Pershing Square's Ackman sees trillion-dollar potential in Israel's tech sector

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Ackman sees trillion-dollar potential in israel tech

Highlights

Ackman predicts an Israeli company will reach a $1 trillion market capitalization within the next decade, citing the nation's maturing tech sector.
Pershing Square and Neri Oxman acquired a 5% stake in the Tel Aviv Stock Exchange in 2024, reflecting increased bullishness on Israel after October 7, 2023.
Ackman argues that regional conflict resets and potential peace improvements are reducing risk in the Middle East, further supporting Israel's economic prospects.

Ackman outlines long-term case for Israel

As reported by Reuters, Bill Ackman said at Sheba Medical Center's annual ARC summit in Tel Aviv on Thursday that he remains bullish on Israel's economy and financial markets. The Pershing Square Capital Management founder says the country is one of the best economies in the world and predicts that an Israeli company will reach a $1 trillion market capitalization within the next decade.

Ackman and his wife, Neri Oxman, bought a 5% stake in the Tel Aviv Stock Exchange in 2024. He says he became very bullish on Israel after the October 7, 2023 attacks and has grown even more optimistic since then.

He says Israel's main economic disadvantage is its small population compared with larger markets such as the U.S. and Europe. Even so, he argues that this could become an advantage in the age of artificial intelligence, because larger economies carry heavier fiscal burdens, pointing to the U.S. national debt and the costs of supporting a much bigger population.

Ackman also says Israel's technology ecosystem has matured over the past decade, with more entrepreneurs choosing to scale their companies rather than sell them early to multinational groups. He says he would be surprised if a trillion-dollar Israeli company does not emerge within five years, let alone 10 years.

Regional outlook and political comments

Ackman says a series of conflicts has reset the Middle East, improving prospects for peace and significantly reducing risk in the region. He also says U.S. President Donald Trump is working to eliminate the Iranian threat and that success on that front would create a major peace dividend across the region.

On U.S. politics, Ackman says he views Democratic Socialists as a threat to democracy, capitalism, Israel and the Jewish people. His comments tie his investment outlook on Israel not only to the country's technology base, but also to his expectations for a broader shift in regional geopolitical risk.

In our earlier article on the IMF’s outlook for the Middle East and Central Asia, we covered warnings that prolonged conflict and renewed disruptions to energy production, shipping routes, or critical infrastructure could trigger a regional contraction in 2026 before an uneven rebound in 2027. The report also stressed that buffer capacity is limited, leaving policymakers focused on price stability and fiscal resilience as key defenses against further volatility.

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