에 대한 최신 뉴스 Talen Energy (NASDAQ:TLN) 주식

Talen Energy

Talen Energy Corp is an independent power producer and energy infrastructure company. The company owns and operates approximately 10.7 gigawatts of power infrastructure in the United States. The group produces and sells electricity, capacity, and ancillary services into wholesale U.S. power markets, including PJM and WECC, with its generation fleet located in the Mid-Atlantic and Montana.

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관세 우려 속에 행동주의 투자자 댄 로브(Dan Loeb)의 서드 포인트(Third Point LLC)는 2025년 1분기 동안 주요 매그니피센트 세븐 주식의 지분을 정리하거나 완전히 매각하는 중대한 변화를 겪었다.

댄 로브의 서드 포인트, 메타·테슬라에서 철수하고 필수 소비재·통신·산업 부문으로 전환

High,Voltage,Electricity,Towers,At,A,Substation,In,Central,California;

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First Trust Nasdaq Clean Edge Smart Grid Infrastructure Index Fund

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인공지능(AI) 발전에 따라 전력 수요에 대한 기대치의 변화가 더욱 분명해지고 있다. 중국 AI 회사인 딥시크의 등장으로 미래 전력 소비에 대한 불확실성이 야기되어 유틸리티 및 전력 주식에 영향을 미치고 있다.

딥시크로 인한 전력 수요 예측 의문, 유틸리티 주식 변동성 활용하는 ETF 3종목

Talen Energy Corp

Talen Energy Corp Ordinary Shares New

RBC Capital analyst Rishi Jaluria initiates coverage on Hinge Health (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HNGE#NYSE">HNGE</a>) with a Outperform rating and announces Price Target of $45.

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RBC Capital Initiates Coverage On Hinge Health with Outperform Rating, Announces Price Target of $45

Across the U.S., many electric vehicle owners are hitting a wall of unexpected problems—and for some, it's bad enough that they're ready to go back to gas.
According to last year&#8217;s McKinsey &amp; Co. <a href="https://executivedigest.sapo.pt/wp-content/uploads/2024/06/Mobility-Consumer-Pulse-2024_Overview.pdf">survey</a> of vehicle owners, 46% of EV owners in the U.S. are considering switching back to traditional gas-powered cars. It&#8217;s even worse for Australians—49%.
<h2 class="wp-block-heading">Charging Stress And Infrastructure Failures</h2>
&#8220;This is modern-day Hunger Games,&#8221; one TikTok user ranted in a <a href="https://www.youtube.com/watch?v=xkyzMYNEcts">video</a> featured on Zac Rios&#8216; reaction YouTube channel—where he reviews and reacts to financial mistakes and regrets of ordinary people. &#8220;People are quite literally fighting at chargers. They&#8217;re always broken. <a href="https://www.benzinga.com/news/events/24/09/40751931/the-cars-are-there-but-the-challenge-is-infrastructure-says-expert-on-ev-adoption-hurdles">The infrastructure</a> for these cars is non-existent.&#8221; She continued, &#8220;$1,500 a month for a car that I can&#8217;t drive &#8217;cause I&#8217;m never charged. I want to file a class action. I&#8217;m suing everybody.&#8221;
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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>
A huge number of owners didn't realize what they were signing up for. According to McKinsey, 35% of respondents cited poor public charging infrastructure. Another 24% said they couldn't charge at home, and 21% said the entire charging experience was simply too stressful.
Some buyers were stunned at how long it takes to power up their cars. One EV owner featured in the video recorded their experience charging from 20% to 80%: &#8220;I've been here for 62 minutes and I&#8217;m at $20. I don't have time for this. I don&#8217;t have an hour every day to charge my car.&#8221;
As another person explained, &#8220;I bought a 2014 Nissan Leaf five days ago&#8230; I don&#8217;t have anxiety, never have, but finding a charger and thinking I have to sit there for an hour, yeah, that gives me anxiety.&#8221;
Trending: Invest where it hurts — and help millions heal:<a href="https://www.benzinga.com/money/a-cure-for-osteoarthritis-powered-by-everyday-investors-cytonics-is-looking-to-beat-big-pharma-and-disrupt-a-390-billion-market"> Invest in Cytonics and help disrupt a $390B Big Pharma stronghold</a>.
<h2 class="wp-block-heading">Cost, Range And Cold Weather Surprises</h2>
Apart from charging issues, many drivers were blindsided by <a href="https://www.benzinga.com/general/travel/24/07/39784100/rental-car-companies-back-away-from-hard-to-resell-electric-vehicles">how fast EVs lose value</a>. One couple said they sold their Fisker Ocean for $10,000 after buying it a year earlier for nearly $70,000. &#8220;With just $7,583 miles on the odometer, it&#8217;s dropped nearly $60,000 or more than 80% of its value. That means it cost us $7.78 per mile just to drive the thing.&#8221;
Another driver who bought a Lexus EV believed they were getting a significant deal on what was marketed as a $70,000 vehicle. The discount persuaded them to move forward, but they later discovered it was only worth $37,000—a realization that left them deeply disappointed.
Rios explained that range loss due to weather or using heat and A/C has added more disappointment. &#8220;If it&#8217;s cold outside, that hurts the battery range a lot.&#8221;
See Also: 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>.&nbsp;
<h2 class="wp-block-heading">Many Didn&#8217;t Do The Research</h2>
Rios pointed out a recurring theme: buyers didn&#8217;t know what they were getting into. &#8220;Getting an EV without installing your own charge port is wild,&#8221; he says. &#8220;It kind of sounds like flexing and getting the newest Mercedes EV on the block, paying $1,500 a month to show off to other people, not realizing everything else you have to do that&#8217;s different compared to a gas vehicle.&#8221;
One man trying to save money on gas ended up buying a BMW iX for over $87,000. &#8220;Make it make sense,&#8221; Rios quipped.
As one person explained in the video, some buyers don't know that Level 1 home chargers take 40 to 50 hours unless upgraded. Rios mocked a person who said that the dirty little secret is that you might actually have to wait to charge up. &#8220;That&#8217;s the most well-known thing about electric cars!&#8221;
As Rios wraps up the video, he emphasizes one thing: the issue isn't necessarily EVs themselves—it's buying them without understanding what ownership actually involves.
&#8220;Don't be one of these people falling into the trap. If you truly do want an EV, just at least do some research,&#8221; he said.&nbsp;
Read Next:
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<li><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.</li>
<li>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></li>
</ul>
Image: Shutterstock

'This Is Hunger Games. People Are Quite Literally Fighting At Chargers'—Here's Why Some Buyers Are Calling Their EV Purchase A Huge Mistake

Jabil Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JBL#NYSE">JBL</a>) will release earnings results for the third quarter, before the opening <a href="https://www.benzinga.com/quote/JBL/earnings">bell on Tuesday, June 17</a>.
Analysts expect the Saint Petersburg, Florida-based company to report quarterly earnings at $2.30 per share, up from $1.89 per share in the year-ago period. According to data from <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a>, Jabil projects quarterly revenue of $7.03 billion, compared to $6.76 billion a year earlier.
On May 21, Jabil disclosed that it has signed a memorandum of understanding with AVL Software and Functions GmbH, the e-drive and software center of AVL List GmbH.
Some investors may be eyeing potential gains from the Jabil's dividends. Currently, the company offers an annual dividend yield of 0.18%, which is a quarterly dividend amount of 8 cents per share (32 cents a year).  
So, how can investors exploit its dividend yield to pocket a regular $500 monthly?
To earn $500 per month or $6,000 annually from dividends alone, you would need an investment of approximately $3,297,000 or around 18,750 shares. For a more modest $100 per month or $1,200 per year, you would need $659,400 or around 3,750 shares.
To calculate: Divide the desired annual income ($6,000 or $1,200) by the dividend ($0.32 in this case). So, $6,000 / $0.32 = 18,750 ($500 per month), and $1,200 / $0.32 = 3,750 shares ($100 per month).
Note that dividend yield can change on a rolling basis, as the dividend payment and the stock price both fluctuate over time.
How that works: The dividend yield is computed by dividing the annual dividend payment by the stock&#8217;s current price.
For example, if a stock pays an annual dividend of $2 and is currently priced at $50, the dividend yield would be 4% ($2/$50). However, if the stock price increases to $60, the dividend yield drops to 3.33% ($2/$60). Conversely, if the stock price falls to $40, the dividend yield rises to 5% ($2/$40).
Similarly, changes in the dividend payment can impact the yield. If a company increases its dividend, the yield will also increase, provided the stock price stays the same. Conversely, if the dividend payment decreases, so will the yield.
JBL Price Action: Shares of Jabil fell 1.8% to close at $175.84 on Friday.
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<iframe loading="lazy" title="How to Find Dividend Stocks: Scan, Analyze, and Capture with Benzinga Pro" width="500" height="281" src="https://www.youtube.com/embed/pVF0O2lsEH4?start=1&#038;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: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/trading-ideas/short-ideas/25/06/45924005/top-2-energy-stocks-that-may-fall-off-a-cliff-in-june">Top 2 Energy Stocks That May Fall Off A Cliff in June</a></li>
</ul>
Image: Shutterstock

Earnings

Long Ideas

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How To Earn $500 A Month From Jabil Stock Ahead Of Q3 Earnings

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NY Empire State Manufacturing Index (Jun) -16 vs -5.9 Est.

Wells Fargo analyst Alec Brondolo upgrades Wix.com (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WIX#NASDAQ">WIX</a>) from Equal-Weight to Overweight and raises the price target from $173 to $216.

Upgrades

Wells Fargo Upgrades Wix.com to Overweight, Raises Price Target to $216

WIIM

TMC shares are trading higher after Korea Zinc announced an equity investment of $85.2 million in the company.

<ul>
<li>Korea Zinc Co., Ltd., (Korea Zinc) will make a strategic equity investment in TMC of $85.2 million in exchange for 19.6 million common shares at the last market closing price of $4.34 per share</li>
<li>Investment includes a three-year warrant to purchase 6.9 million common shares (0.35 warrant shares for every 1 initial common share) with an exercise price of $7.00 per share, and a participation right to subscribe for future offerings of TMC equity for Korea Zinc to maintain its ownership of common shares, subject to customary exceptions</li>
<li>A world leader in non-ferrous&nbsp;metal refining and precursor Cathode Active Material (pCAM) technology, Korea Zinc is uniquely positioned to use TMC USA's nodule-derived materials to produce refined metals, copper foil and pCAM in their existing facilities in South Korea and build new facilities in the United States</li>
<li>Under an existing&nbsp;LOI with TMC USA, Korea Zinc's R&amp;D team has received a&nbsp;bulk sample of TMC-supplied nodule material and is currently validating processing and refining pathways and potential synergies through vertical integration</li>
</ul>
NEW YORK, June 16, 2025 (GLOBE NEWSWIRE) -- TMC the metals company Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TMC#NASDAQ">TMC</a>) ("TMC" or the "Company"), a leading explorer of the world's largest undeveloped resource of critical metals essential to energy, defense, manufacturing, and infrastructure, today announced that Korea Zinc, a world leader in non-ferrous metal refining and precursor Cathode Active Material (pCAM) technology, has agreed to make a strategic investment of approximately $85.2 million in the Company through the purchase of common shares and warrants in a private placement.
The investment was approved by TMC's Board of Directors and is expected to close on June 26, 2025, subject to customary closing conditions. Korea Zinc will purchase 19.6 million common shares at the last market closing price of $4.34 per share and will receive a three-year warrant to purchase 6.9 million common shares (0.35 warrant shares for every 1 initial common share for no additional consideration) with an exercise price of $7.00 per share, subject to compulsory exercise provisions should TMC common shares trade above $10.00 for 20 consecutive trading days. Upon closing, Korea Zinc will become one of TMC's largest strategic shareholders with ownership of approximately 5% of the Company's outstanding common shares.
Korea Zinc is currently evaluating a&nbsp;bulk sample of nodule material supplied by The Metals Company USA, LLC (TMC USA) under an existing LOI, with its R&amp;D team to validate intermediate processing and refining pathways and potential synergies through vertical integration. Korea Zinc has expressed interest in working with TMC USA to establish processing, refining and potentially pCAM manufacturing capacity in the United States.

Contracts

Global

TMC Announces $85.2M Strategic Investment From Korea Zinc For 19.6M Shares At $4.34 Each, Including 3-Year Warrants For 6.9M Shares At $7.00 And Rights To Maintain Equity Stake

Wells Fargo analyst Michael Sison upgrades Celanese (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CE#NYSE">CE</a>) from Equal-Weight to Overweight and raises the price target from $45 to $66.

Wells Fargo Upgrades Celanese to Overweight, Raises Price Target to $66

The cryptocurrency market opened the week with gains as digital asset investment products saw their ninth consecutive week of inflows. <a href="https://www.benzinga.com/crypto/cryptocurrency/25/06/45887955/bitcoin-hovers-below-110000-is-this-the-calm-before-the-storm">Fuelling the rally</a>, BlackRock made headlines with a $239 million Bitcoin purchase over the weekend.
<figure class="wp-block-table"> 
<table class="has-fixed-layout">
<tbody>
<tr>
<td>Cryptocurrency</td>
<td>Price&nbsp;&nbsp;&nbsp;</td>
<td>Gains +/-</td>
</tr>
<tr>
<td>Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>)</td>
<td>$106,683.68&nbsp;</td>
<td>+1.5%</td>
</tr>
<tr>
<td>Ethereum (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/eth/usd">ETH</a>)</td>
<td>$2,610.89</td>
<td>+3.5%</td>
</tr>
<tr>
<td>Solana (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/sol/usd">SOL</a>)</td>
<td>$155.65</td>
<td>+6.5%</td>
</tr>
<tr>
<td>XRP (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/xrp/usd">XRP</a>)</td>
<td>$2.21</td>
<td>+2.2%</td>
</tr>
<tr>
<td>Dogecoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/doge/usd">DOGE</a>)</td>
<td>$0.1762</td>
<td>+1%</td>
</tr>
<tr>
<td>Shiba Inu (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/shib/usd">SHIB</a>)</td>
<td>$0.00001214</td>
<td>+1.8%</td>
</tr>
</tbody>
</table>
</figure>
Notable Statistics:
<ul class="wp-block-list">
<li>IntoTheBlock data shows Bitcoin and Ethereum large transaction volume decreased 20.9% and 26.4% respectively. Also, daily active addresses witnessed a drop of 6.8% and 8.1% each in a single day.</li>
<li>Coinglass data shows 79,368 traders were liquidated in the past 24 hours with the total liquidations at $279.38 million.</li>
<li>SoSoValue data shows net inflows of $301.6 million into spot Bitcoin ETFs while Spot Ethereum ETFs saw net outflows of $2.18 million.</li>
</ul>
Trader Notes: Crypto chart analyst Ali Martinez flagged a sell signal on Bitcoin's hourly chart, indicating a possible short-term dip.
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">The TD Sequential indicator flashed a sell signal on <a href="https://twitter.com/hashtag/Bitcoin?src=hash&amp;ref_src=twsrc%5Etfw">#Bitcoin</a> <a href="https://twitter.com/search?q=%24BTC&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$BTC</a> hourly chart, anticipating a brief pullback! <a href="https://t.co/P3p0daF7uJ">pic.twitter.com/P3p0daF7uJ</a>
&mdash; Ali (@ali_charts) <a href="https://twitter.com/ali_charts/status/1934539088066986151?ref_src=twsrc%5Etfw">June 16, 2025</a></blockquote>
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Trader Tardigrade sees a potential bullish reversal for Dogecoin, pointing to an &#8220;Adam and Eve&#8221; bottoming pattern.
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true"><a href="https://twitter.com/hashtag/Dogecoin?src=hash&amp;ref_src=twsrc%5Etfw">#Dogecoin</a> may reach a bottom with a bullish Adam and Eve pattern &#x1f525;<a href="https://twitter.com/search?q=%24DOGE&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$DOGE</a>/H4 <a href="https://t.co/Fzr7mXP4vD">pic.twitter.com/Fzr7mXP4vD</a>
&mdash; Trader Tardigrade (@TATrader_Alan) <a href="https://twitter.com/TATrader_Alan/status/1934537195328766263?ref_src=twsrc%5Etfw">June 16, 2025</a></blockquote>
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Michael van de Poppe <a href="https://x.com/CryptoMichNL/status/1934559076798881975">highlights</a> Ethereum&#8217;s steady formation of higher lows, hinting at a likely breakout. If the rally fails, he identifies the key buy zone between 0.022–0.023 BTC. A successful defense of that level could send ETH toward 0.03 BTC.
CW notes that XRP is currently testing a major sell wall. A clean breakout could spark a rapid move back to previous price levels.
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true"><a href="https://twitter.com/search?q=%24XRP&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$XRP</a> is breaking through the sell wall. If it breaks through that sell wall, it will quickly recover to previous price levels. <a href="https://t.co/FdtHlWMY3T">pic.twitter.com/FdtHlWMY3T</a>
&mdash; CW (@CW8900) <a href="https://twitter.com/CW8900/status/1934473223074357613?ref_src=twsrc%5Etfw">June 16, 2025</a></blockquote>
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</figure>
For Solana, Sjuul (aka AltCryptoGems) <a href="https://x.com/AltCryptoGems/status/1934521602818945522">sees</a> a strong bounce underway but cautions that untested equal lows near $140 suggest potential downside remains. A dip into that support area could tap into significant liquidity.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/crypto/cryptocurrency/25/06/45939432/bitcoins-current-cycle-sees-a-656-surge-matching-market-maturation-pace">Bitcoin&#8217;s Current Cycle Sees A 656% Surge, Matching Market Maturation Pace</a></li>
</ul>
Photo: Chinnapong/Shutterstock

Coverage of Bitcoin, Etherum, Ripple and all the latest digital currencies.

Cryptocurrency

$BTC

$DOGE

$ETH

$SHIB

$SOL

$XRP

Bitcoin, Ethereum, XRP, Dogecoin Kick Off Week In Green – But BTC Sell Signal Hints At Pullback

Onconetix, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ONCO#NASDAQ">ONCO</a>) ("Onconetix" or the "Company"), a commercial-stage biotechnology company focused on the research, development, and commercialization of innovative solutions for men's health and oncology, today reported that on June 11, 2025, the Company received a decision from the Nasdaq Hearings Panel granting the Company's request for continued listing on The Nasdaq Stock Market, subject to the Company demonstrating compliance with the Nasdaq Listing Rule 5550(a)(2) (the "Periodic Filing Listing Rule") by June 13, 2025 and the &nbsp;Nasdaq Listing Rule 5250(c)(1) (the "Bid Price Listing Rule") on or before June 30, 2025.
The Nasdaq hearing on the matter was held on May 27, 2025. Since the hearing, Onconetix demostrated &nbsp;compliance with the Periodic Filing Listing Rule on June 12, 2025, after the filing of the Form 10-Q for the period ended March 31, 2025.&nbsp; The Company completed a 1-for-85 reverse stock split of its outstanding shares of common stock at 12:01 a.m. Eastern Time on June 13, 2025.&nbsp; The Company expects to demonstrate compliance with the Bid Price Listing Rule at the close of business on June 27, 2025.

ONCO

Onconetix Granted Continued Nasdaq Listing By Hearings Panel

William Blair analyst Ryan Daniels initiates coverage on Hinge Health (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HNGE#NYSE">HNGE</a>) with a Outperform rating.

William Blair Initiates Coverage On Hinge Health with Outperform Rating

AIOT

PowerFleet shares are trading higher after the company reported better-than-expected Q4 financial results. The company also announced an expanded deployment of its advanced AI video safety solution with EverDriven Technologies.

UBS analyst Bryan Adams initiates coverage on McCormick &amp; Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MKC#NYSE">MKC</a>) with a Neutral rating and announces Price Target of $83.

UBS Initiates Coverage On McCormick & Co with Neutral Rating, Announces Price Target of $83

ReNew Energy Global shares are trading higher after the company reported better-than-expected Q4 financial results.

OMS Energy Technologies Inc. ("OMS" or the "Company") (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/OMSE#NASDAQ">OMSE</a>), a growth-oriented manufacturer of surface wellhead systems ("SWS") and oil country tubular goods ("OCTG") for the oil and gas industry, today provided a business update outlining its recent accomplishments as the Company prepares for its inaugural earnings call following its successful Nasdaq listing in May 2025.
Operational Highlights
<ul>
<li>New order win in Angola and renewed contract in Thailand; Southeast Asia emerging as driving force in customer acquisition</li>
<li>Expanding business footprint and growing talent pool</li>
<li>R&amp;D achievements and partnerships steadily enriching product portfolio</li>
<li>Consistent enhancements to occupational health, safety and environmental management</li>
<li>Development initiatives fostering revenue diversification and enhancing financial stability &nbsp;</li>
</ul>
Mr. How Meng Hock, CEO of OMS Energy Technologies Inc., commented, "We're excited to begin our journey as a public company with a healthy operational foundation, underscored by thriving customer relationships and partnerships, an expanding brand presence and cutting-edge R&amp;D and manufacturing capabilities. We are also supported by a strong balance sheet and a deep commitment to prudent financial management, positioning us to quickly and flexibly execute our development strategy when suitable opportunities arise. With our focus on exceptional service and dedication to crafting superior products, we're confident of delivering innovative solutions to a growing, global customer base, creating value for all of our stakeholders."
Customer Growth and Diversification
Offering a broad array of highly engineered products and customizable solutions for the oil and gas industry, OMS is anchored by a solid base of long-term contracts and longstanding relationships with global and local oil companies, drilling contractors, E&amp;P and oilfield service providers across the Asia Pacific, Middle East and North Africa (MENA), and West African regions. The Company recently entered the Angola market and has secured a letter of award through its Middle East representative for the supply of surface wellhead systems to Grupo Simples Oil in the Onshore Kwanza Basin Block of KON-06 in Angola, expanding its brand presence in West Africa.
In the Indonesian market, the Company's marketing efforts are attracting new customers, such as PT Seleraya Belida (South Sumatra) and Pertamina Hulu Sanga Sanga (East Kalimantan), and driving steady growth in sales of surface wellhead and Christmas tree products.
OMS' existing customer base continues to exhibit strong loyalty. In June, PTTEP, a long-term customer in the Thailand market, signed a new three-year agreement effective July 1, 2025, further stabilizing the Company's revenue base. The Company also inked a 10-year supply agreement with Saudi Aramco in early 2024, projected to generate an estimated $120 to $200 million annually. Moreover, the Company's annual price agreement with Halliburton continues to fuel robust order volumes at its Malaysia and Singapore facilities.
Geographic and Talent Pool Expansion
OMS boasts a broad geographic footprint in the oil-rich Asia Pacific and MENA regions, with 11 manufacturing facilities strategically situated across six countries (Singapore, Malaysia, Brunei, Saudi Arabia, Thailand, and Indonesia). By hiring local citizens, producing products and services within these jurisdictions, and sourcing high-value materials locally, the Company establishes eligibility to participate in government tenders and contracts, boosting its competitive edge. Employing locals also helps the Company meet the requirements of localization programs such as IKTVA in Saudi Arabia and TKDN in Indonesia while enriching its talent pool. The Company is exploring new operating jurisdictions to increase market share and extending its reach globally through a growing number of export countries.
Product Development &amp; Manufacturing Advancements
OMS's $1.1 million investment in Additive Manufacturing (AM) research is propelling progress in the development of a metallic seal for the Company's high-pressure-high temperature (HPHT) gate valves, a technological breakthrough that promises to promote innovation, improve supply chain efficiency and enable better material selection for critical components. To date, OMS has completed Phase 1 of its proof of concept, covering material selection, additive manufacturing methodology and stress analysis on the part for fit, form and function for using this method. The Company continues to invest in R&amp;D, forging partnerships with top institutions such as the Singapore Institute of Manufacturing and Technology (SIMTech) to remain at the forefront of industry innovation.
Meanwhile, the Company is steadily delivering on orders placed under its long-term agreements with Saudi Aramco and Halliburton Malaysia and Singapore, leveraging its precision manufacturing expertise and strategically-located facilities to produce mission-critical products and custom solutions with shorter lead times. A healthy, balanced manufacturing capacity utilization level empowers OMS to seamlessly meet rising demand from new and existing customers.
Occupational Health, Safety and Environmental Management Enhancements
Safety and environmental protection are critical to the oil and gas industry and a key cornerstone of OMS' operations. The Company holds ISO 9001 and API Q1 quality management system certifications for all of its manufacturing sites, as well as ISO 45001-Occupational Health and Safety Management System and ISO 14001-Environmental Management System certifications. The Company recently completed the annual surveillance audit required to maintain its ISO 45001 and ISO 14001 certifications, a crucial step in the Company's ongoing implementation of ESG programs.
Strategic Development Initiatives
Sustainable, long-term growth remains OMS' top priority. The Company's R&amp;D collaboration with Singapore's Agency for Science, Technology and Research (A&#x2A;STAR) and SIMTech reflects its commitment to environmental sustainability, covering life cycle analysis, energy efficiency monitoring and digital transformation and innovation. OMS is also actively exploring growth and revenue diversification through acquisitions, joint ventures and strategic alliances. By driving development both organically and externally, OMS is creating a more resilient and balanced portfolio, strengthening the backbone of its business.

OMSE

OMS Energy Technologies Highlights Expanding Footprint In Southeast Asia, Advancements In R&D And Manufacturing, Strategic Partnerships, And Commitment To Safety, ESG, And Global Growth Ahead Of First Earnings Call Post-Nasdaq Listing

UBS analyst Bryan Adams initiates coverage on Freshpet (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FRPT#NASDAQ">FRPT</a>) with a Sell rating and announces Price Target of $65.

FRPT

UBS Initiates Coverage On Freshpet with Sell Rating, Announces Price Target of $65

Actelis Networks, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASNS#NASDAQ">ASNS</a>) ("Actelis" or the "Company"), a market leader in cyber-hardened, rapid deployment networking solutions for IoT and broadband applications, today announced that it is accelerating its federal and military market expansion initiatives. As part of this strategic push, the Company is pleased to announce that it has hired Mr. Jason Chasse as full-time Director of Federal Sales. Actelis has a long history serving as a trusted partner to major military and federal agencies and believes the Company is uniquely positioned to capitalize on major opportunities in the sector.

ASNS

Actelis Networks Accelerates Federal And Military Market Expansion Initiatives

Harvard University will urge a federal judge Monday to block President Donald Trump&#8216;s proclamation barring foreign nationals from studying at the institution. According to Reuters, U.S. District Judge Allison Burroughs will consider extending a temporary restraining order during a Boston hearing as the university challenges restrictions affecting 6,800 international students.
What Happened: Trump signed a proclamation June 5 suspending entry of foreign nationals to study at Harvard for six months, citing national security concerns. The directive claimed Harvard has &#8220;extensive entanglements with foreign adversaries&#8221; and &#8220;concerning foreign ties and radicalism.&#8221; International students comprise<a href="https://www.benzinga.com/25/05/45671848/kevin-oleary-says-international-students-are-extraordinary-individuals-he-adds-they-dont-hate-america-and-i-want-to-invest-in-them"> 27% of Harvard&#8217;s enrollment</a>, with China and India as top origin countries.
Judge Burroughs issued a temporary restraining order June 6 preventing implementation while Harvard&#8217;s lawsuit proceeds. The university filed two separate legal challenges seeking to unfreeze $2.5 billion in federal funding and prevent international student restrictions. 
The administration has <a href="https://www.benzinga.com/news/politics/25/06/45879240/secretatry-of-state-marco-rubio-pushes-sanctions-probe-into-harvard-over-ties-to-blacklisted-chinese-entity-report">frozen $3 billion in Harvard grants</a> and proposed ending the university&#8217;s tax-exempt status. Homeland Security Secretary Kristi Noem revoked Harvard&#8217;s Student and Exchange Visitor Program certification May 22, but Burroughs temporarily blocked that action.
Secretary of State Marco Rubio is pursuing a federal sanctions investigation into Harvard over alleged violations involving a blacklisted Chinese entity. Trump&#8217;s proclamation instructs Rubio to consider revoking current students&#8217; visas and allows extensions beyond six months.
Harvard argues the administration is retaliating for the university&#8217;s refusal to accept federal demands controlling governance, curriculum, and faculty ideology, violating First Amendment protections. The Justice Department contends Trump&#8217;s proclamation should be considered separately from previous actions. See Also: <a href="https://www.benzinga.com/markets/tech/25/06/45945298/tesla-model-3-on-fsd-mode-struck-by-train-after-getting-trapped-on-railroad-tracks-report">Tesla Model 3 On FSD Mode Struck By Train After Getting Trapped On Railroad Tracks: Report</a>
Why It Matters: The administration has revoked over 1,500 student visas across 222 schools nationwide, creating institutional uncertainty. International students contribute $44 billion annually to the U.S. economy and support 378,000 jobs. Japan&#8217;s Education Minister <a href="https://www.benzinga.com/news/legal/25/06/45786819/trump-suspends-entry-of-foreign-students-to-harvard-for-six-months-citing-national-security-university-calls-move-illegal-retaliatory-step">announced universities would welcome displaced Harvard students</a>, including 110 Japanese nationals currently enrolled. The legal outcome could establish precedent for federal authority over university international programs and First Amendment protections in higher education.
Image via Shutterstock Read Next: 
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<li><a href="https://www.benzinga.com/news/fda/25/06/45945282/sarepta-therapeutics-stock-plummets-over-40-on-second-fatal-case-linked-to-its-gene-therapy">Sarepta Therapeutics Stock Plummets Over 40% On Second Fatal Case Linked To Its Gene Therapy</a> Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.</li>
</ul>

Politics

Harvard To Ask Judge To Extend Block On Trump's Foreign Student Ban,  Citing Retaliation And Free Speech Violations

Smurfit WestRock shares are trading higher after Jefferies upgraded the stock from Hold to Buy and raised its price target from $44 to $55.

NRx Pharmaceuticals, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NRXP#NASDAQ">NRXP</a>) ("NRx Pharmaceuticals", "NRx" or the "Company"), a clinical-stage biopharmaceutical company, and HOPE Therapeutics, Inc., ("HOPE," or the "Company"), a multi-site clinical care delivery organization and wholly-owned subsidiary of NRx, today announced a strategic investor relations partnership with&nbsp;astr partners, a boutique investor relations and capital advisory firm focused on the life sciences sector.

NRXP

NRx Pharmaceuticals And HOPE Therapeutics Announce Strategic Investor Relations Partnership With Life Sciences Advisory Firm Astr Partners

Financing

Press Releases

Talen Energy Supply Announces Successful Completion of Consent Solicitation for Amendments to 8.625% Senior Secured Notes Due 2030

Talen Energy, Other Parties Reach Reliability Must Run Settlement Agreement for Brandon Shores and H.A. Wagner Power Plants

Talen Energy to Report Full Year and Fourth Quarter 2024 Financial Results on February 27, 2025

Talen Energy Reports Full Year 2024 Results, Exceeds 2024 Guidance and Reaffirms 2025 Guidance

Management

Joseph Nigro Appointed to Eos Energy Enterprises Board of Directors

Talen Energy to Report First Quarter 2025 Financial Results on May 8, 2025

General

FERC Approves Reliability Must Run Settlement Agreement for Units at Talen Energy's Brandon Shores and H.A. Wagner Power Plants

Talen Energy Reports First Quarter 2025 Results, Affirms and Narrows 2025 Guidance

Five Point Infrastructure Announces the Formation of PowerBridge With a $1 Billion Equity Commitment, to Develop and Build Gigawatt-Scale Powered Data Center Campuses in North America

Talen Energy Expands Nuclear Energy Relationship with Amazon

EOSE

Raymond James

JP Morgan

Morgan Stanley

Barclays

관세 우려 속에 행동주의 투자자 댄 로브(Dan Loeb)의 서드 포인트(Third Point LLC)는 <a href="https://www.benzinga.com/topic/dan-loeb">2025년 1분기 동안</a> 주요 매그니피센트 세븐 주식의 지분을 정리하거나 완전히 매각하는 중대한 변화를 겪었다.
무슨 일이 있었나: 목요일에 공개된 13F <a href="https://www.sec.gov/Archives/edgar/data/1040273/000108514625003337/xslForm13F_X02/infotable.xml">보고서</a>에 따르면 서드 포인트는 2025년 1분기 동안 메타 플랫폼스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>)와 테슬라(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>)에서 지분을 완전히 매각했다. 헤지펀드는 <a href="https://www.sec.gov/Archives/edgar/data/1040273/000108514625001713/xslForm13F_X02/infotable.xml">이전</a> 2024년 4분기 말에 메타의 665,000주와 테슬라의 500,000주를 보유하고 있었다.
이 투자자는 또한 워크데이(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WDAY#NASDAQ">WDAY</a>)에 대한 포지션도 완전히 처분했으며, 2024년 4분기 기준으로 보유하고 있던 500,000주를 모두 판매했다.
이러한 완전 매각 외에도 서드 포인트는 2024년 4분기와 비교하여 1분기 동안 여러 포지션을 축소했다. 주목할 만한 축소 내용은 다음과 같다:
<ul class="wp-block-list">
<li>마이크로소프트(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>): -48%</li>
<li>인터콘티넨탈 익스체인지(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ICE#NYSE">ICE</a>): -47%</li>
<li>아마존닷컴(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>): -32%</li>
<li>브룩필드(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BN#NYSE">BN</a>): -15%</li>
</ul>
1분기 중 새로운 상위 추가 주식은 다음과 같다:
<ul class="wp-block-list">
<li>켄뷰 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KVUE#NYSE">KVUE</a>): 890만</li>
<li>AT&amp;T (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/T#NYSE">T</a>): 378만</li>
<li>US 스틸 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/X#NYSE">X</a>): 363만</li>
<li>엔비디아 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>): 145만</li>
<li>코스타 그룹 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSGP#NASDAQ">CSGP</a>): 198만</li>
<li>핀터레스트 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PINS#NYSE">PINS</a>): 100만</li>
<li>RB 글로벌 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RBA#NYSE">RBA</a>): 95만</li>
<li>탈렌 에너지 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TLN#NASDAQ">TLN</a>): 58만5천</li>
<li>샤크닌자 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SN#NYSE">SN</a>): 55만</li>
<li>케이시스 제너럴 스토어즈 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CASY#NASDAQ">CASY</a>): 30만</li>
</ul>
2024년 최종 분기와 비교하여 2025년 1분기 동안 지분 증가율이 가장 컸던 상위 주식은 다음과 같다:
<ul class="wp-block-list">
<li>아폴로 글로벌 매니지먼트 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APO#NYSE">APO</a>): +275%</li>
<li>소호 하우스 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SHCO#NYSE">SHCO</a>): +121%</li>
<li>캐피탈 원 파이낸셜 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/COF#NYSE">COF</a>): +14%</li>
</ul>
2025년 1분기 기준으로 로브의 상위 5개 보유 주식은 퍼시픽 가스 앤드 일렉트릭(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PCG#NYSE">PCG</a>), 켄뷰, 텔레폰 앤드 데이터 시스템(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TDS#NYSE">TDS</a>), 소호 하우스 및 브룩필드이다. 이 중 브룩필드를 제외한 모든 주식은 분기 동안 새롭게 추가되거나 증가한 포지션이었다.
 
다음 읽기:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/news/management/25/05/45455434/warren-buffett-ditches-bitcoin-linked-nu-holdings-adds-to-constellation-brands-dominos-pizza-pool-corp-stakes" target="_blank" rel="noreferrer noopener">워런 버핏, 비트코인 연결된 누 홀딩스 매각, 컨스텔레이션 브랜드, 도미노 피자, 풀 코퍼스 지분 추가</a></li>
</ul>
인공지능을 통해 Midjourney로 생성된 이미지.


Benzinga Pro의 독점 뉴스 및 도구로 더 많은 승리를 거두세요 독점 속보 및 스캐너와 같은 Benzinga Pro의 강력한 도구 세트로 다른 트레이더보다 우위를 점하세요. <a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

인공지능(AI) 발전에 따라 전력 수요에 대한 기대치의 변화가 더욱 분명해지고 있다. 중국 AI 회사인 딥시크의 등장으로 미래 전력 소비에 대한 불확실성이 야기되어 <a href="https://www.benzinga.com/topic/utilities">유틸리티 및 전력 주식에 영향을 미치고 있다.</a>
전통적인 전력 및 유틸리티 부문의 투자자들은 작년에 급증한 수요 예측의 물결을 타고 난 후 불확실성에 직면했다. AI 및 기타 기술 혁신에 중요한 에너지 집약적 데이터센터의 급속한 확장은 전력 주식의 급증을 촉진했다.
그러나 이러한 예측에 의문이 제기되면서 <a href="https://www.benzinga.com/etfs">전력 중심의 ETF</a>가 다시 주목을 받게 되었다. 전문가들은 이것이 일시적인 패닉에 불과할 것이라고 생각하지만, 단기적인 혼란에 덜 민감한 3가지 ETF는 다음과 같다.
Utilities Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLU#NYSE">XLU</a>)
XLU 펀드는 아메리칸 일렉트릭 파워(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AEP#NASDAQ">AEP</a>)와 서던 컴퍼니(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SO#NYSE">SO</a>)를 포함한 미국의 주요 유틸리티 회사에 대한 노출을 제공한다. 이 ETF는 단기 시장 변동에 덜 민감한 규제 대상 유틸리티 회사로부터 안정적인 수익과 배당 소득을 추구하는 투자자들에게 인기 있는 선택이다. 운용보수율은 0.09%이다.
Invesco S&amp;P 500 Equal Weight Utilities ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RSPU#NYSE">RSPU</a>)
전통적인 유틸리티 ETF는 시가총액 가중치를 적용하지만, RSPU 펀드는 반대로 보유 자산에 동일한 가중치를 적용하여 투자자가 위험을 분산시킬 수 있도록 한다. 이 ETF에는 전기 생산, 송전, 재생 에너지 관련 기업이 포함되어 있어 에너지 부문의 변동성에 대한 잠재적 헤지 수단이 될 수 있다. 운용보수율은 0.4%이다.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GRID#NASDAQ">GRID</a>)
GRID 펀드는 스마트 그리드 기술, 전기화 인프라, 송전에 종사하는 기업에 초점을 맞추고 있다. 미국이 재생 에너지로의 전환을 가속화함에 따라, 스마트 그리드와 전기 저장 장치에 대한 투자는 AI 관련 변동과 관계없이 장기적인 수요 증가의 혜택을 받을 수 있다.
<h3>AI 혁명이 전력 수요에 미치는 영향</h3>
딥시크는 AI 데이터센터에 의해 주도되는 전력 수요에 대한 오랜 예측에 도전장을 내밀었다. E&amp;E 뉴스의 <a href="https://www.eenews.net/articles/game-changer-what-deepseek-ai-means-for-electricity/">보도</a>에 따르면, 딥시크의 AI 모델은 유사한 미국 모델보다 "10~40배 적은 에너지를 사용"한다고 한다.
AI 기반 전력 수요 증가에 대한 기대감으로 급등했던 유틸리티 및 천연가스 회사들은 큰 폭의 손실을 입었다. 로이터 통신에 따르면, 독립 전력 공급업체인 콘스텔레이션 에너지(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CEG#NASDAQ">CEG</a>)는 약 20% 하락했으며, 비스트라(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VST#NYSE">VST</a>)는 30% 하락했고, 탈렌 에너지(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TLN#NASDAQ">TLN</a>)는 딥시크의 소식 이후 22% 하락했다.
일부 전문가들은 이로 인해 전력 수요 증가에 대한 기대치가 재설정될 수 있다고 생각하는 반면, 다른 전문가들은 미국 제조업의 확장과 암호화폐 채굴을 포함한 광범위한 전기화 추세로 인해 전력 수요가 계속 높을 것이라고 주장한다.
E&amp;E 뉴스에 따르면, 웨스트 몬로(West Monroe)의 전무이사인 베시 소렌 존스(Betsy Soehren Jones)는 "다른 주요 동인, 특히 미국 제조업과 암호화폐는 딥시크의 영향을 받지 않기 때문에 전반적인 전력 수요는 여전히 급증할 것&#8221;이라고 말했다.
딥시크의 성과는 기술 회사들이 AI 개발의 청정에너지의 핵심 원천으로 여기는 원자력의 수요에 의문을 제기할 수도 있다. 투자자들은 원자력에 대해 100달러/MWh 이상의 높은 프리미엄을 기대해 왔지만, 아거스 미디어(Argus Media)에 <a href="https://www.argusmedia.com/en/news-and-insights/latest-market-news/2652323-deepseek-undermines-ai-power-demand-forecasts">따르면</a> 제프리스는 고객 메모에서 새로운 효율성 향상으로 인해 상황이 바뀔 수 있다고 전했다.
AI 데이터센터의 전력 수요 감소는 알파벳(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>)(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) 및 마이크로소프트(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) 같은 회사들이 지원하는 차세대 소형 모듈형 원자로(SMR)에 대한 지원도 약화시킬 수 있다.
<h3>전력 및 유틸리티 부문에 대한 뱅크오브아메리카의 견해</h3>
최근 뱅크오브아메리카(BofA) 보고서에 따르면, 전력 및 유틸리티 부문은 딥시크의 AI 모델에 대한 단기적인 시장 반응에도 불구하고 회복력을 유지하고 있는 것으로 나타났다. 해당 보고서는 콘스텔레이션 에너지 목표주가를 366달러로 상향 조정하여 매수 의견을 유지하고, 비스트라에 대해서는 183달러 목표주가와 중립 의견을 유지했다.
BofA 애널리스트들은 딥시크로 인한 매도세를 과잉 반응으로 보고, 혼란이 가라앉으면 데이터센터 수요가 계속 강세를 유지할 것으로 예상한다. 해당 보고서는 딥시크를 "혁신적이라기보다는 진화적"이라고 묘사하고, AI 기반 데이터센터가 계속해서 전력 소비를 주도할 것이라고 설명했다.
또한 BofA는 산업 확장과 전기화로 인해 에너지 시장의 공급과 수요 압박이 여전히 심하다고 지적했다. 원자력 같은 안정적인 에너지 원에 대한 필요성은 여전히 필수적이다.
<h3>딥시크가 전력 시나리오 바꿀까?</h3>
딥시크의 AI 모델이 단기적으로 불확실성을 가져왔지만, 에너지 경제학자 에드 허스(Ed Hirs)가 로이터 통신에 언급한 것처럼, 일부 애널리스트들은 전력 주식 매도가 "근시안적이고 단기적"일 수 있다고 생각한다. 더 효율적인 AI 모델이 등장하더라도, 지속적인 디지털화와 전기화에 힘입어 전력 수요는 증가할 가능성이 높다.
즉, 시장의 급격한 반응에도 불구하고, 전기화 및 기술 주도 성장의 광범위한 추세는 전기 소비가 계속 증가할 것임을 시사한다.
사진: Sundry Photography/ Shutterstock.com
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