Economy

The international investment bank Jefferies sets a target price of 565 shekels for Menora Mivtachim shares and explains why it is the only one in the industry increasing profits in property auto insurance while competitors are struggling. What is behind the premium that Jefferies suggests for the stock, and where do the risks lie?

The global food supply is at risk due to the approaching super El Niño phenomenon. These are the main ways to invest in agricultural commodities and the financial traps that might surprise you.

The banking index rose 2.45% and the defense index plummeted about 4% on the same day — two opposite stories that the broad index hides. How an index is calculated, why entering it ignites huge demand at the closing auction, and what each sectoral index tells those who want to understand the stock market.

The currency market remains calm ahead of the central bankers' symposium in Jackson Hole. Investors are awaiting Fed Chair Kevin Warsh's speech, which is expected to provide clarity on future monetary policy.

The investment bank reveals a dramatic review of US tech giants, China's new growth engine, and the country receiving a special recommendation with a new record target.

After its buy recommendation was downgraded and against the backdrop of a weak forecast from one of its key partners, the well-known sports brand's stock has already lost about 40% of its value since the beginning of the current year and continues to worry investors.

The moderation of inflation and the weakening of the US labor market are lowering the probability of a rate hike there in September. However, investors are still concerned and are pricing in the risk in long-term bonds. Now also in podcast version.

Nancy Pelosi, one of the most talked-about investors on Wall Street, has opened a large position in Bloom Energy. The stock surged on the report, and the market is discussing a potential upside of tens of percent. However, the stretched valuation is a reminder that even "smart money" can be wrong.

The Tel Aviv Stock Exchange closed with gains in the two main indices. The TA-35 index rose by 0.11% to 4,145.38 points, and the TA-125 index climbed by 0.28% to 4,042.96 points.

After the stock plummeted 30% following earnings reports and a series of investment houses lowered their target price, investment bank UBS is going against the grain and upgrading its recommendation to "Buy." Analysts see a 45% upside, linking it to regulatory changes in the US.

The Israeli company published its reports for the first half of 2026, showing that it holds over 1,000 Bitcoins while its stock trades at a much lower valuation. How did such a gap emerge, and what does it mean for those considering exposure to Bitcoin through this stock?

The chip giant reaches the moment of truth with a market valuation of 5 trillion dollars. Will the financial results justify expectations, and what is next for the world's most valuable stock?

Trading in Tel Aviv will open this morning following yesterday's gains on Wall Street. Global markets are stable ahead of US inflation data and Nvidia's report. Discount Bank: Israel's interest rate is still too high. Harel: The Fed chair's speech expected on Friday will affect the whole world and us. Hapoalim: The Israeli chip stock that plummeted is an opportunity. Globes organizes the...

The Tel Aviv Stock Exchange closed in the green led by insurance, and on Wall Street, chips recovered as Nvidia broke a streak of declines before tonight's report. Two local companies provide a lesson on inflated forecasts. What is expected today?

A trend reversal in the foreign exchange market: after yesterday's strengthening of the shekel, the dollar is rising by 0.3%, trading above 2.97 shekels.

While the residential real estate sector is suffering from a slowdown, infrastructure companies are seeing growth driven by expectations of massive investments in the Metro project, estimated at 180–200 billion shekels.

The food sector was one of the hottest on the stock market this year with a wave of IPOs and even an industry index. However, in recent months the trend seems to have faded, sector stocks are plunging by tens of percent, and Globes has learned that the IPO planned for Kiso is being delayed again. Is the decline actually an investment opportunity?

Ahead of the September 1st decision, amid geopolitical and budgetary risks, Harel experts assess the likelihood of an interest rate cut in Israel while analyzing global economic trends.

The rise in US bond yields is worrying investors, but UBS bank presents a positive outlook for stocks and identifies the safest investment channels for the near term.

A dramatic review by the investment house Julius Baer presents a shake-up in global markets with updated forecasts for precious metals and a shift in the dollar-euro exchange rate outlook.

A 30% cut in Qatar's annual budget may be just the beginning of the emirate's struggle with the fallout of the war. The country may reduce its global investments, including a half-trillion-dollar commitment to the USA, as well as cancel trade contracts due to "force majeure."

The US Treasury's move regarding the bond market has ignited a historic rally in the currency. For the first time in six months, Bitcoin is beating both gold and the S&P 500 index. What is driving the surge, and why do experts think this time is different?

A particularly volatile trading day closed with gains in the leading indices, as one share recorded an exceptional jump and left the rest of the market behind. Who are the day's biggest losers?

Shares of chipmaker Micron have surged 981% since the beginning of 2025, thanks to the massive demand for memory components for artificial intelligence. Despite the impressive jump, the stock has recently experienced volatility due to investor concerns that the industry's golden age might be ending, especially as manufacturers accelerate the expansion of their production capacity. Now, many are...

A new macroeconomic review reveals an unusual gap between the current interest rate and the state of the economy, indicating that at least two rate cuts are expected in the coming year, contrary to market estimates.

Chip and technology stocks are recording sharp declines amid concerns over the financing costs of artificial intelligence infrastructure, but the financial sector is benefiting from a rotation of funds and reaching new record highs.

IBI investment house retail analyst Yuval Gur-Arye identifies an opportunity in the shares of meat producer Baladi, precisely after the drop it suffered following the split from Shufersal. What is behind the recommendation, and why does the investment house believe the market overreacted?

The Tel Aviv Stock Exchange is launching an app that will display real-time securities prices and provide data on movements by investor type, including "smart money."

When Horizon Investment House CEO Itay Lipkovich looks at the drama in US bond yields, he sees an opportunity: "When the Treasury intervenes in the market, stocks rise." Why is he looking for bargains specifically in the bond companies the market fears? And also: the tech giant he is convinced will surprise in a big way.

Globes provides a first update on the state of global markets. Morning: Wall Street futures are rising slightly after a mixed trading day; Asia is seeing a mixed trend, with KOSPI leading the declines. Trading in Tel Aviv is expected to open with a negative trend due to arbitrage gaps. Oil prices are climbing, and Bitcoin is nearing $80,000. Morgan Stanley warns: "We have entered an era of...

Trading on the local stock exchange will open against the backdrop of global pressure in the chip sector. The Ministry of Finance's move failed and US bond yields are not falling - is there a fear of a recurring crisis? The trade war between the US and Canada is deteriorating to new heights. Also: the biotech sector is accelerating following Moderna's surge. Globes organizes the order ahead of the...

Tel Aviv fell more than 1% as chip stocks plummeted ahead of tomorrow's Nvidia report, but InterCure surged 24.4% thanks to a massive compensation. What is expected today, the day before the week's biggest event?

Following the US plan for the financial isolation of Iran, currency markets show minimal movement. The dollar is trading at 3.00 shekels as investors await the Bank of Israel's interest rate decision.

The stock exchange is investigating the low participation of retail investors in the TAL closing phase. Data shows they account for only 5% of trading volume, while institutional and foreign investors dominate the segment.

The Tel Aviv Stock Exchange research unit summarized the week, highlighting divergent index performance, significant capital raising in the debt market, and continued investor interest in mutual funds.

Pressure on the chip sector intensifies following reports of a 15% price hike in key systems, while oil prices drop and Bitcoin continues its unstoppable rally.

For weeks, the Israeli chip giant was at the top of foreign purchases, and this week it jumped to the sellers' side. Along with it, a hot defense stock continues to absorb heavy liquidations. What is behind the wave of liquidations, and what does it teach us about your portfolio?

Gold prices rose 1% on Monday, marking a 16% gain for the month. The rally is driven by the US national debt surpassing $40 trillion, weak employment data, and stabilizing inflation, which reduce the likelihood of immediate interest rate hikes.

India has sufficient sugar stocks to meet demand during the holiday season, and the price surge is due to speculative buying rather than an actual supply shortage. The government has permitted the duty-free import of one million tons of raw sugar.

The main indices closed with sharp declines, with technology and real estate stocks leading the negative trend. Who managed to surprise and rise against the market direction, and which company recorded the most painful decline?