us en false false Default
Skip directly to Accessibility Notice

Insights

Trending Now

ARTIFICIAL INTELLIGENCE SEMICONDUCTORS TECHNOLOGY GEOPOLITICS EQUITIES
BUZZ Investing: AI Leadership Rotates and Macro Risks Reassert
Thematic Investing Blog

BUZZ Investing: AI Leadership Rotates and Macro Risks Reassert
AI and semiconductor leadership rotated beyond mega-caps in late spring 2026 as memory names led, macro risks resurfaced, and crypto-linked stocks lagged.

AI Reevaluations Shape Moat Index Turnover
Moat Investing Blog

AI Reevaluations Shape Moat Index Turnover
AI-driven moat rating downgrades played a major role in the Moat Index's Q2 review, reshaping tech exposure while surfacing attractively priced opportunities across other sectors.

Investment Insights

Investment Insights

All Formats

Trending Funds

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