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🔎 Innovation Breaks Out

June 26, 2025

📊 Daily ETF Overview

 

As broad indexes push toward former highs, we're seeing a clear rotation down the risk curve.

Risk-on sectors—like Ark’s growth funds, crypto, and tech—are deep in the green. This kind of move signals growing investor appetite for risk and a bullish read on future market conditions.

A standout example: Ark’s flagship innovation ETF, $ARKK, is breaking out to new highs relative to the broader market.

 

 

After years of underperformance, this breakout marks a potential regime shift. Investors are beginning to reward risk again, and funds like ARKK are finally turning the page toward a possible long-term uptrend.

In short, risk is back. And those who lean into it are getting paid.