After three strong years, many nuclear and uranium stocks have given back a chunk of their gains. We look at what drove the pullback, what’s gone right, and the opportunity ahead. 

TSMC posted record Q2 profit, raised its full-year revenue growth outlook to above 40%, and announced a $100 billion expansion in Arizona as AI demand continues to outpace supply. Here is what it means for SMH and SMHX.

Semiconductors are everywhere, but most investors only have access to one slice of a much larger global story. This piece breaks down how the semiconductor industry works, why it matters, and the three distinct ways VanEck offers exposure to it.

Q2 2026 geopolitical shocks sent commodities surging and tumbling. Active security selection proved critical as oil retreated, gold sold off, and steel surged to multi-year highs.

After a volatile Q1, fallen angels bounced back sharply in Q2 2026, outperforming broad high yield by 1.23%, as geopolitical de-escalation and tighter spreads drove strong returns.