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SHOCKING: 2 - You Need To See This

How to Invest as the AI Industry Grows Up

Here’s where to find the winners as artificial intelligence transitions from an emerging technology to an adolescent one.

Kiplinger

The Best Aerospace and Defense ETFs to Buy

The best aerospace and defense ETFs can help investors capitalize on higher defense spending and hedge against the potential of a large-scale conflict.

Kiplinger

Defence sector intensifies lobbying efforts in the EU Parliament, new data shows

MEPs are coming under increasing pressure from lobbyists on defence-related issues, according to new figures collected by Transparency International. Over the past year, lobbyists from consultancy groups, trade associations and defence firms have organised 197 meetings in total.

Euronews

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Rheinmetall partners with Anduril to build military drones for Europe

German defence giant Rheinmetall and US defence tech company Anduril announced their plans to design and manufacture drones and rocket motors for Europe.

Euronews

Could the resurgence of Germany’s steel industry help to revive its economy?

US President Donald Trump's 50% tariffs on steel and aluminium imports come into effect today. But could Germany's defence industry be paving the way for a steel boom?

Euronews

Kering booted from Europe’s premier blue-chip index as defense giant Rheinmetall boosted by the continent’s war footing

Rheinmetall’s shares have surged 250% in the last year, while Kering's have fallen by 47%.

Fortune

This Curbside EV Charger Fits Right Into The Sidewalk

Rheinmetall, Europe’s largest arms manufacturer, came up with a great solution for curbside charging.

InsideEVs

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Rheinmetall’s sales surge as soaring defence demand continues

Germany’s largest ammunition manufacturer, Rheinmetall, reported a surge in sales during the first three months of the year, primarily driven by domestic orders and increased defence spending across Europe.

Euronews

Trump's threats gave Europe the political will to spend more on defense. But challenges are ahead

Europe’s plan for spending more on defense is finding previously unimaginable political backing

The Independent UK

Rheinmetall CEO expects order book to balloon by 450% amid Germany’s rearmament drive

Rheinmetall's Armin Papperger expects his company to account for a quarter of Europe's $1.1 trillion defense splurge.

Fortune

Marco Buti: Europe’s defense spending is a move towards ‘strategic autonomy’ from the U.S.

Also: Tariffs could have “flexibility," Trump continues to undermine judges.

Fortune

Meet the startups hoping to help Europe counter Russia, without America's help

When a $400 drone can destroy a multi-million-dollar tank, defense departments need to radically rethink their procurement.

Fortune

Euronext CEO: 'There is a massive migration of investment from the US to Europe'

"Europe appears to be a safe harbour for investors who look for predictability," the CEO of pan-European stock exchange Euronext said to Euronews Business.

Euronews

The DAX and euro rise ahead of Germany’s parliamentary vote on a major spending bill

Germany is expected to pass a major spending bill on defence and infrastructure, allowing the country to unleash hundreds of billions of euros into the economy. Both the euro and Germany’s stock markets may maintain their uptrends amid optimism about the fiscal reform.

Euronews

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Barchart

Worried About a ‘Trumpcession’? Buy These 3 European Stocks to Protect Your Portfolio Now.

These European stocks are a great hedge against Trump’s domestic policies and a bet on his foreign policy.

Fortune

Rheinmetall’s stock has soared over 1,000%, and the German defense giant sees growth ‘that we have never experienced before’

“An era of rearmament has begun in Europe that will demand a lot from all of us,” CEO Armin Papperger said.

Fortune

Germany's biggest weapons contractor could literally be moving onto Volkswagen's turf

Rheinmetall is open to the prospect of buying up an unwanted Volkswagen site, the latest sign of a shift in Germany's industrial backbone.

International Business Times

German Arms Firm Rheinmetall Seizes On European 'Era Of Rearmament'

German arms manufacturer Rheinmetall said Wednesday moves by European capitals to up their defences and reduce their reliance on the United States were an unprecedented growth opportunity for the group.

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Fortune

Meet the defense giants that will rearm Europe as the EU eyes a massive military buildup

As Europe prepares for a world without American military aid, the E.U. plans to invest €800 billion on defense.

Radio France Internationale

Windfall for European arms makers as Brussels ramps up defence spending

Weapons manufacturers across Europe are rushing to secure contracts after EU countries announced plans to dramatically increase defence spending. Share prices of European arms companies had already risen sharply following the US decision to suspend military aid to Ukraine.

The Guardian - UK

European markets soar as Germany moves to lift ‘debt brake’ and raise defence spending

Berlin’s ‘big bazooka’ proposal sends industrial stocks surging but fiscal sea change also hikes borrowing costs

International Business Times UK

From Ukraine Talks to Transatlantic Tensions: Here's Why BAE Systems' Shares Saw Dramatic Climb

More market analysis has also noted that JPMorgan recently increased its price target for BAE Systems, reflecting a positive outlook on its future performance.

The Guardian - UK

European defence stocks soar as arms makers expect orders boom

Big rises for BAE, Rheinmetall, Thales and Leonardo amid European push to support possible Ukraine peace deal

The Guardian - AU

Ukraine war briefing: European allies rush to showcase extra support for Kyiv

Baltic and Nordic countries to equip and train Ukrainian brigade; Rheinmetall car part factories to make weapons and ammunition. What we know on day 1,098

Fortune

Europe deserves its seat at the kids' table over Ukraine, German defense boss says

European NATO members' repeated failure to hit its defense spending targets means it should have no complaints about peace talks, Rheinmetall CEO says.

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