Israeli companies on Wall Street: These are the stocks that recorded jumps

A positive trading day passed on Wall Street, as investors turned most of their attention to technology, cloud, and chip stocks. The Nasdaq index finished trading with a rise of 0.5%, the S&P 500 index strengthened by 0.3%, while the Dow Jones index remained almost unchanged. Small-cap stocks also joined the rally, as the Russell 2000 index rose by 0.7% and continued to trade in the all-time high zone. Since the beginning of 2026, the index has jumped by 22.6%, compared to a rise of 13.2% in the S&P 500 index.

Those who stole the show were the artificial intelligence and cloud infrastructure companies. Financial results and optimistic forecasts led to unusual jumps in Neocloud stocks, led by Corvaiv and Nevius Group. The Roundhill Neocloud ETF recorded a jump of more than 17%, with all 14 stocks included in it finishing trading with gains. Super Micro also stood out following a strong revenue forecast and a backlog of orders that reached a record.

The enthusiasm did not stop at the cloud. Chip and hardware stocks also enjoyed demand, and the Philadelphia Semiconductor Index climbed by about 2%. In the background was a positive review by Goldman Sachs, which raised the target prices for Dell Technologies, NetApp, and HPE. The bank estimates that the expansion of the use of artificial intelligence and the upgrading of data centers are expected to continue to support the demand for servers, storage systems, and network equipment.

Israeli stocks also provided quite a bit of interest. Riskified and BrainsWay jumped after publishing strong results and raising forecasts, and Similarweb and Tower recorded gains. On the other side of the screen, declines were recorded in Alpha Tau Medical, ahead of the start of trading in it as a dual-listed stock on the Tel Aviv Stock Exchange, as well as in Nayax, eToro, and Playtika.

At the same time, investors received an encouraging signal regarding American inflation. The consumer price index for the month of July rose by only 0.1%, and the annual inflation rate moderated from 3.5% to 3.4%. Core inflation stood at 2.5% on an annual basis, after a monthly rise of 0.2%. Following the data, the probability that the market attributes to an interest rate hike by the Federal Reserve in September decreased from about 48% to about 38%, and the market estimates that the central bank may wait until later in the year. The yield on the ten-year US bond fell to 4.675%.

Unlike the celebration in technology stocks, in the oil market the picture was less positive. Data on inventories in the US surprised with an addition of 17.4 million barrels to commercial inventory, which reached 424.4 million barrels. This is the second largest increase recorded in history, against the background of a significant increase in imports, mainly from Venezuela, alongside a decrease in exports.

At the end of trading, the price of American WTI oil fell by 0.25% to 82.99 dollars per barrel, while the price of Brent weakened by 0.28% to 88.66 dollars per barrel. Thus, a streak of five days of gains in oil prices was broken.