TASE shifts to Monday-Friday trading next week. REIT snags rubble rebuild rights. An $8.6B F-15 deal for Israel.
Re: December 30, 2025 in Israel - and what it all means for investors at home and abroad.
Tel Aviv Stock Exchange: new Monday-Friday trading schedule starts Jan 5.
Israel’s capital markets are moving to align with global standards. The Tel Aviv Stock Exchange will transition to a Monday-Friday trading schedule effective next week. Starting January 5, 2026, the exchange will eliminate its traditional Sunday session and introduce a shortened Friday session concluding at 2:00 p.m., maintaining full-day trading Monday through Thursday.
The strategic pivot aims to eliminate the timing gap that has long hindered foreign participation, synchronizing local operations with major exchanges in New York and London to boost liquidity and capital flows. By overlapping with Western markets, regulators expect to deepen the local capital market and reduce volatility, viewing the move as a critical step toward enhancing Israel’s standing for potential inclusion in major global indices such as the MSCI.
Tech & defense in Israel: $8.6B Boeing deal, tech giants race to launch agentic commerce
The U.S. Department of War awarded Boeing an $8.6 billion contract to modernize the Israeli Air Force’s long-range strike fleet with 25 new F-15IA jets, announced during U.S. President Trump’s meeting yesterday with Israeli Prime Minister Netanyahu in Florida. The agreement, which includes an option for 25 additional aircraft, cements the U.S. commitment to Israel’s air superiority. Production is scheduled to run through 2035, securing a long-term pipeline for the upgraded variant of the heavy-lift fighter.
Aquarius Engines (TASE: AQUA) pivots to defense - the company shifts gears to homeland security, signing an MoU to acquire a profitable Israeli drone manufacturer for up to ₪35M. Shares rallied 12.64% today.
Meanwhile, Bet Shemesh Engines (TASE:BSEN) an Israeli aerospace manufacturer controlled by FIMI Opportunity Funds, raised 200 million shekels (~$54 million) in a private stock placement. The offering included 296,300 shares priced at 675 shekels each, reflecting a discount of approximately 5.7% on yesterday’s closing price. Participants in the round included Israeli institutional investors More, Menora, and Phoenix.
Battle of the shopping bots
Visa, Mastercard, and OpenAI are racing to launch Agentic Commerce by 2026 - AI agents capable of searching, comparing, and executing payments on your behalf. Israeli startups, of course, are already innovating in this area. According to Tamir Eden, CEO and founder of Israeli startup 40RTY.ai, a company that makes software to help direct-to-consumer brands become agent-ready,
“Ecommerce retailers and brands should realize that in 2026 they have a new type of customer - it’s an AI agent.”
A Visa survey found that nearly half of U.S. shoppers are now using artificial intelligence to enhance their shopping experience, whether to find gifts or compare prices. At the same time, Adobe research found that AI-driven traffic to U.S. retail websites grew 4,700% in July compared to last year.
Real estate deal notes
Azrieli (TASE: AZRG) surges on €1B Nordic deal
Azrieli Group stock jumped more then 8.71% after announcing a massive 80MW Data Center campus in Norway. The project is expected to generate $117M in annual NOI under a 15-year contract.
Rising from the rubble - Da Vinci Towers
Tzahi Abou’s Abou Family REIT won a tender to acquire 40 apartments in Tel Aviv’s missile-struck Da Vinci towers for just ₪61.5M. Half the units are uninhabitable and require a 2-year renovation, the rest are near-ready.
TASE snapshot for Tuesday, Dec. 30, 2025
TA-35 Index (TASE:TA35): 🟢 +0.94%
TA-90 (TASE:TA90): 🟢 +1.27%
TA-125 (TASE:TA125): 🟢 +1.02%
That’s our Tuesday here in Israel 🎉
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