Analysis: chip stocks plunged, but Nova, Camtek and Tower's businesses tell a different story
Thursday's fall on Wall Street was driven by fear, not data. What is actually happening in Israeli equipment makers' orders, and when to really worry
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4 stories for “Wall Street”
JFrog soars: $179.2 million in revenue as cloud grows 60%
The Israeli-founded company raised its full-year outlook to $680–682 million, and the stock jumped about 22% after hours on a day Wall Street sank
Black day for chip stocks: Nvidia falls 9.3% as Wall Street blames the election
Broadcom, AMD and Micron fell sharply and the chip index reportedly lost more than 12%. Investors fear AI and data center regulation after Democratic wins
Anthropic heads to Wall Street: 90 pages of risks in its prospectus, and Claude already designs chips inside the company
The company founded to "answer to humanity" will now also have to answer to shareholders. According to reports, Anthropic told investors its chip design team already uses Claude, and warned that AI-assisted research could soon accelerate dramatically.