Dernières nouvelles pour iShares U.S. Industrials ETF (BATS:IYJ)

iShares U.S. Industrials ETF

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The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index measures the performance of the industrials sector of the U.S. equity market.

Visa Inc

Mastercard Inc

Accenture Plc

General Electric Co.

Caterpillar, Inc.

United Technologies Corp.

Union Pacific Corp

American Express Co.

Honeywell International Inc.

Eaton Corp. Plc

Fiserv Inc.

Boeing Co

Ge Vernova Inc

iShares US Industrials ETF

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

In a world where technology and resources shape economic power, recent strategic moves by major companies reflect broader market shifts and <a href="https://www.benzinga.com/topic/wall-street">growing global challenges.</a>
On <a href="https://www.cnbc.com/video/2025/07/14/final-trades-lockheed-martin-netflix-ishares-u-s-industrials-etf-and-check-point.html">CNBC's </a>&#8220;Halftime Report Final Trades,&#8221; Jim Lebenthal, chief equity strategist at Cerity Partners, named Lockheed Martin Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LMT#NYSE">LMT</a>) as his <a href="https://www.benzinga.com/markets/equities/25/07/46390158/lockheed-martin-in-talks-to-tap-untouched-pacific-mining-licenses-amid-global-mineral-push">final trade</a>.
Lockheed Martin is reportedly in talks with mining companies to enable the development of its licensed areas on the Pacific seabed. The move comes as global competition for critical minerals intensifies.
Stephen Weiss, chief investment officer and managing partner of Short Hills Capital Partners, said Netflix, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>) will continue going higher despite a couple of analysts downgrading the stock over the last couple of weeks.
Lending support to his choice, Piper Sandler analyst Matt Farrell maintained a Netflix rating of Overweight on Friday and raised the price target from $1,150 to $1,400. In contrast, Needham analyst Laura Martin maintained a Buy rating and boosted the price target from $1,126 to $1,500.
Don't forget to check out our <a href="https://www.benzinga.com/premarket/">premarket coverage here</a>
Shannon Saccocia, chief investment officer of NB Private Wealth, picked iShares U.S. Industrials ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IYJ#NYSE">IYJ</a>) as her final trade.
Joseph M. Terranova, senior managing director for Virtus Investment Partners, said he likes Check Point Software Technologies Ltd. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CHKP#NASDAQ">CHKP</a>).
On the earnings front, Check Point Software will release its financial results for the second quarter on Wednesday, July 30. Analysts expect the company to report quarterly earnings at $2.36 per share on revenue of $662.11 million.
Price Action:
<ul class="wp-block-list">
<li>Lockheed Martin shares gained 1.3% to close at $473.57 on Monday.</li>
<li>Netflix rose 1.4% to close at $1,261.95 during the session.</li>
<li>iShares U.S. Industrials ETF gained 0.5% on Monday.</li>
<li>Check Point Software shares gained 2.4% to close at $220.68 during the session.</li>
</ul>
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<li><a href="https://www.benzinga.com/markets/equities/25/07/46408189/jpmorgan-wells-fargo-and-3-stocks-to-watch-heading-into-tuesday">JPMorgan, Wells Fargo And 3 Stocks To Watch Heading Into Tuesday</a></li>
</ul>
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Long Ideas

News

Markets

Media

Trading Ideas

CHKP

NFLX

Netflix, Lockheed Martin, Check Point Software And More On CNBC's 'Final Trades'

Analyst Ratings

CNBC Halftime Report Final Trades: Lockheed Martin, Netflix, Check Point Software Technologies, iShares U.S. Industrials ETF

Greif Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GEF#NYSE">GEF</a>) has entered into a <a target="_blank" href="https://www.benzinga.com/pressreleases/25/07/g46190602/greif-inc-enters-into-definitive-agreement-to-sell-containerboard-business-for-1-8-billion" rel="noreferrer noopener">definitive agreement to divest</a> its Containerboard business to Packaging Corporation of America (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PKG#NYSE">PKG</a>) for $1.8 billion in cash, in a deal expected to close by the end of fiscal 2025.
The transaction includes two containerboard mills with approximately 800,000 tons of annual production capacity and eight sheet feeder and corrugated plants across the United States.
This business generated $1.2 billion in revenue and $212 million in EBITDA for the twelve months ended April 30, 2025, valuing the transaction at 8.5x LTM EBITDA, or 6.6x including $60 million in anticipated synergies.
Also Read: <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46192736/ibm-just-tackled-one-of-techs-most-annoying-bottlenecks" rel="noreferrer noopener">IBM Just Tackled One Of Tech&#8217;s Most Annoying Bottlenecks</a>
These synergies, driven by production optimization, increased integration, and lower transportation costs, are expected to be fully realized within two years, with half achieved in year one.
The divestiture excludes Greif&#8217;s URB (Uncoated Recycled Board) network, which remains integral to its strategy of focusing on higher-margin packaging solutions.
Financially, the sale is expected to lower Greif&#8217;s pro forma leverage ratio to below 2.0x, generate annual interest savings of $85 million, and reduce annual maintenance capital expenditure by $25 million, the company said in a note to investors. The company also anticipates further deleveraging following the planned sale of its timberland assets.
The company intends to use the full proceeds to repay debt and reinvest in high-ROIC opportunities aligned with its &#8220;Build to Last&#8221; strategic vision. Greif has reaffirmed its 2027 financial targets, including $1 billion in Adjusted EBITDA and $500 million in Adjusted Free Cash Flow.
On the buyer side, PCA plans to <a target="_blank" href="https://www.benzinga.com/pressreleases/25/07/b46190506/packaging-corporation-of-america-announces-agreement-to-purchase-greif-containerboard-business" rel="noreferrer noopener">finance</a> the acquisition with $1.5 billion in new debt and cash on hand, resulting in a pro forma net debt-to-EBITDA ratio of 1.7x post-closing.
CEO Ole Rosgaard described the transaction as a &#8220;pivotal step&#8221; in the company&#8217;s &#8220;Build to Last&#8221; strategy, emphasizing the goal to unlock shareholder value, strengthen the balance sheet, and focus on core areas with leadership positions.
The deal underscores Greif&#8217;s commitment to streamlining operations, boosting margin expansion, and delivering long-term growth.
As of March 31, 2025, Packaging Corporation of America held&nbsp;<a target="_blank" href="https://www.benzinga.com/pressreleases/25/04/b44937051/packaging-corporation-of-america-reports-first-quarter-2025-results" rel="noreferrer noopener">$914.4 million</a> in cash, cash equivalents, and marketable debt securities.
Related ETFs: iShares U.S. Industrials ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/IYJ#BATS">IYJ</a>), SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>).
Price Action: At the last check on Tuesday, GEF shares were trading higher by 3.21% at $67.10, and PKG was up 3.70% at $195.28.
Read Next:
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</ul>
Photo via Shutterstock

Movers

Greif Divests Containerboard Business For $1.8 Billion To Slash Debt

Baker Hughes Co. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BKR#NASDAQ">BKR</a>) announced on Monday that it will sell its Precision Sensors &amp; Instrumentation (PSI) unit to Crane Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CR#NYSE">CR</a>) for approximately <a target="_blank" href="https://www.benzinga.com/pressreleases/25/06/g45834576/baker-hughes-announces-sale-of-precision-sensors-instrumentation-product-line-to-crane-company" rel="noreferrer noopener">$1.15 billion in cash</a>. The move is part of Baker Hughes&#8217; broader strategy to streamline its portfolio and reallocate capital toward higher-return opportunities.
PSI, a division within Baker Hughes&#8217; Industrial &amp; Energy Technology segment, includes well-known brands such as Druck, Panametrics, and Reuter-Stokes. These brands specialize in sensor-based technologies for measuring pressure, flow, gas, moisture, and radiation.
The unit employs roughly 1,600 people worldwide, and the sale includes all associated assets, including intellectual property and infrastructure.
Also Read: <a target="_blank" href="https://www.benzinga.com/m-a/25/06/45724879/cactus-takes-majority-stake-in-baker-hughes-spc-for-global-reach" rel="noreferrer noopener">Cactus Takes Majority Stake In Baker Hughes&#8217; SPC For Global Reach</a>
Lorenzo Simonelli, Chairman and CEO of Baker Hughes, said the sale supports the company&#8217;s renewed focus on core areas like rotating equipment, asset performance management, flow control, and decarbonization. He noted that the divestiture enhances long-term value creation and bolsters the company&#8217;s balance sheet.
Crane Company pegged the net value of the deal at $1.06 billion after expected tax benefits, citing PSI&#8217;s projected 2025 <a target="_blank" href="https://www.benzinga.com/pressreleases/25/06/b45834589/crane-company-to-acquire-precision-sensors-instrumentation-from-baker-hughes-company" rel="noreferrer noopener">sales of $390 million</a> and adjusted EBITDA of $60 million.
Max H. Mitchell, Chairman and CEO of Crane, described PSI as &#8220;a perfect fit&#8221; for its Aerospace &amp; Electronics and Process Flow Technologies divisions.
Mitchell highlighted how the Druck brand will strengthen Crane&#8217;s aerospace pressure sensing capabilities while Reuter-Stokes will significantly expand its nuclear detection portfolio. Panametrics, he added, brings advanced flow and moisture measurement solutions that serve a wide range of industrial applications.
Crane expects the acquisition to deliver a 10% return on invested capital within five years, with sales growth projected between 4% and 6%, alongside strong operating leverage. The acquisition will be financed through a mix of cash and new debt, with closing anticipated by late 2025 or early 2026.
Investors may also track relevant ETFs such as the Industrial Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLI#NYSE">XLI</a>) and the iShares U.S. Industrials ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IYJ#NYSE">IYJ</a>).
Price Action: At the last check on Monday, CR shares were trading higher by 1.03% to $179.51, and BKR stock was up 0.11% at $37.94.
Read Next:
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Photo by hkhtt hj via Shutterstock

Asset Sales

Baker Hughes Sells Sensors Unit To Crane Company For $1.15 Billion

On CNBC's &#8220;<a href="https://www.cnbc.com/video/2025/05/27/final-trades-kinsale-capital-wabtec-urban-outfitters-and-the-iyf.html">Halftime Report Final Trades</a>,&#8221; Joshua Brown, CEO of Ritholtz Wealth Management, said Kinsale Capital Group, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KNSL#NYSE">KNSL</a>) is looking great <a href="https://www.benzinga.com/quote/KNSL/analyst-ratings">today and every day</a>.
Supporting his view, Morgan Stanley analyst Bob Huang, on May 19, maintained Kinsale Capital with an Overweight rating and raised the price target from $490 to $525.
Jim Lebenthal of Cerity Partners said Westinghouse Air Brake Technologies Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WAB#NYSE">WAB</a>) is a &#8220;solid industrial in a solid industrial space.&#8221;
Supporting his view, Westinghouse Air Brake, on April 23, reported better-than-expected first-quarter adjusted EPS results and raised its FY25 earnings guidance.
Don't forget to check out our <a href="https://www.benzinga.com/premarket/">premarket coverage here</a>
Shannon Saccocia, chief investment officer of NB Private Wealth, named iShares U.S. Industrials ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IYJ#NYSE">IYJ</a>), saying M&amp;A is probably a catalyst here.
Joseph Terranova, senior managing director of Virtus Investment Partners, picked Urban Outfitters, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/URBN#NASDAQ">URBN</a>) as his final trade.
Lending support to his choice, Urban Outfitters, on May 21, reported quarterly earnings of $1.16 per share, which beat the analyst consensus estimate of 82 cents by 41.46%. Quarterly revenue clocked in at $1.33 billion, which beat the Street estimate of $1.28 billion.
Price Action:
<ul class="wp-block-list">
<li>Kinsale Capital shares gained 2.3% to close at $474.07 on Tuesday.</li>
<li>Westinghouse Air Brake Technologies shares rose 2.1% to close at $203.22 on Tuesday.</li>
<li>iShares U.S. Industrials ETF rose 1.9% during Tuesday's session.</li>
<li>Urban Outfitters shares gained 4.1% to close at $75.26.</li>
</ul>
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<li><a href="https://www.benzinga.com/trading-ideas/long-ideas/25/05/45616471/jim-cramer-says-rocket-is-a-very-fine-company-recommends-buying-this-health-care-stock">Jim Cramer Says Rocket Is A &#8216;Very Fine&#8217; Company, Recommends Buying This Health Care Stock</a></li>
</ul>
Photo: Shutterstock

KNSL

URBN

Urban Outfitters, Kinsale Capital And More On CNBC's 'Final Trades'

CNBC Halftime Report Final Trades: Kinsale Capital Group, Westinghouse Air Brake Technologies, iShares U.S. Industrials ETF, Urban Outfitters

Visa Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/V#NYSE">V</a>) on Wednesday launched Visa Commercial Integrated Partners, which aims to enhance the connection between fintech companies and Visa&#8217;s commercial offerings via its <a target="_blank" href="https://www.benzinga.com/pressreleases/25/05/b45538314/visa-launches-commercial-integrated-partners-to-turbo-charge-the-fintech-ecosystem" rel="noreferrer noopener">dedicated commercial platform</a>.
Through advanced APIs, Visa will enable business partners to embed its products directly into their applications. The program establishes the necessary ecosystem, technology, and framework.
This allows innovative fintechs and other business application providers to easily integrate payment functionalities into their platforms, thereby enabling the use of Visa credentials issued by Visa Commercial partners.
Also Read: <a target="_blank" href="https://www.benzinga.com/trading-ideas/long-ideas/25/05/45328849/v-visa-stock-flashes-rebound-signal-thawing-trade-tensions" rel="noreferrer noopener">Options Corner: Visa Flashes Potential Rebound Signal Amid Thawing Trade War Tensions</a>
This program also benefits Visa&#8217;s business partners by cutting their development time and costs. It allows fintechs to concentrate on innovation and improving customer experiences while enabling their customers to make payments using their existing Commercial Card credentials.
Darren Parslow, Global Head of Visa Commercial Solutions, said, &#8220;By leveraging our network and Commercial APIs, we are enabling our partners to innovate faster, reduce development and distribution costs, and deliver superior payment experiences to their clients; it underscores Visa&#8217;s commitment to driving the future of digital payments and supporting the growth of the fintech ecosystem globally.&#8221;
In a separate release, Visa announced the general availability of its innovative <a target="_blank" href="https://www.benzinga.com/pressreleases/25/05/b45538326/visa-announces-the-general-availability-of-visa-ar-manager-in-the-u-s" rel="noreferrer noopener">Visa AR Manager product in the U.S</a>.
This solution is designed to boost and retain existing card volume by automating the virtual card transaction process, directly addressing a major challenge for suppliers who accept commercial credentials.
Visa AR Manager streamlines virtual card transactions by automatically retrieving card account details, initiating authorization and clearing steps for the supplier, and then providing timely and useful reconciliation data to finalize invoices within the supplier&#8217;s ERP system.
This automation significantly simplifies how virtual card transactions are handled, reducing manual effort for merchants and allowing them to concentrate on their core business activities.
Investors can gain exposure to the stock via&nbsp;iShares U.S. Industrials ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/IYJ#BATS">IYJ</a>) and&nbsp;iShares U.S. Financial Services ETF&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IYG#NYSE">IYG</a>).
Price Action: Visa shares are trading lower by 0.88% to $363.60 at last check Wednesday.
Read Next:
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</ul>
Image via Shutterstock

Equities

Fintech news covering the emerging Financial Technology services sector

Fintech

Large Cap

iShares Trust Dow Jones US Financial Services Index Fund

Visa's Dual Push: Enhancing Fintech Partnerships, Automating Virtual Card Payments

On CNBC's &#8220;<a href="https://www.cnbc.com/video/2025/04/29/final-trades-netflix-abbvie-ishares-u-s-industrials-etf-and-sherwin-williams.html">Halftime Report Final Trades</a>,&#8221; Joshua Brown of Ritholtz Wealth Management named Netflix, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>) as <a href="https://in.benzinga.com/news/25/04/44955413/netflix-stock-rallies-on-last-weeks-earnings-beat-tariff-resilience-as-markets-climb-on-trade-optimism">his final trade</a>.
On the earnings front, Netflix reported first-quarter revenue of $10.54 billion on April 17, up 12.5% year-over-year. The revenue total beat a Street consensus estimate of $10.52 billion, according to data from Benzinga Pro. The company reported earnings per share of $6.61, beating a Street consensus estimate of $5.74.
Jason Snipe of Odyssey Capital Advisors said AbbVie Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ABBV#NYSE">ABBV</a>) reported robust earnings.
The company reported an adjusted EPS of $2.46 on Friday, up 6.5% year over year, beating the consensus of $2.38. The pharmaceutical giant reported sales of $13.34 billion, up 8.4% on a reported basis (+9.8% on an operational basis), beating the consensus of $12.92 billion.
Don't forget to check out our <a href="https://www.benzinga.com/premarket/">premarket coverage here</a>
Shannon Saccocia of NB Private Wealth picked iShares U.S. Industrials ETF (CBOE: IYJ) as her final trade, saying there is some insulation for aerospace and defense from tariffs.
Stephanie Link of Hightower Advisors said The Sherwin-Williams Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SHW#NYSE">SHW</a>) reported a great quarter.
On Tuesday, Sherwin-Williams posted first-quarter adjusted earnings of $2.25 per share, beating market expectations of $2.16 per share.
Price Action:
<ul>
<li>Netflix shares gained 1.4% to close at $1,125.64 on Tuesday.</li>
<li>AbbVie gained 0.6% to close at $193.51 during Tuesday's session.</li>
<li>iShares U.S. Industrials ETF gained 0.8% on Tuesday.</li>
<li>Sherwin-Williams shares climbed 4.8% to settle at $348.13 during the session.</li>
</ul>
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</ul>
Photo: Shutterstock

ABBV

Netflix, Sherwin-Williams, AbbVie And More On CNBC's 'Final Trades'

General

CNBC Halftime Report Final Trades: Netflix, AbbVie, iShares U.S. Industrials, Sherwin-Williams Company

On CNBC's &#8220;<a href="https://www.cnbc.com/video/2025/03/28/final-trades-paypal-meta-abbvie-and-snowflake.html">Halftime Report Final Trades</a>,&#8221; Jim Lebenthal of Cerity Partners picked Lockheed Martin Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LMT#NYSE">LMT</a>) as his final trade.
Lockheed Martin and Alphabet Inc. (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>), which owns Google Public Sector, announced on Thursday a strategic partnership to integrate Google's advanced generative artificial intelligence (AI) into Lockheed Martin's AI Factory ecosystem. The initiative aims to enhance the development, deployment, and maintenance of AI-driven solutions for national security, aerospace, and <a href="https://www.benzinga.com/news/contracts/25/03/44533913/lockheed-martin-and-google-partner-to-advance-ai-in-defense">scientific fields</a>.
Don't forget to check out our <a href="https://www.benzinga.com/premarket/">premarket coverage here</a> 
Shannon Saccocia of NB Private Wealth said iShares U.S. Industrials ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IYJ#NYSE">IYJ</a>) is down a little bit this year and offers some opportunity in a <a href="https://www.benzinga.com/quote/IYJ/dividends">cyclical rebound.</a>
Stephen Weiss of Short Hills Capital Partners named U.S. 2 Year Treasury, saying it's a good place to hide.
Joseph M. Terranova of Virtus Investment Partners said energy prices are going to be higher for the year and Exxon Mobil Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XOM#NYSE">XOM</a>) gets you the energy exposure that you need.
On Thursday, Morgan Stanley analyst Devin McDermott maintained Exxon Mobil with an Overweight rating but slashed the price target from $141 to $138.
Price Action:
<ul>
<li>iShares U.S. Industrials ETF gained 0.8% on Monday.</li>
<li>Lockheed Martin shares rose 1.2% to close at $446.71 during Monday's session.</li>
<li>Exxon Mobil shares gained 1% to settle at $118.93 on Monday.</li>
</ul>
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</ul>
Image: Shutterstock

GOOG

GOOGL

Lockheed Martin, Exxon Mobil And More: CNBC's 'Final Trades'

Donald Trump's economic planning is often referred to as "Maganomics," a phrase based on his campaign slogan, "Make <a href="https://www.benzinga.com/topic/donald-trump">America Great Again.&#8221; </a> Trump&#8217;s policy ideas have led to divided opinions between economists and investors, according to a <a href="https://www.ft.com/content/cbdcf6f1-16d5-4ce9-aa94-5d3098cc19b8">report </a>by the Financial Times. The former worry about the potential shortcomings of protectionist policies such as tariffs and immigration curbs, while investors are focusing on the brighter side, especially for U.S. manufacturing. And here's where things get interesting— certain ETFs might gain from these dynamics.
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Trump's targeted tariffs and pro-business standpoint is designed to increase domestic manufacturing and attract investment into sectors like industrials and materials. The idea is simple: by imposing tariffs on imports, U.S.-made goods become more competitive and encourage domestic manufacturers to up their production. For investors, this shift can push economic growth, despite warnings from experts.
This optimism among investors makes ETFs heavy on manufacturing and industrial growth particularly appealing. Funds like the iShares U.S. Industrials ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/IYJ#BATS">IYJ</a>) or the SPDR S&amp;P Metals and Mining ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XME#NYSE">XME</a>) could gain directly from increased investment in American factories and infrastructure. These ETFs provide exposure to companies that are likely to thrive under policies encouraging domestic production.
The iShares U.S. Industrials ETF has an expense ratio of 0.39% and includes some big names in the industrials sector, like GE Aerospace (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GE#NYSE">GE</a>), Honeywell International (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HON#NYSE">HON</a>) and Lockheed Martin (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LMT#NYSE">LMT</a>) in its holdings.
Meanwhile, the SPDR S&amp;P Metals and Mining ETF, with an even lower expense ratio of 0.35%, is exposed to the steel industry by 51.04%, coal and consumable fuels by 13.31%, aluminum by 7.18% and diversified metal and mining by 5.58%, among others.
An analyst at T. Rowe Price, cited by the Financial Times, suggests that Trump&#8217;s pro-business policies could encourage companies previously hesitant under past administrations to boost their spending.
This could also help funds like the Vanguard Industrials ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VIS#NYSE">VIS</a>), which invests in a broader range of industrial sectors.
Ultimately, the appeal of "Maganomics" for investors lies in how likely it is to create short-term winners, especially in manufacturing and industrials. ETFs that play with these themes could allow investors to ride the wave of optimism while diversifying risk.
See Next: 
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</ul>
Image created using photos from Shutterstock.

Politics

How Trump's 'Maganomics' Could Power Industrials-Focused ETFs

On CNBC's &#8220;<a href="https://www.cnbc.com/video/2024/11/13/final-trades-amazon-crowdstrike-and-the-iyj.html">Halftime Report Final Trades</a>,&#8221; Joseph M. Terranova of Virtus Investment Partners named CrowdStrike Holdings, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWD#NASDAQ">CRWD</a>), saying he loves <a href="https://www.benzinga.com/topic/cybersecurity">anything related to cybersecurity</a>.
On Nov. 7, CrowdStrike disclosed an expanded distribution partnership with Ignition Technology to bring its Falcon cybersecurity platform to Ignition's partner network in Ireland. This expansion builds on strong results in the U.K. and Nordics, where the partnership saw over 85% year-over-year growth, driven by increased demand for cybersecurity transformation, platform adoption, and <a href="https://www.benzinga.com/markets/equities/24/11/41800177/crowdstrike-expands-cybersecurity-reach-in-europe-and-launches-ai-red-team-services">vendor consolidation</a>.
CrowdStrike will release financial results for its fiscal third quarter 2025 ended Oct. 31, after the closing bell on Tuesday, Nov. 26. Analysts expect the company to report quarterly earnings at 81 cents per share, down from 82 cents per share in the year-ago period. The company projects to report revenue of $983.05 million, compared to $786.01 million a year earlier.
Don't forget to check out our <a href="https://www.benzinga.com/premarket/">premarket coverage here</a>
 Jim Lebenthal of Cerity Partners named Amazon.com, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) as his <a href="https://www.benzinga.com/media/24/11/41927913/amazon-confirms-vendor-data-breach-affecting-2-8m-employee-contacts-adds-to-growing-list-of-moveit-hack-victims">final trade</a>.
Amazon.com confirmed a vendor data breach exposing employee contact information, linking the company to the widening MOVEit hack. Amazon confirmed a data breach at one of its property management vendors that exposed the email addresses, phone numbers, and building locations of company employees, reported The Verge.
Shannon Saccocia of NB Private Wealth picked iShares U.S. Industrials ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IYJ#NYSE">IYJ</a>).
Price Action:
<ul>
<li>Amazon shares gained 2.5% to close at $214.10 during Wednesday's session.</li>
<li>iShares U.S. Industrials ETF rose by 0.1% during Wednesday's session.</li>
<li>CrowdStrike gained 1.3% to close at $347.88 during Wednesday's session.</li>
</ul>
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</ul>
Image: Shutterstock

CRWD

CrowdStrike, Amazon And More On CNBC's 'Final Trades'

CNBC Halftime Report Final Trades: Amazon, CrowdStrike, iShares U.S. Industrials ETF

On CNBC's &#8220;<a href="https://www.cnbc.com/video/2024/10/22/final-trades-accenture-ibm-royal-caribbean-and-the-iyj.html">Halftime Report Final Trades</a>,&#8221; Brenda Vingiello of Sand Hill Global Advisors picked Accenture plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ACN#NYSE">ACN</a>), saying the outsourcing and consulting theme are going to be a huge theme <a href="https://www.benzinga.com/markets/equities/24/10/41142895/accenture-and-nvidia-team-up-to-supercharge-global-ai-adoption-details">over the next decade</a>.
On Oct. 2, Accenture inked an expanded partnership with NVIDIA Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), which included the establishment of a new NVIDIA Business Group by Accenture to assist global enterprises in rapidly scaling their AI adoption.
Rob Sechan of NewEdge Wealth named International Business Machines Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>) ahead of earnings.
IBM will release earnings results for its third quarter, after the closing bell on Wednesday, Oct. 23. Analysts expect the Armonk, New York-based company to report quarterly earnings at $2.23 per share, up from $2.01 per share in the year-ago period. IBM projects to report revenue of $15.07 billion for the recent quarter, compared to $13.42 billion a year earlier, according to data from Benzinga Pro.
Don't forget to check out our <a href="https://www.benzinga.com/premarket/">premarket coverage here</a>
Shannon Saccocia of NB Private Wealth named iShares U.S. Industrials ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IYJ#NYSE">IYJ</a>) as her final trade.
Joseph M. Terranova of Virtus Investment Partners picked Royal Caribbean Cruises Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RCL#NYSE">RCL</a>).
On Tuesday, Barclays analyst Brandt Montour maintained Royal Caribbean with an Overweight and raised the price target from $195 to $244.
Price Action:
<ul>
<li>Accenture fell 1.1% to close at $371.79 during Tuesday's session.</li>
<li>IBM shares gained 0.2% to settle at $232.25.</li>
<li>iShares U.S. Industrials ETF fell 1.1% during Tuesday's session.</li>
<li>Royal Caribbean Cruises shares gained 1.7% to close at $203.35 on Tuesday.</li>
</ul>
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</ul>

NVDA

IBM, Accenture, Royal Caribbean Cruises And More On CNBC's 'Final Trades'

CNBC Halftime Report Final Trades: Accenture, International Business Machines, Royal Caribbean Cruises, iShares U.S. Industrials ETF

On CNBC's &#8220;<a href="https://www.cnbc.com/video/2024/08/21/final-trades-abbott-labs-nu-holdings-and-the-iyj.html">Halftime Report Final Trades</a>,&#8221; Karen Firestone of Aureus Asset Management said Abbott Laboratories (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ABT#NYSE">ABT</a>) has a strong pipeline and the <a href="https://www.benzinga.com/general/biotech/24/07/40006590/abbott-laboratories-tumble-nearly-8-in-pre-market-after-us-jury-charges-495m-penalty-for-disease-">stock is starting to move.</a>
On July 18, Abbott reported second-quarter sales of $10.38 billion, up 4%, almost in line with the consensus of $10.37 billion. Organic sales growth for the underlying base business was 9.3%, led by double-digit growth in Medical Devices. Abbott's adjusted diluted earnings per share was $1.14, beating the analyst estimates of $1.10.
Shannon Saccocia of NB Private Wealth named iShares U.S. Industrials ETF (CBOE: IYJ) as her final trade.
Don't forget to check out our <a href="https://www.benzinga.com/premarket/">premarket coverage here </a>
Joseph M. Terranova of Virtus Investment Partners picked Nu Holdings Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NU#NYSE">NU</a>).
On Aug. 13, Nu Holdings reported financial results for the second quarter after the market close.
Nu Holdings reported second-quarter revenue of $2.8 billion. The Brazilian bank's top-line results were up 65% on a year-over-year basis. Nu reported second-quarter adjusted net income of $563 million, up from $263 million in the second quarter of 2023.
Nu Holdings said it added 5.2 million customers in the second quarter, bringing total customers up to 104.5 million as of June 30. Monthly average revenue per active customer came in at $11.20.
Price Action:
<ul>
<li>Abbott Laboratories shares gained 0.6% to close at $111.39 on Wednesday.</li>
<li>iShares U.S. Industrials ETF gained 0.7% during Wednesday's session.</li>
<li>Nu Holdings fell 0.4% to settle at $14.40 on Wednesday.</li>
</ul>
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<ul>
<li><a href="https://www.benzinga.com/markets/24/08/40496479/around-1-5m-bet-on-this-real-estate-stock-check-out-these-3-stocks-insiders-are-buying">Around $1.5M Bet On This Real Estate Stock? Check Out These 3 Stocks Insiders Are Buying</a></li>
</ul>

Abbott Laboratories, Nu Holdings And More On CNBC's 'Final Trades'

CNBC Halftime Report Final Trades: Abbott Laboratories, Nu Holdings, iShares U.S. Industrials ETF

Rob Sechan of NewEdge Wealth named Applied Materials, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMAT#NASDAQ">AMAT</a>) on CNBC's <a href="https://www.cnbc.com/video/2024/08/14/final-trades-applied-materials-nu-holdings-the-jepq-and-the-iyj.html">&#8220;Halftime Report Final Trades</a>.&#8221; 
Applied Materials will release earnings results for its third quarter, after the closing bell on Thursday, Aug. 15. Analysts expect the Santa Clara, California-based company to report quarterly earnings at $2.02 per share, up from $1.81 per share in the year-ago period. Applied Materials is projected to report quarterly revenue of $6.67 billion, according to data from <a href="https://pro.benzinga.com/dashboard">Benzinga Pro.</a>
Bryn Talkington of Requisite Capital Management said JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JEPQ#NASDAQ">JEPQ</a>) is the defensive <a href="https://www.benzinga.com/quote/JEPQ">way to play the QQQS.</a>
Don't forget to check out our <a href="https://www.benzinga.com/premarket/">premarket coverage here</a>
Shannon Saccocia of NB Private Wealth picked iShares U.S. Industrials ETF (CBOE: IYJ).
Joseph Terranova of Virtus Investment Partners named Nu Holdings Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NU#NYSE">NU</a>) as his final trade.
On Aug. 13, Nu Holdings reported second-quarter revenue of $2.8 billion. The Brazilian bank's top-line results were up 65% on a year-over-year basis. Nu reported second-quarter adjusted net income of $563 million, up from $263 million in the second quarter of 2023. The company said it added 5.2 million customers in the second quarter, bringing total customers up to 104.5 million as of June 30. Monthly average <a href="https://www.benzinga.com/markets/equities/24/08/40368174/whats-going-on-with-nu-holdings-stock-today">revenue per active customer came in at $11.20.</a>
Price Action:
<ul>
<li>JPMorgan Nasdaq Equity Premium Income ETF gained 0.2% on Wednesday.</li>
<li>Applied Materials shares gained 0.4% to settle at $201.63 during Wednesday's session.</li>
<li>iShares U.S. Industrials ETF rose 0.5% during Wednesday's session.</li>
<li>Nu Holdings shares gained 5.3% to settle at $13.38 on Wednesday.</li>
</ul>
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<li><a href="https://www.benzinga.com/trading-ideas/long-ideas/24/08/40368892/jim-cramer-avoid-middle-market-plays-like-golub-capital-buy-mueller-industries-it-is-fan">Jim Cramer &#8211; &#8216;Avoid Middle Market Plays&#8217; Like Golub Capital, Buy Mueller Industries — &#8216;It Is Fantastic&#8217;</a></li>
</ul>
Image: Shutterstock

AMAT

JEPQ

Applied Materials, Nu Holdings And More On CNBC's 'Final Trades'

CNBC Halftime Report Final Trades: Applied Materials, Nu Holdings, iShares U.S. Industrials ETF, JPMorgan Nasdaq Equity Premium Income ETF

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