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ARTIFICIAL INTELLIGENCE SEMICONDUCTORS TECHNOLOGY EQUITIES INFRASTRUCTURE
A Framework for Valuing Bitcoin Miners as AI Infrastructure
Digital Assets Blog

A Framework for Valuing Bitcoin Miners as AI Infrastructure
Bitcoin miners are pivoting to AI infrastructure. VanEck’s framework values the transition by energized power, delivery execution, and tenant quality.

Expanding AI Footprint Lifts Moat Stocks
Moat Investing Blog

Expanding AI Footprint Lifts Moat Stocks
Software and cybersecurity earnings showed that AI is broadening demand for enterprise tech, not eroding it, as Moat Indexes rebounded late in the month.

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SMH
VanEck Semiconductor ETF
Exposure to the largest companies in the semiconductor sector
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REMX
VanEck Rare Earth and Strategic Metals ETF
Metals critical to the energy transition and other advanced technologies
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VanEck Uranium and Nuclear ETF
Exposure to companies associated with nuclear energy, a clean technology at an inflection point
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GPZ
VanEck Alternative Asset Manager ETF
Unmatched Exposure to Private Market Managers
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