Nvidia

Dor Alon reports a suspected 40 million NIS employee embezzlement, while the Tel Aviv Stock Exchange opens mixed. Global oil prices surge as Brent crude crosses 97 USD, and markets brace for an ECB interest rate hike.

FBC Chairman Amir Chen highlights a surge in Tel Aviv office demand driven by AI and defense-tech, while comparing the rapid rise of data centers to Israel's historic avocado boom.

NVIDIA CEO Jensen Huang claims AGI will arrive by 2026, revealing OpenAI's GPT-6 Astra was trained on Blackwell chips. Despite record $89B quarterly sales, OpenAI remains cautious amid reports of scaled-back chip purchases.

As the AI industry shifts from training to inference, tech giants like Nvidia, Google, and AWS are adopting heterogeneous architectures with specialized chips to optimize performance and reduce the cost per million tokens.

Israeli-developed technologies drive approximately 70% of Nvidia's networking business, which generated $32.3 billion in the first half of fiscal 2027. Nvidia's corporate tax payment in Israel reached $1.287 billion.

NVIDIA has appointed Israeli tech creators Noa Zilberman and Lina Platt as official brand ambassadors for the GTC Berlin summit in October 2026, where CEO Jensen Huang will present major AI and robotics breakthroughs.

Bank of Israel Governor Amir Yaron urged developers to lower housing prices to revive the market and opposed Benjamin Netanyahu's plan to lock in a 400 billion NIS defense budget.

Idan Azoulay of Sigma Clarity argues that the AI rally is not a classic bubble, advising investors to target physical infrastructure. Meanwhile, he urges caution in Israeli bonds and real estate.

Nvidia reported Q2 revenue of $96.2 billion, up 106% year-on-year. Driven by massive AI infrastructure demand, the company expects annual revenue to reach $400 billion despite rising memory chip costs.

The chip manufacturer officially announces the acquisition of Hugging Face, one of the world's most important platforms for the distribution and development of artificial intelligence models. The company promises that it will remain open to models and hardware from competitors as well.

Nvidia has officially announced its intention to acquire the AI platform Hugging Face for $12.9 billion. The move represents the chipmaker's strategic shift beyond focusing solely on hardware.

While office workers fear for their future, Jensen Huang offers reassurance, explaining that the technological arms race will create hundreds of thousands of jobs for manual laborers who will build the infrastructure of tomorrow.

The well-known investment manager, who built her name on bets on Tesla and futuristic technologies, is increasing her holdings in Nvidia at the expense of its major competitor. The purchase came immediately after impressive reports and a 70% growth forecast — and at a surprising price.

Construction and real estate group Best reported a 182% jump in Q2 2026 net profit to 34.7 million shekels. The company's order backlog expanded to 6.2 billion shekels.

The chip giant is deepening its ties with its Taiwanese partner through a dramatic financial move aimed at controlling the artificial intelligence market and holding back major competitors in the industry.

NVIDIA CEO Jensen Huang interrupted a company meeting to take an unexpected call from US President Donald Trump. Due to a technical oversight, employees heard the President's voice during the live broadcast.

Despite a significant jump in revenue, the tech stock reacted with sharp declines in the latest reports. Experts reveal the investors' big fear and the new risk hovering over the AI market.

A 6-room garden apartment, with a built-up area of 180 sqm and a 70 sqm yard, was sold for 4.1 million shekels. "The neighborhood is very sought-after, and while in the rest of the town there are price drops, in this neighborhood they have even risen." And more real estate deals from the last week.

The investment bank presents a detailed roadmap for dealing with market volatility, highlighting the most promising avenues in technology alongside the great opportunity that has now been created in the bond market.

Asian markets show a mixed trend as investors await the debut speech by new Fed Chair Kevin Warsh in Jackson Hole. Yesterday on Wall Street, Nvidia shares jumped 8.7%.

Nvidia's strong report sent chip stocks soaring globally and in Tel Aviv: Palo Alto jumped 10.6% and Tower 5.4%. The focus now shifts to the Fed Chair's speech at Jackson Hole today. What is expected in trading?

An unprecedented growth forecast of 70% has reignited the chip sector and sent the Nasdaq higher, but why does the US bond market continue to signal concern and caution?

While 96% of analysts recommend a "buy," Jay Goldberg of Seaport Research holds the only "sell" recommendation on Nvidia stock. His argument is surprising: precisely because the company is showing amazing results, it can no longer surprise to the upside. What is behind this unusual position?

Nvidia will lease up to 4 MW at the Serverz data center in Kfar Saba, a deal expected to generate 8 to 18 million shekels annually for the Rani Zim and Kardan-Geva partnership. The facility, currently operating at 20 MW, plans to scale to 200 MW amid a national shortage of data center space and grid connection freezes.

Nvidia and LG are deepening their joint efforts to develop robotics and physical artificial intelligence, establishing a new 'data factory' in Seoul that will train hundreds of robots simultaneously.

Although Nvidia stopped separately disclosing the revenues of its Israeli communications division, data revealed in the investor call point to sales of about $17.5 billion in the second quarter. The activity, based on Mellanox technologies, continues to account for about 18% of the company's revenues and contribute significantly to the growth of the Israeli economy.

Nvidia's second-quarter report shows the company remains on an acceleration path. The most significant constraint on its growth is not customer demand, but supply chain limitations.

NVIDIA is reportedly nearing a $12.9 billion acquisition of Hugging Face. This deal would allow the chip giant to expand its influence beyond hardware and into the core of the global AI development ecosystem.

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.

Nvidia's revenue for the quarter ending in July 2026 reached $96.2 billion, surpassing analyst expectations. The company's net profit surged by 126% to $59.69 billion.

About three years after leaving OpenAI, Ilya Sutskever is nearing the launch of his startup SSI's product. The company, which has already raised $7 billion, is designed to solve the memory limitation of existing models and allow them to adapt personally to the user in real time.

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?

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.

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...

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?

Taiwanese authorities have indicted nine individuals, including an Nvidia employee, for bypassing export controls. Prosecutors allege that 74 servers containing restricted B300 processors were smuggled into China via Indonesia, Japan, and Hong Kong.

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.

A Russian loitering munition crashed into a gas station in Zaporizhzhia, killing three people. Unlike previous incidents, this drone was not human-operated but autonomously selected its target using an AI system.

The chip giant presents the next generation of the artificial intelligence revolution with breakthrough technologies developed in Israel, and marks its next destination that will reach space.

The chip giant is in advanced talks to invest in a company that has recorded a meteoric rise in its annual revenue, with a clear target already set for an independent IPO in the coming years.

Dual-listed stocks return with a negative gap, as chip stocks are expected to fall before the big event on Wednesday. The local reporting season is in the final stretch with Phoenix, Menora, Harel, and Partner. What is expected today?

On Wednesday, the most important company in the world for AI trading will report, and the entire market is holding its breath. At the same time, Fed Chair Kevin Warsh will appear for the first time at Jackson Hole, and the central bank's preferred inflation index will be released. Everything you need to know before a fateful week on Wall Street.

The global risk level is rising, and in Israel, this trend is joined by renewed tension on several fronts. Government bond yields are approaching dangerous levels. The bar of expectations for Nvidia's reports is sky-high, and some wonder if it can be cleared. Another wave of reports will flood Tel Aviv, with publications from insurance companies Phoenix, Menora, and Harel. Also, a critical...

NVIDIA has entered into a $6 billion deal with the startup Poolside, securing access to its AI models and a team of 109 engineers. This strategic move is aimed at strengthening the company's position in the field of 'open weights' models.

Uzi Levi, Director of Securities Research at Mizrahi Tefahot Bank, provides a special analysis ahead of the chip giant's results. Will a strong report satisfy investors, what is the outlook for Blackwell, and how will it impact the market?

Giant projects planned in the Haifa metropolis in the coming years are set to significantly reshape the region. We examine the timelines and the potential impact on the city and investors.

All eyes are on the reports of the most important company in the world, the barometer of AI trading. Tel Aviv concluded a mixed week as insurance surged and chips crashed. The local reporting season is entering its final stretch, with tensions against Iran in the background.

The growth data published this week highlighted Israel's dependence on the chip giant Nvidia. However, unlike the past, when Intel was the dominant company in the local industry, this time it is a new type of risk: production is carried out abroad and the products do not pass through Israel at all. And also: is the chip giant on its way to receiving state benefits?

CBS data reveals that Israel's GDP growth, excluding production abroad, is only 1%. Over 90% of this offshore production is linked to Nvidia's operations.

Nvidia will provide up to $105 billion in financing to support credit and computing capacity for a new OpenAI AI data center in Ohio. The facility will initially support 4.25 gigawatts of capacity, with operations starting in 2028.