Noam Meirovitz, a senior investment manager at Migdal Capital Markets: "Markets love certainty, and Trump brings uncertainty." On the decline in bond yields over the past six months: "The entry point today is less appealing, but high-rated corporate
bonds aren’t a bad idea." And on the local stock market: "The market here is fully priced—I wouldn’t be dazzled by the recent gains."
Ceva’s stock surged following strong earnings, reporting revenue growth above analyst expectations. Market expectations are high, with EPS projected to rise from $0.53 this year to $0.91 in 2026. CEO Amir Panush and CFO Yaniv Arieli explain where growth
will come from: “Edge AI is our fastest-growing segment.”
Azrieli’s Norwegian server farm subsidiary reported that it has not received regulatory approval to build a 120MW data center for one of the world's leading tech giants. As a result, the company is now exploring alternative land options—but with no
binding agreement in place, investors fear the deal could slip away. Azrieli’s stock is down 8%.
Retailors jumped following Nike’s surge on Wall Street; as a key Nike franchisee, Retailors benefits from Nike’s success but also feels the impact of its weaknesses. After a tough year, Nike is under new leadership aiming to get the company back on
track. Meanwhile, Retailors continues to strengthen its partnership with Nike, including an expansion into France
Nova CFO Guy Kizner discusses the company’s new chip production initiatives, its expansion into advanced packaging, and addresses concerns about a potential slowdown in the semiconductor market: "Nobody knows what the next technological revolution will
be, but if you believe it will be tech-driven, that means it will be powered by chips.
Gilat is expanding its defense sector with a dedicated division expected to accelerate growth. The company’s defense revenues grew fivefold in 2024: "This sector is becoming a major growth engine for us," says CEO Adi Zfadia. He also addressed the performance
of Stellar Blu, stating that "they met fourth-quarter expectations." Stock Hikes.
Nova and Camtek reported strong earnings and solid guidance last week, but while Nova's stock surged, Camtek's pulled back. "I think investors are less familiar with Camtek, which is unjustified," says Sergey Vastchenok from Oppenheimer. Is there a
bigger opportunity in Camtek compared to Nova, and why is the DeepSeek turmoil actually a positive signal for both companies?
CyberArk has crossed the $1 billion revenue threshold, surpassed $20 billion in market capitalization, and continues to expand through acquisitions and partnerships. Chairman and Founder Udi Mokady emphasizes that the company is no longer just about
PAM - it’s now a leader in identity security.
Innoviz stock, long stuck below $1, surged past $2 on recent positive developments but has since retreated. With annual cash burn of $80 million and similar reserves, the company is leveraging the higher price to raise $40 million. The stock dropped
26% after the announcement.
Monday surges after strong earnings and guidance; Co-CEO Roy Mann and CFO Eliran Glazer discuss future acquisitions: "We're actively evaluating companies and hope to complete one or two acquisitions this year." On whether Monday is a product company
or an R&D company: "We're a product company. If you win customers' hearts through the product, they won’t leave you."
Interview