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WHAT MOVED THE MARKET TODAY
DAILY NOTES

ARK Innovation ETF

39 stocks · cap-weighted, ETF-derived weights · Oct 9, 2026 close
89.62
+2.02 (+2.31%)
ARKK 89.62 · +2.0 pts (+2.31%) 1D
1D1W1MQTD3M6MYTD1Y2Y3Y5Y
90.1589.4788.7988.11prev close 87.60EW +2.37%H 89.99 · 10:30L 87.60 · open
open11:0512:4514:2016:00
5-minute bars · index reconstructed live from member prices
Breadth
32 / 39
stocks rose with the index
Concentration
28%
of the gain from CRSP, CRCL, TSLA
Biggest driver
CRSP +0.20
CRISPR THERAPEUTICS AG, +5.85%
Biggest drag
CBRS −0.05
CEREBRAS SYSTEMS INC - A, −2.23%
Context
81st pctile
of the past year's sessions by daily move

What drove it

39 members · drivers first · 1D · residual 21.9bp within 60bp gate

The ARKK rose 2.31% (+2.02 pts) on the day in a broad advance: 32 of 39 stocks rose, with CRSP out front at +0.20 points.

Read the latest market-close note: Goldman and Microsoft Push the Dow to a Large Gain While Telecoms Sink Communication Services

+2.1 pts from 32 gainers−0.1 pts from 7 losers
net +2.0 pts · gainers outweigh losers 17.4 to 1
Stock
Points
Return
ARKKsum of all 39 stocks
+2.0
100%
+2.31%
CRSPCRISPR THERAPEUTICS AG
+0.2
10%
+5.85%
CRCLCIRCLE INTERNET GROUP INC
+0.2
9%
+4.56%
TSLATESLA INC
+0.2
9%
+2.05%
COINCOINBASE GLOBAL INC -CLASS A
+0.2
8%
+4.30%
TWSTTWIST BIOSCIENCE CORP
+0.1
7%
+5.08%
PLTRPALANTIR TECHNOLOGIES INC-A
+0.1
6%
+5.17%
SHOPSHOPIFY INC - CLASS A
+0.1
5%
+3.82%
RXRXRECURSION PHARMACEUTICALS-A
+0.1
5%
+10.38%
TEMTEMPUS AI INC-CL A
+0.1
5%
+2.38%
TXG10X GENOMICS INC-CLASS A
+0.1
5%
+4.36%
BEAMBEAM THERAPEUTICS INC
+0.1
4%
+4.47%
SPCXSPACE EXPLORATION TECHN-CL A
+0.1
4%
+1.25%
NTLAINTELLIA THERAPEUTICS INC
+0.1
3%
+3.73%
AMZNAMAZON.COM INC
+0.1
3%
+3.29%
NETCLOUDFLARE INC - CLASS A
+0.1
3%
+5.59%
BLSHBULLISH
+0.1
3%
+3.72%
HOODROBINHOOD MARKETS INC - A
+0.1
3%
+1.88%
XYZBLOCK INC
+0.1
3%
+2.68%
ACHRARCHER AVIATION INC-A
+0.1
2%
+5.30%
ILMNILLUMINA INC
+0.0
2%
+5.14%
VCYTVERACYTE INC
+0.0
2%
+3.74%
NTRANATERA INC
+0.0
1%
+2.54%
CRWVCOREWEAVE INC-CL A
+0.0
1%
+0.61%
GOOGALPHABET INC-CL C
+0.0
1%
+0.87%
BWXTBWX TECHNOLOGIES INC
+0.0
1%
+1.11%
KTOSKRATOS DEFENSE & SECURITY
+0.0
0%
+1.03%
AVGOBROADCOM INC
+0.0
0%
+0.39%
SOFISOFI TECHNOLOGIES INC
+0.0
0%
+1.22%
PACBPACIFIC BIOSCIENCES OF CALIF
+0.0
0%
+1.30%
LLYELI LILLY & CO
+0.0
0%
+0.78%
CERSCERUS CORP
+0.0
0%
+0.88%
BMNRBITMINE IMMERSION TECHNOLOGI
+0.0
0%
+0.02%
XEX-ENERGY INC
−0.0
0%
−0.44%
WGSGENEDX HOLDINGS CORP
−0.0
0%
−0.59%
METAMETA PLATFORMS INC-CLASS A
−0.0
0%
−0.31%
TSMTAIWAN SEMICONDUCTOR-SP ADR
−0.0
0%
−1.03%
NVDANVIDIA CORP
−0.0
−1%
−0.52%
AMDADVANCED MICRO DEVICES
−0.0
−2%
−2.03%
CBRSCEREBRAS SYSTEMS INC - A
−0.0
−2%
−2.23%
Cap weighting, illustrated

SPACE EXPLORATION TECHN-CL A and SOFI TECHNOLOGIES INC moved almost identically (+1.25% vs +1.22%), yet SPCX moved the ARKK 7.4× as much. In a cap-weighted index, the bigger company's weight turns the same percentage move into far more points.

Attribution map

slicing the +2.02 pt move · cell size = points contributed · color = direction, intensity = return
CRSP+0.2 pts(+5.8%)
CRCL+0.2 pts(+4.6%)
TSLA+0.2 pts(+2.1%)
COIN+0.2 pts(+4.3%)
TWST+0.1 pts(+5.1%)
PLTR+0.1 pts(+5.2%)
SHOP+0.1 pts(+3.8%)
RXRX+0.1 pts(+10.4%)
TEM+0.1 pts(+2.4%)
TXG+0.1 pts(+4.4%)
BEAM+0.1 pts
SPCX+0.1 pts(+1.2%)
NTLA+0.1 pts(+3.7%)
AMZN+0.1 pts(+3.3%)
NET+0.1 pts(+5.6%)
BLSH+0.1 pts(+3.7%)
HOOD+0.1 pts
XYZ+0.1 pts
ACHR+0.1 pts(+5.3%)
CBRS−0.0 pts(−2.2%)
ILMN+0.0 pts
AMD−0.0 pts
VCYT
CRWV
NVDA

Concentration curve

cumulative share of the +2.02 pt move · sorted by contribution
0%50%100%10202939stocks:3 stocks = 28%100% covered at 21

When they drove it

cumulative points through the period
0CRSP +0.20CRCL +0.18TSLA +0.18CBRS −0.05AMD −0.04NVDA −0.01Oct 8Oct 9

Breadth

member returns, this period
−4%0%+4%+8%
From −2.23% (CBRS) to +10.38% (RXRX). Equal-weight, the ARKK would be +2.37% vs the actual +2.31%; the gap is what cap weighting did.

By sector

point contribution · sums to +2.02 pts
Unknown39
+2.0

The year, session by session

every trading day of 2026 · hover for the move
JANFEBMARAPRMAYJUNJULAUGSEPOCT

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SESSIONSETTLEDBOARDARKK 1DMEMBERS39RESIDUAL21.9BP / 60BP GATESRCNASDAQ · CBOE · ALPHA VANTAGEWMTMT.COM