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

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

Teva CFO Eliyahu Sharon Kalif Sells 153,251 Shares at Avg Price of $35.61

TKMS and Elbit Systems Sign MOU to Deepen Naval Defense Cooperation

Fitch upgrades Teva Pharmaceutical rating to BBB- investment grade

Israel's Q1 2026 GDP shrinks 3.3% amid Iran war, economy worsens

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)

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

Israel Ministry of Finance Releases Budget Deficit to GDP Ratio

Enlight Renewable Energy Ltd. rated by multiple research firms

S&P Maintains Positive Credit Outlook for Tower Semiconductor

Nova to Release FY2026 Q1 Earnings on May 14 Pre-Market EST, Forecast Revenue USD 227.01 M, EPS USD 2

Vanguard Group Increases Stake in Tower Semiconductor

Tower Semicon to Release FY2026 Q1 Earnings on May 13 During-Market EST, Forecast Revenue USD 410.98 M, EPS USD 0.475

Enlight Renewable Energy released FY2026 Q1 earnings on May 5 Pre-Market (EST), actual revenue USD 199.59 M (forecast USD 159.13 M), actual EPS USD 0.16 (forecast USD 0.0667)

S&P Maalot Confirms and Upgrades Tower Semiconductor Credit Rating Outlook

Elbit Systems Subsidiary Supplies THOR Group 2 Drones to US Army

Liminatus Pharma

Agape ATP

Co-Diagnostics

NewGenIvf

Tradr 2X Long RGTI Daily ETF

Sunshine Biopharma

Defiance Daily Target 2X Long RGTI ETF

Tradr 2X Long QBTS Daily ETF

Wheeler Real Estate

Defiance 2X Daily Long Pure Quantum ETF

TSEM

FTXL

SOXX

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

VanEck Semiconductor ETF

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

iShares Semiconductor 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

NVMI

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

Nova

Multiple Nova Directors Quietly Cash Out in Synchronized Stock Moves

The Israeli chipmaker reported first quarter revenue of $414 million, up 15% from the corresponding quarter of 2025

Tower jumps on $1.3B silicon photonics contracts

Tower Semiconductor (NASDAQ:TSEM) has delivered an annualized return of 37.68% over the past decade, outperforming the market by 23.85%. With a current market cap of $31.42 billion, a $100 investment in TSEM stock 10 years ago would now be worth $2,460.04, highlighting the significant impact of compounded returns on investment growth.

benzinga_article

If You Invested $100 In Tower Semiconductor Stock 10 Years Ago, You Would Have This Much Today

Tower Semiconductor Ltd. (NASDAQ:TSEM) reported strong Q1 results, with revenue of $413.63 million, exceeding expectations. Adjusted earnings were 65 cents per share, surpassing forecasts. The company raised its Q2 guidance, expecting revenue between $432.25 million and $477.75 million. Analysts have adjusted their price targets, with Wedbush raising it to $300, Susquehanna to $330, and Benchmark to $335. Shares rose 2.3% to $17.32 following the announcement.

Tower Semiconductor Analysts Boost Their Forecasts Following Better-Than-Expected Q1 Earnings

Wedbush has raised its price target for Tower Semiconductor (NASDAQ:TSEM) from $140.00 to $300.00, maintaining a "neutral" rating. This new target suggests a potential upside of 10.85% from the previous close. Other analysts have also increased their price targets, with Barclays setting it at $142.00 and Benchmark at $230.00. Tower Semiconductor's stock has shown strong performance, with a market cap of $30.43 billion and a 52-week high of $271.92. The company reported earnings of $0.57 per share, exceeding estimates, and has seen a 15.5% year-over-year revenue increase.

Market Beat

Barclays

Canadian Imperial Bank Comm

Wedbush Issues Positive Forecast for Tower Semiconductor (NASDAQ:TSEM) Stock Price

Richard Shannon from Craig-Hallum has reiterated a Buy rating on Tower (TSEM) with a price target of $325.00. He has an average return of 95.9% and a 65.85% success rate on his stock recommendations. Additionally, Susquehanna's Mehdi Hosseini also issued a Buy rating for Tower today, while Wedbush assigned a Hold rating on the same day.

IonQ

Rigetti Computing

IONQ INC C/WTS 30/09/2026 (TO PUR COM)

Rigetti Computing - CW27

Tower (TSEM): New Buy Recommendation for This Technology Giant

Tower Semiconductor Ltd has signed silicon photonics contracts worth $1.3 billion for 2027 with major customers, receiving $290 million in prepayments. This commitment is expected to grow with additional contracts for 2028. The company is ramping up capacity to meet increasing demand, targeting $2.8 billion in revenue and $750 million in profit by 2028. CEO Russell Ellwanger emphasized the strategic importance of these agreements in the expanding optical connectivity market, driven by AI infrastructure growth. Tower is also investing in next-generation technologies to support high-performance optical solutions.

SemiConductor

Tower signs customer contracts for $1.3bn silicon photonics revenue for 2027

ALMU

Aeluma's recent earnings report led to a significant stock price drop, creating a buying opportunity for investors. Despite missing revenue expectations, the company continues to advance its commercialization process and has secured partnerships with Tower Semiconductor and Sumitomo Chemical. Aeluma's focus on quantum dot lasers positions it to disrupt the semiconductor industry. Analysts maintain a Moderate Buy rating, with a price target near $25, indicating potential for recovery. Upcoming catalysts include improving customer demand and a growing patent portfolio.

Aeluma

Aeluma's Post-Earnings Dip Creates a Buying Opportunity

ISHRS MSCI Israel Capped(EIS.US)