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ARTIFICIAL INTELLIGENCE SEMICONDUCTORS GEOPOLITICS TECHNOLOGY MOAT INVESTING
Q3 2026 Outlook: Stay Invested But Be Selective
Investment Outlook Blog

Q3 2026 Outlook: Stay Invested But Be Selective
Tech’s median projected earnings growth of 41% supports hard-to-believe performance.

Broadening Market Lifts Moat Stocks in June
Moat Investing Blog

Broadening Market Lifts Moat Stocks in June
As mega-cap tech pulled back in June, the Moat Index gained on semiconductor and cybersecurity strength and the SMID Moat Index rose on AI chips and a notable health care deal.

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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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NLR
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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