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Why the U.S.-EU trade agreement is unlikely to derail Europe’s defense boom
World

Why the U.S.-EU trade agreement is unlikely to derail Europe’s defense boom

Europe’s defense stocks wobbled at the start of the week, as investors pored over the details — still lacking in some areas — of the framework trade agreement struck by the U.S. and European Union on Sunday. An initial concern was that a commitment by the EU to increase its purchases of U.S. goods, in […]

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Europe’s companies sound alarm over tariff hits amid scramble to strike U.S. trade deal
World

Europe’s companies sound alarm over tariff hits amid scramble to strike U.S. trade deal

European officials are working to secure a trade deal with the Trump administration, as regional companies sound the alarm over financial hits even before reciprocal tariffs have come into play. Earlier this month , U.S. President Donald Trump said he would slap a 30% tariff on all goods imported to America from the European Union, […]

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France is betting Eutelsat can become Europe’s answer to Starlink — but experts aren’t convinced
World

France is betting Eutelsat can become Europe’s answer to Starlink — but experts aren’t convinced

France views Eutelsat as a strategic asset in the EU’s push for technological sovereignty. Benoit Tessier | AFP via Getty Images For years, France’s Eutelsat has been trying to build a European alternative to Elon Musk’s Starlink satellite broadband service. The company merged with British satellite venture OneWeb in 2023, consolidating the region’s satellite communications […]

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Airbus orders dominate Paris Air Show as Boeing takes backseat — again
World

Airbus orders dominate Paris Air Show as Boeing takes backseat — again

An Airbus A350-1000 passenger aircraft performs during the 55th edition of the International Paris Air Show (Salon international de l’aeronautique et de l’espace – SIAE) at the ParisLe Bourget Airport, in Le Bourget, north of Paris, France on June 18, 2025. Anadolu | Anadolu | Getty Images Airbus orders and new models have taken center-stage […]

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European defense stocks have soared this year — could a rare earths bottleneck put a lid on the rally?
World

European defense stocks have soared this year — could a rare earths bottleneck put a lid on the rally?

European defense companies have seen a monumental rise in value this year, as a regional push to ramp up military spending sparks a bull run on the sector. Strategists, analysts and industry leaders spoke to CNBC about the outlook for the industry, which has The industry has seen several stocks more than double in value […]

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These European defense stocks have gained more than 100% on EU spending plans — and they could have further to climb
World

These European defense stocks have gained more than 100% on EU spending plans — and they could have further to climb

European defense stocks have surged in recent months as geopolitical tensions prompt regional officials to ramp up spending on national security. In Germany, lawmakers have passed a historic debt reform , paving the way for a huge splurge on defense, while U.K. Prime Minister Keir Starmer has pledged to hike Britain’s national spend on defense […]

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Europe wants to pour billions of dollars into its own defense companies — but market watchers say it may not be able to shut American firms out
World

Europe wants to pour billions of dollars into its own defense companies — but market watchers say it may not be able to shut American firms out

New army recruits of the Bundeswehr, Germany’s armed forces, during basic training on Nov. 29, 2022 near Prenzlau, Germany. Sean Gallup | Getty Images As Europe plans to pour billions of dollars into defense, many regional leaders are pushing for the money to be spent locally — but some market watchers say it’s inevitable that […]

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As Europe ramps up defense spending, Thales CEO presses for the money to stay in the region
World

As Europe ramps up defense spending, Thales CEO presses for the money to stay in the region

Europe should “take its destiny in its own hands” and strive to keep new defense budgets within its own borders, according to the chief executive of French defense giant Thales. The European Union plans to mobilize as much as 800 billion euros ($841 billion) to ramp up defense spending. The announcement came after the U.S. […]

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France unveils 109-billion-euro AI investment as Europe looks to keep up with U.S.
Technology

France unveils 109-billion-euro AI investment as Europe looks to keep up with U.S.

French President Emmanuel Macron greets journalists after meetings with guests at the Elysee Palace before the opening ceremony of the Paris 2024 Olympic Games in Paris, France, July 26, 2024. REUTERS/Yara Nard Yara Nardi | Reuters France’s artificial intelligence sector will receive 109 billion euros ($112.6 billion) of private investment in the “coming years,” President […]

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CNBC Daily Open: Buffeted by Middle East, propelled by China
World

CNBC Daily Open: Buffeted by Middle East, propelled by China

Customers at a restaurants on Nanjing East Road in Shanghai, China, on Wednesday, Oct. 2, 2024.  Qilai Shen | Bloomberg | Getty Images This report is from today’s CNBC Daily Open, our international markets newsletter. CNBC Daily Open brings investors up to speed on everything they need to know, no matter where they are. Like […]

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