Últimas noticias sobre Invesco Solar ETF (ARCA:TAN)

Guggenheim Solar ETF

Technology

Utilities

Consumer Cyclical

Real Estate

Industrials

Other

Basic Materials

The fund will invest at least 90% of its total assets in the securities (including ADRs and GDRs) that comprise the underlying index. The underlying index is designed to provide exposure to companies listed on exchanges in developed markets that derive a significant amount of their revenues from the following business segments of the solar industry: solar power equipment producers including ancillary or enabling products; etc. The fund is non-diversified.

Enphase Energy Inc Common Stock

First Solar Inc

Nextracker Inc

Sunrun Inc

GCL Technology Holdings Ltd

Encavis Ag

Hannon Armstrong Sustainable Infrastructure Capital, Inc. Com

Neoen Sa

Solaredge Technologies Inc

Clearway Energy Inc

Enlight Renewable Energy Ltd Shs

Solaria Energia Y Medio Ambiente Sa

Invesco Solar ETF

Ecopetrol S.A. Bogota,Colombia

Latin America

News

BEPC

iShares S&P Global Clean Energy Index Fund

ICLN

Ecopetrol busca sumar 1,3 GW en energía renovable con un acuerdo con Statkraft en Colombia. Refuerza su meta verde para 2025.

Ecopetrol firma acuerdo para adquirir hasta 1,3 GW en proyectos solares y eólicos en Colombia

TIANAN TECHNOLOGY GRP LTD by Tian'an Technology Group Ltd.

Tianan Technology Group Ltd

Tantech Holdings Ltd

TANVEX BIOPHARMA INC by Tanvex Biopharma Inc.

Tanvex BioPharma Inc

TANG PLACE CHINA HLDGS by TANG PLACE CHINA HOLDINGS LTD.

TANCHENG GROUP CO LTD by Tancheng Group Co., Ltd.

Tancheng Group Co Ltd

Tandem Diabetes Care, Inc. - Common Stock

Tandem Diabetes Care Inc

Tandy Leather Factory, Inc. - common stock

Tandy Leather Factory Inc

Tanger Inc

Tango Therapeutics Inc

TANKE BIOSCIENCES CORP by Tanke Biosciences Corp.

Tanke Biosciences Corp

Tanke Inc

TANSEISHA CO LTD ORD by Tanseisha Co., Ltd.

Tanseisha Co Ltd

TANTALEX LITHIUM RES CP by Tantalex Lithium Resources Corporation

Tantalex Lithium Resources Corp

TANTALUS SYS HLDGS INC by Tantalus Systems Holding Inc.

Tantalus Systems Holding Inc

Tantalus Systems Holding Inc Ordinary Shares

Sunrun Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RUN#NASDAQ">RUN</a>) on Thursday unveiled a new home energy plan in collaboration with Tesla, Inc.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) Tesla Electric, aimed at maximizing solar output, battery backup and grid independence for Texas residents <a target="_blank" href="https://www.benzinga.com/pressreleases/25/07/g46598424/sunrun-and-tesla-launch-home-energy-plan-to-cut-costs-and-boost-backup-power-for-texans" rel="noreferrer noopener">enrolled in Sunrun Flex</a>.
Both companies are offering what they claim to be a low, fixed-rate power plan with sell back credits for excess solar generation, simplifying an often-confusing Texas market.
Subscribers receive predictable monthly bills and optimized battery settings, while Tesla manages rate alignment and solar crediting to ensure peak value from home solar systems.
Also Read: <a target="_blank" href="https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/07/46610240/tesla-stock-critical-milestone-analysts-flagging-key-catalyst" rel="noreferrer noopener">Tesla Stock Faces &#8216;Critical Milestone&#8217; Ahead: Here&#8217;s What Analysts Are Flagging As Next Key Catalyst</a>
According to&nbsp;<a target="_blank" href="https://pro.benzinga.com/?gspk=YWRhbWVja2VydDUzMzY&amp;gsxid=zBMR4PKmcgBw" rel="noreferrer noopener">Benzinga Pro</a>, RUN stock has lost over 39% in the past year. Investors can gain exposure to the stock via&nbsp;Invesco Solar ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TAN#NYSE">TAN</a>).
Sunrun Flex installs Tesla Powerwall units that automatically engage during grid failures, offering seamless backup power and entry into Tesla's Virtual Power Plant to support overall grid stability.
Texas homeowners face over 100 retail electric providers with varying rate structures; this partnership streamlines the process with dedicated enrollment assistance and tailored system settings.
&#8220;This partnership creates the most compelling and comprehensive home energy solution on the market for Texas consumers,&#8221; said Sunrun CEO Mary Powell.
&#8220;Pairing Tesla&#8217;s custom electric plan with Sunrun Flex results in a superior customer experience and unparalleled energy independence.&#8221;
Price Action: RUN shares are trading lower by 1.64% to $10.46 at last check on Thursday.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/earnings/25/07/46600510/honeywell-lifts-outlook-as-transformation-picks-up-speed" target="_blank" rel="noreferrer noopener">Honeywell Lifts Outlook As Transformation Picks Up Speed</a></li>
</ul>
Image: Shutterstock

Equities

Previews

Markets

Tech

General

TSLA

Sunrun, Tesla Unveil Home Energy Plan To Boost Backup Power

AI isn&#8217;t just consuming the world; it&#8217;s poised to devour the power grid. Big tech companies such as Meta Platforms (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>), Amazon (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) and Palantir (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>) are <a href="https://www.benzinga.com/markets/tech/25/07/46471676/meta-palantir-amazon-ai-datacenter-growth">going all-in on artificial intelligence</a>, fueling a historic development of data center infrastructure. For ETF investors, that implies it&#8217;s time to move beyond Nvidia and begin focusing on the literal power behind the machine.
Goldman Sachs projects that global data center electricity demand will increase by 165% by 2030, making them among the world&#8217;s top 10 consumers of electricity. With capex cycles of $100 billion-plus underway, <a href="https://www.benzinga.com/etfs" target="_blank" rel="noopener">power generation-related ETFs</a>, infrastructure ETFs, and digital real estate ETFs are in play.
<h2 class="wp-block-heading">Power &amp; Utilities</h2>
With U.S. data-center electricity consumption set to surge, utility ETFs may enjoy long-term tailwinds.
Utilities Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLU#NYSE">XLU</a>) – owns large, regulated utilities such as NextEra (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NEE#NYSE">NEE</a>) and Duke Energy (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DUK#NYSE">DUK</a>), which may benefit from AI-fueled load growth.
First Trust Nasdaq Clean Edge Smart Grid Infrastructure ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GRID#NASDAQ">GRID</a>) – provides exposure to the firms upgrading the electrical grid, from smart meters to transmission technology. Johnson Controls International Plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JCI#NYSE">JCI</a>), Eaton Corporation Plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ETN#NYSE">ETN</a>) and ABB Ltd (OTCPK: ABBNY) hold the largest chunks of the fund&#8217;s holdings.
Invesco Solar ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TAN#NYSE">TAN</a>) – becomes more relevant since Goldman projects 25–30% of new generation will be provided by solar.
These funds provide investors with a diversified holding in the enormous re-wiring that AI will require.
<h2 class="wp-block-heading">Infrastructure &amp; Industrials</h2>
Behind each <a href="https://www.benzinga.com/topic/artificial-intelligence">AI cluster</a> lies a concrete-intensive reality: HVACs, substations, turbines, and a substantial amount of steel. Infrastructure-based ETFs provide a straight shot at the buildout:
Global X U.S. Infrastructure Development ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/PAVE#BATS">PAVE</a>) – has holdings such as Eaton and Nucor (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NUE#NYSE">NUE</a>), all related to power systems and data construction.
iShares U.S. Industrials ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/IYJ#BATS">IYJ</a>) – has holdings in Caterpillar (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CAT#NYSE">CAT</a>), Eaton, and Emerson Electric (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EMR#NYSE">EMR</a>), essential providers of backup power and cooling systems.
Meta alone intends to construct two multi-gigawatt clusters of AI, pointing to a multi-year infrastructure-driven growth.
Also Read: <a href="https://www.benzinga.com/markets/tech/25/07/46382291/mark-zuckerberg-poaches-sam-altmans-talent-with-multimillion-dollar-offers-to-build-metas-ai-team">Mark Zuckerberg Poaches Sam Altman&#8217;s Talent With Multimillion-Dollar Offers To Build Meta&#8217;s AI Team</a>
<h2 class="wp-block-heading">Digital Infrastructure &amp; REITs</h2>
As demand for data centers goes parabolic, real estate investment trusts (REITs) and digital infrastructure players are observing that narrowing supply-demand dynamics are propelling margins:
Real Estate Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLRE#NYSE">XLRE</a>) – more general exposure to REITs, with substantial stakes in digital infra. This ETF offers a long-term perspective on the physical and digital infrastructure supporting AI growth.
<h2 class="wp-block-heading">Quick Background: Why Now?</h2>
Goldman Sachs estimates that global data center demand will reach 92 GW by 2027, a 50% increase from late 2025, largely due to AI. Meta&#8217;s future Prometheus (1 GW) and Hyperion (5 GW) clusters indicate the size of things to come. Amazon and Palantir are also spending significant amounts on compute infrastructure.
Meanwhile, firms such as Caterpillar and Cummins (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMI#NYSE">CMI</a>) are experiencing billions of dollars&#8217; worth of new orders for data center-related generators, and Jabil (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JBL#NYSE">JBL</a>) has just increased its AI-related revenue estimate by $1 billion.
The AI revolution is being built from the ground up. From server racks to solar panels, the buildout of the data center is producing new champions across industries. And the wisest way to gain diversified exposure may very well be through ETFs that are quietly driving the next wave of AI.
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/etfs/new-etfs/25/07/46477250/invescos-new-etf-wants-to-save-the-planet-profitably">Invesco&#8217;s New ETF Wants To Save The Planet—Profitably</a></li>
</ul>
Photo: Shutterstock

Sector ETFs

Specialty ETFs

ETFs

ABBNY

AMZN

First Trust Nasdaq Clean Edge Smart Grid Infrastructure Index Fund

GRID

iShares Trust Dow Jones US Industrial Sector Index Fund

PAVE

PLTR

SIMS

XLRE

Meta, Amazon, Palantir Fuel AI Data Center Boom — ETFs Are The Sleeper Bet

Enphase Energy Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ENPH#NASDAQ">ENPH</a>) on Thursday announced that it has <a href="https://www.benzinga.com/pressreleases/25/07/g46340138/enphase-energy-expands-iq-ev-charger-2-in-europe-with-new-markets-certifications-and-smart-meter-i" target="_blank" rel="noreferrer noopener">expanded the rollout</a> of its IQ EV Charger 2 to four additional European countries, Greece, Romania, Ireland, and Poland. 
The charger can function either alongside Enphase solar and battery systems or as a standalone unit for residential and commercial use.
In France, the device earned the E.V. READY certification and now integrates with the Linky smart meter to enable dynamic load balancing based on real-time household energy consumption.
Also Read: <a href="https://www.benzinga.com/markets/options/25/07/46307541/fslr-stock-big-beautiful-bill-comeback-possible" target="_blank" rel="noreferrer noopener">Options Corner: Why First Solar Can Trump The &#8220;Beautiful&#8221; Blow To Clean Energy</a>
The charger supports single- and three-phase wiring, includes AI-driven optimization, and is built to accommodate future applications like vehicle-to-home and vehicle-to-grid energy transfer. 
It features a Type-2 connector, a 7.5-meter cable for installation flexibility, and a weather-resistant design suitable for both indoor and outdoor use.
Local installers praised the product&#8217;s reliability and seamless integration with Enphase&#8217;s broader energy systems. Company leaders said the European expansion reflects growing demand for smart EV charging tech amid evolving grid standards.
Meanwhile, recent U.S. policy <a target="_blank" href="https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/07/46300815/solar-stocks-get-a-reprieve-as-trumps-big-beautiful-bill-lands-softer-than-feared" rel="noreferrer noopener">developments</a> offered relief to solar and clean energy sectors, easing investor concerns and potentially benefiting global players like Enphase.
Related ETFs: iShares Global Clean Energy ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ICLN#NASDAQ">ICLN</a>), Invesco Solar ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TAN#NYSE">TAN</a>)
Price Action: ENHP shares are trading lower by 0.18% to $42.71 at last check Thursday.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/macro-economic-events/25/07/46341297/cato-institute-ncla-urge-appeals-court-to-reject-trump-tariffs-citing-unauthorized-use-of-statute-report" target="_blank" rel="noreferrer noopener">Cato Institute, NCLA Urge Appeals Court To Reject Trump Tariffs Citing Unauthorized Use Of Statute: Report</a></li>
</ul>
Photo via Shutterstock

Mid Cap

Topics

ENPH

Enphase Expands Smart EV Charging Footprint Across Europe

A mixed trading session took shape Tuesday on Wall Street, as investors rotated out of high-flying tech stocks <a href="https://www.benzinga.com/markets">and into lagging sectors.</a>
By midday in New York, the Nasdaq 100 dropped 0.7% to 22,500 points, while small caps in the Russell 2000 jumped 1.9% and the Dow Jones Industrial Average climbed 1.2%, reflecting strength in blue-chip and small-cap names. The S&amp;P 500 was flat at 6,200 points.
Shares of Palantir Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>) fell 4% despite a lack of major news, as investors appeared willing to take some profits following a year-to-date rally of over 70%.
<h1 class="wp-block-heading">Powell Keeps July Rate Cut On the Table</h1>
Speaking at the European Central Bank's symposium in Sintra, Fed Chair Jerome Powell signaled that most officials still expect to cut interest rates later this year. 
Notably, Powell rejected the speculation that a July rate cut is off the table, reaffirming the Fed's data-dependent stance. 
Meanwhile, the U.S. Senate approved President Donald Trump's One Big Beautiful Bill. 
The U.S. dollar index held steady as the greenback attempted to snap a nine-day losing streak against the euro — the longest stretch of declines since 2003. Treasury yields edged slightly higher, with the 10-year note rising three basis points to 4.26%.
On the sector front, materials outperformed, breaking above their 200-day moving average for the first time in 2025. Technology lagged. 
In industry highlights, solar stocks rallied after the Senate approved a tax-and-spending bill that scrapped a proposed excise tax on renewable energy projects. Upward momentum was seen from Sunrun Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RUN#NASDAQ">RUN</a>), up 10%; SolarEdge Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SEDG#NASDAQ">SEDG</a>), up 9.7% and Enphase Energy Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ENPH#NASDAQ">ENPH</a>), up 4%, while the Invesco Solar ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TAN#NYSE">TAN</a>) surged 5.4%.
Commodities advanced broadly, with gold gaining 1% to $3,340 per ounce and silver rising 0.5% to $36.20. Copper edged up 0.2%, reaching its highest level since late March, while oil climbed 1% to $65.71 a barrel.
Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) softened 1% to $106,000.
<h1 class="wp-block-heading">Tuesday&#8217;s Performance In Major U.S. Indices, ETFs</h1>
<figure class="wp-block-table is-style-stripes"> 
<table class="has-fixed-layout">
<tbody>
<tr>
<td>Major Indices</td>
<td>Price</td>
<td>1-day chg. %</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>2,209.86</td>
<td>+1.9%</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>44,532.74</td>
<td>+1.2%</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>6,203.82</td>
<td>0.0%</td>
</tr>
<tr>
<td>Nasdaq 100</td>
<td>22,530.87</td>
<td>-0.7%</td>
</tr>
</tbody>
</table>
<figcaption class="wp-element-caption">Updated by 1:00 p.m. ET</figcaption></figure>
According to&nbsp;<a href="https://www.benzinga.com/pro/?utm_source=BZprocontent&amp;t=be2bearmibe3na1">Benzinga Pro</a>&nbsp;data:
<ul class="wp-block-list">
<li>The&nbsp;Vanguard S&amp;P 500 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VOO#NYSE">VOO</a>) edged 0.1% up to $568.25.</li>
<li>The&nbsp;SPDR Dow Jones Industrial Average&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIA#NYSE">DIA</a>) rose 0.9% to $444.24.</li>
<li>The tech-heavy&nbsp;Invesco QQQ Trust Series&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>)&nbsp;eased 0.7% to $547.62.</li>
<li>The&nbsp;iShares Russell 2000 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>) rallied 1.2% to $218.26.</li>
<li>The&nbsp;Materials&nbsp;Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLB#NYSE">XLB</a>) outperformed, up 3%; the&nbsp;Technology&nbsp;Select Sector SPDR Fund&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLK#NYSE">XLK</a>) lagged, down 0.8%.</li>
</ul>
Read Now:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/news/travel/25/07/46198778/summer-travel-dollar-costs-paris-london-cancun">A Sinking Dollar Is Making Your Dream Vacation Way More Pricey This Year</a> Photo: NicoElNino via Shutterstock<a href="https://www.benzinga.com/news/travel/25/07/46198778/summer-travel-dollar-costs-paris-london-cancun"> </a></li>
</ul>

Large Cap

Macro Economic Events

Eurozone

Economics

Federal Reserve

Movers

$BTC

SPDR Dow Jones Industrial Average ETF Trust

MSTR

SEDG

Palantir Stumbles, Solar Stocks Rally As Senate Approves Tax Bill: What's Moving Markets Tuesday?

Nextracker Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NXT#NASDAQ">NXT</a>) has <a target="_blank" href="https://www.benzinga.com/pressreleases/25/06/b46090338/nextracker-selected-for-landmark-european-solar-power-project" rel="noreferrer noopener">expanded its global clean energy presence</a> by supplying its NX Horizon solar tracking systems to Greece&#8217;s largest solar installation, the 550 MW Oricheio PPC Ptolemaida Solar PV Park in Western Macedonia.
Led by PPC Renewables, a subsidiary of Greece&#8217;s state-owned PPC Group, the project repurposes a former coal mine into a clean energy hub. Once operational, the solar park is expected to generate nearly 1.8% of the country&#8217;s annual electricity supply.
Engineering firm Terna SA oversaw construction, implementing Nextracker&#8217;s technology to support Greece&#8217;s shift toward renewable energy. The project aligns with Greece&#8217;s revised National Energy and Climate Plan, which now aims for 82% of electricity generation from renewable sources by 2030, up from a previous goal of 66%.
Also Read: <a target="_blank" href="https://www.benzinga.com/news/mid-cap/25/05/45613306/nextracker-bolsters-india-presence-with-10-gw-milestone-new-hyderabad-hub" rel="noreferrer noopener">Nextracker Bolsters India Presence With 10 GW Milestone, New Hyderabad Hub</a>
Nextracker President Howard Wenger called the project &#8220;an important step to increase energy independence in Europe and derisk capacity shortages for the region&#8221; and commended PPC and Terna for their high execution standards.
According to Wood Mackenzie, Nextracker leads the solar tracker market in Europe and globally, with more than 130 gigawatts of systems shipped. To meet rising demand, the company has expanded its local manufacturing partnerships across Europe, ensuring timely delivery and support for large-scale and distributed-generation projects.
Investors can also gain exposure to the solar sector via ETFs like Invesco Solar ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TAN#NYSE">TAN</a>) and iShares Global Clean Energy ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ICLN#NASDAQ">ICLN</a>).
Price Action: NXT shares were trading lower by 0.017% to $57.25 premarket at last check Wednesday.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/tech/25/06/46089609/trump-administration-ordered-to-release-billions-in-ev-charger-funds-after-federal-judge-ruling" target="_blank" rel="noreferrer noopener">Trump Administration Ordered To Release Billions In EV Charger Funds After Federal Judge Ruling</a></li>
</ul>
Photo by fuyu liu via Shutterstock

Nextracker's Tech Powers Greece's Largest Solar Park

Wall Street took a sharp and unexpected turn lower by midday Tuesday as geopolitical fears surged following an Axios News report that President Donald Trump will meet with his national security team in the White House Situation Room to decide U.S. policy regarding the escalating war <a href="https://www.benzinga.com/topic/middle-east">between Israel and Iran.</a>
According to <a href="https://www.axios.com/2025/06/17/trump-situation-room-meeting-iran-israel-war">Axios</a>, U.S. officials said Trump is seriously considering direct military intervention, including a potential strike on Iran's underground uranium enrichment facility in Fordow. The situation began unfolding after Trump abruptly left the G7 summit in Canada late Monday and called for Iran's "unconditional surrender" on Tuesday.
Iran swiftly responded by ordering evacuations in Tel Aviv and Haifa, intensifying fears of regional war.
Major U.S. stock indexes fell in midday trading, as investors digested the threat of U.S. involvement in another Middle East conflict.
<h3 class="wp-block-heading">Stocks Fall, Solar Sector Gets Hammered By Senate Bill</h3>
The S&amp;P 500 declined 0.5% to 6,000 points, and the Nasdaq 100 slid by over 130 points, or 0.6%, to 21,800.
Volatility spiked during the session as the CBOE Volatility Index, commonly known as the VIX or Wall Street&#8217;s fear index, surged 7.6%. 
Treasury yields plunged, with 30-year yields down 6 basis points to 4.90%. The dollar rallied reflecting appetite for safe havens. 
Oil price soared 1% to $72.5 a barrel. Sector-wise, energy was the lone area in the green, buoyed by expectations of rising crude prices if the Middle East conflict intensifies. 
In contrast, the consumer discretionary and healthcare sectors led the market's losses, with the latter penalized by fresh advertising restrictions.
Defense contractors rallied sharply as the specter of military conflict lifted expectations for increased government defense spending. RTX Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RTX#NYSE">RTX</a>) advanced 1.2%, Lockheed Martin Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LMT#NYSE">LMT</a>) climbed 2.9% and Northrop Grumman Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOC#NYSE">NOC</a>) gained 1.6% by midday.
Meanwhile, a draft version of the Senate's "Big Beautiful Bill" revealed plans to phase out all federal tax credits for solar and wind energy projects by 2028. These incentives were established under the 2022 Inflation Reduction Act.
The announcement triggered a broad selloff across solar-related stocks. The Invesco Solar ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TAN#NYSE">TAN</a>) plunged 9% in midday trading. Among individual names, Sunrun Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RUN#NASDAQ">RUN</a>) collapsed 40%, SolarEdge Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SEDG#NASDAQ">SEDG</a>) dropped 35%, and Enphase Energy Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ENPH#NASDAQ">ENPH</a>) fell 25%. Industry bellwether First Solar Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FSLR#NASDAQ">FSLR</a>) lost 18%.
<h3 class="wp-block-heading">Tuesday&#8217;s Performance In Major US Indices, ETFs</h3>
<figure class="wp-block-table is-style-stripes"> 
<table class="has-fixed-layout">
<tbody>
<tr>
<td>Major Indices </td>
<td>Price</td>
<td>Chg %</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>42,325.26</td>
<td>-0.4%</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>6,000.66</td>
<td>-0.5%</td>
</tr>
<tr>
<td>Nasdaq 100</td>
<td>21,809.24</td>
<td>-0.6%</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>2,108.55</td>
<td>-0.7%</td>
</tr>
</tbody>
</table>
<figcaption class="wp-element-caption">Updated by 1:30 p.m. ET</figcaption></figure>
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/macro-economic-events/25/06/45978856/federal-reserve-rate-cuts-trump-tariffs-what-to-watch-wednesday">No Rate Cuts Yet, Fed Wants To See Where Tariffs Land: Here&#8217;s What To Watch Wednesday</a></li>
</ul>
Image created using artificial intelligence via Midjourney.

Government

Regulations

Bonds

Broad U.S. Equity ETFs

Forex

Econ #s

FSLR

Wall Street Drops As Trump Weighs Iran Action, Defense Stocks Jump: What's Driving Markets Tuesday?

Nextracker Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NXT#NASDAQ">NXT</a>) on Tuesday disclosed that it surpassed 10 GW of solar tracker deployments in India, highlighting <a target="_blank" href="https://www.benzinga.com/pressreleases/25/05/b45611539/nextracker-achieves-10-gw-solar-tracker-milestone-in-india" rel="noreferrer noopener">the country&#8217;s rapid solar expansion</a>.
The company is opening a new 80,000 sq. ft. office and R&amp;D center in Hyderabad to support this growth, underscoring its long-term commitment to the region and India&#8217;s clean energy goals.
The new office is the company&#8217;s largest office outside the U.S., which combines R&amp;D, testing, and workforce development and includes a 13-acre Center for Solar Excellence (CFSE) backed by a $1 million investment.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/05/45447545/these-analysts-increase-their-forecasts-on-nextracker-after-upbeat-results" rel="noreferrer noopener">These Analysts Increase Their Forecasts On NEXTracker After Upbeat Results</a>
With over 400 employees already in the country, Nextracker is ramping up hiring across engineering, manufacturing, and customer support.
Notably, Nextracker added 1.8 GW of new projects last quarter, bringing its total India portfolio to over 10 GW and reflecting strong solar adoption momentum.
The company&#8217;s key recent wins include a 305 MW project with ReNew in Anantapur and 1.5 GW secured through partnerships with leading EPCs.
Rajeev Kashyap, senior vice president and managing director of Nextracker (Middle East, Africa, and India), said, &#8220;With 10 GW of projects commissioned or under delivery, we are equipping developers with best-in-class technology optimized for the country&#8217;s diverse needs while investing in local talent, infrastructure, and innovation to meet the country&#8217;s renewable energy goals.&#8221;
Subrahmanyam Pulipaka, CEO of the National Solar Energy Federation of India (NSEFI), said, &#8220;This kind of technology-driven, future-forward collaboration exemplifies what we need to achieve our national clean energy goals. By localizing the production of intelligent solar tracking systems and integrating advanced automation with domestic expertise, Nextracker is making a meaningful contribution to India&#8217;s Atma Nirbhar Bharat vision in the renewable energy sector.&#8221;
Investors can gain exposure to the stock via&nbsp;Invesco Solar ETF&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TAN#NYSE">TAN</a>) and&nbsp;Global X Solar ETF&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RAYS#NASDAQ">RAYS</a>).
Price Action: NXT shares are trading higher by 1.27% to 456.76 premarket at last check Tuesday.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com//node/45420523" target="_blank" rel="noreferrer noopener">Nextracker Acquires Bentek Corporation For $78M In Cash Including Future Contingent Earnout Consideration</a></li>
</ul>
Image by fuyu liu via Shutterstock

Asia

RAYS

Nextracker Bolsters India Presence With 10 GW Milestone, New Hyderabad Hub

Wall Street edges higher as GOP tax bill clears the House and bond yields ease, helping investors shake off prior losses while digesting mixed <a href="https://www.benzinga.com/economics/macro-economic-events/25/05/45567476/us-business-activity-rebounds-in-may-but-tariff-fueled-inflation-surges-at-fastest-pace-in-3-years">May business activity data.</a>
President Donald Trump's "one big beautiful tax bill" narrowly passed the House in a 215-214 vote and now moves to the Senate. According to the Congressional Budget Office, the proposed legislation is projected to add approximately $3 trillion to the national deficit over the next decade.
U.S. Treasury yields saw a whipsaw session, with the 30-year bond yield initially spiking to 5.15% before retreating by 9 basis points to 5.06% by midday in New York. The reversal in long-term rates signaled renewed investor appetite for long-duration bonds amid attractive yields.
Wednesday's sharp rise in yields had triggered a broad afternoon selloff in equities, but Thursday's pullback eased pressure on risk assets and improved investor sentiment.
The S&amp;P 500 rose 0.3% to 5,860 on Thursday, slightly recouping losses from the previous session. The tech-heavy Nasdaq 100 outperformed with a 0.7% gain.
Technology and consumer discretionary stocks led gains, riding momentum from falling yields. In contrast, defensive sectors like utilities and healthcare lagged. 
The U.S. dollar index (DXY) is on track to snap a three-day losing streak, supported by stronger-than-expected Purchasing Managers' Index (PMI) data for May. While the surveys pointed to solid growth, they also revealed renewed inflationary pressures, which tempered hopes for near-term Federal Reserve rate cuts.
Markets now fully price in a 25-basis-point rate cut only by December 2025, compared to prior expectations of an October move, based on CME Group's FedWatch Tool.
Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) extended its 2025 rally, jumping 2% above $111,000 to set fresh all-time highs. The world's largest cryptocurrency is now up 20% year-to-date. 
Gold prices, however, fell 0.7% to trade below $3,200 per ounce. Despite Thursday's drop, the precious metal has surged 25% so far in 2025, outperforming other major asset classes, continuing to attract inflows amid sticky inflation and uncertain fiscal policy paths.
<h3 class="wp-block-heading">Thursday&#8217;s Performance In Major US Indices, ETFs</h3>
<figure class="wp-block-table is-style-stripes"> 
<table class="has-fixed-layout">
<tbody>
<tr>
<td>Major Indices</td>
<td>Price</td>
<td>1-day %Chg</td>
</tr>
<tr>
<td>Nasdaq 100</td>
<td>21,220.06</td>
<td>0.7%</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>5,861.99</td>
<td>0.3%</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>41,976.57</td>
<td>0.3%</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>2,049.02</td>
<td>0.1%</td>
</tr>
</tbody>
</table>
<figcaption class="wp-element-caption">Updated by 12:20 p.m. ET</figcaption></figure>
According to&nbsp;<a href="https://www.benzinga.com/pro/?utm_source=BZprocontent&amp;t=be2bearmibe3na1">Benzinga Pro</a>&nbsp;data:
<ul class="wp-block-list">
<li>The&nbsp;SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) inched 0.3% up to $584.61.</li>
<li>The&nbsp;SPDR Dow Jones Industrial Average&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIA#NYSE">DIA</a>) inched 0.2% higher to $419.70.</li>
<li>The tech-heavy&nbsp;Invesco QQQ Trust Series&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>)&nbsp;rose 0.7% to $516.50.</li>
<li>The&nbsp;iShares Russell 2000 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>) inched 0.1% higher to $203.51.</li>
<li>The&nbsp;Consumer Discretionary&nbsp;Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLY#NYSE">XLY</a>) outperformed, up 0.6%; the&nbsp;Utilities&nbsp;Select Sector SPDR Fund&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLV#NYSE">XLV</a>) lagged, down 1.5%.</li>
</ul>
<h3 class="wp-block-heading">Thursday&#8217;s Stock Movers</h3>
Stocks reacting to earnings reports included: 
<ul class="wp-block-list">
<li>Analog Devices, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ADI#NASDAQ">ADI</a>) down 3.88%</li>
<li>Ralph Lauren Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RL#NYSE">RL</a>) up 0.51%</li>
<li>BJ&#8217;s Wholesale Club Holdings, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BJ#NYSE">BJ</a>) down 0.92%</li>
<li>e.l.f. Beauty, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ELF#NYSE">ELF</a>) up 3.38%</li>
<li>SM Energy Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SM#NYSE">SM</a>) down 0.35%</li>
</ul>
Solar stocks tumbled after the GOP tax bill cleared the House, with the sector seeing sharp losses amid concerns over reduced clean energy incentives.
<ul class="wp-block-list">
<li>Sunrun Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RUN#NASDAQ">RUN</a>) down 39%</li>
<li>Invesco Solar ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TAN#NASDAQ">TAN</a>) down 8%</li>
<li>Enphase Energy Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ENPH#NASDAQ">ENPH</a>) down 19%</li>
</ul>
As the tax bill suggests increased deficits that could boost spending in sectors like defense and homeland security, tech-focused defense stocks moved higher.
<ul class="wp-block-list">
<li>Palantir Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NYSE">PLTR</a>) up 4.5%</li>
<li>CrowdStrike Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWD#NASDAQ">CRWD</a>) up 2.6%</li>
</ul>
Stocks slated to report earnings after the close include Ross Stores Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ROST#NASDAQ">ROST</a>), CryoPort Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CYRX#NASDAQ">CYRX</a>), Workday Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WDAY#NASDAQ">WDAY</a>), Intuit Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTU#NASDAQ">INTU</a>), Autodesk Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ADSK#NASDAQ">ADSK</a>) and Deckers Outdoor Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DECK#NYSE">DECK</a>).
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/government/regulations/25/05/45569891/big-tax-cuts-big-deficits-wall-street-winners-and-losers-emerge">Big Tax Cuts, Big Deficits: Wall Street Winners And Losers Emerge </a></li>
</ul>
Photo: Shutterstock

ADSK

CRWD

CYRX

DECK

INTU

ROST

WDAY

Select Sector SPDR-Consumer Discretionary

Stocks Rebound As Treasury Yields Fall, Bitcoin Tops $111,000: What's Driving Markets Thursday?

The U.S. House of Representatives passed one of the most expansive tax-and-spending bills in modern history, setting the stage for a multi-trillion-dollar shift in federal deficits and sector <a href="https://www.benzinga.com/economics/macro-economic-events/25/05/45564489/trumps-big-tax-bill-clears-the-house-30-year-yields-jump-to-515-as-bond-market-freaks">dynamics over the next decade.</a>
The legislation is projected to balloon the federal deficit by over $3 trillion between 2025 and 2034, according to preliminary estimates from the Congressional Budget Office. The fiscal impact will peak around 2027, when the bulk of the temporary spending programs and tax cuts kick in.
<h1 class="wp-block-heading">Fiscal Alarm Bells Ring On Wall Street</h1>
Analysts at the bipartisan federal agency warn that such a sharp increase comes at a time when U.S. debt is already on an unsustainable trajectory.
"Adding more than $3 trillion to the debt when our nation's finances are already on an unsustainable path would be unwise," the CBO stated. 
"Lawmakers should go back to the drawing board and work on a bill that reduces deficits, not adds to them."
Spencer Hakimian, founder of Tolou Capital warned that with the bill's passage, markets should brace for permanent emergency-style stimulus and $4 trillion annual deficits within a few years.
"This is COVID-style spending — without the pandemic," Hakimian said in a post on X.
Goldman Sachs' economist Alec Phillips highlighted that Moody's recent U.S. credit rating downgrade was influenced by the bill's trajectory, stating, "Markets are already attuned to fiscal risks… early August remains our base case for enactment."
<h1 class="wp-block-heading">How The House Tax Bill Could Shake Up Different Sectors</h1>
According to CBO projections, the bill increases the deficit in three key government areas — meaning more spending is likely ahead:
<ul class="wp-block-list">
<li>Judiciary: $7 billion (deficit increase)</li>
<li>Armed Services: $144 billion</li>
<li>Homeland Security: $67 billion</li>
</ul>
This suggests significant boosts to military procurement, border enforcement and law enforcement infrastructure. These sectors could benefit from rising federal contracts and equipment orders, with likely beneficiaries including the iShares U.S. Aerospace &amp; Defense ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ITA#NYSE">ITA</a>) and the First Trust Nasdaq Cybersecurity ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CIBR#NASDAQ">CIBR</a>).
At the core of the bill is the Ways &amp; Means Committee, responsible for all tax policy, Social Security, Medicare, unemployment benefits and tariffs. This section alone accounts for $3.775 trillion of the total deficit increase.
Other areas of the budget plan reflect deficit reductions, which generally imply spending cuts or revenue gains. These include:
<ul class="wp-block-list">
<li>Energy &amp; Commerce: -988 billion (deficit reduction).</li>
<li>Agriculture: -$238 billion</li>
<li>Education &amp; Workforce: -$349 billion</li>
<li>Financial Services: -$5 billion</li>
<li>Natural Resources: -$20 billion</li>
<li>Oversight &amp; Government Reform: -$51 billion</li>
<li>Transportation &amp; Infrastructure: -$37 billion</li>
</ul>
Potential ETF losers include Invesco WilderHill Clean Energy ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PBW#NYSE">PBW</a>), iShares MSCI Agriculture Producers ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VEGI#NYSE">VEGI</a>), and iShares U.S. Transportation ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IYT#NYSE">IYT</a>), given expected cuts to renewables subsidies, rural and transportation programs.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">&#x1f1fa;&#x1f1f8; CBO&#39;s First Score of House Reconciliation Bill &#8211; CRFB<a href="https://t.co/iFM00ypPuM">https://t.co/iFM00ypPuM</a> <a href="https://t.co/JmkCrJ8W3q">pic.twitter.com/JmkCrJ8W3q</a>
&mdash; Christophe Barraud&#x1f6e2;&#x1f433; (@C_Barraud) <a href="https://twitter.com/C_Barraud/status/1925540653607395776?ref_src=twsrc%5Etfw">May 22, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
<h1 class="wp-block-heading">Market Reactions</h1>
Initial market reactions hit the solar and renewables sectors, which suffered the brunt of market fallout. With many solar tax subsidies ended, the Invesco Solar ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TAN#NASDAQ">TAN</a>) fell 9% on Thursday. Among key names:
<ul class="wp-block-list">
<li>Sunrun Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RUN#NASDAQ">RUN</a>) collapsed 40%</li>
<li>SolarEdge Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SEDG#NASDAQ">SEDG</a>) dropped 26%</li>
<li>Enphase Energy Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ENPH#NASDAQ">ENPH</a>) fell 19%</li>
<li>First Solar Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FSLR#NASDAQ">FSLR</a>) declined 4%</li>
</ul>
Abigail Ross Hopper, CEO of the Solar Energy Industries Association, warned the bill would "upend an economic boom," potentially leading to blackouts and a strategic loss to China in the global AI race.
"This bill is willfully ignorant of the fact that deploying solar and storage is the only way the U.S. power grid can meet demand&#8230; If it becomes law, America will effectively surrender the AI race to China."
In contrast, consumer-related stocks rallied, buoyed by expectations of tax relief and increased household spending power. The SPDR S&amp;P Retail ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XRT#NYSE">XRT</a>) climbed 1.5%, led by Advance Auto Parts (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AAP#NYSE">AAP</a>), which soared 42% after a blowout earnings report.
Within tech-focused defense names, Palantir Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>) jumped 4.5%, while cybersecurity leader CrowdStrike Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWD#NASDAQ">CRWD</a>) gained 2.6%. 
Read Now:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/economics/macro-economic-events/25/05/45567476/us-business-activity-rebounds-in-may-but-tariff-fueled-inflation-surges-at-fastest-pace-in-3-years">US Business Activity Rebounds In May, But Tariff-Fueled Inflation Surges At Fastest Pace In 3 Years</a> Photo: iQoncept via Shutterstock<a href="https://www.benzinga.com/economics/macro-economic-events/25/05/45567476/us-business-activity-rebounds-in-may-but-tariff-fueled-inflation-surges-at-fastest-pace-in-3-years"> </a></li>
</ul>

Analyst Color

Treasuries

Analyst Ratings

Trading Ideas

CIBR

iShares Dow Jones US Aerospace & Defense Index Fund

iShares Dow Jones Transportation Average Index Fund

PowerShares Exchange Traded Fund Trust WilderHill Clean Energy Portfolio

VEGI

Big Tax Cuts, Big Deficits: Wall Street Winners And Losers Emerge

Ecopetrol S.A. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EC#NYSE">EC</a>) announced Wednesday that it had signed an <a href="https://www.benzinga.com/pressreleases/25/05/n45539230/ecopetrol-s-a-signs-an-agreement-to-acquire-a-portfolio-of-up-to-1-300-megawats-of-solar-and-wind-" target="_blank" rel="noreferrer noopener">agreement to potentially acquire</a> a large-scale wind and solar energy portfolio in Colombia from Statkraft, reinforcing its commitment to renewable energy expansion.
Signed on May 20, the deal covers assets totaling up to 1.3 gigawatts in capacity, currently owned by Statkraft&#8217;s subsidiaries Enerfín Sociedad de Energía S.L.U. and Enerfin Enervento Exterior S.L. The projects are spread across the Colombian departments of La Guajira, Sucre, Córdoba, Caldas, and Magdalena.
The portfolio includes six entities managing 614 megawatts of solar capacity and three others overseeing 750 megawatts of wind energy. If finalized, the acquisition would significantly advance Ecopetrol&#8217;s goal of reaching 900 MW of renewable self-generation capacity by 2025.
Also Read: <a target="_blank" href="https://www.benzinga.com/markets/equities/25/05/45472294/occidental-adnocs-xrg-eye-500-million-texas-carbon-capture-venture" rel="noreferrer noopener">Occidental, ADNOC&#8217;s XRG Eye $500 Million Texas Carbon Capture Venture</a>
Beyond boosting clean energy output, the initiative is expected to supply low-emission power for Ecopetrol&#8217;s internal operations, helping the company reduce reliance on volatile spot electricity markets. It also aligns with the firm&#8217;s 2040 strategy to diversify its energy sources and lower overall emissions.
Related ETFs: iShares Global Clean Energy ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ICLN#NASDAQ">ICLN</a>), Invesco Solar ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TAN#NYSE">TAN</a>)
Price Action: At the last check on Wednesday, EC shares were trading 0.37% higher at $8.60 premarket.
Photo: Shutterstock

Colombia's Ecopetrol Eyes 1.3 GW Renewable Push With Statkraft Agreement

The U.S. and China agreed to de-escalate their trade war by cutting tariffs by 115 percentage points, bringing U.S. duties on Chinese <a href="https://www.benzinga.com/government/regulations/25/05/45347089/wall-street-rips-higher-as-tariff-truce-halts-us-china-economic-escalation">goods down to 30%.</a>
The announcement sparked a broad-based equity rally, with the S&amp;P 500 climbing back to early March 2025 levels and erasing losses from President Donald Trump's &#8220;<a href="https://www.benzinga.com/government/regulations/25/05/45355655/magnificent-seven-gain-700b-after-us-china-slash-tariffs-gold-crashes-whats-driving-markets-monday">Liberation Day&#8221; tariff shock.</a>
The improved trade outlook also prompted economists to cut recession odds and upgrade U.S. growth forecasts for the second half of the year.
<h3 class="wp-block-heading">S&amp;P 500 Logs 5 Consecutive Winning Sessions</h3>
The SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) closed 5% higher for the week, notching five straight sessions in the green.
Semiconductors kept powering higher. The iShares Semiconductor ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SOXX#NYSE">SOXX</a>) rose nearly 10% on the week, logging its fourth straight week of gains and delivering its best monthly rally since 2020.
Yet, clean energy stocks – as tracked by the Invesco Solar ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TAN#NYSE">TAN</a>) – outshined even chipmakers. Solar names surged after Republicans released a better-than-expected tax proposal <a href="https://www.benzinga.com/top-stories/25/05/45381191/first-solar-eyes-best-2-day-rally-since-2013-after-gop-tax-plan-spares-key-clean-energy-credits">on renewable energy credits.</a> Shares of First Solar Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FSLR#NASDAQ">FSLR</a>) soared 27% for the week, leading the sector.
<h3 class="wp-block-heading">Trump&#8217;s Middle East Blitz Attracts $2 Trillion In Gulf Commitments</h3>
During his Middle East visit, President Trump secured around $2 trillion in trade and investment pledges from Gulf countries.
<a href="https://www.benzinga.com/economics/macro-economic-events/25/05/45390422/trump-unveils-historic-and-transformative-600-billion-saudi-deal-predicts-markets-will-go-a-lot-higher">Saudi Arabia committed $600 billion</a> in deals involving Boeing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>), Oracle Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NASDAQ">ORCL</a>), Advanced Micro Devices Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), Uber Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/UBER#NASDAQ">UBER</a>), Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>), GE Vernova (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GEV#NYSE">GEV</a>) and Johnson &amp; Johnson (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JNJ#NYSE">JNJ</a>).
<a href="https://www.benzinga.com/government/regulations/25/05/45446924/trump-secures-12-trillion-qatar-deal-as-boeing-ge-land-record-orders">Qatar followed with a $1.2 trillion package</a> focused on energy and infrastructure, inking major contracts with GE Aerospace (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GE#NYSE">GE</a>) and Boeing.
The United Arab Emirates signed a $200 billion deal to import over one million AI chips from Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and other initiatives with Exxon Mobil Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/XOM#NASDAQ">XOM</a>), Qualcomm Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>) and Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>).
<h3 class="wp-block-heading">UNH In Free Fall, Consumer Inflation Concerns Hit 1980s Levels</h3>
Back on Wall Street, one corporate giant is facing deep losses in what's shaping up to be one of the worst crises in its history. UnitedHealth Group Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNH#NYSE">UNH</a>) shares nosedived 27% this week, marking the company&#8217;s worst weekly performance since the 2009 financial crisis and extending a five-week losing streak.
CEO Andrew Witty resigned Tuesday citing "personal reasons," while the company suspended 2025 guidance due <a href="https://www.benzinga.com/25/05/45373368/unitedhealth-stock-plunges-names-new-ceo-suspends-2025-guidance">to surging medical costs</a>. A U.S. Department of Justice criminal probe into alleged fraud in its Medicare Advantage <a href="https://www.benzinga.com/general/health-care/25/05/45426769/unitedhealth-stock-plunges-over-8-in-after-hours-trading-as-doj-criminal-probe-adds-to-turmoil-after-ceo-shake-up">program worsened investor fears.</a>
On the macro front, <a href="https://www.benzinga.com/economics/macro-economic-events/25/05/45374267/inflation-eases-in-april-as-trumps-tariffs-dont-push-prices-higher">April inflation data</a> signaled softening price pressures, but retail sales dropped, reflecting consumer <a href="https://www.benzinga.com/economics/macro-economic-events/25/05/45435725/tariffs-slow-retail-spending-as-producer-prices-post-sharpest-drop-since-2020">caution amid trade uncertainty</a>. Inflation expectations are also heating up again.
The <a href="https://www.benzinga.com/economics/macro-economic-events/25/05/45470155/consumer-sentiment-crashes-to-5-year-lows-as-inflation-fears-reach-1981-levels">University of Michigan's survey</a> showed the weakest sentiment since 2020 as the one-year consumer inflation outlook hit levels last seen in 1981.
<h3 class="wp-block-heading">Chart Of The Week: Year-Ahead Consumer Inflation Expectations Have Never Been This High Since Early &#8217;80s</h3>
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="529" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/16155140/image-213-1024x529.png" alt="" class="wp-image-918486" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/16155140/image-213-1024x529.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/16155140/image-213-300x155.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/16155140/image-213-768x397.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/16155140/image-213-1536x793.png 1536w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/16155140/image-213-2048x1058.png 2048w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/25/05/45466937/us-targets-european-digital-rules-in-free-speech-campaign-defending-american-big-tech">US Slams Europe&#8217;s Digital Laws, Calls Them A Danger To Free Expression And American Big Tech </a></li>
</ul>
Image created using artificial intelligence via Midjourney.

GOOGL

NVDA

ORCL

QCOM

iShares PHLX SOX Semiconductor Sector Index Fund

SOXX

UBER

US-China Trade Truce, Trump's Middle East Deals Spark Wall Street Rally: This Week In Markets

Wall Street's rally stretched into a second session Tuesday, fueled by improving investor sentiment after an early-week breakthrough in U.S.-China trade talks, easing inflation data and fresh geopolitical headlines involving major investment pledges <a href="https://www.benzinga.com/topic/donald-trump">from the Middle East.</a>
The Consumer Price Index showed signs of cooling in April, as both headline and core readings eased or met expectations, easing concerns that Trump's proposed trade tariffs would trigger a surge in inflation.
The S&amp;P 500 advanced 0.7%, adding to Monday's 3.3% surge, and reached its highest level since March 3.
Technology stocks outperformed again, with the Nasdaq 100 jumping 1.8%, driven by a standout 5.3% rally in NVIDIA Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>).
The chipmaker giant surged after reports that the United Arab Emirates may receive approval to purchase over a million of its advanced AI processors, while Saudi Arabia pledged up to $600 billion in future U.S. investments, with a focus on technology and infrastructure.
Alphabet Inc.'s (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>) Google, Oracle Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>), Salesforce Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>), Uber Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UBER#NYSE">UBER</a>) and DataVolt have committed to invest a combined $80 billion in technology initiatives across both the U.S. and Saudi Arabia, according to a White House press release.
The news came during President Donald Trump's diplomatic visit to the Middle East, where he also reiterated confidence in the Republican tax bill, saying, "We're in good shape to pass the tax bill," and calling it "the biggest tax cut in history."
Crude oil prices spiked nearly 3% to surpass $63 a barrel after Trump warned that Iranian oil exports could be driven to zero due to the country&#8217;s threat to regional stability.
The rally marks a 10% surge over the past four sessions, putting crude on track for its best four-day run since 2022.
The energy sector rallied in tandem, with U.S. energy stocks rising 1.5% on the day.
U.S. Treasury yields extended gains amid improving risk appetite. The 10-year yield jumped to 4.50%, while the 30-year yield climbed to 4.95%, signaling stronger expectations for economic resilience and possibly tighter monetary conditions down the line.
The U.S. dollar index slipped 0.5% after Monday's strong gains, reflecting a mild pullback as traders repositioned. Gold rose 0.6% to recover some ground amid geopolitical headlines.
Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) rose 1.4% to $104,000, continuing its uptrend and reclaiming momentum after days of sideways action. 
<h1 class="wp-block-heading">Tuesday&#8217;s Performance In Major U.S. Indices, ETFs</h1>
<figure class="wp-block-table is-style-stripes"> 
<table class="has-fixed-layout">
<tbody>
<tr>
<td>Major Indices</td>
<td>Price</td>
<td>1-day chg %</td>
</tr>
<tr>
<td>Nasdaq 100</td>
<td>21,234.91</td>
<td>+1.8%</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>5,895.69</td>
<td>+0.9%</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>2,105.25</td>
<td>+0.6%</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>42,234.10</td>
<td>-0.4%</td>
</tr>
</tbody>
</table>
<figcaption class="wp-element-caption">Updated by 12:30 p.m. ET</figcaption></figure>
According to&nbsp;<a href="https://www.benzinga.com/pro/?utm_source=BZprocontent&amp;t=be2bearmibe3na1">Benzinga Pro</a>&nbsp;data:
<ul class="wp-block-list">
<li>The SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) rose 0.84% to $587.87.</li>
<li>The SPDR Dow Jones Industrial Average (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIA#NYSE">DIA</a>) eased down 0.4% to $422.27.</li>
<li>The tech-heavy Invesco QQQ Trust Series (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>) jumped 1.74% to $516.67.</li>
<li>The iShares Russell 2000 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>) rose 0.45% to $208.81.</li>
<li>The&nbsp;Technology&nbsp;Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLK#NYSE">XLK</a>) outperformed, up 2.2%; the&nbsp;Health Care&nbsp;Select Sector SPDR Fund&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLV#NYSE">XLV</a>) lagged, down 2.4%.</li>
</ul>
<h1 class="wp-block-heading">Tuesday&#8217;s Stock Movers</h1>
<ul class="wp-block-list">
<li>Clean energy and solar stocks rallied after House Republicans delivered a better-than-feared tax proposal for renewable energy incentives. The Invesco Solar ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TAN#NYSE">TAN</a>) soared 5.9%, with First Solar Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FSLR#NASDAQ">FSLR</a>), <a href="https://www.benzinga.com/top-stories/25/05/45381191/first-solar-eyes-best-2-day-rally-since-2013-after-gop-tax-plan-spares-key-clean-energy-credits">leading gains, up 21%. </a></li>
<li>Semiconductors continued to extend gains, with the iShares Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOXX#NASDAQ">SOXX</a>), now up more than 10% over the past two sessions. </li>
<li>UnitedHealth Group Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNH#NYSE">UNH</a>) tumbled 16% on Tuesday after the company withdrew its full-year guidance, citing a sharp rise in medical expenses. The health insurer also announced that CEO Andrew Witty has stepped down, citing "personal reasons."</li>
</ul>
Read Now:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/economics/macro-economic-events/25/05/45379707/sp-500-to-6500-goldman-sachs-trims-recession-odds-as-trump-backs-off-on-tariffs">S&amp;P 500 To 6,500? Goldman Sachs Trims Recession Odds As Trump Backs Off On Tariffs</a> Photo: Solarseven via Shutterstock </li>
</ul>

Commodities

Global

GOOG

Stocks Surge, Nvidia Rallies 5%, Oil Tops $63 After Trump's Iran Warning: What's Driving Markets Tuesday?

Clean energy stocks spiked on Tuesday, with First Solar Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FSLR#NASDAQ">FSLR</a>) jumping more than <a href="https://www.benzinga.com/topic/renewable-energy">20% during early trading</a>.
The rally came after House Republicans delivered a better-than-feared tax proposal for renewable energy incentives.
The market had braced for a potential gutting of clean energy provisions under the Inflation Reduction Act (IRA), but the House GOP's proposed tax legislation, while imposing several phaseouts and rollbacks, kept many of the core credits intact.
This drove a sector-wide relief rally that sent major solar names and exchange-traded funds sharply higher.
First Solar has rallied 35% over the past two days, putting it on track for the strongest 2-day rally since 2013. 
The Invesco Solar ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TAN#NYSE">TAN</a>) rose 6.5% Tuesday after a 4% rally on Monday, marking its best two-day performance in more than 12 months. The Invesco WilderHill Clean Energy ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PBW#NYSE">PBW</a>) followed suit, rising 3.4% Tuesday after a 5.1% surge on Monday.
Tuesday&#8217;s Top Performers Among Solar Stocks
<figure class="wp-block-table is-style-stripes"> 
<table class="has-fixed-layout">
<tbody>
<tr>
<td>Security Name</td>
<td>Price</td>
<td>$ Return</td>
</tr>
<tr>
<td>Array Technologies, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARRY#NASDAQ">ARRY</a>)</td>
<td>8.34</td>
<td>21.90%</td>
</tr>
<tr>
<td>First Solar, Inc. </td>
<td>187.24</td>
<td>19.86</td>
</tr>
<tr>
<td>Shoals Technologies Group, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SHLS#NASDAQ">SHLS</a>)</td>
<td>6.23</td>
<td>16.25</td>
</tr>
<tr>
<td>Sunrun Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RUN#NASDAQ">RUN</a>)</td>
<td>12.70</td>
<td>15.89</td>
</tr>
<tr>
<td>Nextracker Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NXT#NASDAQ">NXT</a>)</td>
<td>56.65</td>
<td>11.89</td>
</tr>
<tr>
<td>Daqo New Energy Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DQ#NYSE">DQ</a>)</td>
<td>15.44</td>
<td>10.22</td>
</tr>
</tbody>
</table>
</figure>
<h3 class="wp-block-heading">What's Inside The GOP Tax Bill Proposal?</h3>
The legislation, up for a House Ways and Means Committee vote Tuesday afternoon, includes several revisions to clean energy tax credits but stops short of dismantling them.
Key changes include:
<ul class="wp-block-list">
<li>25D residential solar tax credit (30%) ends for projects not installed by end-2025.</li>
<li>48E investment credit, used by residential and utility-scale solar, begins phasing out in 2029.</li>
<li>45X manufacturing credit ends after 2031, instead of phasing down in 2032.</li>
<li>45Y clean energy production credit changes qualification from "start of construction" to "placed in service" and phases down from 80% if placed in service during calendar year 2029, and then declines by 20% per year until reaching 0% in 2031.</li>
<li>Credit transferability was repealed, eliminating the ability to monetize credits by selling to large taxpayers</li>
<li>Additional cuts to funding, including $27 billion from the Greenhouse Gas Reduction Fund</li>
</ul>
A crucial clause excludes 45X credit eligibility for firms receiving significant support from foreign entities of concern, defined by national security laws.
<h3 class="wp-block-heading">Manufacturers Seen As Primary Winners</h3>
Analysts at Goldman Sachs said the proposal is "not as negative as initially feared," particularly for domestic clean energy manufacturers.
&#8220;We believe the initial reaction to the proposed tax plan is relatively bullish [&#8230;] as we believe investors had been pricing in a severely bearish possible outcome – such as the immediate repeal of IRA – and the phase out looks rather measured,&#8221; the firm&#8217;s analyst Brian Lee, CFA, said.
Companies with high U.S. revenue exposure, such as Sunrun Inc., Shoals Technologies Group Inc., First Solar Inc., and Array Technologies Inc., stand to benefit the most, according to the expert.
For First Solar, the revision to the 45X credit is especially supportive, potentially contributing 75% of its 2026 earnings per share, according to Goldman estimates. The company's U.S.-based manufacturing footprint could also gain from the foreign-entity restrictions.
Conversely, residential-focused firms like Enphase Energy Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ENPH#NASDAQ">ENPH</a>) and SolarEdge Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SEDG#NASDAQ">SEDG</a>) may face pressure from the removal of the 25D credit in 2026, which could hurt demand for solar loan and cash sale products.
Now Read: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/equities/25/05/45368550/apple-may-up-its-numbers-amid-china-tariff-truce-trump-talks-500-billion-us-investment-after-tim-cook-call">Apple May &#8216;Up Its Numbers&#8217; Amid China Tariff Truce: Trump Talks $500 Billion US Investment After Tim Cook Call</a></li>
</ul>
Image: Shutterstock

ARRY

SHLS

First Solar Eyes Best 2-Day Rally Since 2013 After GOP Tax Plan Spares Key Clean Energy Credits

Sunrun Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RUN#NASDAQ">RUN</a>) shares are trading higher on Thursday after the company reported better-than-expected <a target="_blank" href="https://www.benzinga.com/news/earnings/25/05/45268589/sunrun-stock-rallies-after-strong-q1-report-details" rel="noreferrer noopener">first-quarter results on Wednesday</a>.
The company reported an EPS of 20 cents per share, which beat the analyst consensus estimate of 25 cents loss and revenue of $504.27 million, which beat the <a target="_blank" href="https://www.benzinga.com/earnings" rel="noreferrer noopener">consensus estimate of $484.06 million</a>.
Guggenheim analyst Joseph Osha kept Neutral rating on the stock and writes that while overall customer volume growth is modest in the quarter (additions of 25,428, up only 6%, with <a target="_blank" href="https://www.benzinga.com/analyst-ratings/analyst-color" rel="noreferrer noopener">expected decelerating comps)</a>.
The analyst anticipates the company to continue to prioritize liquidity and profitability over aggressive growth in the near to medium term, awaiting a more favorable environment.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/05/45164497/jim-cramer-this-financial-stock-is-a-buy-likes-exlservice-holdings" rel="noreferrer noopener">Jim Cramer: Sunrun Had &#8216;Bad Couple Of Quarters,&#8217; ExlService Holdings Is &#8216;Solid&#8217;</a>
Osha projects Sunrun to become an increasingly dominant player as the residential solar industry consolidates.
The analyst writes that the company&#8217;s main challenges are policy-related, particularly the solar Investment Tax Credit (ITC), which significantly impacts their cash generation ($50 million impact on cash flow for every 1% change in the effective ITC rate).
The analyst notes that the company has strategies to counteract a lower ITC, and management stated their belief that the company can still generate cash under such circumstances.
However, the analyst adds that accurately predicting the net effect and timing of potential changes to the Inflation Reduction Act on cash generation is exceedingly challenging.
Osha expects this to pose a considerable challenge for RUN investors in the medium term.
KeyBanc analyst Sophie Karp reiterated a Sector Weight rating and said the results beat consensus. They exceeded their solar and storage capacity addition guidance and marked their fourth <a target="_blank" href="https://www.benzinga.com/quote/RUN/analyst-ratings" rel="noreferrer noopener">quarter of positive cash flow</a>.
The company&#8217;s second quarter and FY25 guidance indicates strong demand across channels, and they continued to reduce corporate debt, adds the analyst.
Karp writes that while these positives might offer some valuation support, broader uncertainty around government and fiscal policy, coupled with persistently high industry-wide cost of capital, can lead to shares unlikely to regain positive momentum in the near term.
Investors can gain exposure to the stock via&nbsp;the Invesco Solar ETF&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TAN#NYSE">TAN</a>) and&nbsp;the ProShares S&amp;P Kensho Cleantech ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CTEX#NYSE">CTEX</a>).
Price Action: RUN shares are up 11.7% at $8.255&nbsp;at the last check on Thursday.
Read Next:
<ul>
<li><a href="https://www.benzinga.com//node/45264157" target="_blank" rel="noreferrer noopener">Emerson Delivers Q2 Profit Thanks To Cost Discipline, Raises The Bar for FY25</a></li>
</ul>
Image via Shutterstock

Reiteration

CTEX

Can Sunrun Weather the Policy Storm? Analysts Weigh Potential Solar ITC Cuts

The U.S. Energy Department (DoE) is reportedly contemplating substantial reductions, potentially halting&nbsp;nearly $10 billion in federal&nbsp;funding for clean-energy projects. This move could jeopardize high-profile collaborations with&nbsp;Exxon Mobil (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XOM#NYSE">XOM</a>)&nbsp;and&nbsp;Occidental Petroleum (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OXY#NYSE">OXY</a>).
What Happened: The proposed cuts could disrupt contracts with energy companies involved in&nbsp;hydrogen, carbon capture, long-duration energy&nbsp;storage, and other technologies, The Wall Street Journal <a href="https://www.wsj.com/politics/policy/doge-comes-for-clean-energy-putting-exxon-and-occidental-projects-at-risk-565bd42f">reported</a>. These reductions are a part of President Donald Trump's broader initiative through the Department of Government Efficiency (DOGE) to reduce the size and cost of government, and could result in thousands of job losses at the Department of Energy (DOE), according to the report. 
DOGE&#8217;s&nbsp;efforts, overseen by Trump advisor Elon Musk, have already resulted in significant contract reductions and&nbsp;job cuts across the federal&nbsp;workforce. The $10 billion figure represents&nbsp;potential funding slashes in two&nbsp;DOE offices and a portion of the DOGE-driven cancellations being considered across the Energy Department.
Several key partnerships are at risk, including projects with Exxon, NextEra Energy (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NEE#NYSE">NEE</a>), and Occidental Petroleum, as the DOE considers cutting support. Additionally, funding for four regional hydrogen hubs—mainly in Democratic-leaning areas—is also under review.
DOE did not respond to <a href="http://pro.benzinga.com">Benzinga&#8217;s</a> request for comment.
SEE ALSO:&nbsp;<a href="https://benzinga.com/markets/cryptocurrency/25/04/44877231/ethereum-price-plunges-to-2018-levels-what-is-going-on" target="_blank" rel="noreferrer noopener">Ethereum Price Plunges To 2018 Levels: What Is Going On? &#8211; Benzinga</a>
Why It Matters: The proposed cuts follow President Trump&#8217;s earlier move to freeze billions in federal funding, affecting projects in clean energy, conservation, and transportation across the United States. This move&nbsp;in February has created <a href="https://www.benzinga.com/news/25/02/43628767/trump-freezes-billions-in-federal-funding-jobs-and-projects-in-clean-energy-conservation-and-transportation-left-in-limbo">uncertainty </a>for thousands of workers and local economies.
Moreover, in April 2025, Trump unveiled plans to <a href="https://www.benzinga.com/government/regulations/25/04/44701436/trump-unleashes-beautiful-clean-coal-policies-as-wall-street-tanks-sp-500-hits-1-year-low">revive U.S. coal production</a>, marking a dramatic policy reversal from the climate-focused agendas of the Biden and Obama administrations. This shift in policy and the proposed funding cuts could significantly impact the clean energy sector and its stakeholders.
Meanwhile, DOGE has drawn severe criticism for its mass firings. Billionaire entrepreneur Mark Cuban <a href="https://www.benzinga.com/personal-finance/25/03/44484549/mark-cuban-on-doge-government-cuts-this-isnt-a-corporate-turnaround-this-is-the-united-states-of-america">warned </a>that abruptly cutting federal programs, agencies, and jobs without considering the economic impact could harm local economies. He noted that in some cities, up to 9% of the workforce depends on government jobs, and sudden cuts could lead to job losses, falling home values, and economic decline.
iShares Global Clean Energy UCITS ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ICLN#NASDAQ">ICLN</a>) and Invesco Solar ETF&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TAN#NYSE">TAN</a>) climbed 1.77% and 1.19%, respectively, on Thursday.
While shares of Occidental Petroleum and Exxon Mobil rose 3.28% and 2.62%, respectively, during the same period.
<ul>
<li>READ MORE:&nbsp;<a href="https://benzinga.com/news/25/04/44881570/trump-administration-to-lay-off-nearly-90-of-cfpb-employees-in-major-downsizing-report" target="_blank" rel="noreferrer noopener">Trump Administration To Lay Off Nearly 90% Of CFPB Employees In Major Downsizing: Report</a></li>
</ul>
Image via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Trump's Energy Department Mulls Cutting Billions In Clean-Energy Funds, Threatening Exxon, Occidental Projects

Enphase Energy, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ENPH#NASDAQ">ENPH</a>) shares are trading higher premarket on Wednesday. The company launched its most powerful and versatile battery to date, the IQ Battery 5P with FlexPhase, <a target="_blank" href="https://www.benzinga.com/pressreleases/25/04/g44708775/enphase-energy-expands-in-europe-with-iq-battery-5p-with-flexphase-delivering-three-phase-backup-p" rel="noreferrer noopener">for customers in Poland</a>.
This all-in-one AC-coupled system offers reliable backup power and supports both single-phase and three-phase setups, providing flexible energy solutions for various home needs.
The FlexPhase battery was recently introduced in Germany, Austria, Switzerland, and Luxembourg.
The IQ Battery 5P starts with 5 kWh of capacity and can be scaled up to 70 kWh using multiple units.
Each 5 kWh battery delivers up to 3.68 kW of continuous power in single-phase setups and 1.28 kW per phase in three-phase setups.
Designed for flexibility, it supports both grid-tied and backup power configurations.
When paired with the IQ System Controller 3 INT, it can deliver up to twice its continuous power for three seconds to start high-power devices without grid support.
In Poland, the battery comes with a 15-year industry-leading warranty.
Szymon Konieczka, CEO of BTI Solar, an installer of Enphase products in Poland, stated, &#8220;What sets this technology apart is its adaptability – the battery&#8217;s scalable architecture accommodates both single-phase and three-phase systems, letting us customize backup solutions for each home. Enphase continues to be an industry leader with innovations like this.&#8221;
Sabbas Daniel, senior vice president of sales at Enphase Energy, said, &#8220;With its compatibility for both single-phase and three-phase systems, the IQ Battery 5P is ideally suited for retrofitting the country&#8217;s large base of existing solar homes.&#8221;
On Tuesday, the company disclosed the launch of its most powerful and flexible battery to date, the IQ Battery <a href="https://www.benzinga.com/news/contracts/25/04/44694476/enphase-unveils-advanced-three-phase-iq-battery-in-luxembourg-with-15-year-warranty" target="_blank" rel="noreferrer noopener">5P with FlexPhase, in Luxembourg</a>.
Investors can gain exposure to the stock via&nbsp;Invesco Solar ETF&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TAN#NYSE">TAN</a>) and&nbsp;Global X Solar ETF&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RAYS#NASDAQ">RAYS</a>).
Price Action: ENPH shares are down 1.75% at $48.65 at the last check Wednesday.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/economics/macro-economic-events/25/04/44697600/stocks-rebound-chipmakers-soar-on-trade-deal-hopes-bitcoin-lags-whats-driving-markets-tuesday" target="_blank" rel="noreferrer noopener">Stocks Rebound, Chipmakers Soar On Trade Deal Hopes, Bitcoin Lags: What&#8217;s Driving Markets Tuesday?</a></li>
</ul>
Photo: Shutterstock

Enphase Rolls Out Scalable, Grid-Ready IQ Battery 5P in Poland With 15-Year Warranty

Enphase Energy Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ENPH#NASDAQ">ENPH</a>) shares are trading lower on Tuesday after the company disclosed the launch of its most powerful and flexible battery to date, the IQ Battery 5P with <a href="https://www.benzinga.com/pressreleases/25/04/g44682441/enphase-energy-expands-in-europe-with-iq-battery-5p-with-flexphase-delivering-three-phase-backup-p" target="_blank" rel="noreferrer noopener">FlexPhase, in Luxembourg</a>.
This all-in-one, AC-coupled system supports three-phase electrical configurations, commonly used in Luxembourg homes, and is designed to provide dependable backup power.
The rollout follows the battery's recent introduction in Germany, Austria, and Switzerland.
The IQ Battery 5P starts at 5 kWh of capacity and multiple units can be configured to provide up to 70 kWh.
Each 5 kWh battery is designed to deliver continuous power of up to 3.84 kW in single-phase configuration and 1.28 kW per phase in three-phase configuration.
The new batteries can be configured to meet the needs of each homeowner, offering grid-tied support or backup power.
The batteries are designed to discharge up to two times the maximum continuous power for three seconds, enabling the start-up of high-power devices without the grid when paired with the IQ&nbsp;System Controller 3 INT.
Last week, the company launched its IQ System Controller <a target="_blank" href="https://www.benzinga.com/pressreleases/25/04/g44625458/enphase-energy-adds-battery-backup-to-boost-resilience-in-france-and-the-netherlands" rel="noreferrer noopener">in France and the Netherlands</a>.
The system integrates IQ Microinverters and IQ Battery 5Ps to offer a complete energy solution, enabling homeowners to switch to backup power during outages and keep essential appliances running.
The company plans to release Q1 <a href="https://www.benzinga.com/earnings" target="_blank" rel="noreferrer noopener">2025 results on April 22</a>.
Investors can gain exposure to the stock via Invesco Solar ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TAN#NYSE">TAN</a>) and Global X Solar ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RAYS#NASDAQ">RAYS</a>).
Price Action: ENPH shares are down 2.36% at $54.45 at the last check on Tuesday.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/news/earnings/25/02/43481122/enphase-energy-stock-rallies-after-strong-q4-results-q1-guidance-above-estimates" target="_blank" rel="noreferrer noopener">Enphase Energy Stock Rallies After Strong Q4 Results, Q1 Guidance Above Estimates</a></li>
</ul>
Photo: Shutterstock/T. Schneider

Contracts

Enphase Unveils Advanced Three-Phase IQ Battery in Luxembourg with 15-Year Warranty

The White House has ordered a temporary freeze on all federal grants and loans, putting $3 trillion in funding under scrutiny and setting the stage for a legal and political showdown over the congressional power of the purse that could heavily impact a <a href="https://www.benzinga.com/markets">wide range of industries.</a>
The directive, issued Monday by the Office of Management and Budget and received by several media outlets, requires all federal agencies to halt disbursements while programs are reviewed for alignment with President Donald Trump's policy priorities.
This includes halting new awards, existing payment and funding for projects until reviewed.
The exact financial impact of the order remains uncertain. Budget experts cited <a href="https://www.washingtonpost.com/business/2025/01/28/trump-spending-freeze-upends-washington-triggering-legal-threats-delays/">by the Washington Post </a>estimate at least tens of billions of dollars are at stake, though the White House directive suggests the total could be significantly higher.
Of the almost $10 trillion spent by the federal government in fiscal 2024, more than $3 trillion was federal financial assistance, Matthew Vaeth, acting director at the OMB, said in the memorandum.
&#8220;Financial assistance should be dedicated to advancing Administration priorities,&#8221; Vaeth said, adding that &#8220;the use of Federal resources to advance Marxist equity, transgenderism, and green new deal social engineering policies is a waste of taxpayer dollars that does not improve the day-to-day lives of those we serve.&#8221;
The White House said that Social Security and Medicare remain untouched. The sweeping pause threatens funding for universities, nonprofits, contractors and private companies that depend on federal assistance.
&#8220;Nothing in this memo should be construed to impact Medicare or Social Security benefits,&#8221; the memo said. 
The immediate focus will be on how agencies handle exemptions. The OMB memo allows federal departments to request case-by-case approvals, which means some funding may still flow, but the process is likely to be slow and politically charged.
Federal agencies have until Feb. 10, 2025, to provide OMB with detailed reports outlining which programs, projects, and activities are affected by the funding pause.
<h3 class="wp-block-heading">Legal, Political Showdown Over Federal Funds </h3>
The move is triggering legal challenges from nonprofits and Democratic-led states.
Within hours of the announcement, lawsuits were filed in federal courts in New York, Illinois and Oregon, arguing that Trump does not have the authority to withhold congressionally approved spending.
Senate Minority Leader Chuck Schumer was among the first to push back, saying Congress-approved investments are legally mandated and asserting the president lacks the authority to override the Impoundment Control Act of 1974, which restricts unilateral executive control over federal funds.
Trump has long argued that the 1974 law is unconstitutional, stating that past presidents had far more discretion over spending before its passage.
<h3 class="wp-block-heading">Which Industries Could Face Trouble?</h3>
Some of the hardest-hit sectors could include clean energy, defense, health care and education, where federal dollars have played a crucial role in driving investment and growth in recent years.
Trump's OMB memo explicitly targeted climate initiatives and green energy programs. Shares of solar and renewable energy companies were among the hardest hit following the federal funding freeze.
The Invesco Solar ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TAN#NYSE">TAN</a>) and the Invesco Wilderhill Clean Energy ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PBW#NYSE">PBW</a>) fell by 2% and 1.3%, respectively, on Tuesday. 
Sunnova Energy International Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOVA#NYSE">NOVA</a>) dropped 12%, Sunrun Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RUN#NASDAQ">RUN</a>) fell 9.2% and SolarEdge Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SEDG#NASDAQ">SEDG</a>) declined 5%. 
Defense contractors such as Lockheed Martin Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LMT#NYSE">LMT</a>), RTX Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RTX#NYSE">RTX</a>) and Northrop Grumman (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOC#NYSE">NOC</a>) may also see rising uncertainty. While military spending is unlikely to be cut outright, several defense contractors rely on federal grants for research and development. 
The impact on health care remains unclear. While Medicare is shielded, Medicaid funding — which supports hospitals, managed care providers and pharmaceutical companies — could be at risk.
HCA Healthcare Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HCA#NYSE">HCA</a>) and Universal Health Services Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UHS#NYSE">UHS</a>) fell by 1% and 1.4%, respectively, while Tenet Healthcare Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/THC#NYSE">THC</a>) showed resilience Tuesday. 
Read Next:
<ul>
<li><a href="https://www.benzinga.com/economics/macro-economic-events/25/01/43281252/fed-set-to-signal-no-rush-to-cut-rates-as-wall-street-awaits-policy-clarity">Fed Set To Signal No Rush To Cut Rates As Wall Street Awaits Policy Clarity</a></li>
</ul>
Photo via Shutterstock.

Politics

NOVA

Trump's Federal Spending Freeze Puts $3 Trillion In Limbo, Threatens Industries Like Clean Energy, Defense, Health Care

Trump's first day in office brought a wave of executive orders targeting immigration, energy, social policies, and announcing the withdrawal from global agreements like the Paris Climate Accord and <a href="https://www.benzinga.com/topic/donald-trump">the World Health Organization. </a>
Trump also pledged to raise tariffs up to 25% on both Canada and Mexico starting Feb. 1, but fell short of announcing universal tariffs on all imports.
Following Monday&#8217;s market closure for Martin Luther King Jr. Day, investors began assessing how Trump's new policy measures could impact sectors across the board. 
Gold miners and defense stocks outperformed, while solar energy companies were among the hardest hit.
<h3 class="wp-block-heading">Wall Street&#8217;s Winners And Losers After Trump&#8217;s Day 1</h3>
Gold miners were among the standout performers, amid rising trade fears between the U.S. and Canada. 
The VanEck Gold Miners ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GDX#NYSE">GDX</a>) climbed 2.6% by 1:30 p.m. ET Tuesday. Leading gains were Harmony Gold Mining Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HMY#NYSE">HMY</a>), up 4.3% and Endeavour Silver Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EXK#NYSE">EXK</a>), up 3.1%.
&#8220;While President Trump's Inauguration Day policy announcements on tariffs were more benign than expected, we continue to expect the White House to increase tariff rates on autos and imports from China, and we see other tariff proposals as a risk,&#8221; Goldman Sach&#8217;s analyst Elsie Peng wrote in a note Tuesday.
Defense stocks also surged as Trump's policies emphasized national security and border protection declaring a &#8220;national emergency&#8221; at the southern border with Mexico. The iShares U.S. Aerospace &amp; Defense ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ITA#NYSE">ITA</a>) rose 3.3%.
Other notable movers included the U.S. Global Jets ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JETS#NYSE">JETS</a>), up 2%, and the SPDR S&amp;P Metals &amp; Mining ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XME#NYSE">XME</a>), which rose 1.6% as investors bet on increased demand for industrial materials.
Oil and gas exploration companies saw declines despite <a href="https://www.benzinga.com/government/regulations/25/01/43097430/trumps-drill-baby-drill-era-begins-oil-prices-tumble-us-energy-stocks-edge-up">Trump's "Drill, Baby, Drill"</a> push to unleash U.S. energy resources. The SPDR S&amp;P Oil &amp; Gas Exploration &amp; Production ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XOP#NYSE">XOP</a>) dropped 1.1%, signaling concerns about potential oversupply.
Clean energy and solar stocks, however, suffered from Trump's decision to halt offshore wind leasing and withdraw the U.S. from the Paris Climate Accord. 
The Invesco Solar ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TAN#NYSE">TAN</a>) fell 3.1%, with losses from Daqo New Energy Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DQ#NYSE">DQ</a>), down 6.7%, and First Solar Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FSLR#NASDAQ">FSLR</a>), which dropped 5.4%. The Invesco WilderHill Clean Energy ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PBW#NYSE">PBW</a>) slipped 1%.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/25/01/43103527/mexican-peso-canadian-dollar-slide-as-trump-threatens-25-tariffs-expert-eyes-price-hikes-on-typical-us-breakfast">Mexican Peso, Canadian Dollar Slide As Trump Threatens 25% Tariffs, Economist Eyes Price Hikes On &#8216;Typical US Breakfast&#8217;</a></li>
</ul>
Photo: Shutterstock

Market Vectors ETF Trust Market Vectors Gold Miners

JETS

Trump's First Day Sends Gold Miners, Defense Stocks Soaring, Solar Sliding

The World Economic Forum's (WEF) "Global Risks Report" for 2025 paints a sobering picture of the challenges ahead. The survey, released during the <a href="https://www.benzinga.com/topic/world-economic-forum#more-news">WEF&#8217;s annual meeting in Davos</a>, Switzerland, highlights the risks of geopolitical tensions, climate change and disinformation. 
These risks call for strategies to safeguard investments while capitalizing on emerging opportunities. Here&#8217;s how some ETFs could help investors sail smoothly through each global challenge mentioned in the survey.
Armed Conflict
According to the WEF report, 23% of respondents named state-based armed conflict as the most pressing risk for 2025. Persistent geopolitical tensions, such as the Russia-Ukraine conflict and the unrest in the Middle East, have shaken global trust.
In such a dire situation, defense ETFs and global security ETFs can save the day for investors. iShares U.S. Aerospace &amp; Defense ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/ITA#BATS">ITA</a>) provides exposure to U.S.-based companies in the defense sector, which could benefit from increased government spending on military capabilities. Moreover, an expense ratio of 0.4% makes it a cost-effective option. Also, a beta of 0.97% means it is at slightly lower risk than the broader market during volatility.
In addition, the SPDR S&amp;P Kensho Future Security ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FITE#NYSE">FITE</a>) focuses on innovative companies addressing global security challenges, including cybersecurity and physical defense. A glimpse of its top holdings include Viasat (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VSAT#NASDAQ">VSAT</a>), Lockheed Martin (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LMT#NYSE">LMT</a>) and F5 Networks (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FFIV#NASDAQ">FFIV</a>). The fund boasts an expense ratio of 0.45%.
Extreme Weather
The climate crisis is intensifying the frequency and severity of weather events such as floods, heatwaves, and tornadoes. With environmental risks dominating the 10-year horizon, resilient investment strategies are the need of the hour.
Clean Energy ETFs are well-positioned to capitalize on this global challenge. Invesco Solar ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TAN#NYSE">TAN</a>) has holdings in solar energy companies like Enphase Energy Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ENPH#NYSE">ENPH</a>) and First Solar Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FSLR#NYSE">FSLR</a>), which are poised to benefit from global decarbonization efforts.
See Also: <a href="https://www.benzinga.com/news/24/10/41594398/bill-gates-climate-innovation-model-wins-praise-from-ray-dalio-klaus-schwab-but-say-1-trillion-annua">Bill Gates&#8217; Climate Innovation Model Wins Praise From Ray Dalio, Klaus Schwab, But Say $1 Trillion Annual Funding Globally Is Not Enough</a>
Disinformation and Misinformation
For the second consecutive year, the scourge of misinformation and disinformation has been flagged by WEF as a top risk, leading to societal distrust, markets disruption, and heightened polarization. 
Many tech companies are united in their efforts to curb the spread of misinformation as well as disinformation (there is a very thin line of intentions separating the two terms). However, among those most equipped to fight this menace are cybersecurity companies. Naturally, <a href="https://www.benzinga.com/25/01/42829188/hack-attack-cybercrime-surge-fuels-demand-for-cybersecurity-etfs">ETFs focusing on the cybersecurity sector</a> stand to gain.
First Trust Nasdaq Cybersecurity ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CIBR#NASDAQ">CIBR</a>) focuses on companies addressing cyber threats, which often fan the fire of misinformation. Stocks of companies like Broadcom, Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), Crowdstrike Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWD#NASDAQ">CRWD</a>) and Cisco Systems (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>), prominent players in the cybersecurity space, are part of this fund&#8217;s holdings. 
Media ETFs like the Communication Services Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLC#NYSE">XLC</a>) can also benefit from media firms, which are increasingly becoming content-conscious. Media firms may benefit from investing in trusted content creation and digital information technologies.
Why ETFs Are Ideal In Turbulent Times
Insights from over 900 global risk experts, policymakers and industry leaders in September and October last year were obtained to compile WEF&#8217;s survey report. Some of the other short-term risks that the WEF's report highlights include societal polarization, cyber espionage, pollution, and inequality.
In these turbulent times, investors seek to hedge their investments instead of holding back from the market. ETFs come into the picture as flexible, cost-efficient and concern-specific instruments that allow investors to diversify their portfolios across sectors and geographies during global uncertainties.
As Carolina Klint of Marsh McLennan Europe told CNBC, "I think we're navigating an era now marked by increasing economic tensions&#8230;And I think we have to recognize the fragmentation is not a theoretical concern. It is something that we need to confront today. So, it has resulted in a more complex and uncertain trading environment." 
Building a resilient portfolio with ETFs aligned to global challenges can help investors power through 2025.
See Next: 
<ul>
<li><a href="https://www.benzinga.com/etfs/new-etfs/25/01/43010401/maximize-growth-minimize-risk-with-new-dynamic-allocation-etf">Maximize Growth, Minimize Risk With New, Dynamic Allocation ETF</a></li>
</ul>
Photo: Shutterstock

Comments

Invesco Solar ETF

Noticias

Últimas noticias sobre Invesco Solar ETF (ARCA:TAN)

Noticias

SOCIO/CONTRIBUIDOR

BENZINGA GLOBAL