Cathie Wood's ARK Invest buys Rocket Lab and Cloudflare, sits out crypto stocks. ARK Invest added Rocket Lab across three ETFs and Cloudflare across two funds on August 11, while its disclosed trades showed no transactions in several major crypto-linked holdings. Published 2 hours ago · Updated 1 hour ago AI Summary ARK Invest's August 11 trades added $23.4 million in Rocket Lab shares, amid a share price decline after the company's Q2 results Cathie Wood's ARK Invest focused its August 11 buying on Rocket Lab and Cloudflare, adding shares as Rocket Lab shares fell following its second-quarter results, while making no disclosed trades in several of its major crypto-linked holdings. According to ARK's daily trade disclosures, the firm bought Rocket Lab across three exchange-traded funds and added Cloudflare to its ARK Innovation ETF (ARKK) and ARK Fintech Innovation ETF (ARKF). For investors tracking ARK's crypto exposure, the notable detail was what did not appear in the day's disclosed trades: no transactions in Coinbase, Circle, BitMine, Robinhood, or Bullish. The trades do not by themselves establish a change in ARK's view of crypto equities. ARK does not trade every holding every day, so the absence of transactions should be treated as a data point rather than evidence of a deliberate decision to avoid the sector. Rocket Lab leads ARK's buying. Rocket Lab was the largest disclosed purchase by share count. ARK bought 200,987 shares through ARKK, 64,785 shares through the ARK Autonomous Technology & Robotics ETF (ARKQ), and 27,101 shares through the ARK Space Exploration & Innovation ETF (ARKX). The three purchases total 292,873 shares. Rocket Lab closed at $80.01 on August 11 as per Nasdaq data. At that closing price, ARK's combined purchase represented approximately $23.4 million in market value. The figure is a calculation based on the closing share price and the disclosed share count, rather than a statement of ARK's actual execution price. The purchase came as Rocket Lab shares declined following the company's second-quarter results on August 10. Rocket Lab reported record quarterly revenue of about $234 million, up 62% year over year, while its quarterly loss per share was wider than expected. The company also highlighted a record backlog of about $2.36 billion. ARK's decision to add shares during a sharp post-earnings decline is consistent with a pattern of the firm increasing positions during periods of significant price weakness. However, the trade notification does not establish the specific reason for the purchase, so the timing is better viewed as an observable portfolio action rather than evidence of a particular investment rationale. Cloudflare adds a crypto-linked element. Cloudflare was the other notable name in ARK's August 11 buying activity. ARK purchased 6,090 Cloudflare shares through ARKK and 1,471 shares through ARKF. Cloudflare closed at $306.97 on August 11 as per Nasdaq data. The purchases were considerably smaller than the Rocket Lab position by share count, but Cloudflare has a direct connection to blockchain-based payments through its work on the x402 protocol. Cloudflare and Coinbase have worked together on x402, an open payment standard designed to support automated payments between applications, websites and AI agents. Cloudflare has also been developing programmable wallets for the agentic internet. The company said its wallets are designed to provide AI agents with native payments and verifiable identity, using x402 to facilitate transactions. That gives Cloudflare a clear crypto-adjacent element within ARK's August 11 trades. It does not, however, make the company a crypto-focused business. Cloudflare remains primarily an internet infrastructure and cybersecurity company, and the ARK purchase was a relatively small portfolio adjustment compared with the Rocket Lab buying. Crypto stocks go untraded. ARK's August 11 disclosures did not show transactions in several of the crypto-linked companies that have featured prominently in its recent trading activity, including Coinbase, Circle, BitMine, Robinhood, and Bullish. The lack of trades is notable because ARK has been active in digital-asset-related equities, including buying and selling shares of companies tied to crypto trading, stablecoins and Bitcoin treasury strategies. But the disclosure should not be interpreted as evidence that ARK has changed its position on those companies. A daily trade report records transactions rather than investment intentions. A holding that does not appear in a day's trades may simply have been left unchanged. The August 11 data therefore supports a narrower conclusion: ARK's disclosed buying on that session was concentrated in Rocket Lab and, to a lesser extent, Cloudflare rather than its major crypto-linked holdings. The rest of ARK's trading. Beyond Rocket Lab and Cloudflare, ARK's August 11 activity included purchases across biotechnology and drug-discovery companies. The firm bought shares of Intellia Therapeutics, Cerus, and Schrödinger across its funds. It also reduced positions in several companies, including Shopify, Snowflake, Deere, Caterpillar, 10x Genomics, and Twist Bioscience. None of those disclosed sales involved the major crypto-linked companies identified above. The mix shows that ARK's daily activity extended well beyond digital assets. The firm's portfolios cover a range of disruptive-technology themes, meaning individual trade disclosures should be viewed within that broader investment mandate rather than as a direct measure of crypto sentiment. What the trades show. The August 11 disclosures point to two clear developments: Rocket Lab was the dominant purchase, while Cloudflare was the day's most direct crypto-adjacent addition. The Rocket Lab buying came as the space company faced renewed investor scrutiny following its second-quarter results and concerns around the timing of its Neutron program. Cloudflare, meanwhile, gives ARK's trading activity a connection to the developing stablecoin and agentic-payment ecosystem through x402 and related products. What the trades do not establish is a new ARK position on crypto equities. The absence of Coinbase, Circle, BitMine, Robinhood, and Bullish from the day's disclosed transactions is observable, but it does not reveal why ARK did not trade those names. For investors using ARK's daily disclosures as a gauge of institutional sentiment, the most defensible takeaway is therefore limited: on August 11, ARK's disclosed buying favored Rocket Lab and Cloudflare, while its major crypto-linked holdings were not part of the day's reported transactions. This article is for general informational purposes only and is not investment advice. It makes no prediction about ARK Invest's future trades. Disclaimer: The information researched and reported by The Crypto Times is for informational purposes only and is not a substitute for professional financial advice. Investing in crypto assets involves significant risk due to market volatility. Always Do Your Own Research (DYOR) and consult with a qualified Financial Advisor before making any investment decisions. Discover more Digital Currencies Company News

Cloudflare reported second-quarter revenue of $696.1 million, up 35.9% year-on-year and beating analyst estimates by 4.7%. The cloud security firm's adjusted earnings per share of $0.29 also exceeded expectations by 7.5%. CEO Matthew Prince attributed the strong performance to rapid adoption of the company's Workers developer platform and growing demand for application security services. He said developers are choosing Cloudflare to build applications for machine-to-machine internet traffic. The company raised its full-year revenue guidance to $2.87 billion and lifted adjusted EPS guidance to $1.26. Next quarter's revenue is forecast at $736.5 million, above analyst projections. Management highlighted new monetization models for agent-based internet traffic as key growth drivers. CFO Thomas Seifert noted Cloudflare's position to capitalise on changing internet business models whilst maintaining operational efficiency.

Cloudflare Agents Week 2026: the Agentic Internet. 5 hours ago Highlights. * Cloudflare Agents Week 2026 focused on building infrastructure for autonomous AI agents. * New tools target AI agent development, security, memory, search, and browser automation. * Cloudflare is working to make websites more accessible and useful for AI agents. * The company's broader goal is to build a secure and scalable Agentic Internet. MachineLearning & Artificial Intelligence Cloudflare Agents Week 2026 ended up being kinda less about a single product and more about setting up a whole ecosystem for autonomous software. Across compute, security, developer tooling, AI infrastructure, and the emerging agentic web, Cloudflare announced a broad set of tools designed to support AI agents at scale. Monday: infrastructure for AI agents. Monday was mostly about the basic, kind of "plumbing" you need to actually run autonomous apps. Cloudflare focused on the compute environments agents need, including Sandboxes, which give AI agents persistent and isolated environments with a shell, filesystem, and background processes. And instead of treating an agent like it just lives in a normal container, Cloudflare's approach is designed to support different kinds of computing environments depending on what the agent needs to accomplish. Kinda flexible in a quiet way. The company also introduced Artifacts, Git-compatible versioned storage designed to give agents, developers, and automations a place to store code and data. Cloudflare also expanded the infrastructure around agent workloads, including dynamic and identity-aware controls for Sandbox network traffic. These controls are designed to let developers enforce security policies and provide credentials without exposing sensitive tokens to untrusted code. Tuesday: from AI prototypes to production. Tuesday turned toward how you develop, not just what you deploy. Cloudflare introduced tools aimed at helping developers move AI agents from prototypes toward production applications. Its Agents SDK is being expanded into a more complete platform for agents that can think, act, and persist, while other developer tools are designed to make working with the Cloudflare platform easier. Cloudflare also introduced Agent Lee, an in-dashboard agent that can help developers troubleshoot and manage their Cloudflare stack through natural-language prompts. The company also launched Flagship, a feature-flag service built for AI-era applications. The broader idea is to make development and operations easier as agents become part of production software. Instead of treating agents as experimental add-ons, Cloudflare is building tools around the full process of creating, testing, deploying and managing them. Wednesday: securing autonomous agents. As AI agents start getting into company systems, sensitive data and all sorts of internal stuff, security becomes more and more critical. So Wednesday's updates kinda went all in on extending Zero Trust ideas to autonomous software. Cloudflare introduced Cloudflare Mesh, designed to provide secure private-network access for users, nodes and autonomous AI agents. It can work with Workers VPC so developers can give agents scoped access to private databases and APIs without relying on manual tunnels. Cloudflare also introduced Managed OAuth for Access, allowing AI agents to securely navigate internal applications and authenticate on behalf of users. Alongside that, the company announced additional controls for non-human identities, including resource-scoped permissions and improved OAuth visibility. These changes reflect a broader shift in how companies need to think about Zero Trust. An AI agent is not simply another application or user account. It can act autonomously, access sensitive resources and potentially make decisions on a user's behalf. That means identity, permissions and security policies need to be built into the agent's operating environment from the beginning. Machine Learning & Artificial Intelligence Thursday: building an agent-ready web. Thursday leaned into maybe the most ambitious chunk of Cloudflare's overall plan: reshaping the Internet so AI agents can actually fit in more smoothly. Cloudflare outlined an emerging agentic web where websites and online services need to become easier for AI agents to discover, understand, and interact with. The company introduced an Agent Readiness score to help website owners understand how well their sites support AI agents and shared work around making its own documentation more agent-friendly. Cloudflare also highlighted changes aimed at controlling how AI crawlers interact with online content, including Redirects for AI Training, which allows Cloudflare customers to redirect verified AI crawlers toward canonical content. The broader goal is important because today's web was largely designed around humans using browsers. As agents increasingly browse, search, retrieve information, and perform tasks, websites may need new ways to communicate with them while still giving site owners control over access and content. Friday: understanding the Agentic Internet. For the last day, it was more about watching how these agents really go on and talk with the web, not just theory. Cloudflare's Agents Week wrap-up brought together the company's work across compute, security, AI tools and the emerging agentic web. The company also highlighted network-performance work designed to support the growing amount of traffic generated by AI agents. On the AI infrastructure side, Cloudflare is also bringing its AI platform toward a more unified inference layer, allowing developers to call models from more than 14 providers. New capabilities include Workers AI bindings and an expanded catalog of multimodal models. Cloudflare also introduced AI Search as a search primitive for agents and Agent Memory as a managed service that gives agents persistent memory. Browser Run, meanwhile, gives agents browser capabilities with features including Live View, human-in-the-loop controls, CDP access and session recordings. Cloudflare Agents: conclusion. Cloudflare's Agents Week 2026 ended up being kinda less about a single product and more about setting up a whole ecosystem for autonomous software. Instead of focusing on one standalone AI product, Cloudflare used the week to outline what it calls the "agentic cloud" - infrastructure designed for a world where AI agents become a primary workload. The announcements covered compute environments, persistent storage, private networking, identity and access controls, AI inference, search, memory, browser capabilities and tools for making the wider web more compatible with agents. That broader strategy could become increasingly important as businesses move from experimenting with AI agents to deploying them in real workflows. Agents will need somewhere to run, access to the right tools and data, secure identities and permissions, and ways to interact with websites and services that were originally designed for humans. Cloudflare's Agents Week 2026 is now over, but the company says the agentic cloud is only getting started. The bigger question is how quickly the rest of the Internet adapts to a world where software agents are no longer simply assisting people, but increasingly acting on their behalf. Follow Techgenyz on: Latest Now