Roy Scheinman
After the DeepSeek Shockwave: ‘An Opportunity in Israeli Chip Stocks’The semiconductor sector faced turbulence after Chinese startup DeepSeek unveiled its AI model, which seemingly reduces the need for massive AI infrastructure investments. While major chip stocks tumbled—some recovering partially—Oppenheimer sees a buying opportunity, including in Israeli chipmakers
Earnings Preview Check Point Rebounded Since Last Earnings Miss—Will It Deliver Today?After a sharp 18% drop following its previous earnings report, Check Point stock has since recovered. What should investors expect from its Q4 results?