Semiconductors and the AI-Driven Compute Shortage

From rare earths to robotics, VanEck has designed ETFs and mutual funds to capitalize on compelling and contemporary investment trends. Barron's Senior Managing Editors Lauren Rublin and Ben Levisohn talk with Jan van Eck, CEO of the $161 billion-in-assets firm, about the investment outlook and the economic, technological, and social trends that are animating markets today. Plus, a look at Walmart and Target, and other stocks in the news.

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