerstone of ARKK.

But Tesla shares are actually down 20.7% year-to-date. It's still not cheap, with a forward P/E of 195.4.

It has a Zacks Rank of #4 (Sell).

If you want to own a concentrated position in Tesla, is ARKK the ETF for you?

2. Palantir Technologies Inc. (PLTR - Free Report)

Palantir is a Top 10 position in ARKK at 4.53% of the portfolio. It's been one of the hottest stocks on Wall Street this year. Shares of Palantir are up 106.5% year-to-date.

Palantir fits into the portfolio which is filled with high growth stocks as earnings are expected to rise 58.5% this year. It's a Zacks #2 (Buy) stock.

If you want to own Palantir and Tesla, should you be a buyer of ARKK?

3. Robinhood Markets, Inc. (HOOD - Free Report)

Robinhood Markets is in the top 10 of ARKK holdings at 4.28% of the portfolio. It has busted out to new all-time highs this year. Shares of Robinhood are up 185.3% year-to-date.

Earnings are expected to soar 42.2% this year. Robinhood is a Zacks Rank #1 (Strong Buy) stock, the highest Zacks recommendation.

Did Cathie make the right call by investing in Robinhood?

4. Tempus AI, Inc. (TEM - Free Report)

Tempus AI is ARKK's big bet on the AI Revolution. It's 5.66% of the portfolio.

Tempus AI went public in 2024. Shares are up 127% year-to-date. It is expected to see negative earnings this year, with a loss of $0.70, but earnings are expected to grow 55.7%.

Tempus AI is a Zacks Rank #2 (Buy) stock.

If you want to own Tempus AI, along with Palantir, Robinhood, Tesla and others, should you be buying ARKK?

What Else Do You Need to Know About the ARK Innovation ETF?

Tune into this week's podcast to find out.

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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performancefor information about the performance numbers displayed in this press release.

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