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The fund uses a passive management (or indexing) approach to track the performance, before fees and expenses, of the index. The index is composed of the exchange-listed common stock (or depository receipts) of U.S. and international passenger airlines, aircraft manufacturers, airports, and terminal services companies (as determined by independent industry listings) across the globe (collectively, Airline Companies). The index may include small-, mid-, and large-capitalization companies. The fund is non-diversified.

Southwest Airlines Co.

American Airlines Pass Through Trusts

Delta Air Lines Inc.

United Airlines Holdings Inc.

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Skywest Inc

Jetblue Airways Corp

Spirit Airlines, Inc.

Air Canada

Alaska Air Group Inc.

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Southwest Airlines cerró el verano con un récord de vuelos completados sin cancelaciones. Acciones suben antes de la apertura del mercado.

¿Qué está sucediendo con las acciones de Southwest Airlines antes de la apertura del mercado el miércoles?

Needham analyst Charles Shi reiterated Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) with a Buy and a <a href="https://www.benzinga.com/quote/TSM/analyst-ratings" target="_blank" rel="noreferrer noopener">$225 price target</a>.
Taiwan Semiconductor <a href="https://www.benzinga.com/news/earnings/25/01/43022654/taiwan-semiconductor-q4-earnings-3nm-and-5nm-nodes-lead-topline-growth-expands-margins-issues-strong-q1-outlook" target="_blank" rel="noreferrer noopener">guided 2025 revenue</a> growth to be in the mid-20s percent range, primarily in line with consensus.
More interestingly, management guided AI revenue to double in 2025 after tripling in size and reaching the mid-teens percent of the overall revenue in 2024.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/01/43013634/opecs-optimism-clashes-with-ieas-conservative-2025-oil-growth-projections" rel="noreferrer noopener">OPEC&#8217;s Optimism Clashes With IEA&#8217;s Conservative 2025 Oil Growth Projections</a>
Taiwan Semiconductor extended the AI forecast horizon to 2029 and guided to a mid-40% CAGR for AI revenue over the next five years. For the company overall, Taiwan Semiconductor management noted long-term revenue CAGR inching and approaching 20% (versus 15%-20% previously).
The numbers imply Taiwan Semiconductor&#8217;s expected non-AI revenue growth for 2025 will be in the low teens versus the high teens in 2024.
It does not necessarily mean Taiwan Semiconductor is calling for a deceleration of non-AI growth in 2025, and may merely reflect conservatism, it shows that management&#8217;s conviction on a stronger non-AI recovery in 2025 is not quite there. Another number that management provided on the call also reveals the same trend.
Taiwan Semiconductor guided that &#8220;Foundry 2.0&#8221; TAM, which includes conventional foundry, advanced packaging, and testing, will grow by 10% in 2025 (versus 6% in 2024).
Since Taiwan Semiconductor accounts for roughly 34% of the Foundry 2.0 TAM (~$265 billion in 2024), its 25% growth in 2025 would imply roughly flattish growth for the rest of the Foundry 2.0 TAM, which is largely non-AI-related.
Taiwan Semiconductor guided 2025 CapEx to be $38 billion-$42 billion, significantly higher than the mid-$30 billion range Shi had thought due to Shi&#8217;s more cautious view on front-end equipment spending.
The ~$40 billion CapEx in 2025 translates to ~35% capital intensity (versus the analyst&#8217;s previously called low 30s percent intensity).
Taiwan Semiconductor said roughly 70% of the spending will be on advanced nodes, 10%-20% on specialty devices and 10%-20% on packaging, testing and photomask making.
Historically, the breakdown of CapEx has been 70%- 80% on advanced nodes, 10%- 20% on specialty devices and 10% on packaging, testing and photomask making.
While Taiwan Semiconductor did not provide the actual spending mix in the past, Shi noted guidance suggests that directionally, advanced node spending is trending down while back-end spending (packaging/testing) is trending up.
Shi added that advanced packaging related to CapEx will grow faster than overall CapEx.
It has been anticipated that as Moore&#8217;s Law slows, packaging will play a bigger role in extending the semiconductor roadmap. However, the better indicator is Taiwan Semiconductor&#8217;s forecast of packaging revenue.
Taiwan Semiconductor management said on the call that packaging revenue, which accounted for over 8% of the overall revenue in 2024, will account for over 10% of the overall revenue in 2025.
Shi noted that historically, Taiwan Semiconductor&#8217;s packaging revenue was about 7%- 8% of total revenue. The faster growth of packaging revenue should lead to more rapid development of packaging CapEx.
On the advanced node spending side, Taiwan Semiconductor confirmed that more 5nm to 3nm conversion is on the way in 2025 but also confirmed that the second fab in Arizona, which is built for 3nm and below, will start to take tools by the end of 2025.
Taiwan Semiconductor in the past said that the second fab in Arizona will enter mass production in 2028.
Tool move-in by the end of 2025 means the schedule should be pulled into 2027.
TSM Price Action: Taiwan Semiconductor stock is up 4.78% at $216.69 at publication Thursday.
Also Read:
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<li><a href="https://www.benzinga.com/25/01/42986510/boeing-reports-348-planes-delivered-in-2024-beating-estimates-despite-production-challenges" target="_blank" rel="noreferrer noopener">Boeing Reports 348 Planes Delivered In 2024, Beats Estimates Despite Production Challenges</a>Photo</li>
</ul>

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Tech

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Taiwan Semiconductor Projects AI Revenue To Double In 2025, Highlights Advanced Packaging As Growth Driver: Analyst

Wolfe Research analyst Chris Caso downgrades Advanced Micro Devices (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) from Outperform to Peer Perform.

Downgrades

Wolfe Research Downgrades Advanced Micro Devices to Peer Perform

Raymond James analyst David Feaster reiterates Plumas (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLBC#NASDAQ">PLBC</a>) with a Outperform and raises the price target from $45 to $49.

PLBC

Raymond James Reiterates Outperform on Plumas, Raises Price Target to $49

Wolfe Research analyst Ryan Cooke initiates coverage on MSC Industrial Direct Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MSM#NYSE">MSM</a>) with a Outperform rating and announces Price Target of $95.

Initiation

Wolfe Research Initiates Coverage On MSC Industrial Direct Co with Outperform Rating, Announces Price Target of $95

The recently opened training centre on CAE's campus in Montreal marks a broadening of CAE's training portfolio
MONTREAL, Jan. 16, 2025 /PRNewswire/ - (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CAE#NYSE">CAE</a>) (TSX:<a class="ticker" href="https://www.benzinga.com/stock/CAE#TSX">CAE</a>) – Today, global aviation training leader CAE has inaugurated its first Air Traffic Services (ATS) Training Centre, on its campus in Montreal, Canada. As the largest provider of civil aviation training worldwide, CAE trains pilots, aircraft maintenance technicians, and cabin crew. Last October, CAE started partnering in the training of air traffic controllers (ATC) and flight service specialists (FSS) with NAV CANADA.

Global

TSX:CAE

CAE Inaugurates Its First Air Traffic Services Training Centre In Collaboration With NAV CANADA

Rumors

IPOs

PCLA

PicoCELA IPO Indicating $4/ADS On 582,045 ADSs; IPO Priced At $4/ADS On 1.75M ADSs

Raymond James analyst Alexander Sklar reiterates Karooooo (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KARO#NASDAQ">KARO</a>) with a Outperform and raises the price target from $46 to $51.

KARO

Raymond James Reiterates Outperform on Karooooo, Raises Price Target to $51

Macro Economic Events

Economics

iShares MSCI Israel Capped Investable Market Index Fund

ISRA

Israeli Cabinet To Convene On Friday To Approve Brokered Ceasefire Agreement

Trump's U.S. Treasury Pick Scott Bessent Says Biden Was Too Concerned About Raising The Price Of Oil, Burdening Trump With Higher Oil Prices; Would Be In Favor Of Increasing Sanctions On Russian Oil Majors To Levels That Would Bring Russia To Negotiating Table

Needham analyst Mike Matson reiterates Masimo (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MASI#NASDAQ">MASI</a>) from Hold to Hold.

MASI

Needham Reiterates Hold on Masimoto Hold

WIIM

EOSE

Eos Energy Enterprises shares are trading higher. The company reported preliminary FY24 revenue results and FY25 revenue guidance.

Keefe, Bruyette &amp; Woods analyst David Konrad maintains Wells Fargo (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WFC#NYSE">WFC</a>) with a Market Perform and raises the price target from $81 to $86.

Keefe, Bruyette & Woods Maintains Market Perform on Wells Fargo, Raises Price Target to $86

HC Wainwright &amp; Co. analyst Ed Arce reiterates Ardelyx (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARDX#NASDAQ">ARDX</a>) with a Neutral and maintains $5.5 price target.

ARDX

HC Wainwright & Co. Reiterates Neutral on Ardelyx, Maintains $5.5 Price Target

<a href="https://www.globenewswire.com/Tracker?data=3bvE7Un8Y8T8eJUfAK_9xDeAE1a_CuNeJDK6oHRWrV4m_mUwVPibfhqCuK5AaSGiaKQL-8j37uyyzkZtPhMYzlI_JUpLyyaEpO641bkkvOy9on_otpVHBBWQPkG8jPB0">Eos Energy Enterprises, Inc. (NASDAQ:</a><a href="https://www.benzinga.com/stock/EOSE#NASDAQ">EOSE</a>) ("Eos" or the "Company"), America's leading innovator in designing, manufacturing, and providing zinc-based long duration energy storage (LDES) systems sourced and manufactured in the United States, today announced preliminary revenue results for the full-year ended December 31, 2024, and revenue outlook for 2025.
The Company expects to achieve its revised $15 million revenue guidance for the full-year 2024 driven by increased customer deliveries during the fourth quarter. This result was primarily driven by the Company stabilizing the prior supply chain bottleneck associated with the new Z3 Inline Energy Cube deliveries. The improvement in deliveries comes from enhanced performance by an existing supplier along with additional new supplier capacity.
Looking ahead, Eos expects to achieve 2025 revenue between $150 million and $190 million in line with the Company's December 2023 Strategic Outlook. The full-year revenue growth is expected to be driven by increased production volume on the Company's first state-of-the-art manufacturing line along with the continued strengthening of its overall supply chain. Over the past six months, the Company has been ramping up its manufacturing line while strategically laying a solid foundation for future growth by securing critical financing and adding to its customer orders backlog.

Eos Energy Expects $15M Revenue For 2024 Sees $150M-$190M Revenue For 2025, Driven By Supply Chain Improvements And Manufacturing Expansion

Arista Networks's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>) short percent of float has fallen 4.55% since its last report. The company recently reported that it has 13.00 million shares sold short, which is 1.26% of all regular shares that are available for trading. Based on its trading volume, it would take traders 2.36 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/">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">List of the most shorted stocks</a>
<h3>Arista Networks Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1737045923_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Arista Networks 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 Arista Networks'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://pro.benzinga.com/">Benzinga Pro</a>, Arista Networks's peer group average for short interest as a percentage of float is 6.85%, 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/">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

ANET

Peering Into Arista Networks's Recent Short Interest

West Pharmaceutical Servs's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WST#NYSE">WST</a>) short percent of float has risen 29.05% since its last report. The company recently reported that it has 1.50 million shares sold short, which is 2.71% of all regular shares that are available for trading. Based on its trading volume, it would take traders 2.47 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/">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">List of the most shorted stocks</a>
<h3>West Pharmaceutical Servs Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1737045918_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for West Pharmaceutical Servs 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 West Pharmaceutical Servs'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://pro.benzinga.com/">Benzinga Pro</a>, West Pharmaceutical Servs's peer group average for short interest as a percentage of float is 5.24%, 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/">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.

(WST) - Analyzing West Pharmaceutical Servs's Short Interest

Eli Lilly (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LLY#NYSE">LLY</a>) has outperformed the market over the past 15 years by 10.74% on an annualized basis producing an average annual return of 22.68%. Currently, Eli Lilly has a market capitalization of $723.79 billion. 
Buying $1000 In LLY: If an investor had bought $1000 of LLY stock 15 years ago, it would be worth $21,118.25 today based on a price of $762.43 for LLY at the time of writing.
<h3>Eli Lilly's Performance Over Last 15 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1737045917_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Here's How Much $1000 Invested In Eli Lilly 15 Years Ago Would Be Worth Today

Keefe, Bruyette &amp; Woods analyst Christopher O'Connell reiterates Unity Bancorp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/UNTY#NASDAQ">UNTY</a>) with a Outperform and raises the price target from $51 to $55.

UNTY

Keefe, Bruyette & Woods Reiterates Outperform on Unity Bancorp, Raises Price Target to $55

Veeva Systems's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VEEV#NYSE">VEEV</a>) short percent of float has risen 33.58% since its last report. The company recently reported that it has 2.71 million shares sold short, which is 1.83% of all regular shares that are available for trading. Based on its trading volume, it would take traders 2.28 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/">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">List of the most shorted stocks</a>
<h3>Veeva Systems Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1737045913_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Veeva Systems 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 Veeva Systems'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://pro.benzinga.com/">Benzinga Pro</a>, Veeva Systems's peer group average for short interest as a percentage of float is 5.98%, 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/">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.

VEEV

How Is The Market Feeling About Veeva Systems?

HC Wainwright &amp; Co. analyst Ed Arce reiterates Akero Therapeutics (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AKRO#NASDAQ">AKRO</a>) with a Buy and maintains $50 price target.

AKRO

HC Wainwright & Co. Reiterates Buy on Akero Therapeutics, Maintains $50 Price Target

Thanksgiving rush: Brace for record travel, Arctic Blast

ETFs with the cheapest and richest volatility – Barclays

Airline stocks look to take off with holiday travel: See 10 of SA's top quant picks

CPI read: Airfares in the U.S. keep rising

Delta Air Lines (DAL​​​​​​​) stock price has done well this year, and is hovering near its all-time high of $67.45 as the aviation industry continues to recover.

Is The Delta Air Lines Stock A Buy Near Its All-Time High?

Looking ahead to 2025, the IATA projects total industry revenues to top $1 trillion for the first time in aviation history. Passenger numbers are expected to soar to 5.2 billion, a 6.7% increase from 2024 and another all-time high.

Airlines Gear Up For Record 2025 As Boeing Resumes 737 MAX Production

The airline sector has the cheapest valuations vs. history

Delta Air Lines leads the airline sector after issuing a strong 2025 earnings forecast

JETS: 4 Reasons Why I Would Avoid This ETF

CPI read: Airfares pop in December amid strong travel demand and tighter capacity

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Earnings

Press Releases

U.S. Global Investors Reports Strong Results for December Quarter

U.S. Global Investors Announces Merger of Europe-Domiciled Airlines ETF into the Travel UCITS ETF (TRIP), Expanding and Diversifying Investment Opportunities in Global Travel Industry

U.S. Global Investors Launches Its Airlines JETS ETF on Colombia Securities Exchange, Offering Investors Exposure to $2 Trillion Tourism Industry

U.S. Global Investors Reports $11 Million Revenue in Fiscal 2024, Repurchasing Over $2 Million in Shares While Generating a Strong Shareholder Yield of 9.41%

Dividends

U.S. Global Investors Reports Profitability for the First Quarter of 2025 Fiscal Year

Markets

General

U.S. Global Investors Announces the Launch of the U.S. Global Technology and Aerospace & Defense ETF (NYSE: WAR)

U.S. Global Investors Highlights Positive 2024 Results for Its Thematic, Smart Beta 2.0 ETFs

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