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ARTIFICIAL INTELLIGENCE SEMICONDUCTORS EQUITIES TECHNOLOGY GEOPOLITICS
BUZZ Investing: AI Fervor and Geopolitical Fatigue Fuel a Record Run
Thematic Investing Blog

BUZZ Investing: AI Fervor and Geopolitical Fatigue Fuel a Record Run
U.S. equities staged a powerful recovery in April and early May, as a U.S.-Iran ceasefire, strong Q1 earnings, and renewed AI infrastructure enthusiasm drove a sharp rally led by semiconductors and large-cap technology.

Moat Strategies Join Tech-Led April Rebound
Moat Investing Blog

Moat Strategies Join Tech-Led April Rebound
Tech and semiconductor stocks led April’s rebound. Moat stocks participated in the rally though narrow leadership favoring mega-cap growth weighed on relative performance.

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VanEck Semiconductor ETF
Exposure to the largest companies in the semiconductor sector
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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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