Goldman Sachs' Timothy Moe highlights memory stocks as 'stars' and defense sector sell-off as a buying opportunity. Analysis and key takeaways.
European markets closed mixed on Thursday, with the Stoxx 600 falling 0.5% but defense stocks surging as Iran tensions escalate. Key gainers include Renk, Rheinmetall, and Exail Technologies.
Germany sees contrasting moves: Capital B raises $178M for Bitcoin while Rheinmetall drops 2.7% on peace talk stalling. Analysis inside.
Leonardo shares fell 3% amid defense sector turbulence. Analysis of Italy's defense outlook and market implications.
Putin signals Ukraine war resolution may be near, causing defense stocks to slide and reshaping market dynamics amid geopolitical shifts.
Putin signals possible end to Ukraine war, sending defense shares lower and sparking market reassessment of geopolitical risk.