La chaîne d'options affiche les données clés des options sur actions de Actelis Networks à différents prix d'exercice et dates d'expiration. Les traders utilisent ces informations pour analyser les transactions potentielles et évaluer le sentiment du marché pour Actelis Networks..

Actelis Networks (NASDAQ:ASNS) Stock, Chaîne d'Options

Actelis Networks

Actelis Networks Inc is a networking solutions company with a mission to enable communication for Internet of Things, or IoT, projects, deployed over wide areas such as cities, campuses, airports, military bases, roads, and rail. Its networking solutions use a combination of newly deployed fiber infrastructure and existing copper and coaxial lines to create a cost-effective, secure, and quick-to-deploy network. Its solutions also offer end-to-end network security to protect critical IoT data, utilizing a powerful combination of coding and encryption technologies, applied as required on both new and existing infrastructure within the hybrid-fiber-copper network. The company operates as one operating segment: developing and marketing access broadband equipment for copper and fiber networks.

Actelis Networks Inc

Back in 2009, Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) was a modest $5 billion chipmaker, overshadowed by Intel Corp's (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) $90 billion dominance.
Fast forward 16 years and Nvidia's market cap has skyrocketed to $3.3 trillion &#8211; making it 35 times more valuable than Intel's $95 billion. This extraordinary surge reflects Nvidia's transformation from a niche graphics card producer to the beating heart of the AI revolution.
Its GPUs now power everything from data centers to autonomous vehicles, fueling investor enthusiasm and a massive re-rating.
Read Also: <a href="https://www.benzinga.com/25/05/45433051/jim-cramer-says-gulf-countries-will-become-the-largest-hyperscalers-in-the-world-following-ai-deals">Jim Cramer Says Gulf Countries Will Become &#8216;Largest Hyperscalers In The World&#8217; After Nvidia&#8217;s 18,000 Blackwell Chip Deal</a>
<h2 class="wp-block-heading">Valuation Dynamics: Growth Premium Vs. Legacy Drag</h2>
Nvidia's current P/E ratio of <a href="https://fullratio.com/stocks/nasdaq-nvda/pe-ratio">45.6</a>, though high by traditional standards, actually sits below its 10-year average of 52.6, signaling that investors still see room for growth. 
Its forward P/E of 31.4 and PEG ratio under two reinforce this bullish outlook.
Meanwhile, Intel struggles with a negative earnings yield and a sky-high forward P/E of 80, reflecting challenges in regaining its footing. 
Intel's dated product lineup and execution issues contrast sharply with Nvidia's innovation-led momentum.
<h2 class="wp-block-heading">Looking Ahead: Earnings, Expectations, And The Future Of Chips</h2>
With Nvidia's first quarter earnings due May 28, the market is watching closely for signs of sustained growth amid a recent 20% monthly pullback. 
For Intel, the road ahead looks steeper as it struggles to catch up in AI and advanced manufacturing.
Ultimately, the 35x valuation gap isn't just about current profits &#8211; it's a market verdict on which company is shaping the future of computing. For now, Nvidia continues to lead the charge.
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/news/25/05/45431776/jensen-huang-says-he-wouldnt-start-nvidia-again-if-he-were-30-calling-the-journey-too-much-despite-the-companys-massive-success">Jensen Huang Says He Wouldn&#8217;t Start Nvidia Again If He Were 30, Calling The Journey &#8216;Too Much&#8217; Despite the Company&#8217;s Massive Success</a></li>
</ul>
Photo: Shutterstock

Long Ideas

Tech

Trading Ideas

INTC

NVDA

Nvidia Now Worth 35x Intel After 16-Year Surge And Valuation Gap Keeps Growing

UBS analyst Rodrigo Alcantara maintains Fomento Economico (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FMX#NYSE">FMX</a>) with a Neutral and raises the price target from $107 to $112.

News

Price Target

Analyst Ratings

Fomento Economico Mexicano S.A.B. De C.V.

UBS Maintains Neutral on Fomento Economico, Raises Price Target to $112

Alibaba Group Holding (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) reported its&nbsp;<a target="_blank" href="https://www.benzinga.com/pressreleases/25/05/b45430814/alibaba-group-announces-march-quarter-2025-and-fiscal-year-2025-results" rel="noreferrer noopener">fiscal&nbsp;fourth-quarter</a> results on Thursday. The Jack Ma co-founded e-commerce giant reported quarterly revenue growth of&nbsp;7%&nbsp;year-on-year to&nbsp;$32.58 billion, missing the analyst consensus estimate of&nbsp;$33.08 billion.
It clocked an adjusted earnings per ADS of&nbsp;$1.73, which&nbsp;beat the&nbsp;<a target="_blank" href="https://www.benzinga.com/calendars/earnings" rel="noreferrer noopener">analyst consensus estimate</a> of&nbsp;$1.48.&nbsp;Adjusted net income rose&nbsp;22%&nbsp;Y/Y to&nbsp;$4.11 billion.
Also Read: <a target="_blank" href="https://www.benzinga.com/government/regulations/25/05/45348699/us-listed-chinese-stocks-rally-as-countries-agree-to-ease-import-tariffs" rel="noreferrer noopener">US Listed Chinese Stocks Rally As Countries Agree To Ease Import Tariffs</a>
<h2 class="wp-block-heading">Segments</h2>
Revenue from Taobao and Tmall Group grew by&nbsp;9%&nbsp;year over year to&nbsp;$13.97 billion. Revenue from Alibaba International Digital Commerce Group increased by&nbsp;22%&nbsp;year over year to&nbsp;$4.63 billion, driven by the growth of cross-border businesses.
Local Services Group revenue grew by&nbsp;10%&nbsp;year over year to&nbsp;$2.22 billion, driven by the order growth of Amap and Ele.me and revenue growth from marketing services.&nbsp;
Cainiao Smart Logistics Network Limited&#8217;s revenue decreased&nbsp;12%&nbsp;year over year to&nbsp;$2.97 billion&nbsp;due to ongoing restructurings with its e-commerce businesses taking on specific logistics platform roles.&nbsp;
Cloud Intelligence Group revenue grew by&nbsp;18%&nbsp;Y/Y to&nbsp;$4.15 billion.
Digital Media and Entertainment Group rose&nbsp;12%&nbsp;Y/Y to&nbsp;$765 million.
All other revenue grew by&nbsp;5%&nbsp;year over year to $7.44 billion, primarily due to the strong performance of the movie and entertainment businesses and the increase in Youku&#8217;s advertising revenue.
In the Taobao and Tmall Group, customer management revenue grew&nbsp;12%&nbsp;due to an improvement in the take rate.
Revenue from China&#8217;s commerce retail business grew&nbsp;8%&nbsp;to&nbsp;$13.17 billion, while direct sales and other revenue declined by&nbsp;1%&nbsp;to&nbsp;$3.38 billion, primarily attributable to its planned reduction of certain direct sales businesses.
Revenue from China&#8217;s commerce wholesale business grew by&nbsp;17%&nbsp;to&nbsp;$798 million&nbsp;due to the increased revenue from value-added services provided to paying members.
Alibaba International Digital Commerce Group:&nbsp;International commerce retail business revenue grew by&nbsp;24% to&nbsp;$3.80 billion, primarily driven by the increase in revenue contributed by AliExpress&#8217;&nbsp;Choice&nbsp;and Trendyol.&nbsp;International commerce wholesale business revenue grew by&nbsp;16%&nbsp;Y/Y to&nbsp;$823 million.
Cloud Intelligence Group:&nbsp;Overall revenue, excluding Alibaba-consolidated subsidiaries, increased by&nbsp;17%, primarily driven by an even faster public cloud revenue growth, including the increasing adoption of AI-related products.
<h2 class="wp-block-heading">Cash</h2>
As of March 31, 2025, Alibaba held&nbsp;$82.29 billion&nbsp;in cash and equivalents and generated an operating cash flow of&nbsp;$3.79 billion, up&nbsp;18%.
During the quarter, it generated a free cash flow of&nbsp;$516 million, down&nbsp;76%, mainly due to the increase in expenditure related to its investments in cloud infrastructure.
Dividend: Alibaba declared a $2.00 per ADS dividend, including a $0.95 one-time payout from asset sales.
Price Action:&nbsp;BABA shares traded lower by&nbsp;6.06%&nbsp;at&nbsp;$125.92 at&nbsp;the last check on Thursday.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/news/earnings/25/05/45385027/jd-com-clocks-strong-q1-retail-and-logistics-growth-fueled-by-cash-burn" target="_blank" rel="noreferrer noopener">JD.com Clocks Strong Q1 Retail And Logistics Growth Fueled By Cash Burn</a></li>
</ul>
Image via shutterstock

Asia

Earnings

Dividends

BABA

Alibaba Stock Slides 5% After Revenue Miss, Cloud Spend Hits Free Cash Flow

UBS analyst Karl Keirstead maintains Dynatrace (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DT#NYSE">DT</a>) with a Neutral and raises the price target from $50 to $55.

UBS Maintains Neutral on Dynatrace, Raises Price Target to $55

Offerings

AURA

Aura Biosciences Prices $75M Underwritten Public Offering Of 11,735,565 Shares And Accompanying Warrants Of $4.90/Share

Galera Therapeutics (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GRTX#NASDAQ">GRTX</a>) reported quarterly losses of $(0.01) per share. This is a 87.5 percent increase over losses of $(0.08) per share from the same period last year.

GRTX

Galera Therapeutics Q1 EPS $(0.01) Up From $(0.08) YoY

Stephens &amp; Co. analyst Mason Carrico reiterates Pacific Biosciences (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PACB#NASDAQ">PACB</a>) with a Overweight and maintains $1.8 price target.

Reiteration

PACB

Stephens & Co. Reiterates Overweight on Pacific Biosciences, Maintains $1.8 Price Target

UBS analyst Jay Sole maintains Boot Barn Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BOOT#NYSE">BOOT</a>) with a Buy and raises the price target from $156 to $210.

BOOT

UBS Maintains Buy on Boot Barn Holdings, Raises Price Target to $210

UBS analyst Kunal Madhukar maintains Bumble (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BMBL#NASDAQ">BMBL</a>) with a Neutral and raises the price target from $5 to $6.

BMBL

UBS Maintains Neutral on Bumble, Raises Price Target to $6

Cosmos Health (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COSM#NASDAQ">COSM</a>) reported quarterly losses of $(0.03) per share. This is a 72.73 percent increase over losses of $(0.11) per share from the same period last year. The company reported $13.71 million in sales this quarter. This is a 5.98 percent decrease over sales of $14.58 million the same period last year.

COSM

Cosmos Health Q1 EPS $(0.03) Up From $(0.11) YoY, Sales $13.71M Down From $14.58M YoY

Applied Materials, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMAT#NASDAQ">AMAT</a>) will release its second-quarter financial results after the <a href="https://www.benzinga.com/quote/AMAT/earnings">closing bell on Thursday, May 15.</a>
Analysts expect the Santa Clara, California-based company to report quarterly earnings at $2.31 per share, up from $2.09 per share in the year-ago period. Applied Materials projects quarterly revenue of $7.12 billion, compared to $6.65 billion a year earlier, according to data from <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a>.
On April 22, Barclays analyst Tom O&#8217;Malley maintained the stock with an Equal-Weight rating and lowered the price target from $190 to $160.
With the recent buzz around Applied Materials, some investors may be eyeing potential gains from the company's dividends. Currently, Applied Materials offers an annual dividend yield of 1.06%, which is a quarterly dividend amount of 46 cents per share ($1.84 a year).
To figure out how to earn $500 monthly from Applied Materials, we start with a yearly target of $6,000 ($500 x 12 months).
Next, we take this amount and divide it by Applied Materials' $1.84 dividend: $6,000 / $1.84 = 3,261 shares.
So, an investor would need to own approximately $567,871 worth of Applied Materials, or 3,261 shares to generate a monthly dividend income of $500.
Assuming a more conservative goal of $100 monthly ($1,200 annually), we do the same calculation: $1,200 / $1.84 = 652 shares, or $113,539 to generate a monthly dividend income of $100.
Note that dividend yield can change on a rolling basis, as the dividend payment and the stock price both fluctuate over time.
The dividend yield is calculated by dividing the annual dividend payment by the current stock price. As the stock price changes, the dividend yield will also change.
For example, if a stock pays an annual dividend of $2 and its current price is $50, its dividend yield would be 4%. However, if the stock price increases to $60, the dividend yield would decrease to 3.33% ($2/$60).
Conversely, if the stock price decreases to $40, the dividend yield would increase to 5% ($2/$40).
Further, the dividend payment itself can also change over time, which can also impact the dividend yield. If a company increases its dividend payment, the dividend yield will increase even if the stock price remains the same. Similarly, if a company decreases its dividend payment, the dividend yield will decrease.
AMAT Price Action: Shares of Applied Materials gained by 0.6% to close at $174.14 on Wednesday.
<figure class="wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio"> 
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<iframe loading="lazy" title="How to Find Dividend Stocks: Scan, Analyze, and Capture with Benzinga Pro" width="500" height="281" src="https://www.youtube.com/embed/pVF0O2lsEH4?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>
</div>
</figure>
Read More:<a href="https://www.benzinga.com/25/05/45405004/jim-cramer-sofi-goes-to-new-highs-recommends-not-buying-this-health-care-stock"> </a>
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/25/05/45405004/jim-cramer-sofi-goes-to-new-highs-recommends-not-buying-this-health-care-stock">Jim Cramer: SoFi Goes To &#8216;New Highs,&#8217; Recommends Not Buying This Health Care Stock</a></li>
</ul>
Image: Shutterstock

Markets

AMAT

How To Earn $500 A Month From Applied Materials Stock Ahead Of Q2 Earnings

RWE (OTC:<a class="ticker" href="https://www.benzinga.com/stock/RWEOY#OTC">RWEOY</a>) reported quarterly earnings of $0.72 per share. This is a 38.46 percent decrease over earnings of $1.17 per share from the same period last year. The company reported $6.72 billion in sales this quarter. This is a 6.71 percent decrease over sales of $7.20 billion the same period last year.

Rwe Ag Ord Bearer Dm5 American Depository Receipt

RWEOY

RWE Q1 Adj. EPS $0.72 Down From $1.17 YoY, Sales $6.72B Down From $7.20B YoY

Wells Fargo analyst Michael Turrin maintains CoreWeave (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>) with a Equal-Weight and raises the price target from $50 to $60.

CRWV

Wells Fargo Maintains Equal-Weight on CoreWeave, Raises Price Target to $60

It has been anything but a quiet month in markets but quiet is exactly what the Easy Income Portfolio has achieved once again.
The tariff and trade noise has caused violent moves in the markets, and we have missed almost all of them
We just wrapped up a pretty interesting stretch for the portfolio. It wasn't a runaway rally, but we had more winners than losers, and some of the higher-yielding names really pulled their weight. Overall, the portfolio did what it's designed to do: deliver steady income while keeping a lid on volatility, even as the market tossed a few curveballs our way.
Here's a breakdown of what happened this past month, what we're holding, and how the whole thing holds up if interest rates start to move in either direction.
<hr class="wp-block-separator has-alpha-channel-opacity" />
Winners, Losers, and Everyone in Between
Let's start with the obvious winner: Dorchester Minerals (Ticker: DMLP). This royalty trust keeps pumping out income, and with oil and natural gas prices creeping higher, the market rewarded it. We're not getting our hands dirty in the oil patch—DMLP just collects checks from other people's wells. That's our kind of energy play.
On the credit side, SRLN (floating-rate loans), HYIN (high-yield bonds), BANX (bank credit), and BIZD (business development companies) all had solid months. Interest rates stayed higher for longer, which helped these credit-heavy positions earn their keep. Even PFFA, our preferred stock ETF, held its ground thanks to active management and a tilt toward higher-coupon names.
TYG, which holds pipeline and energy infrastructure companies, saw a little uptick too. It's not flashy, but it does tend to quietly rise when energy demand picks up.
Meanwhile, a few names were flat or down. REM (mortgage REITs) and MTBA (Simplify MBS ETF) were a little soft, mostly due to interest rate jitters. When rates bounce around, mortgage-related funds feel it first. FAX and XBB, our global and Canadian bond funds, didn't do much—but that's fine. They're there to add stability, not fireworks.
FINS and SPE, which invest in financials and special situations, also had a quiet month. But these kinds of holdings are like option tickets. We don't need them to work every month, just when the time is right.
<hr class="wp-block-separator has-alpha-channel-opacity" />
What Exactly Are We Holding?
This portfolio isn't just a bunch of random tickers thrown together. Everything has a role. Here&#8217;s a quick rundown of what each fund gives us:
<ul class="wp-block-list">
<li>Ticker: MTBA – Mortgage-backed securities (very sensitive to rate changes)</li>
<li>Ticker: FINS – Banks, insurance companies, and financial services</li>
<li>Ticker: SRLN – Floating-rate corporate loans</li>
<li>Ticker: DMLP – Oil and gas royalties (no drilling risk)</li>
<li>Ticker: XBB – Canadian investment-grade bonds</li>
<li>Ticker: PFFA – U.S. preferred stocks</li>
<li>Ticker: BANX – Subordinated debt from smaller banks</li>
<li>Ticker: JRI – Global infrastructure and real estate</li>
<li>Ticker: FAX – Asia-Pacific government and corporate bonds</li>
<li>Ticker: TYG – Energy pipelines and infrastructure</li>
<li>Ticker: CEFS – A basket of discounted closed-end funds</li>
<li>Ticker: BIZD – BDCs, which lend to small and mid-sized companies</li>
<li>Ticker: HYIN – High-yield corporate bonds (excluding financials)</li>
<li>Ticker: SPE – Special opportunities and deeply discounted assets</li>
<li>Ticker: REM – Mortgage REITs (very high income, but high risk)</li>
</ul>
Bottom line: we've got credit, income, energy, real assets, and a little bit of global exposure all working together.
<hr class="wp-block-separator has-alpha-channel-opacity" />
How the Portfolio Holds Together
Now let's talk about how these pieces move in relation to one another. This isn't a portfolio where everything moves in the same direction. In fact, that's the whole point. Some assets—like DMLP and TYG—move with oil prices. Others—like FAX and XBB—move with interest rates. A few—like REM and MTBA—are tied to the mortgage market and how investors feel about housing credit risk.
When we ran the correlation data, we found that a lot of these funds don't really move together. That's exactly what we want. Low correlations mean if one piece gets hit, something else can hold up or even rally. It's like having a group of friends where one's always calm, one's the life of the party, and one always brings snacks. Everyone has a role.
<hr class="wp-block-separator has-alpha-channel-opacity" />
What Happens if Rates Move? We Ran the Numbers
We also stress-tested the portfolio to see how it would react to big moves in interest rates.
If interest rates jump by 1%:
<ul class="wp-block-list">
<li>Bond funds like XBB, FAX, and REM would take a hit—anywhere from 3% to 5%.</li>
<li>PFFA and BANX would probably dip a little too.</li>
<li>But names like DMLP, TYG, and SRLN would likely go up. These types of investments actually benefit when rates rise because they're linked to commodities or float with the market.</li>
</ul>
If rates drop by 1%:
<ul class="wp-block-list">
<li>Bonds bounce back. REM, XBB, and FAX could gain 4% to 5%.</li>
<li>Preferreds like PFFA would catch a tailwind.</li>
<li>Floating-rate loans and energy plays would lag, but we wouldn't expect anything dramatic.</li>
</ul>
The key takeaway? This portfolio has protection on both sides of the rate spectrum. If rates rise, we've got floating-rate credit and oil. If rates fall, we've got bonds and preferreds ready to rally.
<hr class="wp-block-separator has-alpha-channel-opacity" />
The Bottom Line
This portfolio is built to grind out income while avoiding big drawdowns. We're not trying to shoot the lights out, and we're not betting the farm on any single theme. What we are doing is collecting income from multiple sources—credit, energy, real estate, and discounted assets—and letting time and discipline do the work.
If the Fed gets it wrong, we've got hedges. If they pull off a soft landing, we've got plenty of yield. And if volatility keeps creeping in, we're holding assets that don't all move the same way.

Opinion

DMLP

Easy Income Portfolio: May 2025 Update

Wells Fargo analyst Ken Gawrelski maintains Ibotta (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBTA#NYSE">IBTA</a>) with a Overweight and raises the price target from $52 to $60.

IBTA

Wells Fargo Maintains Overweight on Ibotta, Raises Price Target to $60

Mitsubishi UFJ Finl Gr (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MUFG#NYSE">MUFG</a>) reported quarterly earnings of $0.07 per share. This is a 36.36 percent decrease over earnings of $0.11 per share from the same period last year. The company reported $22.01 billion in sales this quarter. This is a 3.44 percent decrease over sales of $22.80 billion the same period last year.

MUFG

Mitsubishi UFJ Finl Gr Q4 GAAP EPS $0.07 Down From $0.11 YoY, Sales $22.01B Down From $22.80B YoY

Wells Fargo analyst Andrew Bauch maintains Global E Online (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GLBE#NASDAQ">GLBE</a>) with a Overweight and lowers the price target from $45 to $40.

GLBE

Wells Fargo Maintains Overweight on Global E Online, Lowers Price Target to $40

Saudi Arabian Mining Company (Ma'aden) has signed a memorandum of understanding with MP Materials (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MP#NYSE">MP</a>) to develop an integrated rare earth supply chain in Saudi Arabia. The agreement, signed on the sidelines of the <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">U.S.-Saudi Investment Forum 2025</a> in Riyadh, reflects both governments' appetites for securing critical mineral supply chains.
Under the agreement, Ma'aden and MP Materials will explore cooperation across the rare earth value chain—from mining and separation to refining and magnet production. Rare earth magnets are essential components in electric vehicles, wind turbines, aerospace systems, and robotics industries, projected to grow exponentially over the next decade.
Ma'aden, which operates 17 mines and exports minerals to 55 countries in 2024, continues to scale its mining sector as part of Saudi Arabia's Vision 2030 economic strategy.
"We aim to create a global hub for a fully integrated rare earth value chain supporting advanced manufacturing in the Kingdom," <a href="https://mpmaterials.com/news/maaden-and-mp-materials-collaborate-to-establish-full-value-chain-for-rare-earth-magnetics">said</a> Ma'aden CEO Bob Wilt. "This is an integral step in the exploration and development of minerals that will drive economic and industrial growth for the Kingdom."
MP Materials, which operates the only commercial-scale rare earth mine and processing facility in the U.S., brings the technical expertise and industrial scale needed to help establish Saudi Arabia as a major player in this field.
"Today's announcement is an important first step towards rebalancing the global supply chain in a moment of transformational growth fueled by emerging technologies—especially in robotics and physical AI," said MP Materials CEO James Litinsky.
The rare earth sector has taken on increasing strategic importance as the U.S. seeks to reduce dependence on China, which accounts for over 60% of production and over 80% of refining capacity. The Biden and Trump administrations have made reshoring and diversifying rare earth supply chains a national security priority.  Although used in relatively small quantities, these minerals are essential for the functionality of many advanced technologies.
In addition to the Ma'aden-MP Materials deal, U.S. and Saudi officials also advanced a $9 billion critical minerals initiative that allows Grand Mines Mining LLC to explore for lithium, cobalt, and rare earths in Saudi Arabia and Africa, with future exports directed to the United States, according <a href="https://www.washingtonpost.com/technology/2025/05/13/trump-mideast-chips-mines-minerals-uae-saudi/">to</a> The Washington Post.
However, the broader implications of these deals, especially those involving advanced AI hardware exports, have drawn criticism. Sam Winter-Levy, a Technology and International Affairs Program fellow at the Carnegie Endowment for International Peace, warned about offshoring American AI and critical minerals know-how to the Middle East.
"We essentially spent the last half-century trying to reduce the leverage of these states over the U.S. because of their control of the oil supply. Why would we recreate that dependency?" he said, pointing at Saudi Arabia&#8217;s close ties with Russia and China.
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/news/guidance/25/05/45402224/short-term-excess-cobalt-supply-masks-long-term-trend-study-says">Short-Term Excess Cobalt Supply Masks Long-Term Trend, Study Says</a></li>
</ul>
Photo: Shutterstock

Government

Large Cap

Commodities

Politics

Legal

Global

US And Saudi Forge Rare Earth Alliance, But Are We Trading One Dependency For Another?

<a href="https://www.ft.com/content/0e12be6a-c1fd-438b-9cd8-49affa33d310" title="https://www.ft.com/content/0e12be6a-c1fd-438b-9cd8-49affa33d310">https://www.ft.com/content/0e12be6a-c1fd-438b-9cd8-49affa33d310</a>

Macro Economic Events

Economics

General

'Trump's Trade War Risks U.S. Capital Flight, Warns Hedge Fund Elliott' - Financial Times

Wells Fargo analyst Sam Reid maintains Owens-Corning (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OC#NYSE">OC</a>) with a Overweight and raises the price target from $150 to $160.

Wells Fargo Maintains Overweight on Owens-Corning, Raises Price Target to $160

Market Alert: Buy Rating Reiterated for Actelis Networks with $5 Price Target

Press Releases

Actelis Receives Significant New Orders to Modernize U.S. Military Bases with Rapid Deployment, Cyber Hardened Networking

Contracts

Actelis Networks Secures New Order to Modernize Orange County's Traffic Infrastructure

Market Alert: Actelis Networks on a Roll - Secures Orange County Smart City Win Following Military Base Contracts

Actelis Networks Receives Follow-On Order from City of Eugene, Oregon for Traffic Management System Modernization

Actelis Networks Secures New Order to Modernize Major Nordic Municipality's Communication Infrastructure

Actelis Networks Receives New Order for Critical Infrastructure Modernization in Japan

Actelis Networks  to Report First Quarter 2025 Results on May 13, 2025

Actelis Networks Receives New Order to Support Rail Infrastructure Modernization in Northern Ireland

Actelis Networks Reports First Quarter 2025 Financial Results With Stable Revenues Alongside Increased Global Partners Coverage And Operational Efficiency

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