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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QatarEnergy extends force majeure with Edison

Qatar’s Energy Minister and CEO of QatarEnergy Saad Sherida al-Kaabi speaks during a press conference in Doha on June 22, 2026. Karim Jaafar | Afp | Getty Images War damage to energy facilities in Qatar, one of the world’s biggest liquefied natural gas producers, signals that disruptions to the market may continue for months, even…

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AI demand fuels investors’ portfolios while oil posts biggest monthly decline

An interactive display featuring artificial intelligence at the iRootech Technology Co. offices in Guangzhou, China, on Wednesday, April 15, 2026. Bloomberg | Bloomberg | Getty Images Hello, this is Justina Lee writing to you from Singapore. Welcome to another edition of CNBC’s Daily Open. Artificial intelligence remains the market’s favorite, with investors continuing to rotate…

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