Bluestar TA-Bigtech Israel Tech

S&P Maalot Upgrades Elbit Systems Long-Term Rating to ilAAA

Check Point Q1 Earnings: Strong Profitability but Full-Year Guidance Cut to $2.85 Billion

Elbit to Release FY2026 Q1 Earnings on May 26 Pre-Market EST, Forecast Revenue USD 2.107 B, EPS USD 2.923

JFrog CTO Yoav Landman Sells 75,000 Shares for $4.82 Million

JFrog Director Frederic Simon Sells 117,500 Shares for $7.48 Million

TKMS and Elbit Systems Sign MOU to Deepen Naval Defense Cooperation

Arbejdsmarkedets Tillaegspension Acquires New Stake in Check Point Software

Nova released FY2026 Q1 earnings on May 14 Pre-Market (EST), actual revenue USD 235.31 M (forecast USD 227.01 M), actual EPS USD 2.04 (forecast USD 1.9866)

Amdocs released FY2026 Q2 earnings on May 13 After-Market (EST), actual revenue USD 1.172 B (forecast USD 1.166 B), actual EPS USD 1.28 (forecast USD 1.43)

Amdocs released FY2026 Semi-Annual earnings on May 13 After-Market (EST), actual revenue USD 2.328 B, actual EPS USD 2.74

Tower Semicon released FY2026 Q1 earnings on May 13 During-Market (EST), actual revenue USD 413.63 M (forecast USD 410.98 M), actual EPS USD 0.57 (forecast USD 0.475)

Tower Semiconductor Signs 1.3 Billion Dollar Silicon Photonics Contract

Enlight Renewable Energy Receives S&P Maalot ilA Rating and Stable Outlook for Bond Issuance

Elbit Systems Awarded $212 Million US Army Night Vision Device Order

Barclays analyst maintains buy rating on JFrog stock

Enlight Renewable Energy Ltd. rated by multiple research firms

JFrog released FY2026 Q1 earnings on May 8 After-Market (EST), actual revenue USD 153.98 M (forecast USD 147.49 M), actual EPS USD -0.0699 (forecast USD -0.1521)

S&P Maintains Positive Credit Outlook for Tower Semiconductor

NICE Announces Share Repurchase Plan After 52-Week Low

JFrog Raises Fiscal Outlook and Announces $300M Stock Buyback, Shares Up Pre-Market

Netcapital

Agape ATP

Tradr 2X Long QBTS Daily ETF

Akanda

Defiance Daily Target 2X Long RGTI ETF

PicoCELA

Tradr 2X Long RGTI Daily ETF

Co-Diagnostics

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

NewGenIvf

CHKP

Pomerantz Law Firm is investigating claims on behalf of investors of Check Point Software Technologies Ltd. regarding potential securities fraud and unlawful business practices. Following a report on April 30, 2026, revealing negative impacts on revenue projections due to market changes, Check Point's stock fell by 19.64%. Investors are encouraged to contact Pomerantz for more information.

prnewswire

Check Point Software

15:45 ETINVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Check Point Software Technologies Ltd. - CHKP

NVMI

SOXX

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

nasdaq

Nova

VanEck Semiconductor ETF

iShares Semiconductor ETF

Nasdaq

Nova (NVMI) Q3 2025 Earnings Call Transcript

TSEM

FTXL

The AI computing power bottleneck is shifting towards optical interconnects, with the Co-Packaged Optics (CPO) market expected to experience significant growth by 2026. According to PANews, the market size is projected to increase from $160 million to $91 billion. NVIDIA has made a $4 billion investment, and silicon photonics foundry leader Tower Semiconductor (TSEM) has secured its production capacity until 2028, indicating the start of a supercycle in optical interconnects.

CoinLive

Tower Semicon

First Trust Nasdaq Food & Semicon

YieldMax NVDA Option Income Strategy ETF

GraniteShares 2x Long NVDA Daily ETF

T-Rex 2X Long NVIDIA Daily Target ETF

Direxion Daily NVDA Bull 2X Shares

SPDR S&P Semicon

Direxion Semicon Bull 3X

Invesco Semiconductors ETF

NVIDIA

NVIDIA Corporation

CPO Optical Interconnect Market Projected to Surge by 2026

ESLT

Nibe Limited's shares soared nearly 30% following successful flight tests of the Suryastra rocket system, developed with Elbit Systems. The stock rose from ₹999 to an intraday high of ₹1,409.50, closing at ₹1,290.40. The trials validated the system's long-range capabilities, achieving impressive precision metrics. Analysts attribute the surge to investor optimism regarding India's strategic defense manufacturing under the Make in India initiative.

Business Standard

Elbit

Nibe shares skyrocket after successful trials of Suryastra rockets

CIBR

IHAK

Check Point Software Technologies (NASDAQ:CHKP) executives announced that the company has moved past a disruptive phase of its go-to-market reorganization and anticipates growth in its firewall product business later this year. The strategy focuses on large enterprise customers and subscription services, with significant changes affecting about one-third of staff. Despite expected declines in product revenue for Q2 and Q3 due to pipeline disruptions, the company is optimistic about returning to growth in Q4, supported by new initiatives and partnerships, particularly in AI data centers.

Market Beat

Global X Cybersecurity ETF

First Trust Nasdaq Cybersecurity

iShares Cybersecurity and Tech ETF

JPMorgan Chase

CoStar

SentinelOne

Goldman Sachs

JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

GS Hldg R

Check Point Software Technologies Eyes Firewall Rebound After Sales Overhaul

On May 20, 2026, three directors of Nova (NVMI) sold identical stakes of 426 shares each, totaling $219,172 per transaction, indicating synchronized insider selling. Despite this, Nova reported record Q1 results, exceeding revenue and profitability expectations, and guided Q2 revenue above consensus. Spark's AI Analyst rates NVMI as Outperform, citing strong profitability but noting elevated P/E valuation and increased risk from leverage.

Tip Ranks

Multiple Nova Directors Quietly Cash Out in Synchronized Stock Moves

FROG

JFrog Ltd. (NASDAQ:FROG) reached a new 52-week high of $72.36, closing at $72.28 with significant trading volume. Analysts have mixed ratings, with 18 recommending 'Buy' and one 'Sell'. The company reported a Q1 EPS of $0.27, exceeding estimates, and a revenue increase of 25.8% year-over-year. JFrog's market cap is $8.82 billion, and it has set FY 2026 EPS guidance between 0.930-0.970. Recent insider sales were noted, and institutional investors have increased their stakes in the company.

JFrog

iShares Expanded Tech Software Sector ETF

SPDR S&P Software

ROYAL BANK OF CANADA

JFrog (NASDAQ:FROG) Reaches New 52-Week High  - Still a Buy?

CYBR

The Law Offices of Frank R. Cruz is investigating Check Point Software Technologies Ltd. (CHKP) for potential violations of federal securities laws following a significant drop in stock price after the company reported first quarter 2026 results. The stock fell 19.64% to $112.47 due to revenue impacts from recent market changes. Shareholders who lost money are encouraged to contact the law firm for potential claims.

MorningStar

Cyber-ARK Software

Securities Fraud Investigation Into Check Point Software Technologies Ltd. (CHKP) Continues – Shareholders Who Lost Money Urged To Contact The Law Offices of Frank R. Cruz

MNDY

Bienville Capital Management sold its entire stake of 234,818 shares in monday.com during Q1 2026, valued at approximately $22.53 million. This represented 5.5% of the fund's AUM in the previous quarter. Despite the exit, monday.com reported a 24% revenue increase year-over-year, indicating healthy business growth. The stock's forward P/E ratio suggests a reasonable valuation, making it a potential long-term investment, although it was not included in a recent list of top stock recommendations.

Monday.com

Direxion Work From Home ETF

Trenchless Fund ETF

Tremblant Global ETF

VanEck Israel ETF

ISHRS S&P Glb It

ISHRS MSCI Israel Capped

Polen Capital International Growth ETF

Fidelity Disruptive Tech ETF

Aptus Collared Investment Opportunity ETF

Mercadolibre

Doordash

Ciena

S&P 500

Hedge Fund Bienville Capital Exited Its Position in Monday.com Stock. Here's What That Means for Investors.

The Suryastra universal rocket launcher system, developed by Nibe Limited in collaboration with Elbit Systems, successfully completed flight tests off the Odisha coast. The trials validated its long-range strike capability with exceptional precision, achieving a circular error probable of 1.5 meters for the 150-km variant and 2 meters for the 300-km variant. This marks a significant milestone for India's domestic defense manufacturing and enhances the country's strategic military capabilities. The Indian Army had previously awarded a contract to Nibe Limited for the supply of this advanced rocket system.

Suryastra demonstrates precision strike capability in successful tests

Taiwan’s ‘Big 3’ Copper Clad Laminate (CCL) makers, EMC, TUC and ITEQ, will all hike CCL prices at least 10%, with TUC hiking some products 20%-40%, after China’s leading CCL maker, Kingboard, raised prices April 3, media report, adding rising costs of materials, including copper, glass fiber cloth and natural gas led to the increases. CCL and Prepreg are basic materials for Printed Circuit Boards (PCBs), and demand for high-end PCBs in AI servers and switches has skyrocketed. 1/2 $Amazon(AMZN.US) $Alphabet(GOOGL.US) $Meta Platforms(META.US) $Microsoft(MSFT.US) $Oracle(ORCL.US) $Dell Tech(DELL.US) #PCB #CCLSource: Dan Nystedt

Bluestar TA-Bigtech Israel Tech(ITEQ.US)

15:45 ETINVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Check Point Software Technologies Ltd. - CHKP

Nova (NVMI) Q3 2025 Earnings Call Transcript

CPO Optical Interconnect Market Projected to Surge by 2026

Nibe shares skyrocket after successful trials of Suryastra rockets

Check Point Software Technologies Eyes Firewall Rebound After Sales Overhaul