Defense
Singapore state investor Temasek is rethinking defense as a strategic ESG bet
Defense stocks are booming — and according to one of Asia’s biggest investors, allocating capital to the sector doesn’t mean having to abandon ESG initiatives. Speaking to CNBC’s Martin Soong on Wednesday, Rohit Sipahimalani, chief investment officer at Singapore’s state investment fund Temasek, said his team were looking at opportunities in the European defense sector. […]
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Trump says U.S. will send more weapons to Ukraine
U.S. President Donald Trump holds a law enforcement event in the Oval Office of the White House in Washington, D.C., May 19, 2025. Kevin Lamarque | Reuters U.S. President Donald Trump said on Monday the United States would be sending more weapons to Ukraine to help the war-torn country defend itself against Russian attacks. Speaking to reporters at the White House, Trump said Ukraine was getting hit […]
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Trade deadlines and oil drama set the stage for a crunch week in global markets
Flags of the European Union and the United States. Sean Gallup | Getty Images News | Getty Images CNBC’s assignment desk has a conundrum this week: how to approach July, 9. Why does this specific date matter? It’s the deadline for trade negotiations between the U.S. and European Union before the tariffs axe (maybe) falls […]
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Hamas says it is prepared to talk about Gaza ceasefire proposal
A general view of destruction in North Gaza, as seen from the Israeli side of the Israel-Gaza border, on May 17, 2025. Amir Cohen | Reuters Hamas said it had responded on Friday in “a positive spirit” to a U.S.-brokered Gaza ceasefire proposal and was prepared to enter into talks on implementing the deal that […]
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Defense tech stocks have surged – and analysts say these names have higher to go
From the battlefield to the halls of Congress, a shake-up is underway that will change how armed forces around the world prepare for conflict and engage with adversaries. June began with a wake-up call about how versatile and effective drones could be in warfare. After 18 months of planning, Ukraine successfully smuggled containers armed with […]
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Pentagon halts weapons shipment to Ukraine amid concerns over U.S. stockpile
Defense Secretary Pete Hegseth has ordered a pause in sending a shipment of missiles and ammunition to Ukraine amid concern about the U.S. military’s stockpiles, according to two defense officials, two congressional officials and two sources with knowledge of the decision. Hegseth ordered the delay weeks after he issued a memo ordering a review of […]
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Germany’s defense industry is booming. Here’s where its weapons are going
Germany’s defense sector is growing as increasing geopolitical tensions have led to a surge in orders. The value of German military exports hit 13.2 billion euros ($15.5 billion) last year, according to preliminary figures — more than double 2020’s 5.82 billion euros . Defense stocks in the country have skyrocketed over the past year as […]
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Trump says Israel has agreed on terms for a 60-day ceasefire in Gaza and urges Hamas to accept deal
U.S. President Donald Trump speaks to reporters aboard Air Force One en route to Joint Base Andrews, Maryland, after touring a temporary migrant detention center informally known as “Alligator Alcatraz” in Ochopee, Florida, U.S., July 1, 2025. Evelyn Hockstein | Reuters President Donald Trump said Tuesday that Israel has agreed on terms for a 60-day […]
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AeroVironment stock drops 7% on offering plan to pay off debt
An image of a Quantix drone made by AeroVironment. David Mcnew | Getty Images News | Getty Images AeroVironment shares fell 7% Tuesday after the defense contractor said it plans to offer $750 million in common stock and $600 million in convertible senior notes due in 2030 to repay debt. The drone maker said it […]
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NATO members just committed to hike defense spending – and these companies could reap the rewards
With NATO members committing to a much higher defense spending target, certain companies are expected to see huge boosts to their bottom lines – particularly those headquartered in Europe. NATO announced at its annual summit last week that its members had agreed to drastically ramp up defense spending, with the majority of its 32 member […]
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