RHM Rheinmetall AG

EU allies seek to redirect hundreds of billions toward defense, potentially boosting ETFs as Europe moves to address security gaps.

Investing.com -- JPMorgan said in a note Wednesday that investors in European defense are favoring companies with long-duration order books and products that are hard to replace, while marking down those whose technology could be displaced.

STOCKS 0718 GMT – European stock indexes open higher, with utilities and mining stocks leading the continent. All sectors except energy are in the green as the Stoxx 600 adds 0.6%. London’s FTSE 100 rises 0.

European stock indexes edged higher in early trade, with mining and AI-related stocks gaining, and energy-intensive sectors weakening.

Sanctions on Russia are no longer a temporary headline risk; they are now law through the New Graham Act and reach deep into energy, banking and global trade. That shift can hurt some companies and create new demand for others, so sitting on the sidelines may mean missing important moves. This article unpacks that story and profiles 3 US Defense and Energy Security stocks exposed to this changing sanctions regime. The three US Defense and Energy Security stocks in this article are only a...

European stock indexes opened in the red, with higher borrowing costs and high oil prices weighing on sentiment.

STOCKS 0719 GMT – European stock indexes rise at the open, with banking and technology stocks pushing the Stoxx 600 up 0.4%. London’s FTSE 100 is 0.4% higher, boosted by energy-intensive industrials. Software group Sage adds 1.