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📈Our WYNDEX update for today:

After two weeks in the red, the WYNDEX is back in the green, with 3.3% growth, outperforming both S&P and NASDAQ. After a rough stretch, PANW and CARK are back in the green with 6% gains each. But the big story of the week is a massive drop in one of Israel’s golden digital innovators, Monday.com, which shed 29% this week despite posting strong Q2 earnings.

🎯Our Big Shorts for today:

Israeli marketing analytics platform Appsflyer is reportedly in talks to be acquired by a PE firm at a valuation at or above $3.5B

🔎And our Long Play today is an interview with Netta Barak-Corren, a legal scholar and cognitive scientist, law professor at the Hebrew University in Jerusalem, about her work combatting Boycott, Divestment, and Sanctions (BDS) targeting of Israeli academia.

📅 New episodes drop every Wednesday

What’s Your Number? is hosted from Tel Aviv and Silicon Valley by Yonatan Adiri — Israeli entrepreneur and former advisor to President Shimon Peres — and Michal Lev-Ram, Israeli-born Silicon Valley-based tech journalist and contributing editor at Fortune. Together, they unpack the headlines, trends, and data driving Israel’s economy and its future.

⚖️ 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:

ADAAM JAMES LEVIN-AREDDY - Executive Producer

MARTIN HUERGO - Sound Editor

GABE SILVERSTEIN - Research

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MIDNIGHT GENERATION

Is BDS a Threat to Israeli Academia?

What's Your Number?