Stock Markets February 3, 2026

Tel Aviv Benchmark Climbs to Record High as Insurance, Financials and Energy Outperform

TA-35 posts 1.74% gain; mixed session as semiconductor names lag while oil, gold and select insurers advance

By Caleb Monroe PHOE TSEM CAMT
Tel Aviv Benchmark Climbs to Record High as Insurance, Financials and Energy Outperform
PHOE TSEM CAMT

Israel's main stock index, the TA-35, closed at a fresh all-time high after advancing 1.74%. Gains were concentrated in the Insurance, Financials and Oil & Gas sectors, with Menora Miv Hld, OPC Energy and Phoenix Holdings among the session's top performers. Semiconductor and related technology names registered the largest declines. Commodity and currency moves accompanied the equity strength.

Key Points

  • The TA-35 closed at a new all-time high after rising 1.74%, driven by gains in Insurance, Financials and Oil & Gas.
  • Top performers included Menora Miv Hld (MMHD), OPC Energy (OPCE) and Phoenix Holdings (PHOE); OPC Energy and Phoenix Holdings reached all-time highs.
  • Semiconductor-related stocks underperformed, with Tower Semiconductor (TSEM), Camtek (CAMT) and Nova (NVMI) among the largest decliners; commodity and currency moves accompanied equity gains.

Israel's equity market closed higher on Tuesday, with the TA-35 rising 1.74% to reach a new record closing level. Sector strength in Insurance, Financials and Oil & Gas underpinned the advance, while several technology-related issuers lagged.

At the close in Tel Aviv, the benchmark added 1.74%, marking a fresh all-time high for the index. Market breadth favored gainers: 326 stocks rose, 151 declined and 71 finished unchanged.

The session's top performers on the TA-35 included Menora Miv Hld (TASE:MMHD), which climbed 7.29%, or 2,990.00 points, finishing at 44,000.00. OPC Energy Ltd (TASE:OPCE) advanced 5.89%, or 501.00 points, to close at 9,011.00, and Phoenix Holdings Ltd (TASE:PHOE) gained 5.81%, or 900.00 points, to finish at 16,400.00. OPC Energy and Phoenix Holdings each closed at all-time highs during the session.

On the downside, Tower Semiconductor Ltd (TASE:TSEM) led losses among headline names, falling 2.76%, or 1,190.00 points, to close at 41,950.00. Camtek Ltd (TASE:CAMT) declined 2.01%, or 910.00 points, to end at 44,420.00, and Nova (TASE:NVMI) slipped 1.61%, or 2,290.00 points, to 140,010.00.

Commodity markets saw notable moves that accompanied the equity action. Crude oil for March delivery rose 1.22%, or 0.76, to $62.90 a barrel. Brent oil for April delivery increased 0.97%, or 0.64, to $66.94 a barrel. Precious metals also moved higher, with the April Gold Futures contract rising 6.52%, or 303.56, to trade at $4,956.16 a troy ounce.

Currency markets reflected modest moves against the shekel. The USD/ILS rate fell 0.42% to 3.08, and EUR/ILS declined 0.23% to 3.64. The US Dollar Index Futures was down 0.22% at 97.28.

Overall, the day's trading displayed a split between sectors driving the benchmark's record close and others that weighed on performance. Insurance and financial firms, along with energy-related stocks, provided upward momentum, while several semiconductor and equipment names recorded declines.


Market snapshot:

  • TA-35: +1.74% (new closing high)
  • Leading gainers: Menora Miv Hld (MMHD), OPC Energy (OPCE), Phoenix Holdings (PHOE)
  • Largest decliners: Tower Semiconductor (TSEM), Camtek (CAMT), Nova (NVMI)
  • Commodities: Brent and WTI higher; gold futures up sharply
  • Currencies: USD/ILS and EUR/ILS both moved lower

Risks

  • Sector divergence - while Insurance, Financials and Oil & Gas led the market higher, semiconductor and related technology stocks registered notable declines, introducing uneven performance across the market.
  • Commodity price swings - crude oil and Brent both rose during the session, and gold futures increased sharply, reflecting volatility in commodity markets that can influence energy and financial sector returns.
  • Currency movements - declines in USD/ILS and EUR/ILS during the session signal exchange-rate shifts that may affect exporters, importers and companies with foreign-currency exposures.

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