כיצד הבחירות והסיכון למלחמה עם איראן ישפיעו על הכלכלה – דוח S&P

הערכה

S&P's revised growth forecasts for Israel, driven by NVIDIA's massive local investments, present a striking contrast to the agency's own warnings about persistent geopolitical threats. The 5.5% and 7% GDP projections for 2026-2027 suggest the market sees tech sector momentum as outweighing near-term security risks. Watch for whether NVIDIA's commitment actually materializes at scale, and how the election outcome and potential Iran conflict could disrupt the very stability that attracts such investment.