Economy · Full coverage
Yotav Kostika: Why Israeli stocks lost their momentum and where he sees the next opportunities
How 1 Israeli newsrooms covered this story — translated into English and compared side by side.
First reported by Globes · 2 days ago
What happened
Yotav Kostika says the Israeli market’s recent rally has cooled after wartime optimism faded and valuations normalized. He now prefers U.S. equities and infrastructure, while warning that Israeli housing looks overhyped and that AI and geopolitical risks remain major factors.
- 01Kostika says Israeli stocks rose on security wins, then corrected when hopes faded.
- 02He now manages the family office of Wiz’s four founders.
- 03He sees U.S. markets and infrastructure as more attractive than Israel.
- 04He says the shekel is supported by Israel’s surplus and institutional hedging.
- 05He calls Israeli housing the clearest example of excessive optimism.
Summary translated & synthesized from the sources below by baba. Read each original for the full report.
Full coverage · 1 outlets
The same event, reported separately by each newsroom. Open a few to compare what each emphasizes — and what they leave out.
Related stories
Finance Founder: Tech Risk Matters More Than Geopolitics, and Israel’s Shekel Will Keep StrengtheningJun 15, 2026Volatility Can Be an Opportunity, Citi Says in Israel Market OutlookJun 15, 2026Bank Investment Chief Says Insurance Stocks Are Too Expensive, Prefers Tel Aviv 125Jun 16, 2026Tel Aviv Stocks Slide as Investors Brace for Geopolitical Risk and Rate Moves5 days agoTel Aviv stocks slip again as oil falls and markets digest Fed signalsJun 18, 2026When Tel Aviv Stocks Outgrow the Plan, Should Investors Rebalance?2 days ago
