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ARTIFICIAL INTELLIGENCE INFRASTRUCTURE SEMICONDUCTORS DIVERSIFICATION ROBOTICS
The AI Build-Out: Four Strategies for Investors
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The AI Build-Out: Four Strategies for Investors
AI is not just a software story; it requires physical infrastructure, advanced chips, autonomous systems, and...

TSMC Q2 Earnings Call: What It Means for SMH
Thematic Investing Blog

TSMC Q2 Earnings Call: What It Means for SMH
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.

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VanEck Semiconductor ETF
Exposure to the largest companies in the semiconductor sector
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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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VanEck Alternative Asset Manager ETF
Unmatched Exposure to Private Market Managers
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