Tema ETF Trust Tema American Reshoring ETF (ARCA: RSHO)

에 대한 최신 뉴스 Tema ETF Trust Tema American Reshoring ETF (ARCA:RSHO)

Industrials

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TEMA ETFs

The Tema American Reshoring ETF seeks to achieve its investment objective by investing at least 80% of its net assets, which include borrowings for investment purposes, common and preferred stocks of publicly listed companies domiciled in the United States that are directly or indirectly economically tied to the rebuilding, bringing back of overseas economic activity, and revitalization of the American (i.e., United States) industrial base (reshoring companies). Reshoring companies are companies that have publicly announced, indicated in public filings or otherwise communicated major initiatives to reshore jobs, manufacturing and other business activities to the U.S. including announcements of new factory or production facility openings in the U.S., expansions in the U.S. that aim to create several thousand jobs and/or plans for multi-billion-dollar U.S. projects involving reshoring.

Applied Industrial Technologies Inc

Clean Harbors Inc

Eaton Corp Plc

Crh Plc

Linde Plc

Spx Corp

Primoris Services Corp.

Vulcanmaterials Co.

Federal Signal Corp

Rockwell Automation Inc.

Timken Co

Fastenal Co.

Api Group Corp

Parker-Hannifin Corp.

Lonza Group Ag

Cognex Corp.

Tema American Reshoring ETF

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ETFs

Tema ETF Trust Tema American Reshoring ETF

RSHO

도널드 트럼프의 당선 이후, 미국으로 생산을 재이전하는 데 집중하는 회사들의 주식이 이번 주에 급등했다. 이는 보호무역 정책이 강화될 것이라는 기대감에 의해 촉발된 것이다.

독점: 트럼프의 승리로 공급망 안보가 비용보다 중요해지면서 &#39;리쇼어링&#39; 랠리를 촉발

Needham analyst Kyle Peterson reiterates Fair Isaac (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FICO#NYSE">FICO</a>) with a Buy and maintains $2575 price target.

News

Price Target

Reiteration

Analyst Ratings

FICO

Needham Reiterates Buy on Fair Isaac, Maintains $2575 Price Target

Needham analyst Mike Cikos reiterates Pure Storage (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PSTG#NYSE">PSTG</a>) with a Buy and maintains $75 price target.

PSTG

Needham Reiterates Buy on Pure Storage, Maintains $75 Price Target

EHang Partners With Changchun Jingyue Hi-Tech Zone To Deploy 41 EH216-S eVTOLs For Low-Altitude Use In Cold Climate Regions

HC Wainwright &amp; Co. analyst Raghuram Selvaraju maintains Cocrystal Pharma (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COCP#NASDAQ">COCP</a>) with a Buy and lowers the price target from $7 to $6.

COCP

HC Wainwright & Co. Maintains Buy on Cocrystal Pharma, Lowers Price Target to $6

Seaport Global analyst Jeff Cantwell initiates coverage on Circle Internet Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRCL#NYSE">CRCL</a>) with a Buy rating and announces Price Target of $235.

Initiation

CRCL

Seaport Global Initiates Coverage On Circle Internet Group with Buy Rating, Announces Price Target of $235

SEE ID, Inc., doing business as <a href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fdaic.ai%2F&amp;esheet=54279740&amp;newsitemid=20250620148070&amp;lan=en-US&amp;anchor=Dot+Ai&amp;index=1&amp;md5=9cbc0015039fcd2283b5cccfa082006a">Dot Ai</a> ("Dot Ai"), a pioneering startup at the forefront of asset intelligence technology, and ShoulderUp Technology Acquisition Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SUAC#NYSE">SUAC</a>) ("ShoulderUp"), today announced the closing of their previously announced business combination, which was approved by ShoulderUp shareholders at a special meeting on Feb. 6, 2025.
Pursuant to the closing of the business combination, Dot Ai has become a publicly traded company, and its Class A common stock and warrants will begin trading on Nasdaq under the ticker symbols "DAIC" and "DAICW," respectively, on June 23, 2025.
In connection with the business combination, Dot Ai has raised $12 million in PIPE investment to support its strategic growth plans, including the expansion of R&amp;D, Go-To-Market, and building out of its Puerto Rico-based manufacturing operations.

IPOs

BYON

SUAC

Dot Ai Goes Public via Merger With ShoulderUp,  Raises $12M to Expand R&D and Manufacturing, Begins Trading on Nasdaq as 'DAIC'

Centrus Energy Secures $110M DOE Contract Extension To Produce HALEU Through June 2026, With Option For 8 More Years

Duke Energy Shares Summer Energy-Saving Tips, Offers Rebates, Smart Thermostat Incentives And Bill Assistance Across The Carolinas

Cleveland-Cliffs Inc. (NYSE:<a href="https://www.benzinga.com/stock/CLF#NYSE">CLF</a>) today announced the commissioning of its new state-of-the-art Vertical Stainless Bright Anneal Line at its Coshocton Works facility in Coshocton, Ohio. This $150 million capital investment has been completed and will supply premium stainless steel for high-end automotive and critical appliance applications. The new annealing line uses a 100% hydrogen atmosphere, replacing the conventional acid-based processing, and includes a hydrogen recovery unit to recycle hydrogen and use a 50/50 mix of new and used hydrogen in the process.
To mark the opening, a ribbon cutting ceremony will be held on Wednesday, July 2 at 11:00 a.m. ET at Cliffs' Coshocton Works facility. The event will be attended by key elected officials along with Cleveland-Cliffs' executives, employees, and key customers.

Cleveland-Cliffs Unveils $150M Stainless Steel Line in Ohio With Clean Hydrogen Tech

The new offerings include customized data solutions for building smarter AI models and agents, global digital task networks, and tools to help companies build and test AI models more efficiently.&nbsp;

Tech

UBER

Uber Announced A Major Expansion Of Its AI Data Services Business, Uber AI Solutions, Making Its Technology Platform Available To Support AI Labs And Enterprises Globally

Elon Musk says that he&#8217;s done with politics, and he&#8217;s got a great metaphor to show why.
What Happened: Speaking at the AI Startup School by Y Combinator, Musk described his brief stint in the federal government as a &#8220;side quest&#8221; that quickly proved less impactful than his core mission, which is building transformative technologies.
Musk compared his efforts at fixing government systems to picking up needles and trash from a beach while an overwhelming threat looms right ahead.
&#8220;Fixing the government is kind of like there's a beach with needles and feces and trash, and you want to clean it,&#8221; he says, before adding that &#8220;there&#8217;s also this thousand-foot wall of water,&#8221; referring to the advances in AI, comparing it to &#8220;a tsunami of AI.&#8221;
See Also: <a href="https://www.benzinga.com/crypto/25/06/46021402/peter-schiff-says-he-intends-to-launch-gold-backed-stablecoins-deems-dollar-as-a-flawed-fiat-currency">Peter Schiff Says He Intends To Launch Gold-Backed Stablecoins, Deems Dollar As A &#8216;Flawed&#8217; Fiat Currency</a>
&#8220;How much does cleaning the beach really matter, if a tsunami is about to hit?&#8221; he asks, before saying that it wouldn&#8217;t matter all that much. 
Musk's comments underscore a broader theme he kept returning to throughout the talk, that the stakes in AI are escalating too quickly for slow-moving institutions to respond meaningfully. The Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) and SpaceX CEO said the urgency of the AI age has pulled him away from political engagement and back to building.
&#8220;Got to get back to the main quest,&#8221; he says.
Musk believes that politics is too mired in dysfunction to make a difference. &#8220;There's just so much noise,&#8221; he says, &#8220;The signal-to-noise ratio in politics is terrible.&#8221;
Why It Matters: Having spearheaded the Department of Government Efficiency under the administration of President Donald Trump, Musk recently <a href="https://www.benzinga.com/news/politics/25/06/45757029/elon-musk-slams-congressional-spending-bill-as-a-disgusting-abomination">criticized the GOP&#8217;s</a> &#8220;One Big, Beautiful Bill&#8221; as a &#8220;disgusting abomination.&#8221;
This week, Musk warned that <a href="https://www.benzinga.com/markets/25/06/46017179/elon-musk-warns-us-faces-de-facto-bankruptcy-if-37-trillion-debt-not-tackled-peter-schiff-says-we-ar">the U.S. risks</a> &#8220;de facto bankruptcy,&#8221; citing the $37 trillion in federal debt, on which interest payments now account for 25% of total tax revenue.
Price Action: Shares of Tesla were up 1.82% on Wednesday, trading at $322.05, and are up 1.29% after hours.
<figure class="wp-block-image size-large"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img loading="lazy" decoding="async" width="1024" height="142" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/20061444/Screenshot-2025-06-20-at-3.44.34-PM-1024x142.png" alt="" class="wp-image-955827" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/20061444/Screenshot-2025-06-20-at-3.44.34-PM-1024x142.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/20061444/Screenshot-2025-06-20-at-3.44.34-PM-300x42.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/20061444/Screenshot-2025-06-20-at-3.44.34-PM-768x107.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/20061444/Screenshot-2025-06-20-at-3.44.34-PM.png 1524w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
Shares of Tesla score high across the board in Benzinga&#8217;s Edge Stock Rankings, with a favorable price trend in the short, medium, and long term. Click <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">here</a> for deeper insights into the stock. 
<figure class="wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio"> 
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<iframe loading="lazy" title="Elon Musk: Digital Superintelligence, Multiplanetary Life, How to Be Useful" width="500" height="281" src="https://www.youtube.com/embed/cFIlta1GkiE?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>
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Read More: 
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<li><a href="https://www.benzinga.com/news/financing/25/06/46019534/elon-musks-x-plans-to-launch-in-app-stock-trading-to-challenge-robinhood-sofi-ceo-says-youll-whole-financial-life-could-be-on-the-platform">Elon Musk&#8217;s X Plans To Launch In-App Stock Trading To Challenge Robinhood, SoFi — CEO Says You&#8217;ll &#8216;Whole Financial Life&#8217; Could Be On The Platform</a></li>
</ul>
Photo courtesy: Joshua Sukoff / Shutterstock.com

TSLA

Elon Musk Says Cleaning Up Government Is Like Picking Up Trash On A Beach Before A Thousand-Foot AI Tsunami Hits—And That's Why He's Done With Politics

Darden Declared A Quarterly Cash Dividend Of $1.40 Per Share On Company's Outstanding Common Stock, Which Is Payable On May 1, 2025

Darden Restaurants (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DRI#NYSE">DRI</a>) is looking for FY2026 Adj EPS of $10.50-$10.70 vs $10.75 analyst estimate..

Guidance

Darden Restaurants Sees FY2026 Adj EPS $10.50-$10.70 vs $10.75 Est; Projects Total Sales Growth Of 7%-8%

Benzinga, the largest financial news provider in North America, is excited to announce a new partnership with SoFi to bring powerful market insights and institutional-grade research tools directly to SoFi Invest members.
&nbsp;
This partnership marks the start of a collaboration aimed at transforming how everyday investors access, interpret, and act on market information. SoFi has integrated Benzinga's premium datasets—including <a href="https://c212.net/c/link/?t=0&amp;l=en&amp;o=4451849-1&amp;h=3521485667&amp;u=https%3A%2F%2Fwww.benzinga.com%2Fapis%2Fcloud-product%2Fanalyst-ratings-api%2F&amp;a=Analyst+Ratings">Analyst Ratings</a>, Price Targets, <a href="https://c212.net/c/link/?t=0&amp;l=en&amp;o=4451849-1&amp;h=337218974&amp;u=https%3A%2F%2Fwww.benzinga.com%2Fapis%2Fcloud-product%2Fcorporate-earnings%2F&amp;a=Earnings">Earnings</a>, and <a href="https://c212.net/c/link/?t=0&amp;l=en&amp;o=4451849-1&amp;h=1925995860&amp;u=https%3A%2F%2Fwww.benzinga.com%2Fapis%2Fcloud-product%2Fbz-why-is-it-moving%2F&amp;a=Why+Is+It+Moving">Why Is It Moving</a> insights—into its investing platform as part of a broader effort to simplify research and drive informed investing decisions.

SOFI

SoFi Teams Up With Benzinga to Give Everyday Investors Access to Pro Market Insights

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 the appointment of seasoned supply chain leader Patrick Kelleher as its new chief executive officer, effective August 19, 2025.
Kelleher brings 33 years of global supply chain experience, strategic leadership and operational excellence to GXO, having held senior executive roles at DHL Supply Chain, a division of Deutsche Post DHL Group. Most recently, he served as CEO, North America, where he oversaw significant growth and operational improvements across the business.
Brad Jacobs, chairman of GXO's board of directors, said: "Patrick is a world-class operator with the relevant experience to lead GXO through its next phase of growth. His proven track record and deep expertise in engineered solutions, automation, and cutting-edge contract logistics make him uniquely qualified to drive value for our customers and shareholders. We're thrilled to welcome him as our new CEO."
Patrick Kelleher said: "I am excited to join GXO, a company at the forefront of the logistics industry. I look forward to working with the talented team at GXO to build on its strong foundation, continue to innovate, and deliver exceptional value to our customers and shareholders."
During his tenure at DHL, Kelleher was global chief development officer and CEO, Americas for Williams Lea Tag, when it operated under DHL's ownership. He brings extensive expertise across many key verticals, including consumer goods, healthcare, technology, ecommerce, and manufacturing. He has also led strategic initiatives spanning transportation, supply chain planning, engineered solutions, and automation.
Kelleher has a distinguished track record of operational excellence, with a metrics-driven leadership style rooted in execution and innovation. He has been at the forefront of DHL's deployment of advanced robotics, including the Boston Dynamics Stretch Robot since 2023, and oversaw four M&amp;A transactions in the past year alone.
Kelleher will be based at GXO's global headquarters in Greenwich, Connecticut. He will succeed Malcolm Wilson, who is retiring after a successful tenure leading GXO's global growth strategy.

Management

GXO Taps DHL Veteran Patrick Kelleher as CEO as Malcolm Wilson Retires After Steering Global Expansion

Darden Restaurants (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DRI#NYSE">DRI</a>) reported quarterly earnings of $2.98 per share which beat the analyst consensus estimate of $2.97 by 0.34 percent. This is a 12.45 percent increase over earnings of $2.65 per share from the same period last year. The company reported quarterly sales of $3.27 billion which beat the analyst consensus estimate of $3.26 billion by 0.30 percent. This is a 10.62 percent increase over sales of $2.96 billion the same period last year.

Earnings

Earnings Beats

Darden Restaurants Q4 Adj. EPS $2.98 Beats $2.97 Estimate, Sales $3.27B Beat $3.26B Estimate

FactSet Research Systems Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FDS#NYSE">FDS</a>) will release earnings results for the third quarter, before the <a href="https://www.benzinga.com/quote/FDS/earnings">opening bell on Monday, June 23.</a>
Analysts expect the Norwalk, Connecticut-based company to report quarterly earnings at $4.30 cents per share, down from $4.37 per share in the year-ago period. FactSet Research projects to report quarterly revenue of $580.9 million, compared to $552.71 million a year earlier, according to data from <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a>.
On June 3, FactSet Board appointed Sanoke Viswanathan as CEO succeeding Phil Snow, effective early September 2025.
FactSet Research shares rose 0.3% to close at $425.04 on Wednesday.
Benzinga readers can access the latest analyst ratings on the <a href="https://www.benzinga.com/analyst-ratings/analyst-color/22/09/28888638/exclusive-study-finds-benzinga-analyst-ratings-data-yields-market-beating-strategie">Analyst Stock Ratings</a> page. Readers can sort by stock ticker, company name, analyst firm, rating change or other variables.
Let's have a look at how Benzinga's most-accurate <a href="https://www.benzinga.com/quote/fds/analyst-ratings">analysts have rated the company</a> in the recent period.
<ul class="wp-block-list">
<li>RBC Capital analyst Ashish Sabadra reiterated a Sector Perform rating with a price target of $503 on June 3, 2025. This analyst has an accuracy rate of 74%.</li>
<li>BMO Capital analyst Jeffrey Silber maintained a Market Perform rating and cut the price target from $498 to $466 on March 24, 2025. This analyst has an accuracy rate of 74%.</li>
<li>UBS analyst Alex Kramm maintained a Neutral rating and slashed the price target from $525 to $480 on March 21, 2025. This analyst has an accuracy rate of 73%.</li>
<li>Wells Fargo analyst Jason Haas downgraded the stock from Equal-Weight to Underweight and cut the price target from $450 to $402 on March 21, 2025. This analyst has an accuracy rate of 67%.</li>
<li>Morgan Stanley analyst Toni Kaplan maintained an Underweight rating and cut the price target from $409 to $390 on March 21, 2025. This analyst has an accuracy rate of 66%</li>
</ul>
Considering buying FDS stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><a href="https://www.benzinga.com/quote/FDS/analyst-ratings"><img loading="lazy" decoding="async" width="1024" height="593" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/20030615/image-301-1024x593.png" alt="" class="wp-image-955562" style="width:686px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/20030615/image-301-1024x593.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/20030615/image-301-300x174.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/20030615/image-301-768x445.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/20030615/image-301.png 1152w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
Read This Next: 
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<li><a href="https://www.benzinga.com/trading-ideas/short-ideas/25/06/45993572/top-2-industrials-stocks-that-may-fall-off-a-cliff-in-q2">Top 2 Industrials Stocks That May Fall Off A Cliff In Q2</a> </li>
</ul>
Photo via Shutterstock

Markets

Trading Ideas

FactSet Research Gears Up For Q3 Print; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts

The most oversold stocks in the consumer discretionary sector presents an opportunity to buy into undervalued companies.
The RSI is a momentum indicator, which compares a stock&#8217;s strength on days when prices go up to its strength on days when prices go down. When compared to a stock&#8217;s price action, it can give traders a better sense of how a stock may perform in the short term. An asset is typically considered oversold when the <a href="https://www.benzinga.com/topic/rsi">RSI is below 30</a>, according to <a href="https://pro.benzinga.com/">Benzinga Pro</a>.
Here's the latest list of major oversold players in this sector, having an RSI near or below 30.
<h3 class="wp-block-heading">Lakeland Industries Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LAKE#NASDAQ">LAKE</a>)</h3>
<ul class="wp-block-list">
<li>On June 9, Lakeland Industries reported worse-than-expected first-quarter financial results. &#8220;The first quarter of fiscal 2026 was highlighted by continued sales revenue growth of 29%, led by a 100% increase in Fire Services revenue and ongoing momentum from our recent acquisitions,&#8221; said Jim Jenkins, President, Chief Executive Officer and Executive Chairman. The company's stock fell around 35% over the past month and has a <a href="https://www.benzinga.com/quote/LAKE">52-week low of $12.76</a>.</li>
<li>RSI Value: 27.3</li>
<li>LAKE Price Action: Shares of Lakeland Industries fell 3.3% to close at $12.81 on Wednesday.</li>
<li>Edge Stock Ratings: 8.81 Momentum score with Value at 80.69. </li>
</ul>
<figure class="wp-block-image size-full is-resized"><a href="https://www.benzinga.com/quote/LAKE"><img loading="lazy" decoding="async" width="406" height="182" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/20051141/image-303.png" alt="" class="wp-image-955736" style="width:315px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/20051141/image-303.png 406w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/20051141/image-303-300x134.png 300w" sizes="(max-width: 406px) 100vw, 406px" /></a></figure>
<h3 class="wp-block-heading">Trip.com Group Ltd (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TCOM#NASDAQ">TCOM</a>)</h3>
<ul class="wp-block-list">
<li>On June 16, Trip.com Group agreed to sell portion of MakeMyTrip shares back to company for cancellation in strategic repurchase deal aimed at portfolio optimization. The company's stock fell around 11% over the past month and<a href="https://www.benzinga.com/quote/TCOM"> has a 52-week low</a> of $38.23.</li>
<li>RSI Value: 27.8</li>
<li>TCOM Price Action: Shares of Trip.com fell 6.8% to close at $56.54 on Wednesday.</li>
<li>Benzinga Pro&#8217;s charting tool helped identify the trend in <a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0620">TCOM stock</a>. </li>
</ul>
<figure class="wp-block-image size-full is-resized"><a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0620"><img loading="lazy" decoding="async" width="921" height="841" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/20051244/image-304.png" alt="" class="wp-image-955738" style="width:583px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/20051244/image-304.png 921w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/20051244/image-304-300x274.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/20051244/image-304-768x701.png 768w" sizes="(max-width: 921px) 100vw, 921px" /></a></figure>
<h3 class="wp-block-heading">Mister Car Wash Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MCW#NASDAQ">MCW</a>)</h3>
<ul class="wp-block-list">
<li>On April 30, Mister Car Wash reported better-than-expected first-quarter financial results and raised its FY25 guidance. &#8220;I am proud of our team for building on last year&#8217;s momentum and delivering a solid start to 2025. Record first quarter revenue and EBITDA exceeded our expectations, reflecting our team&#8217;s unwavering dedication and strategic execution. Our performance was highlighted by strong comp store sales growth driven by an acceleration in our retail business, coupled with the ongoing strength of our UWC subscription business,&#8221; commented John Lai, Chairperson and CEO of Mister Car Wash. The company's stock fell around 19% over the past month and has a 52-week <a href="https://www.benzinga.com/quote/mcw">low of $6.06.</a></li>
<li>RSI Value: 29.9</li>
<li>MCW Ltd Price Action: Shares of Mister Car Wash gained 0.7% to close at $6.12 on Wednesday.</li>
<li>Benzinga Pro&#8217;s signals feature notified of a potential breakout in <a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0620">MCW shares</a>.</li>
</ul>
<figure class="wp-block-image size-full is-resized"><a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0620"><img loading="lazy" decoding="async" width="893" height="842" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/20051358/image-305.png" alt="" class="wp-image-955741" style="width:646px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/20051358/image-305.png 893w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/20051358/image-305-300x283.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/20051358/image-305-768x724.png 768w" sizes="(max-width: 893px) 100vw, 893px" /></a></figure>
Learn more about BZ Edge Rankings—click to see scores for other stocks in the sector and s<a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">ee how they compare.</a>
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도널드 트럼프의 당선 이후, 미국으로 생산을 재이전하는 데 집중하는 회사들의 주식이 이번 주에 급등했다. 이는 <a href="https://www.benzinga.com/topic/donald-trump" target="_blank" rel="noopener" data-google-interstitial="false">보호무역 정책이 강화될 것</a>이라는 기대감에 의해 촉발된 것이다.
본국으로 생산 라인을 되돌리기로 약속한 30개 기업들에 투자하는 펀드인 American Reshoring ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RSHO#NYSE">RSHO</a>)는 이번 주에 8% 이상 급등하여 전체 시장 지수를 앞질렀다. SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>)는 5% 상승했고, iShares Russell 2000 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>)와 동일한 수준이었다.
<h3 class="wp-block-heading">전문가가 리쇼어링 붐을 예측하는 이유</h3>
트럼프의 승리는 미국 내 생산 우선 정책을 선호하게 할 것으로 예상되는 정책들로 인해 리쇼어링에 대한 투자자들의 낙관론을 재점화했다.
&#8220;트럼프 대통령 하에 리쇼어링의 필요성이 명확해졌다&#8221;고 테마(Tema) ETF의 CEO인 마우리츠 포츠(Maurits Pots)가 벤징가와의 독점 인터뷰에서 말했다.
새로운 행정부는 무역 보호주의와 관세 인상을 지원할 것으로 예상되며, 이는 리쇼어링과 국내 제조 성장의 주요 동력으로 강조되었다.
&#8220;기업들은 예전에는 생산 비용이 가장 낮은 곳이 어디인가를 고민했지만, 이제는 ‘어디에서 더 안전하고 가까운 생산을 할 수 있을까?&#8217;라는 질문을 하고 있다&#8221;고 포츠가 말했다. 공급망의 안전성이 점점 더 중요해지고 있다는 것이다.
이러한 미국 중심의 제조업으로의 변화는 행정부가 &#8220;주로 미국 중심&#8221;의 정책을 시행할 것이라는 시장의 예상을 반영하는 것으로 보인다. 특히 공화당이 모든 의회를 장악할 가능성이 제기된 후에 더욱 두드러진 모습이다.
중장비 제조업체들은 해당 주간의 큰 수혜자 중 하나였다. 캐터필러(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CAT#NYSE">CAT</a>)는 선거 이후 8% 이상 상승하며, 투자자들이 미국 산업 주식에 대한 관심을 높이고 있음을 나타냈다.
포츠는 테렉스 코퍼레이션(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TEX#NYSE">TEX</a>)와 같은 장비 회사들에서도 유사한 경향을 강조했다.
그는 이러한 주식들이 &#8220;최근에 매우 강한 움직임을 보였으며, 이는 미국 자본 지출 재가속화에 대한 기대가 행정부의 초점이 될 것이라는 것을 나타낸다&#8221;고 말했다.
또한 읽어보세요: <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/11/41849984/powell-brushes-off-trumps-removal-threat-economists-say-2026-could-be-his-last-stand">파월이 트럼프의 해임 위협을 일축: 경제학자들은 2026년이 그의 마지막 기회가 될 수 있다고 말한다</a>
<h3 class="wp-block-heading">무역 정책: 관세, 보조금, 그리고 멕시코 &#8216;근접 생산&#8217; 위험</h3>
&#8220;우리는 관세가 결국에는 위협보다 덜 엄격할 수 있다고 생각하지만,&#8221; 포츠가 말했다. &#8220;관세에 대한 불확실성 자체가 리쇼어링의 촉매제가 될 것이다. 기업들이 공급망의 안전성과 안정성을 점점 더 중요시하게 되기 때문이다.&#8221;
트럼프 행정부의 입장은 또한 &#8220;근접 생산(니어쇼어링)&#8221; 추세를 저해할 수 있다. 이는 생산을 미국에 더 가깝게 옮기는 것이지만, 실제로는 미국 영토가 아닌 멕시코와 같은 곳으로 옮기는 것이다.
트럼프가 제안한 멕시코산 제품에 대한 관세로 인해 멕시코의 제조 중심지로서의 매력이 감소할 수 있으며, 이는 진정한 국내 생산에 대한 관심을 더욱 높일 수 있다.
흥미롭게도, 포츠는 바이든 행정부 하에 도입된 대부분의 리쇼어링 인센티브, 예를 들어 반도체(CHIPS) 법과 같은 상당한 투자 패키지가 공화당이 주도하는 주에 집중되었다고 언급했다.
이러한 자금 분배의 측면은 이러한 이니셔티브가 트럼프 하에서 잠재적인 철회로부터 보호받을 수 있도록 할 수 있으며, 이는 미국 제조업 강화를 위한 그의 행정부 의제와 일치한다.

다음 읽기:
<ul>
<li><a href="https://www.benzinga.com/economics/macro-economic-events/24/11/41848568/us-consumer-sentiment-rises-more-than-predicted-to-6-month-highs-inflation-expectations-hit-4-year-low">미국 소비자 심리 지수가 예상보다 더 많이 상승하여 6개월 만에 최고치로, 인플레이션 기대치는 4년 만에 최저치로 떨어졌습니다.</a></li>
</ul>
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독점: 트럼프의 승리로 공급망 안보가 비용보다 중요해지면서 '리쇼어링' 랠리를 촉발

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Tema ETF Trust Tema American Reshoring ETF

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에 대한 최신 뉴스 Tema ETF Trust Tema American Reshoring ETF (ARCA:RSHO)

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