Europe defense stocks face rearmament test

After years of surging military budgets, emergency Ukraine spending and soaring defense stocks, Europe’s rearmament push must now prove it can turn hundreds of billions of euros into weapons, factories and usable military capability. The question for investors no longer seems to be one of defense demand or political ambition, but whether valuations have run…

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Trump, Iran issue mixed messages on talks in Qatar

People walk along the Corniche area in Doha, Qatar, on June 29, 2026. United States and Iranian negotiators are scheduled to hold high-level talks in Doha, according to media reports. Nurphoto | Nurphoto | Getty Images Oil prices were slightly higher on Tuesday as energy market participants closely monitored the potential for fresh talks between…

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China widens Japan export curbs, targeting drone makers, nuclear firms and defense institutes

File photo: The Japanese national flag flies in front of the container pier in the Tokyo port. Toshifumi Kitamura | Afp | Getty Images China on Monday blacklisted four Japanese government defense research institutes and imposed tighter export restrictions on dozens of other Japanese entities, escalating a months-long campaign to limit Tokyo’s access to Chinese-origin…

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