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AI stock selloff brings bubble fears into Israel's pension debate

An Israeli economic report links Wall Street's losses to household savings, while an economist argues that real revenues complicate the dot-com comparison.

Channel: Kan News Hebrew channel ·

IsraelStory of November 3, 2026Trari Newsroom

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0:28Eldad Tamir attributes October's technology-share declines to fear and uncertainty about the future.
0:52The report introduces the dot-com bubble as a comparison for today's AI investment boom.
1:53Uri Greenfeld defines a bubble as a disconnect between a security's price and its underlying economic value.
2:52Greenfeld argues that real revenues and operating businesses make the current situation harder to call a bubble.
3:13Overseas investments connect Wall Street losses to Israeli pensions, provident funds and education savings funds.
3:50Tamir recommends calm, avoiding hasty portfolio changes and considering investments over the long term.

Israelis do not need to own technology shares directly to feel a Wall Street selloff. Their pension and other long-term savings can include overseas investments, a connection at the center of Ofir Halperin's report for Kan News, the news division of Israel's Israeli Public Broadcasting Corporation.

The report examines whether falling technology stocks signal an artificial-intelligence bubble bursting or a setback in a much longer transformation. Its October market graphic shows declines across Google, Meta, Amazon and Nvidia, with Google down nearly a fifth and Nvidia about a tenth.

Eldad Tamir, chief executive of investment house Tamir Fishman, attributes the losses to fear and uncertainty about the future. The segment turns to the dot-com boom for a comparison: enthusiasm for a transformative technology can send share prices beyond what companies' underlying businesses justify.

But Uri Greenfeld, chief economist and strategist at Agam Leaders Group, resists calling the present situation a full-blown bubble. He defines a financial bubble as a separation between a security's price and its economic value. The distinction he draws is that the companies at the center of today's AI investment wave have actual revenues and operating businesses. The question is how quickly the expectations attached to AI can become economic results.

For Israeli households, Greenfeld explains, the exposure runs through pensions, provident funds and education savings funds, portions of which are invested abroad. The effect therefore depends on where each fund holds its money, rather than simply whether its saver has bought an AI stock.

Tamir recommends responding calmly, avoiding hasty changes to investment positions and taking a long-term view. The report closes by separating a technology's future from its stock-market valuation: the dot-com bubble burst, but the internet endured. It presents AI as another technology whose lasting influence need not guarantee today's share prices.

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