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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

MNDY

ITEQ

ISRA

PCIG

FDTX

SOXX

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.

nasdaq

Monday.com

Invesco Semiconductors ETF

Direxion Work From Home ETF

SPDR S&P Software

Trenchless Fund ETF

Tremblant Global ETF

VanEck Israel ETF

ISHRS S&P Glb It

ISHRS MSCI Israel Capped

Polen Capital International Growth ETF

SPDR S&P Semicon

Fidelity Disruptive Tech ETF

VanEck Semiconductor ETF

iShares Semiconductor ETF

iShares Expanded Tech Software Sector 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.

U.S. President Donald Trump has proposed a ceasefire that includes Israel, contingent on resuming navigation through the Hormuz Strait. Despite some progress in negotiations, tensions remain high as Israel reports intercepting missile attacks from Iran, highlighting ongoing regional conflicts. The key disagreement in the ceasefire talks revolves around the passage through the Hormuz Strait, which is critical for the ceasefire's implementation.

CoinLive

Trump's Ceasefire Proposal Includes Israel Amid Hormuz Strait Concerns

Israel's parliament approved a 2026 state budget of 699 billion shekels ($222 billion), with a significant defense supplement to fund the ongoing war with Iran. The budget includes a deficit target of 4.9% of GDP, with defense spending rising to 143 billion shekels, a 120% increase from 2023. Additional funds are allocated for military inventory and reserve soldiers. The budget's approval is crucial for Prime Minister Netanyahu's government, as failure to pass it by March 31 would lead to its collapse. The plan also includes tax benefits to counteract war-related economic impacts.

Business Standard

Israel approves revised war budget to $222 bn extending reliance on debt

Robbins LLP is urging stockholders of monday.com Ltd. (NASDAQ: MNDY) who lost money to contact the firm regarding a class action lawsuit. The class action covers investors who acquired shares between September 17, 2025, and February 6, 2026, alleging that the company misled investors about its business prospects. Following a press release on February 9, 2026, which revealed a weaker outlook, the stock price fell by approximately 21%. Shareholders can participate in the class action and must submit their papers by May 11, 2026.

prnewswire

17:13 ETRobbins LLP Urges MNDY Stockholders Who Lost Money Investing in monday.com Ltd. to Contact the Firm for Information About Leading the Class Action

IHAK

CHKP

CIBR

Check Point Software Technologies (NasdaqGS:CHKP) launched its AI Defense Plane and formed an Executive Advisory Board for AI security, highlighting its AI governance efforts. Despite this, the stock has seen a 19.38% decline over 90 days and a 33.03% drop over the past year. Analysts have a consensus price target of $223.054, suggesting the stock is undervalued at $152.73, yet a DCF model indicates a fair value of $151.45, implying slight overvaluation. Investors are advised to consider the mixed signals and key risks before making decisions.

Simplywall

Global X Cybersecurity ETF

iShares Cybersecurity and Tech ETF

Check Point Software

First Trust Nasdaq Cybersecurity

A Look At Check Point Software Technologies (NasdaqGS:CHKP) Valuation After Its New AI Defense Plane Launch

TSEM

FTXL

The share price of Tower Semiconductor Ltd. surged 31.2% on Nasdaq last week, reaching a market cap of $18.4 billion. This increase has positioned the company as the third most valuable Israeli firm on Wall Street, surpassing Check Point Software Technologies Ltd.

Tower Semicon

First Trust Nasdaq Food & Semicon

Tower soars to record on AI infrastructure agreements

One Software Technologies Ltd reported a strong performance for 2025, with sales of ILS 4,650.8 million and net income of ILS 262.76 million, leading to an increase in earnings per share to ILS 3.66. This improvement supports the company's investment narrative, despite concerns over governance and share price volatility. Analysts suggest the stock may still be overvalued by 30%, but there are perspectives indicating it could be worth 42% more. Investors are encouraged to consider both the potential rewards and risks before making decisions.

Unity Software

Did Stronger 2025 Earnings and Higher EPS Just Shift One Software Technologies' (TASE:ONE) Investment Narrative?

Iranian missile attacks have resulted in the deaths of three Palestinian women in Beit Awa, West Bank, marking the first Palestinian casualties from such attacks in the ongoing conflict. The victims, including a 17-year-old, were killed when shrapnel struck a hair salon. Additionally, a foreign worker in central Israel was also killed, raising the total death toll in Israel from these attacks to 15. The Israeli military reported ongoing missile fire from Iran, prompting air raid alerts across various regions.

Yahoo Finance

Iran missile fire kills 3 Palestinians in West Bank, foreign worker in Israel

IZRL

Iranian Intelligence Minister Ismail Khatib was reportedly assassinated last night, according to Israeli media. However, there are currently no updates on his whereabouts. According to Jin10, the situation remains unclear as further details have yet to emerge.

Ark Israel Inno Techno

Iranian Intelligence Minister Reportedly Assassinated, Israeli Media Claims

Ameriprise Financial Inc. increased its stake in Check Point Software Technologies Ltd. by 8.5% in Q3, owning 2,171,322 shares valued at $449.27 million. Other institutional investors also adjusted their holdings. Analysts have mixed ratings on CHKP, with a consensus rating of "Hold" and an average price target of $212.40. The stock is currently down 1.4%, trading at $153.65, with a market cap of $16.90 billion. Check Point reported $3.40 EPS for the last quarter, exceeding estimates, and provided guidance for Q1 2026 and FY 2026.

Market Beat

Financial Select Sector SPDR Fund

Ameriprise Financial

VG Financial

ISHRS Us Brokers & Sec Exchg

Fidelity MSCI Financials Index

Ameriprise Financial Inc. Grows Position in Check Point Software Technologies Ltd. $CHKP

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