📈 Our WYNDEX (What’s Your Number Index) update for today:
The WYNDEX jumped 8.93% this week and is now up 16.7% year-to-date, beating both the S&P and NASDAQ. Palo Alto Networks and Nova led the gains, as investors rewarded AI infrastructure and cyber strength. But Wix’s 34% drop showed the other side of the AI trade: Wall Street is punishing companies and software it fears AI could jeopardize.
🔎 Our Long Play today:
Yonatan and Yael unpack whether the next U.S. military aid deal with Israel could be the last. Unlike in the 1980s, now the amount of aid is a small share of Israel’s economy and a tiny line item for Washington. The bigger questions are: How can Israel move from an aid-based relationship to a strategic partnership built around defense, technology, infrastructure, and shared security interests? And how do the two countries retain and improve a special relationship through investment, business and cultural ties.
In this episode:
00:56 - Numbers of the Week
04:20 - The WYNDEX
09:03 - Big Short #1: AI21 Labs and the brutal AI efficiency wave
11:58 - Big Short #2: Taiwan’s Silicon Dome and what Israel should learn
15:23 - Long Play: Is this the last U.S. aid deal for Israel?
32:31 - Words of the Week
Find us on:
YouTube
Instagram
LinkedIn
Yael on X
Yonatan on X
Write to us here
New episodes drop on Wednesdays
LEGAL DISCLAIMER
This podcast offers general business and economic information and is not a comprehensive summary for investment decisions. It does not recommend or solicit any investment strategy or security.
CREDITS:
Hosts - YONATAN ADIRI & YAEL WISSNER-LEVY
Interim Executive Producer - BETH PEARLMAN
Production Manager - BRITTANY COHEN
Community Manager - AVA WEINER
Sound and Video editing - MARTIN HUERGO
Music - MIDNIGHT GENERATION
