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From six-person startups to a $6.3 billion take-private: October's extraordinary month for Israeli tech exits

ServiceNow CEO says acquired Israeli startup Sweep helps it switch CRM customers in weeks, not years

Israeli digital health company TailorMed acquired in $250 million deal

Perion to be acquired by India’s Affle for $420 million, marking a steep fall for a once-billion-dollar Israeli company

Intel’s Israeli workers fear another downturn after stock collapse and deadly factory blast

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Earnings

20 stories about Earnings

Intel shares fall back to April levels after losing over half their value in five weeks

02.11.26|CTech

The chipmaker’s stock has plunged from around $127 in late September, with a single-day decline of nearly 29% last Friday accounting for much of the latest sell-off. The drop followed a weaker-than-expected fourth-quarter outlook and warnings about manufacturing constraints and PC demand.

Intel’s Israeli workers fear another downturn after stock collapse and deadly factory blast

02.11.26|Israel Wullman, Ynet

The company’s worst trading day since 1974 has revived concerns about its future, as employees in Kiryat Gat grapple with the deaths of two colleagues in a factory explosion.

“People are getting spooked”: Tower CEO says AI demand remains intact

02.11.26|Sophie Shulman

Despite a sharp correction in its share price, the Israeli chipmaker expects record annual revenue of $2 billion, with silicon photonics emerging as its largest growth engine.

Tower Semiconductor’s AI boom drives record profits after 42% stock retreat

02.11.26|Sophie Shulman

Revenue rose 33% in the third quarter to $526 million, and the company expects another record in the final quarter. Its silicon photonics business is emerging as a major growth engine amid surging demand from AI data centers.

Check Point’s recovery remains elusive as revenue and profits continue to fall

02.11.26|Sophie Shulman

The Israeli cybersecurity company reported $670 million in third-quarter revenue, while its shares have fallen 18% this year. CEO Nadav Zafrir says he expects a gradual improvement beginning in the fourth quarter.

ג'ון אייסין סגן נשיא בכיר ServiceNow לצד מטה החברה ב קליפורניה

ServiceNow CEO says acquired Israeli startup Sweep helps it switch CRM customers in weeks, not years

01.11.26|Allon Sinai

Bill McDermott said rollouts now take "a month … 30 days, 60 days" for large companies, as ServiceNow pushes into CRM.

Intel's stock rout obscures a growing opportunity in the AI server market

01.11.26|Omer Kabir

The chipmaker's weak forecast and PC slowdown have rattled investors, but server CPU revenue surged 78% and demand is outstripping its ability to supply customers.

Google, Amazon and Intel stumble as investors begin to question the price of the AI boom

31.10.26|Sophie Shulman

The latest earnings reports have shifted attention from the promise of artificial intelligence to the enormous costs of building it, sending the Nasdaq toward one of its sharpest monthly declines in recent years.

Intel shares plunge 25% as weak forecast rattles investors

30.10.26|CTech

A stronger-than-expected third quarter failed to reassure investors, with disappointing revenue guidance, manufacturing constraints and a weakening PC market raising fresh questions about the chipmaker’s turnaround.

Classiq founders alongside Intel CEO Lip-Bu Tan

Intel’s CEO on Classiq: “Intel will become a full stack revenue-generating quantum computing company”

30.10.26|Allon Sinai

Lip-Bu Tan explained the $2.3 billion deal to investors on Thursday. He did not mention the price or his own investment in the Israeli firm.

Intel’s $600 million question: How the Kiryat Gat explosion hit its forecast

30.10.26|Allon Sinai

The company says the accident will cost about $300 million in fourth-quarter revenue and 200 basis points of gross margin and expects a similar revenue impact in the first quarter.

Intel shares plunge as Israel factory blast compounds weak outlook

29.10.26|CTech

The chipmaker forecast fourth-quarter revenue of $15 billion to $16 billion, below Wall Street expectations. The factory explosion in Israel will cost ‌it roughly $600 million in lost revenue over two quarters because it has been shut down for about two weeks.

Mobileye set for record low as earnings fail to revive growth

29.10.26|CTech

The fall in the share price brought the Israeli autonomous-driving company’s market value to roughly $5.5 billion. Third-quarter revenue beat Wall Street estimates but declined year on year, while the full-year forecast barely changed.

Fortinet shares plunge 25% despite earnings beat

29.10.26|Mickey Greenfeld

Investors looked past stronger-than-expected quarterly revenue and earnings as billings narrowly beat forecasts and the services division missed estimates. The sell-off is also dragging down Palo Alto Networks, CrowdStrike and Zscaler.

"A gorgeous situation": ServiceNow's CEO celebrates a shrinking workforce

29.10.26|Allon Sinai

The software company says its own AI tools have saved more than $1 billion a year and let it hire fewer people. Its shares fell about 25% on weaker guidance.

Gemini hits 1 billion users as Alphabet’s quarterly results disappoint

28.10.26|CTech

The milestone marks a significant moment for Google’s AI push, but 25% annual revenue growth was not enough to meet Wall Street’s expectations, and shares fell 7% after hours.

מגזין 100 משפיעים ומשפיעות 2025 ליפ בו טאן מנכ"ל אינטל

Intel CEO bought $10 million in stock. Now he’s down nearly $1 million

25.10.26|CTech

Lip-Bu Tan bought 105,263 Intel shares at $95 apiece in August. After climbing to $127.39 in September, the stock has fallen nearly 32% in a month, closing Friday at $86.96 as investors await the chipmaker’s third-quarter results on Thursday.

בכירי JFrog ג'ייפרוג בחגיגת הנפקה ב בורסה ניו יורק

JFrog’s recovery defies the SaaS sell-off as AI makes its software more essential

22.10.26|Sophie Shulman

The Israeli company lost $700 million in market value in minutes after Anthropic’s Mythos announcement, but its shares have since surged. Investors are increasingly distinguishing JFrog’s software infrastructure from conventional SaaS products that could face greater disruption from AI.

מגזין 100 משפיעים ומשפיעות 2025 מארק צוקרברג מנכ"ל מטא

Meta pushes into AI agents as spending surge squeezes cash flow

22.10.26|CTech

Meta’s Muse app has attracted more than 10 million users in North America, and the company expects AI to start generating additional revenue in 2027. But rising infrastructure costs, negative free cash flow and mounting legal liabilities complicate its effort to turn AI investment into a new growth engine.

TSMC's AI-fueled growth continues with record $23.6 billion quarterly profit

15.10.26|Reuters, CTech

The Taiwanese chipmaker beat profit forecasts and expects revenue to climb as much as 61% in the fourth quarter. It is maintaining plans to spend up to $64 billion on capital investments this year as customers seek more advanced chips and packaging capacity.