BUZZ Investing: AI Leadership Rotates and Macro Risks Reassert | VanEck
AI and semiconductor leadership rotated beyond mega-caps in late spring 2026 as memory names led, macro risks resurfaced, and crypto-linked stocks ...
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A Framework for Valuing Bitcoin Miners as AI Infrastructure - VanEck
How to value bitcoin miners pivoting to AI : energized power, delivery risk , tenant quality, and a ~$50B funding gap.
AI Infrastructure: Why Buildout Matters More Than Apps | VanEck
... risks to AI infrastructure growth. While these are real risks , persistent constraints despite record capex may also signal that demand is ...
China's Next Chapter: Investing in Industrial Innovators - VanEck
China's next growth phase is driven by advanced manufacturing, electrification and AI infrastructure. The ChiNext Index provides targeted exposure ...
Why Are Investors Re-Evaluating Large Pharmaceutical Companies? | VanEck Chile
Pharmaceutical companies are navigating a changing landscape defined by GLP-1 innovation, AI -supported drug discovery, and evolving healthcare ...