에 대한 최신 뉴스 Hubbell (NYSE:HUBB) 주식

Hubbell

Founded in 1888 by Harvey Hubbell, the eponymous company was the conduit through which the pull-chain lamp socket was originally sold. Hubbell has since grown into an electricity transmission and distribution behemoth, housing more than 75 brands that sell components found on power lines, electrical substations, and within commercial and industrial buildings. The company's primary operations are within the United States, where around 90% of revenue is derived.

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대부분의 사람들은 인공지능(AI) 투자와 관련하여 엔비디아(NASDAQ:NVDA)와 같은 반도체 기업들이나 마이크로소프트(NYSE:MSFT)와 같은 클라우드 대기업들을 떠올린다.

독점: VOLT ETF, AI 전력 수요에 힘입어 7조 달러 전기화 붐을 탐지

Hubbell Inc

Hubb Ventures Inc

<h3>Gainers</h3>
<table>
<thead>
<tr>
<th>Symbol</th>
<th>Name</th>
<th align="right">Price</th>
<th align="right">Change ($)</th>
<th align="right">Change (%)</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLE#NYSE">XLE</a>)</td>
<td>SPDR Select Sector Fund - Energy Select Sector</td>
<td align="right">88.96</td>
<td align="right">0.30</td>
<td align="right">0.33</td>
<td>58.0K</td>
</tr>
<tr>
<td>(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLK#NYSE">XLK</a>)</td>
<td>SPDR Select Sector Fund - Technology</td>
<td align="right">242.01</td>
<td align="right">0.69</td>
<td align="right">0.28</td>
<td>9.4K</td>
</tr>
<tr>
<td>(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLU#NYSE">XLU</a>)</td>
<td>SPDR Select Sector Fund - Utilities</td>
<td align="right">80.47</td>
<td align="right">0.12</td>
<td align="right">0.14</td>
<td>582</td>
</tr>
<tr>
<td>(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLY#NYSE">XLY</a>)</td>
<td>SPDR Select Sector Fund - Consumer Discretionary</td>
<td align="right">210.63</td>
<td align="right">0.30</td>
<td align="right">0.14</td>
<td>1.0K</td>
</tr>
<tr>
<td>(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLB#NYSE">XLB</a>)</td>
<td>Materials Select Sector SPDR</td>
<td align="right">87.31</td>
<td align="right">0.05</td>
<td align="right">0.05</td>
<td>322</td>
</tr>
<tr>
<td>(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLC#NYSE">XLC</a>)</td>
<td>The Communication Services Select Sector SPDR Fund</td>
<td align="right">103.47</td>
<td align="right">0.05</td>
<td align="right">0.04</td>
<td>934</td>
</tr>
</tbody>
</table>
<h3>Losers</h3>
<table>
<thead>
<tr>
<th>Symbol</th>
<th>Name</th>
<th align="right">Price</th>
<th align="right">Change ($)</th>
<th align="right">Change (%)</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLV#NYSE">XLV</a>)</td>
<td>SPDR Select Sector Fund - Health Care</td>
<td align="right">133.38</td>
<td align="right">-0.09</td>
<td align="right">-0.07</td>
<td>13.1K</td>
</tr>
<tr>
<td>(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLI#NYSE">XLI</a>)</td>
<td>SPDR Select Sector Fund - Industrial</td>
<td align="right">142.51</td>
<td align="right">-0.04</td>
<td align="right">-0.03</td>
<td>1.0K</td>
</tr>
</tbody>
</table>
<a href="https://pro.benzinga.com/?utm_source=insights">Pulled from Benzinga Pro data</a> the above sector movers alert assists traders in understanding macro-level trends and market variations. Traders will look for sector movers providing information on sectors that are over- or under-performing, deriving these results into investing decisions on exchange-traded funds (ETFs) or individual tickers in those sectors. 
To read more about sector movers, <a href="https://www.benzinga.com/movers">click here</a>.

Sector ETFs

Pre-Market Outlook

Movers

Select Sector SPDR-Consumer Discretionary

Leading And Lagging Sectors For June 19, 2025

Kremlin spokesman Dmitry Peskov expressed Russian President&nbsp;Vladimir Putin&#8216;s appreciation for U.S. President&nbsp;Donald Trump&#8216;s efforts to help resolve the Russia-Ukraine conflict.
What Happened:&nbsp;Peskov, in an interview with RBC, conveyed Putin&#8217;s gratitude for Trump&#8217;s willingness&nbsp;to assist in resolving the&nbsp;ongoing Russia-Ukraine conflict, as reported by&nbsp;<a href="https://tass.com/politics/1976019">TASS</a>&nbsp;on Thursday.&nbsp;&#8220;President&nbsp;Putin sincerely appreciates Trump's readiness&nbsp;to help find a solution&nbsp;to this ongoing crisis, as&nbsp;well as the efforts that&nbsp;he and his team are&nbsp;making. Such support is very&nbsp;significant.&#8221;
Peskov also clarified Trump&#8217;s previous claims of being able to&nbsp;stop the Russia-Ukraine conflict within&nbsp;a day as largely figurative. He noted that as Trump delves into the issue, he is starting to grasp that the conflict&#8217;s roots go beyond Ukraine, stemming from NATO expansion, past U.S. policies, and neglect of Russia&#8217;s legitimate concerns.
Meanwhile, the Kremlin has warned the U.S.&nbsp;against military intervention in the&nbsp;Iran-Israel conflict, with Russian Foreign Ministry Spokeswoman&nbsp;Maria Zakharova&nbsp;telling reporters on the sidelines of the St. Petersburg International Economic Forum (SPIEF) that such a step could lead to uncontrollable consequences. 
&#8220;We would like to especially warn Washington against military intervention in the situation, which would be an extremely dangerous step with truly unpredictable negative consequences,&#8221;&nbsp;cautioned Zakharova.
Russia stated that it is actively involved in diplomatic efforts to resolve the&nbsp;conflict between Iran and Israel.
SEE ALSO:&nbsp;<a href="https://benzinga.com/news/politics/25/06/45988135/bernie-sanders-slams-israels-illegal-attack-on-iran-says-absolutely-imperative-that-the-united-stat" target="_blank" rel="noreferrer noopener">Bernie Sanders Slams Israel&#8217;s &#8216;Illegal&#8217; Attack On Iran, Says &#8216;Absolutely Imperative That The United States Not Be Dragged Into This War&#8217;</a>
Why It Matters: Putin&#8217;s recent comments on the Russia-Ukraine conflict come amid escalating tensions in the region. Meanwhile, the U.S. has been a vocal critic of Russia&#8217;s actions in Ukraine, with Trump condemning Putin&#8217;s <a href="https://www.benzinga.com/25/05/45611680/trump-calls-putin-crazy-after-ukraine-strikes-kremlin-says-hes-being-emotional">&#8220;crazy&#8221; behavior</a> following a significant aerial assault on Ukraine, which the Kremlin pushed aside as an &#8216;Emotional Overload&#8217; on Trump&#8217;s part.
These recent developments are also taking place in the context of the U.S.&#8217;s&nbsp;potential <a href="https://www.benzinga.com/news/politics/25/06/46011719/trump-greenlights-iran-attack-plans-awaits-tehrans-next-move-for-final-order-report">military action</a> against Iran, with Trump reportedly giving the go-ahead for such action pending Iran&#8217;s response to the Israel-Iran conflict. Meanwhile, the Russian president has ruled out discussions on the assassination of Iran&#8217;s Ayatollah.
<ul class="wp-block-list">
<li>READ MORE:&nbsp;<a href="https://benzinga.com/markets/cryptocurrency/25/05/45667896/hedera-co-founder-predicts-that-everything-of-value-will-be-tokenized" target="_blank" rel="noreferrer noopener">Hedera Co-Founder Predicts That &#8216;Everything Of Value&#8217; Will Be Tokenized (CORRECTED) &#8211; Benzinga</a></li>
</ul>
Image via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

News

Putin Lauds Trump's 'Significant' Support On Ukraine Talks As Russia Warns US To Stay Out Of Iran

LP Building Solutions (LP), a leading manufacturer of high-performance building products, today announced the appointment of Tony Hamill as Senior Vice President, Chief Operating Officer, effective June 30, 2025.

Management

LP Building Solutions Announces The Appointment Of Tony Hamill As Senior Vice President, COO, Effective June 30, 2025

<a href="https://www.globenewswire.com/Tracker?data=AoVOkXR7S0pTSe-ZQBhtHUrqqhAgA90U1ZRIWOWEPa0mvmMvjVS2TvhkWD4xJQGrHOWaR9qgNaKut-KfmQ5tCaNPw6N0AIaP4BbzBQkM7ARZn2Kg-ZIc421FMgo8R5apT6vL9AI-NhzGlSbayZmdjg==">Security Information Systems (SIS),</a> Global leader in alarm integration and monitoring software, part of EverCommerce (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EVCM#NASDAQ">EVCM</a>), a leading provider of SaaS solutions for service SMBs, and <a href="https://www.globenewswire.com/Tracker?data=KEvL23QHnC_YZ6dzVsOdXWBKRxBkJSWzh4lh9mws-Wz0SOugOFOmhMWHIZSmU3nlohFar7iXUP1CZVpThxA84lxTf7pxl82bbiBcAkfDuMM=">Carahsoft Technology Corp</a>., the Trusted Government IT Solutions Provider&#xAE;, today announced a strategic partnership. Under this agreement, Carahsoft will serve as SIS's Public Sector distributor, making SIS's advanced security and Operational Technology (OT) data lake solutions available to the Public Sector through Carahsoft's reseller partners and NASA Solutions for Enterprise-Wide Procurement (SEWP) V and The Quilt&nbsp;contracts.&nbsp;

EVCM

EverCommerce's Security Information Systems Partners With Carahsoft To Expand Public Sector Access To Advanced Security And Operational Technology Data Solutions

<ul>
<li>A post-hoc analysis demonstrates that buprenorphine exposure with 300 mg SUBLOCADE&#xAE; (buprenorphine extended-release) may improve treatment outcomes among opioid use disorder (OUD) patients with heavy fentanyl use1</li>
<li>Additional Indivior-funded research identified OUD treatment barriers in American Indian/Alaska Native (AI/AN) people who are often affected by higher drug overdose death rates compared to other racial and ethnic groups2-5</li>
</ul>
RICHMOND, Va., June 19, 2025 /PRNewswire/ --&nbsp;Indivior PLC (NASDAQ:<a href="https://www.benzinga.com/stock/INDV#NASDAQ">INDV</a>)&nbsp;presented new findings this week at the College on Problems of Drug Dependence (CPDD) Annual Scientific Meeting. A post hoc analysis showed that patients with heavier fentanyl use experienced clinically meaningful improvements in opioid abstinence when treated with a 300 mg maintenance dose of SUBLOCADE, compared to the 100 mg dose. While the 300 mg dose did not demonstrate a statistically significant advantage over 100 mg for weekly abstinence—the study's primary endpoint—in the overall population with moderate to severe opioid use disorder (OUD), the results suggest that higher doses of SUBLOCADE may offer better outcomes for individuals with high levels of fentanyl use.

Biotech

General

INDV

Indivior Presents Data Showing 300 mg SUBLOCADE May Improve Outcomes For Opioid Use Disorder Patients With Heavy Fentanyl Use

Middleby's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MIDD#NYSE">MIDD</a>) short percent of float has risen 8.79% since its last report. The company recently reported that it has 3.62 million shares sold short, which is 8.29% of all regular shares that are available for trading. Based on its trading volume, it would take traders 5.57 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">List of the most shorted stocks</a>
<h3>Middleby Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1750338031_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Middleby has grown since its last report. This does not mean that the stock is going to fall in the near-term but traders should be aware that more shares are being shorted.
<h3>Comparing Middleby's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>, Middleby's peer group average for short interest as a percentage of float is 3.41%, which means the company has more short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Short Sellers

Short Ideas

Trading Ideas

MIDD

What Does the Market Think About Middleby?

Centene's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNC#NYSE">CNC</a>) short percent of float has fallen 28.29% since its last report. The company recently reported that it has 7.82 million shares sold short, which is 1.8% of all regular shares that are available for trading. Based on its trading volume, it would take traders 1.76 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">List of the most shorted stocks</a>
<h3>Centene Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1750338026_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Centene has declined since its last report. This does not mean that the stock is going to rise in the near-term but traders should be aware that less shares are being shorted.
<h3>Comparing Centene's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>, Centene's peer group average for short interest as a percentage of float is 5.07%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Is the Market Bullish or Bearish on Centene?

Royalty Pharma's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RPRX#NYSE">RPRX</a>) short percent of float has risen 40.0% since its last report. The company recently reported that it has 29.02 million shares sold short, which is 7.0% of all regular shares that are available for trading. Based on its trading volume, it would take traders 3.75 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">List of the most shorted stocks</a>
<h3>Royalty Pharma Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1750338020_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Royalty Pharma has grown since its last report. This does not mean that the stock is going to fall in the near-term but traders should be aware that more shares are being shorted.
<h3>Comparing Royalty Pharma's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>, Royalty Pharma's peer group average for short interest as a percentage of float is 3.78%, which means the company has more short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

RPRX

How Is The Market Feeling About Royalty Pharma?

JetZero, a California-based aerospace startup, has <a href="https://www.prnewswire.com/news-releases/jetzero-selects-north-carolina-for-4-7b-production-facility-will-create-over-14-500-jobs-302479910.html">announced</a> a $4.7 billion investment to build its first manufacturing facility in Greensboro, North Carolina — a move that could position it to compete with industry giants such as Boeing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>) and Airbus.&nbsp;
The new plant, located at Piedmont Triad International Airport, will manufacture the company's all-wing commercial jet, the Z4, and is expected to create over 14,500 jobs by 2036 — a record-setting employment commitment for the state, according to the North Carolina Department of Commerce.
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<li>Maker of the $60,000 foldable home has 3 factory buildings, 600+ houses built, and big plans to solve housing — <a href="https://www.benzinga.com/money/boxabl-scaling-fast-from-spacex-orders-to-600-homes-built-this-60k-foldable-home-may-be-the-future-of-housing">this is your last chance to become an investor for $0.80 per share.</a></li>
<li>Inspired by Uber and Airbnb &#8211; Deloitte's fastest-growing software company is transforming 7 billion smartphones into income-generating assets &#8211; <a href="https://www.benzinga.com/money/how-peter-thiel-turned-his-roth-ira-into-5-billion-and-why-accredited-investors-are-now-eyeing-this-smartphone-disruptor">with $1,000 you can invest at just $0.30/share!</a></li>
</ul>
The Z4 aircraft is designed to deliver up to 50% greater fuel efficiency compared to conventional tube-and-wing jetliners. It will seat approximately 250 passengers and offer a range of 5,000 nautical miles. Initially powered by conventional jet fuel, the aircraft is also being developed with the potential for future hydrogen conversion, JetZero<a href="https://www.jetzero.aero/jetzero-selectsgreensborro-nc-for-factory"> said</a>.
The company says its blended-wing design reduces drag and positions its engines on the upper rear fuselage, enabling significantly quieter operation.
<h2 class="wp-block-heading">Airline Backing and Federal Support</h2>
JetZero has raised over $300 million in funding to date, including U.S. Air Force funding to support development of a full-scale demonstrator scheduled to fly by 2027, according to the<a href="https://apnews.com/article/north-carolina-airplane-plant-jetzero-fdb49ed6c9d38981765ef1f421e3357a"> Associated Press</a>. The company said it has signed conditional purchase agreements with United Airlines Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/UAL#NASDAQ">UAL</a>) and Alaska Air Group, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALK#NYSE">ALK</a>), and formed a working group with 14 carriers to align the Z4's design with airport compatibility and operational requirements.
Trending: Maximize saving for your retirement and cut down on taxes: <a href="https://www.benzinga.com/money/wideradvisor-retirement-planning">Schedule your free call with a financial advisor to start your financial journey – no cost, no obligation</a>.
The facility is being developed in partnership with Siemens AG to include AI-driven digital manufacturing systems, with the goal of accelerating production and reducing costs, according to the release.
<h2 class="wp-block-heading">A Strategic Win for North Carolina's Aerospace Ecosystem</h2>
JetZero's headquarters will relocate from Long Beach, California, to Greensboro once the site is operational. Production is scheduled to begin in the first half of 2026, with commercial deliveries targeted for the early 2030s. According to the AP, the company aims to eventually produce up to 20 aircraft per month.
&#8220;This is more than just a factory. It's a launchpad for a new chapter of American aerospace,&#8221; said JetZero CEO Tom O'Leary to the AP.
The North Carolina Department of Commerce said the facility will generate average wages of over $89,000 per year, significantly above the county average. Economic incentives for the project—if all investment and employment milestones are met—could total more than $2.35 billion by the 2060s, including contributions from state and local governments.
"North Carolina was first in flight. We are also the future of flight," North Carolina Gov. Josh Stein said at the formal announcement at Piedmont Triad International Airport, the AP reported.
See Also: <a href="https://www.benzinga.com/money/are-you-rich">Are you rich?</a> Here&#8217;s what Americans think you need to be considered wealthy.
<h2 class="wp-block-heading">Building A Local Talent Pipeline</h2>
The North Carolina Community College System, with 58 campuses statewide, <a href="https://www.prnewswire.com/news-releases/nc-community-college-system-to-provide-customized-training-program-for-jetzeros-4-7-billion-manufacturing-site-302480312.html">said</a> it will develop a customized workforce training program in partnership with JetZero. A dedicated $22 million training initiative is being coordinated with Guilford Technical Community College and other regional institutions.
JetZero joins a growing aerospace cluster at the Piedmont Triad International Airport, already home to Honda Aircraft, Boom Supersonic, and over 400 aerospace companies across North Carolina, <a href="https://fortune.com/2025/06/13/all-wing-plane-startup-jetzero-plans-build-billion-plant-north-carolina/">Fortune</a> reported.
Read Next: Deloitte's fastest-growing software company partners with Amazon, Walmart &amp; Target – Many are rushing to <a href="https://www.benzinga.com/money/mode-mobile-2">grab 4,000 of its pre-IPO shares for just $0.30/share!</a>
Image: Shutterstock

JetZero Bets $4.7B On Revolutionary Aircraft – Could This Challenge Boeing, Airbus?

Rush Truck Centres of Canada, a subsidiary of Rush Enterprises, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RUSHA#NASDAQ">RUSHA</a>), the largest network of commercial vehicle dealerships in North America, is pleased to announce the acquisition of Leeds Transit, a leading Canadian bus dealership group covering Ontario, Quebec, and the Maritimes.
The newly formed division will operate under the name Rush Bus Centres of Canada and will function as a separate business unit within Rush Truck Centres of Canada.
As part of the acquisition, Rush Bus Centres will continue operations at Leeds Transit's current dealership locations in Elgin, Ontario; Woodstock, Ontario; and St-Roch-de-l'Achigan, Quebec. The division will offer the full lineup of IC Bus and Collins Bus products throughout its regional territory.

RUSHA

Rush Enterprises' Rush Truck Centres Of Canada Acquires Leeds Transit, Launches Rush Bus Centres Division To Expand Bus Dealership Operations; No Financial Terms Disclosed

As the Middle East conflict intensifies, Shell Plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SHELL#NYSE">SHELL</a>) CEO Wael Sawan warns of potential repercussions on global trade, particularly if the U.S. gets involved.
What Happened:  Sawan, during Japan Energy Summit and Exhibition 2025, expressed concern over the escalating conflict between Israel and Iran, stating it could have a &#8220;huge impact on global trade.&#8221; Shell, a leading global trader of oil and natural gas, has already devised contingency plans to counter any potential disruption in the region&#8217;s oil flow due to the conflict, <a href="https://www.energyconnects.com/opinion/features/2025/june/shell-ceo-wael-sawan-lays-out-long-term-vision-amid-global-energy-shifts/">reported </a>by Energy Connects.
Sawan highlighted the strategic importance of the Strait of Hormuz, a major artery for the world&#8217;s oil trade, at an energy conference in Tokyo. He warned that a blockade in the Strait could send shockwaves in the energy market. The CEO noted that 20% of the world oil supply comes through Hormuz and finding an &#8220;alternative&#8221; would be challenging.
&#8220;If that artery is blocked, for whatever reason, it has a huge impact on global trade… We have plans in the eventuality that things deteriorate,&#8221; said Sawan as per Guardian. 
He also expressed concern about potential &#8220;jamming&#8221; or disruption of navigation signals in and around the Persian Gulf.
Sawan expressed his opinion on the changing world order and its impact on the energy markets. &#8220;We need to set actions for a new reality."
Meanwhile, U.S. President Donald Trump has suggested that the U.S. could intervene in the air war between Israel and Iran. This development further intensifies the potential impact of the conflict on global trade.
SEE ALSO: <a href="https://benzinga.com/news/politics/25/06/46011719/trump-greenlights-iran-attack-plans-awaits-tehrans-next-move-for-final-order-report" target="_blank" rel="noreferrer noopener">Trump Greenlights Iran Attack Plans, Awaits Tehran&#8217;s Next Move For Final Order: Report</a>
Why It Matters: The Israel-Iran conflict has been escalating, with both countries engaging in military actions. This conflict has the potential to disrupt the global oil market, impacting not only oil prices but also global trade and economies.
Earlier this month,&nbsp;<a href="https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/06/45958514/these-penny-stocks-stand-to-gain-from-israel-iran-conflict-induced-volatility-in-crude-oil-analyst">analysts suggested</a>&nbsp;that the Israel-Iran conflict could lead to increased volatility in crude oil prices, benefiting companies like Shell. This prediction aligns with Sawan&#8217;s warning about the potential impact of the conflict on global trade, further emphasizing the significance of the situation.
Shell has been actively involved in the oil and gas industry, recently expanding its <a href="https://www.benzinga.com/news/large-cap/25/05/45664619/shell-boosts-nigerian-deepwater-assets-with-totalenergies-stake-purchase">Nigerian deepwater</a> assets through a strategic acquisition. The company&#8217;s stock performance is closely linked to global oil market dynamics, making the Israel-Iran conflict a critical factor for investors to monitor.
Brent crude oil prices have climbed 8.72% over the past five days amid escalating conflict. 
On a year-to-date basis, shares of Shell surged 14.10%, as per data from <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>.
<ul class="wp-block-list">
<li>READ MORE: <a href="https://benzinga.com/news/topics/25/06/46011774/israel-launches-overnight-strikes-on-iran-targeting-nuclear-site-military-infrastructure-with-40-figh" target="_blank" rel="noreferrer noopener">Israel Launches Overnight Strikes On Iran, Targeting Nuclear Site, Military Infrastructure With 40 Fighter Jets</a></li>
</ul>
Image via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

SHELL

Shell CEO Warns Of 'Huge Impact On Global Trade' If The Strait Of Hormuz Is Blocked Amid Israel-Iran Conflict: 'We Need To Set Actions For A New Reality'

Social Security and Medicare's main trust funds will be depleted in 2033, a year earlier than last forecast, trustees said Wednesday.
What Happened: The annual report advanced Medicare's insolvency date by three years after higher-than-expected 2024 hospital spending and slower wage growth eroded reserves. Unless Congress acts, benefits would fall 23% for Social Security and 11% for Medicare hospital care.
Treasury Secretary Scott Bessent, Health and Human Services Secretary Robert F. Kennedy Jr. and the other trustees urged urgent legislative action to protect roughly 70 million Social Security beneficiaries and 66 million Medicare enrollees.
Payroll taxes — 6.2% for Social Security on earnings up to $176,100 in 2025 and 1.45% for Medicare on all wages — remain the programs' primary revenue source. Because outlays already exceed income, reserves will be tapped annually until they vanish. After that, payroll collections would cover only 79% of scheduled Social Security checks.
See also: <a href="https://www.benzinga.com/news/events/25/06/46013861/juneteenth-turns-159-a-celebration-of-delayed-freedom-that-only-recently-became-a-federal-holiday">Juneteenth Turns 159: A Celebration Of Delayed Freedom That Only Recently Became A Federal Holiday</a>
Why It Matters: Progressive groups such as Social Security Works urge Congress to <a href="https://www.benzinga.com/personal-finance/25/03/44368080/ssa-to-seek-100-recovery-on-social-security-overpayments-heres-what-this-means-for-your-benefits">scrap the wage cap</a> and tax high earners, while the Cato Institute backs slower benefit growth to close the gap.
Public anxiety is rising too. A recent survey <a href="https://www.benzinga.com/personal-finance/management/25/06/45720416/6-in-10-americans-fear-social-security-will-vanish-before-they-retire-as-2033-insolvency-clock-ticks-louder">found 60% of Americans</a> fear the program will "vanish" before they retire, a worry advisers say is driving early claims that permanently shrink checks.
There have also been proposals to raise the <a href="https://www.benzinga.com/25/05/45534539/social-security-full-retirement-age-shift-means-filing-at-62-could-chop-your-check-by-30-what-every-worker-born-in-1960-or-later-must-know">full retirement age</a> beyond 67 and to lean on immigration, which generally boosts payroll revenue, though both ideas face partisan gridlock. History shows Congress often waits until deadlines loom; with just eight years left, lawmakers must soon decide whether to raise taxes, curb benefits or adopt a mix of both.
Image via Shutterstock
Read next: <a href="https://www.benzinga.com/personal-finance/management/25/06/46013677/30-year-old-dentist-doesnt-believe-25-of-60-year-old-doctors-have-less-than-1m-says-most-teachers-hit-that-making-1-10th-a-doc-salary">30-Year-Old Dentist Doesn&#8217;t Believe 25% Of 60-Year-Old Doctors Have Less Than $1M, Says &#8216;Most Teachers Hit That Making 1/10th A Doc Salary&#8217;</a>

Personal Finance

Social Security And Medicare Funds Could Run Dry Earlier Than Expected, New Report Shows

<a href="https://www.unifor.org/news/all-news/unifor-local-973-members-ratify-new-collective-agreement-coca-cola">https://www.unifor.org/news/all-news/unifor-local-973-members-ratify-new-collective-agreement-coca-cola</a>
 Unifor Local 973 members have voted in favour of a new three-year collective agreement with Coca-Cola, securing key gains in wages and pensions for 700 workers at the Brampton production facility.
The new agreement delivers annual wage increases of 4%, 4%, and 5% over the term of the contract, as well as improvements to the defined benefit pension plan, including a $2 per year increase—totaling $6 over the life of the agreement.

Unifor Local 973 Members Approve New 3-Year Contract With Coca-Cola, Securing Wage Increases And Pension Improvements For 700 Brampton Workers

JPMorgan suggests that investors are indirectly exposed to Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) through their investments in Strategy Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>), with the passive ownership posing a risk to the stock.
What Happened:&nbsp;JPMorgan&#8217;s research, led by Nikolaos Panigirtzoglou, revealed that investors have poured&nbsp;as much as $50 billion&nbsp;into MicroStrategy, a company that has shifted its focus to Bitcoin,&nbsp;<a href="https://www.marketwatch.com/story/heres-how-bitcoin-is-entering-investor-portfolios-through-the-backdoor-3e1882c3?mod=bulletin_ribbon">MarketWatch</a>&nbsp;reported.
These investments are indirect, as around $14 billion worth of MicroStrategy shares are held by mutual funds or exchange-traded funds (ETFs) that track an index featuring the company. This figure could be even higher, as it excludes passive or active funds that hold MicroStrategy without it being part of their benchmark, as well as institutional investors such as Norges Bank and the Swiss National Bank, which are mandated to follow index compositions.
When these additional factors are considered, the total investment in MicroStrategy&nbsp;could be closer to $50&nbsp;billion, a significant portion of the company&#8217;s $100 billion market cap.
The heavy reliance on passive funds, which make up a fifth of the company&#8217;s ownership, poses a risk to MicroStrategy&#8217;s valuation.&nbsp;The company&#8217;s presence in equity indices exposes it to the risk of removal if it no longer meets the index criteria or if those criteria are revised in the future.
&#8220;If the bitcoin price fails to achieve sustained and strong annual appreciation in the future, preferred stock issuance and the MicroStrategy stock price could come under severe pressure,&#8221; warned JPMorgan.
SEE ALSO:&nbsp;<a href="https://benzinga.com/markets/equities/25/06/45969197/mark-cuban-floats-bold-healthcare-plan-zero-premiums-to-insurance-companies-with-a-cash-pay-revo" target="_blank" rel="noreferrer noopener">Mark Cuban Floats Bold Healthcare Plan: &#8216;Zero Premiums To Insurance Companies&#8217; With A Cash-Pay Revolution</a>
Why It Matters: MicroStrategy&#8217;s aggressive Bitcoin accumulation has been a topic of concern for some time. Digital asset bank Sygnum warned that the company&#8217;s Bitcoin accumulation <a href="https://www.benzinga.com/markets/25/06/45955730/microstrategys-bitcoin-accumulation-threatens-its-reserve-asset-status-sygnum-says">could undermine</a> the asset&#8217;s potential as a reserve asset for central banks and other institutions.
Despite these concerns, MicroStrategy has continued to expand its Bitcoin holdings, recently&nbsp;<a href="https://www.benzinga.com/crypto/cryptocurrency/25/06/45949930/strategy-acquires-1-05-billion-in-bitcoin-pushes-holdings-to-592100-btc-with-19-1-yield-in-2025">acquiring an additional</a> 10,100 Bitcoin for approximately $1.05 billion. This brought the company&#8217;s total holdings to 592,100 BTC, with a cumulative cost of $41.84 billion and a yield of 19.1% in 2025.
MicroStrategy&#8217;s CEO,&nbsp;Michael Saylor, has been a vocal advocate for Bitcoin,&nbsp;stating that he sees a <a href="https://www.benzinga.com/crypto/25/06/45990339/michael-saylors-strategy-nears-600000-bitcoin-after-1-billion-buy-funded-by-high-yield-ipo-says-td-cowen-sees-very-safe-upside">&#8216;very safe&#8217; upside</a>&nbsp;to the company&#8217;s Bitcoin strategy. However, JPMorgan&#8217;s recent findings suggest that the company&#8217;s heavy reliance on passive funds and preferred stock financing could pose a significant risk to its valuation.
Benzinga's Edge Rankings place MicroStrategy in the 95th percentile for momentum and the 3rd percentile for growth, reflecting mixed performance. Check the detailed report <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">here</a>.&nbsp;
On a year-to-date basis, MSTR stock surged 23.01%.
<ul class="wp-block-list">
<li>READ MORE:&nbsp;<a href="https://benzinga.com/news/topics/25/06/45947347/this-is-hunger-games-people-are-quite-literally-fighting-at-chargers-heres-why-some-buyers-are-callin" target="_blank" rel="noreferrer noopener">&#8216;This Is Hunger Games. People Are Quite Literally Fighting At Chargers&#8217;—Here&#8217;s Why Some Buyers Are Calling Their EV Purchase A Huge Mistake</a></li>
</ul>
Image via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

MSTR

Does Michael Saylor's MSTR Stock Face Valuation Risk Due to Heavy Reliance on Passive Funds? Top Analyst Thinks So: 'If The Bitcoin Price Falls…'

Updated Full-Year 2025 Guidance
&quot;Across our operations, we are seeing better than expected volumes and accelerated productivity gains in existing operations and new start-ups,&quot; added Wilson. &quot;Coupled with greater clarity on the timing of synergy benefits from the Wincanton acquisition, we are pleased to raise our full-year guidance, reflecting the resilience and visibility of our model and our diversification across geographies and verticals.&quot;
Updated full-year 2025 guidance1&nbsp;includes expected synergies of the Wincanton acquisition which remains subject to integration commencing in the third quarter:
<ul>
<li>Organic revenue growth2&nbsp;of 3.5% to 6.5% (up from 3% to 6%);</li>
<li>Adjusted EBITDA2&nbsp;of $860 million to $880 million (up from $840 million to $860 million);</li>
<li>Adjusted diluted EPS2&nbsp;of $2.43 to $2.63 (up from $2.40 to $2.60); and</li>
<li>Adjusted EBITDA to free cash flow conversion2&nbsp;of 25% to 35% (unchanged).</li>
</ul>

Guidance

GXO Raises FY25 Guidance, Now Sees Organic Growth From 3% - 6% To 3.5% - 6.5%; Adjusted EBITDA From $840M - $860M To $860M - $880M; Adjusted EPS From $2.40 - $2.60 To $2.43 - $2.63 Per Share

Americans observe Juneteenth every June 19, commemorating the day Union soldiers marched into Galveston, Texas, on June 19, 1865, and enforced the Emancipation Proclamation, more than two years after President Abraham Lincoln issued it. Their arrival effectively ended slavery in the Confederacy's most remote state.
President Lincoln's proclamation freed enslaved people in rebelling states only on paper until Union troops imposed it on the ground. As the Galveston History Foundation <a href="https://www.galvestonhistory.org/news/juneteenth-and-general-order-no-3#:~:text=After%20the%20Civil%20War%20ended,triumph%20of%20the%20human%20spirit">recounts</a>, Texas — largely untouched by Union forces — kept hundreds of thousands in bondage until Gen. Gordon Granger rode into Galveston and read General Order No. 3, instantly declaring their freedom.
Though Juneteenth wasn't a federal holiday until June 17, 2021, when President Biden <a href="https://www.benzinga.com/government/21/06/21612957/what-is-juneteenth-and-how-did-it-become-the-11th-us-federal-holiday">signed legislation</a> making it the 11th federal holiday, communities had been celebrating for over 150 years, with origins dating back to June 19, 1866, in Texas.
Early celebrations, called &#8220;Jubilee Day,&#8221; featured church gatherings, parades, picnics, and voter education. They became part of the cultural fabric across Black communities during the Great Migration, enduring even as attention shifted during the Civil Rights era.
See also: <a href="https://www.benzinga.com/markets/tech/25/06/46012959/elon-musks-neuralink-implants-brain-chip-in-6th-patient-enables-paralyzed-man-to-move-cursor-play-game-with-his-mind">Elon Musk&#8217;s Neuralink Implants Brain Chip In 6th Patient, Enables Paralyzed Man To Move Cursor, Play Game With His Mind</a>
<h3 class="wp-block-heading">Doubts About The Date</h3>
Juneteenth may spotlight the end of slavery in the United States, but slavery remained legal until Congress ratified the 13th Amendment on Dec. 18, 1865. President Lincoln's Emancipation Proclamation freed enslaved people only in the states that had seceded to form the Confederacy, and he lacked the authority to abolish slavery by executive order within Union states. Delaware and Kentucky kept slavery legal until the 13th Amendment became law.
<h3 class="wp-block-heading">Why It Still Matters</h3>
Juneteenth honors a pivotal moment in American history and signals the beginning, not the end, of the struggle for Black liberation. Communities celebrate identity, art, and economic progress with music, storytelling, educational forums, and voter drives. Decades of grassroots activists, led by Opal Lee, the "grandmother of Juneteenth" and energized by the Black Lives Matter movement, pushed Congress to designate Juneteenth a federal holiday, celebrating the resilience of Black Americans.
<h3 class="wp-block-heading">What To Know About Today's Observance</h3>
Juneteenth launches a season of reflection leading up to July 4. In 2025, June 19 falls on a Thursday, and Wall Street will <a href="https://www.benzinga.com/news/events/25/06/46010720/are-markets-open-on-juneteenth-this-year-heres-whats-open-and-whats-closed-on-june-19">close for the day</a>. U.S. stock and bond markets, banks, federal offices, schools and postal services will all pause in observance.
Image via Shutterstock
Read next: <a href="https://www.benzinga.com/news/politics/25/06/46013003/gop-budget-bill-plans-to-sell-over-2-million-acres-of-public-land-across-11-states-faces-pushback-from-lawmakers-and-conservationists">GOP Budget Bill Plans To Sell Over 2 Million Acres Of Public Land Across 11 States, Faces Pushback From Lawmakers And Conservationists</a>

Equities

Events

Markets

Juneteenth Turns 159: A Celebration Of Delayed Freedom That Only Recently Became A Federal Holiday

GXO Logistics, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GXO#NYSE">GXO</a>), the world's largest pure-play contract logistics provider, today announced that the UK Competition and Markets Authority (CMA) has cleared GXO's acquisition of Wincanton subject to the divestment of a small number of Wincanton grocery contracts in the UK, and that integration will be permitted with the vast majority of the Wincanton business once certain administrative conditions are met. The company also announced today that it is raising full-year guidance on organic revenue growth, adjusted EBITDA and adjusted diluted EPS.&nbsp;

GXO Receives UK CMA Clearance For Wincanton Acquisition, Subject To The Divestment Of A Small Number Of Wincanton Grocery Contracts In The UK

Halliburton (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HAL#NYSE">HAL</a>) today announced a strategic collaboration with PETRONAS Carigali Sdn. Bhd. to advance subsurface modeling and reservoir management. As part of the collaboration, PETRONAS Carigali Sdn. Bhd. will deploy Halliburton Landmark's DecisionSpace&#xAE; 365 <a href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.halliburton.com%2Fen%2Fproducts%2Fgeosciences-suite&amp;esheet=54277838&amp;newsitemid=20250617692813&amp;lan=en-US&amp;anchor=Geosciences+Suite&amp;index=1&amp;md5=2b13207340e3987304fa3f0fed48edc1">Geosciences Suite</a> and <a href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.halliburton.com%2Fen%2Fproducts%2Freservoir-suite%2Funified-ensemble-modeling&amp;esheet=54277838&amp;newsitemid=20250617692813&amp;lan=en-US&amp;anchor=Unified+Ensemble+Modeling&amp;index=2&amp;md5=6616e2c4f23d83697e76c551068da8e9">Unified Ensemble Modeling</a> solutions with the objective to unify exploration and development workflows and accelerate time to first oil.
Halliburton Landmark's next-generation scalable earth modeling and ensemble workflows are a significant evolution from traditional grid-based modeling and deterministic reservoir forecasting. These technologies are intended to enable PETRONAS Carigali Sdn. Bhd. exploration and asset teams to collaborate in real time using a unified live earth model, with the aim of achieving more accurate reserve estimations through ensemble modeling.
The Geosciences Suite's scalable earth modeling maintains geological fidelity across all scales—from basin-wide views to individual fields—to ensure consistent data and models flow from exploration to development. This integrated workflow supports faster project maturation through the Front-End Loading process. Using the Unified Ensemble Modeling solution, asset teams can automate the generation of multiple probabilistic geological scenarios while integrating real-time reservoir flow data. This approach is designed to enhance forecast precision, accelerate scenario analysis, and improve confidence in decision-making.

Halliburton And PETRONAS Carigali Partner To Advance Subsurface Modeling And Reservoir Management With Landmark's DecisionSpace 365 And Ensemble Modeling Solutions

Dan Ives&#8216; new artificial intelligence exchange-traded fund (ETF) holds securities beyond the Magnificent 7 stocks, as he believes in looking past valuations for investments in the technology sector.
What Happened: The Dan IVES Wedbush AI Revolution ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IVES#NYSE">IVES</a>), managed by the Wedbush analyst, started trading on June 4, earlier this month.
Ives <a href="https://www.benzinga.com/etfs/new-etfs/25/06/45774136/wedbush-launches-ai-revolution-etf-backed-by-dan-ives-proprietary-tech-picks">boasts of the fund</a> by saying that it just doesn&#8217;t have the top four, five Magnificent 7 names, but stocks which investors wouldn&#8217;t even thematically consider as an AI name today. 
"I believe the market is still massively underestimating what the growth is going to look like for the AI revolution in tech," he told CNBC.
According to him, tech trade remains significant even for the investors who missed out on its growth in the past few years.
"If you focus just on valuation, you miss every transformational tech stock of the last 20 years," Ives said.
Ives says Oracle Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) will be the &#8220;epicenter&#8221; of the AI theme, while highlighting other &#8216;AI 30&#8217; stocks which are part of his fund.
Palantir Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>), International Business Machines Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>), Salesforce Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>), SoundHound AI Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOUN#NASDAQ">SOUN</a>), and Innodata Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INOD#NASDAQ">INOD</a>) are a few notable names that are a part of his ETF&#8217;s &#8216;AI 30&#8217; basket.
Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), and Broadcom Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>) are the top three holdings of the IVES fund.
See Also: <a href="https://www.benzinga.com/markets/equities/25/06/45993387/trumps-tariffs-trigger-layoffs-monopoly-maker-hasbro-slashes-jobs-these-companies-are-cutting-too">Trump&#8217;s Tariffs Trigger Layoffs: Monopoly Maker Hasbro Slashes Jobs — These Companies Are Cutting Too</a>
Why It Matters: The &#8216;AI 30&#8217; stocks, which are a part of the IVES ETF, hold the AI plays from multiple industries. They include hyperscalers, cybersecurity, consumer platforms, and robotics. According to Ives, the list was compiled from his deep dives into major AI players.
The ETF has $183 million in assets under management as of June 17 close. Ives said that the AI space was experiencing a "golden age."
The Dan IVES Wedbush AI Revolution ETF has risen by 2.76% since its inception. A comparable index, S&amp;P Kensho Global Artificial Intelligence Enablers, rose 6.08% on a month-to-date basis.
Meanwhile, the SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) and Invesco QQQ Trust ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>), which track the S&amp;P 500 index and Nasdaq 100 index, respectively, declined slightly on Wednesday. The SPY was down 0.015% at $597.44, while the QQQ was 0.017% lower at $528.99, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a> data.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/real-estate/25/06/46000636/warren-buffetts-real-estate-business-sounds-alarm-overpriced-homes-need-reductions">Warren Buffett&#8217;s Real Estate Business Sounds Alarm: &#8216;Overpriced&#8217; Homes Need Reductions</a></li>
</ul>
Photo courtesy: Shutterstock

AVGO

INOD

IVES

ORCL

PLTR

SOUN

Dan Ives Says Market Is 'Massively Underestimating' This AI Play, Urges Investors To Look Beyong Mag 7

Delta Air Lines' (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DAL#NYSE">DAL</a>) Board of Directors yesterday declared a quarterly dividend of $0.1875 per share, an increase of 25% over previous levels. The dividend is payable to shareholders of record as of the close of business on July 31, 2025, and will be paid on August 21, 2025.&nbsp;

Dividends

Delta Air Lines Increases Quarterly Dividend From $0.15 To $0.1875 Per Share

Press Releases

Booz Allen Appoints Debra L. Dial to Board of Directors

Hubbell to Announce Fourth Quarter 2024 Results on February 4, 2025

Hubbell Incorporated Declares Regular Quarterly Dividend

Earnings

Hubbell Reports Fourth Quarter 2024 and Full Year Results

Hubbell Incorporated Declares New Share Repurchase Program

Hubbell to Participate in Upcoming Investor Conference

Hubbell to Announce First Quarter 2025 Results on May 1, 2025

Hubbell Reports First Quarter 2025 Results

ADS-TEC Energy

AMETEK

American Superconductor Corporation - Common Stock

American Superconductor

Array Technologies

Atkore

Acuity

Emerson Electric

EnerSys

Enovix

Eos Energy Enterprises, Inc. - Common Stock

Eos Energy Enterprises

Eaton Corp

Fluence Energy, Inc. - Class A Common Stock

Fluence Energy

Generac Hldgs

nVent Electric

Nextracker

Preformed Line Products Company - Common Stock

Preformed Line Products

Plug Power

Powell Industries

Rockwell Automation

Regal Rexnord

Sunrun

Shoals Technologies Group, Inc. - Class A Common Stock

Shoals Technologies Gr

Thermon Group Holdings, Inc. Common Stock

Thermon Group Holdings

Vicor

Vertiv Holdings, LLC Class A Common Stock

Vertiv Holdings

Barclays

JP Morgan

Wells Fargo

Deutsche Bank

Bernstein

대부분의 사람들은 인공지능(AI) 투자와 관련하여 엔비디아(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)와 같은 반도체 기업들이나 마이크로소프트(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NYSE">MSFT</a>)와 같은 클라우드 대기업들을 떠올린다. 그러나 표면 아래에는 덜 분명한 이야기가 있다: 바로 <a href="https://www.benzinga.com/topic/artificial-intelligence" target="_blank" rel="noopener" data-google-interstitial="false">이 혁신을 지원</a>하는 막대한 전력 수요가 있다.
미국의 전력 수요가 연평균 2.5% 증가할 것으로 예상됨에 따라, AI 혁신, 디지털 자산 채굴 및 차세대 이동 수단 혁신을 지원하기 위한 대규모 인프라 개편으로 인해 7조 달러의 투자 횡재가 다가오고 있다.
목요일 벤징가와의 독점 인터뷰에서 테마(Tema) ETFs의 CEO이자 공동 창립자인 마우리츠 팟(Maurits Pot)는 현대 기술을 지원하는 인프라에 전념하는 세계 최초의 펀드인 Tema Electrification ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VOLT#NYSE">VOLT</a>)를 소개했다.
<h3 class="wp-block-heading">전력 수요가 급증하는 이유</h3>
미국의 전력망은 수십 년 동안 방치되어 왔으나, 전기화 시대가 도래하면서 전기 소비가 1990년대 이후로 가장 급증하고 있다.
여러 가지 메가트렌드가 작용하고 있다:
<ol>
<li>AI는 에너지를 많이 소모: AI 데이터 센터는 기존 시설보다 전력을 7배 더 많이 소모한다. 생성형 AI와 머신러닝 애플리케이션이 확산됨에 따라 전력 수요가 급증할 것으로 예상된다.</li>
<li>노후화된 인프라: 미국의 약 70% 전송 및 배전(T&amp;D) 라인이 25년 이상 되어 있으며, 권장 수명을 초과했다. 업그레이드가 없으면 전력망이 수요를 충족할 수 없게 될 수 있다.</li>
<li>공급 부족이 발생할 것: 미국은 2030년까지 40기가와트의 전력 부족에 직면할 수 있으며, 이는 40개의 원자력 발전소 또는 100개의 가스 터빈에 해당한다.</li>
</ol>
&#8220;우리는 이 전기화 추세가 엄청나다고 생각한다&#8221;고 팟이 말하며, &#8220;기회는 AI, 이동성 및 기타 것들에 대한 증가하는 수요를 충족하기 위해 필요한 전력 용량의 확장에서 발생한다&#8221;고 덧붙였다.
<h3 class="wp-block-heading">VOLT의 차별점은 무엇인가?</h3>
팟은 VOLT가 전체 전기화 가치 사슬을 아우르는 첫 번째 ETF로서, 발전, 전송, 전력망 장비, 전기화 서비스 및 애플리케이션 등 다섯 가지 범주에 걸쳐 기업에 노출된다고 설명했다.
이 포트폴리오의 주요 기업 몇 가지를 자세히 살펴보면:
<figure class="wp-block-table is-style-stripes">
<table style="overflow:auto; height: 90px; display: block;">
<thead>
<tr>
<th>카테고리</th>
<th>포트폴리오 보유</th>
<th>투자 근거</th>
</tr>
</thead>
<tbody>
<tr>
<td>발전</td>
<td>GE 버노바 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GEV#NYSE">GEV</a>)</td>
<td>미국 최대 가스 터빈 제조업체는 2028년까지 매진 상태이다.</td>
</tr>
<tr>
<td>전송</td>
<td>넥상스</td>
<td>노후화된 T&amp;D 라인을 현대화하기 위한 고전압 케이블을 공급한다.</td>
</tr>
<tr>
<td>전력망 장비</td>
<td>허벨 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HUBB#NYSE">HUBB</a>)</td>
<td>전기망 인프라를 구축하며, 이는 GDP의 2배로 성장할 것으로 예상된다.</td>
</tr>
<tr>
<td>전기화 서비스</td>
<td>콴타 서비스 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PWR#NYSE">PWR</a>)</td>
<td>전력망을 현대화하고 새로운 에너지원이 시스템에 연결되도록 한다.</td>
</tr>
<tr>
<td>애플리케이션</td>
<td>버티브 홀딩스 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VRT#NYSE">VRT</a>)</td>
<td>데이터 센터 냉각 시스템을 생산하며, 시장은 매년 13-15% 성장하고 있다.</td>
</tr>
</tbody>
</table>
</figure>
<h3 class="wp-block-heading">비트코인, 암호화폐 및 숨겨진 디지털 자산 수요 이야기</h3>
팟에 따르면, 디지털 자산 산업의 성장은 향후 몇 년 동안 미국의 전력 수요에 대한 간과된 하방 위험 요소이다.
&#8220;비트코인(CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) 채굴은 매우 에너지를 많이 소모한다&#8221;고 팟은 밝혔다.
<h3 class="wp-block-heading">현재 VOLT 포트폴리오 위치</h3>
2024년 12월 4일 기준으로 펀드의 현재 포트폴리오 위치를 분석하면:
지역 노출: 
북미가 80.91%로 포트폴리오를 지배하고 있으며, 유럽이 16.57%를 차지하고 있다.
시장 규모 분포: 
포트폴리오는 대형주에 중점을 둔다. 대형주는 보유 비중의 64.80%를 차지하고 있으며, 중형주는 24.54% 그리고 소형주는 8.14%를 차지한다. 시가총액이 2,000억 달러를 초과하는 대형주는 없다.
전력 할당:
<ul>
<li>전력 생성은 23.55%를 차지하며, 이 중 기존 에너지가 12.85%, 재생 가능 에너지가 10.70%이다.</li>
<li>전력망 관리가 44.39%로 가장 큰 비중을 차지하며, 이 중 24.53%는 &#8220;미터 전&#8221; 인프라, 19.86%는 &#8220;미터 후&#8221; 서비스이다.</li>
<li>최종 사용 애플리케이션은 29.54%를 차지하며, 이 중 13.15%는 제품, 16.39%는 서비스이다.</li>
</ul>
<h3 class="wp-block-heading">상위 10개 보유 종목</h3>
<figure class="wp-block-table is-style-stripes">
<table style="overflow:auto; height: 90px; display: block;">
<thead>
<tr>
<th>회사</th>
<th>순자산 가치의 %</th>
</tr>
</thead>
<tbody>
<tr>
<td>벨 퓨즈 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BELB#NASDAQ">BELB</a>)</td>
<td>5.10%</td>
</tr>
<tr>
<td>넥상스</td>
<td>5.08%</td>
</tr>
<tr>
<td>GE 버노바</td>
<td>5.03%</td>
</tr>
<tr>
<td>허벨</td>
<td>5.01%</td>
</tr>
<tr>
<td>콴타 서비스</td>
<td>4.88%</td>
</tr>
<tr>
<td>파월 인더스트리즈 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/POWL#NASDAQ">POWL</a>)</td>
<td>4.15%</td>
</tr>
<tr>
<td>버티브 홀딩스 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VRT#NYSE">VRT</a>)</td>
<td>4.09%</td>
</tr>
<tr>
<td>ABB (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ABB#NYSE">ABB</a>)</td>
<td>4.05%</td>
</tr>
<tr>
<td>슈나이더 일렉트릭 (EPA: SU)</td>
<td>4.04%</td>
</tr>
<tr>
<td>이턴 코퍼레이션 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ETN#NYSE">ETN</a>)</td>
<td>4.03%</td>
</tr>
</tbody>
</table>
</figure>
다음 읽어보기:
<ul>
<li><a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/12/42344440/teslas-path-to-400-bank-of-america-highlights-ev-ai-growth">테슬라의 400달러 경로: 뱅크 오브 아메리카가 EV 및 AI 성장 강조</a></li>
</ul>
이미지는 Midjourney를 통해 생성된 인공지능입니다.
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Hubbell

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금요일, 12월 06, 2024

사람들이 또한 지켜본다

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