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Nvidia heads into earnings at its cheapest valuation in years. Is Wall Street missing something?

The $5 trillion AI giant enters earnings at one of its cheapest valuations in years as investors question China, competition, AI spending and its next Rubin chips

Dennis Bihler | 08.26.26

Wix beats expectations as AI platform Base44 drives 15% revenue growth in Q2

Wix reported stronger-than-expected second-quarter results as its AI-powered Base44 platform fueled growth, while the company expanded subscriptions, improved margins and maintained its full-year outlook

Dennis Bihler | 08.04.26

‘AWS is booming’: Amazon lifts AI spending to $220 billion as cloud sales surge

Amazon shares jumped after AWS recorded its fastest growth in 18 quarters, strengthening CEO Andy Jassy’s argument that corporate AI adoption is still in its early stages; Microsoft’s record $450 billion market-value gain offered further evidence that Wall Street will reward costly AI expansion when revenue follows

Dennis Bihler | 07.31.26

Apple’s cautious AI strategy pays off as it overtakes Nvidia and briefly tops $5 trillion

The iPhone maker reclaimed its position as the world’s most valuable public company as strong hardware and services revenue, combined with limited spending on AI infrastructure, drew investors fleeing a wider technology selloff

News Agencies | 07.29.26

Apple raises MacBook, iPad prices as AI-driven memory crunch bites, stock sinks over 6%

Apple raised prices on several MacBook and iPad models after CEO Tim Cook warned that surging memory and storage costs had become unavoidable, as AI data centers fuel a component shortage that is also boosting chipmakers such as Micron

Dennis Bihler | 06.25.26

Israeli drone weapons maker UVision eyes $4B Nasdaq IPO

Aaron Frankel’s loitering munitions maker is expected to publish a prospectus in July ahead of a Nasdaq IPO, after Israeli institutions balked at its valuation; UVision is seeking to raise $500 million to $1 billion

Golan Hazani | 06.21.26

‘The market woke up from the dream’: What’s rattling the Tel Aviv Stock Exchange?

While Wall Street and Europe rally on US-Iran agreement, Israeli investors see strategic setback, sending Tel Aviv shares sharply lower as banks, energy, insurance and real estate stocks lead decline

Navit Zomer | 06.18.26

Oracle stock drops 10% after $20 billion raise even though earnings beat expectations

Shares tumble after Oracle announces $20 billion equity and debt raise despite reporting $2.11 per share on $19.2 billion revenue for Q4 with strong AI cloud growth and rising remaining performance obligations supporting long-term investor confidence

Dennis Bihler | 06.11.26

Composure, not impulse: how investors should manage their money in volatile times

Israel’s capital market often reacts to security crises, prompting investors to move money quickly; in many cases, however, panic-driven decisions can damage long-term returns and cause savers to miss the recovery that often follows

Maor Eliassi | 06.10.26

Elon Musk nears $1 trillion as SpaceX IPO fuels Wall Street frenzy and concern

SpaceX’s planned public offering could make Musk the first person to cross $1 trillion in personal wealth, giving him a fortune larger than many national economies and raising new questions over private power without public oversight

Tzippy Shmilovitz | 06.09.26

Victoria’s Secret bet on sexy again, and Wall Street sent its shares soaring 50%

Victoria’s Secret raised its annual outlook after stronger sales across its brands, sending shares sharply higher as its return to a sexier image begins to pay off

Reuters | 06.02.26

Rafael profit rises 23% as backlog hits $24 billion and Defense Ministry debt swells

Rafael’s first-quarter reports show growth across key metrics, with net profit up 23% and orders up 28%; CEO Yoav Turgeman says the Defense Ministry’s debt to the company has climbed to nearly 7 billion shekels, calling delayed payment ‘not a badge of honor for Israel’

Navit Zomer | 05.28.26

Elbit’s strong results reveal a battlefield technology shift the market has yet to price in

Elbit reported $2.19 billion in revenue and 15.5% growth in the first quarter of 2026, but its free cash flow and record $30.2 billion backlog may be the real story, pointing to a company positioned at the center of the autonomous warfare revolution

Nir Maymon‏ | 05.28.26

טראמפ במסיבת העיתונאים על התקיפה בונצואלה

Trump’s stock trades spark conflict concerns after Nvidia, Oracle and Boeing buys

Filings show more than 3,700 first-quarter trades worth up to $750 million, while Trump Organization says outside managers control the portfolio and the president has no role in specific investments

Lital Samet/Calcalist | 05.20.26

AI market awaits Nvidia earnings as chip giant’s results test the rally’s strength

Nvidia is set to report quarterly earnings this week with investors watching for signs of continued AI chip demand, Big Tech spending, China sales and whether the world’s most valuable company can keep powering Wall Street’s rally

Dennis Bihler | 05.18.26

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