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March 19, 2025
VanEck
Identifying trends that create impactful investment opportunities since 1955
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Find out about the venture capital ecosystem. #VCs
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March Semiconductor Industry News & Updates: AI Thrills and Geopolitical Spills>
3 Key Takeaways This Month AI Momentum is Real: NVIDIA’s new AI processors and Micron’s memory surge highlight continued strong growth in AI-driven segments despite broader volatility. Geopolitics Matter: TSMC’s progress in Arizona amid heightened ...
Mar 22, 2025
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BUZZ Investing: Fed’s Glimmer of Hope Amid Market Corrections>
During the recent period between index selection dates (February 12, 2025 – March 13, 2025, the “Period”), U.S. stock markets faced a steep decline, with the S&P 500 falling 8.6% and the Nasdaq Composite dropping 11.9%, signaling a shift from the ...
Mar 22, 2025
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Learn about the Elon Musk Crossover Index, which tracks companies led by Elon Musk.
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Mar 22, 2025
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Tariffs vs. Commodities: A Test of Resilience
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Commodities’ resilience is tested yet again by the uncertainties brought by tariffs and trade tensions. Certain sectors, like agriculture, face greater challenges, while others, like U.S. steel, have seen benefits, highlighting the mixed impact ...
Mar 21, 2025
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Price Tag Politics: Retailers vs. Tariffs>
The retail sector faces renewed uncertainty as the U.S. administration considers tariffs as part of its trade policy strategy. While tariffs are often discussed in the context of manufacturing, retail businesses, especially those reliant on imported ...
Mar 21, 2025
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Understand the importance of transparency and price discovery in a functioning market.
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Mar 21, 2025
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VanEck Mid-March 2025 Bitcoin ChainCheck>
Please note that VanEck has exposure to bitcoin. Three key takeaways for mid-February – mid-March: Key Data Threatens Bull Market: Bitcoin’s 30% retracement coincides with historically low futures funding rates and the longest ETF outflow streak ...
Mar 21, 2025
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Javier Avalos discusses trust and confidence in markets.
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Mar 20, 2025
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Why is there so much interest in the private sector now? #privatemarkets
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Discover why investors are turning to alternatives, including private equity, private credit, and digital assets and how each plays a unique role in portfolio diversification and growth. 00:00 Introduction 02:09 Craig’s background 04:44 What are ...
Mar 17, 2025
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What is the primary goal of alternative investments?
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Discover why investors are turning to alternatives, including private equity, private credit, and digital assets and how each plays a unique role in portfolio diversification and growth. 00:00 Introduction 02:09 Craig’s background 04:44 What are ...
Mar 16, 2025
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Craig Robson speaks about the opportunity for financial advisors to help clients with #healthcare.
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Discover why investors are turning to alternatives, including private equity, private credit, and digital assets and how each plays a unique role in portfolio diversification and growth. 00:00 Introduction 02:09 Craig’s background 04:44 What are ...
Mar 15, 2025
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Craig Robson shares his advice to people starting their own business.
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Discover why investors are turning to alternatives, including private equity, private credit, and digital assets and how each plays a unique role in portfolio diversification and growth. 00:00 Introduction 02:09 Craig’s background 04:44 What are ...
Mar 14, 2025
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Craig Robson discusses how he approaches introducing clients to private market investment solutions.
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Discover why investors are turning to alternatives, including private equity, private credit, and digital assets and how each plays a unique role in portfolio diversification and growth. 00:00 Introduction 02:09 Craig’s background 04:44 What are ...
Mar 13, 2025
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Top Companies Shaping the Future of Nuclear Energy
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As demand for clean, reliable energy surges, nuclear power is making a major comeback. From uranium miners to utility giants, meet the top companies driving the next wave of nuclear growth. Read the Full Blog: ...
Mar 12, 2025
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What are types of #alternative investments? Craig Robson explains.
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Discover why investors are turning to alternatives, including private equity, private credit, and digital assets and how each plays a unique role in portfolio diversification and growth. 00:00 Introduction 02:09 Craig’s background 04:44 What are ...
Mar 12, 2025
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Tariffs Pressure Mega-Caps: Moat Stocks Show Resilience>
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In February, U.S. equity markets navigated a turbulent month, marked by a noticeable shift in investor risk appetite that gained momentum starting around mid-month. The catalyst was the steep U.S. tariffs on Mexico, Canada and China , prompting ...
Mar 11, 2025
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Diversification may be better than trying to pick one winner of the #semiconductor industry. #nvidia
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Angus Shillington and Nick Frasse discuss Nvidia’s earnings and the rapid evolution of AI-driven semiconductor demand. Topics include hyperscalers optimizing AI infrastructure, the rise of custom ASICs, and continued CapEx investment in compute ...
Mar 11, 2025
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What are some opportunities in the #fabless #semiconductor space? #ARM
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Angus Shillington and Nick Frasse discuss Nvidia’s earnings and the rapid evolution of AI-driven semiconductor demand. Topics include hyperscalers optimizing AI infrastructure, the rise of custom ASICs, and continued CapEx investment in compute ...
Mar 10, 2025
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Riding the EM Debt Bull>
The VanEck Emerging Markets Bond Fund was up 1.47% in February, compared to 1.11% for its benchmark. YTD, the fund is up 3.59%, compared to 2.88% for its benchmark, 50% J.P. Morgan GBI-EM Global Diversified Index/50% J.P. Morgan EMBI Global ...
Mar 10, 2025
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Nick Frasse explains big developments in #AI.
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Angus Shillington and Nick Frasse discuss Nvidia’s earnings and the rapid evolution of AI-driven semiconductor demand. Topics include hyperscalers optimizing AI infrastructure, the rise of custom ASICs, and continued CapEx investment in compute ...
Mar 10, 2025
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What are the unintended consequences of the chip ban? #TSMC #semiconductors
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Angus Shillington and Nick Frasse discuss Nvidia’s earnings and the rapid evolution of AI-driven semiconductor demand. Topics include hyperscalers optimizing AI infrastructure, the rise of custom ASICs, and continued CapEx investment in compute ...
Mar 09, 2025
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Why were the US labs and #hyperscalers not doing what #DeepSeek was doing? #AI
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Angus Shillington and Nick Frasse discuss Nvidia’s earnings and the rapid evolution of AI-driven semiconductor demand. Topics include hyperscalers optimizing AI infrastructure, the rise of custom ASICs, and continued CapEx investment in compute ...
Mar 08, 2025
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Find out what’s happening at #Intel. #semiconductors
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Angus Shillington and Nick Frasse discuss Nvidia’s earnings and the rapid evolution of AI-driven semiconductor demand. Topics include hyperscalers optimizing AI infrastructure, the rise of custom ASICs, and continued CapEx investment in compute ...
Mar 07, 2025
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The VanEck BDC Income ETF: The Liquid Alternative to Private Credit
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Private credit is growing fast. Are you tapping into the opportunity? The VanEck BDC Income ETF (BIZD) provides exposure to business development companies (BDCs), offering investors access to alternative income opportunities through private credit. ...
Mar 07, 2025
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