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Rocket Lab, Kratos, Archer Aviation And More Earnings This Week Could Have A Big Impact On Cathie Wood's Ark ETFs
ACHRArcher Aviation (ACHR) Benzinga·2025-02-25 16:14

Core Insights - Ark Funds, led by Cathie Wood, will see significant quarterly earnings reports from key holdings this week, including Nvidia, Home Depot, and Salesforce [1][2] Company Earnings Reports - Nvidia Corporation, with a market cap exceeding 3trillion,isamajorplayerinthesemiconductorindustryandispartoftheDowJonesIndustrialAverage[1]HomeDepotandSalesforcearealsoamongtheDowJonesstocksreportingthisweek[2]ArkFundsHoldingsImpactTempusAIreportedquarterlyresultsthatledtoadeclineinitsstockprice,whichcouldnegativelyaffectArkFunds,astheyholdover3 trillion, is a major player in the semiconductor industry and is part of the Dow Jones Industrial Average [1] - Home Depot and Salesforce are also among the Dow Jones stocks reporting this week [2] Ark Funds Holdings Impact - Tempus AI reported quarterly results that led to a decline in its stock price, which could negatively affect Ark Funds, as they hold over 300 million in Tempus AI shares across their ETFs [3] - Tempus AI is the seventh-largest holding in the Ark Innovation ETF, representing 4.6% of its assets, and the second-largest in the Ark Genomic Revolution ETF at 8% [3] Additional Key Holdings Reporting - Other significant Ark Funds stocks reporting this week include: - Nvidia: 48.4millionholdinginArkNextGenerationInternetETF[5]Salesforce:48.4 million holding in Ark Next Generation Internet ETF [5] - Salesforce: 18.8 million holding in Ark Next Generation Internet ETF [5] - Synopsys: 19.1millionholdinginArkNextGenerationInternetETF[5]RocketLabUSA:19.1 million holding in Ark Next Generation Internet ETF [5] - Rocket Lab USA: 62.4 million holding in Ark Space Exploration & Innovation ETF and Ark Autonomous Technology & Robotics ETF [5] - Kratos Defense & Security Solutions: 98.5 million holding in Ark Space Exploration & Innovation ETF and Ark Autonomous Technology & Robotics ETF [5] - Archer Aviation: 226.1 million holding across multiple Ark Funds [5] - Joby Aviation: $23.6 million holding in Ark Space Exploration & Innovation ETF and Ark Autonomous Technology & Robotics ETF [5]