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…
Traders work on the floor of the New York Stock Exchange during morning trading on April 20, 2026 in New York City. Michael M. Santiago | Getty Images LONDON — European stocks edged into positive territory on Tuesday as investors gauge developments ahead of the expiry deadline for the two-week ceasefire between the U.S. and…
People visit a Lockheed Martin booth displaying a model of a military transport plane during an arms fair, in Hanoi, Vietnam, on Dec. 19, 2024. Khanh Vu | Reuters Global defense stocks jumped early Monday as investors reacted to a dramatic military escalation in the Middle East over the weekend. The sector was a rare…
Attendees during the Singapore Airshow in Singapore, on Wednesday, Feb. 4, 2026. The show runs through Feb. 8. Photographer: SeongJoon Cho/Bloomberg via Getty Images Bloomberg | Bloomberg | Getty Images With geopolitical uncertainty on the rise, defense buyers at the Singapore Airshow say they are prioritizing sovereignty, from local production and co‑development to owning the…
Young people with placards reading “Greenland is not for sale!” take part in a demonstration that gathered almost a third of the city population to protest against the US President’s plans to take Greenland, on January 17, 2026 in Nuuk, Greenland, near the US Consulate to Greenland. Alessandro Rampazzo | Afp | Getty Images LONDON…
Satellite internet communication to the Earth. Yuichiro Chino | Moment | Getty Images Airbus, Leonardo and Thales announced Thursday that they will combine their satellite and space activities to form a “leading European player in space,” as the region looks for a homegrown rival to Elon Musk’s Starlink. The companies — each a heavyweight in…
France views Eutelsat as a strategic asset in the EU’s push for technological sovereignty. Benoit Tessier | AFP via Getty Images For years, France’s Eutelsat has been trying to build a European alternative to Elon Musk’s Starlink satellite broadband service. The company merged with British satellite venture OneWeb in 2023, consolidating the region’s satellite communications…
