BAE, Britain’s leading defence contractor and arms manufacturer, has reported record annual sales and profits for 2025, says Sylvia Pfeifer in the Financial Times. The shares hit an all-time high on t

“After a three-year love affair with anything related to AI”, investors are piling back into the physical world, says Hannah Erin Lang in The Wall Street Journal. The S&P software index has dropped 16

The European car industry is seeing opportunities to expand in the growing defence sector as a way of replacing business lost to both the shift to electrification and the influx of Chinese manufacture

Companies in the news and how they were assessed

Here’s a “market paradox”, says Craig Mellow in Barron’s. The more the US government “trash talks Europe, the better it is for the euro”. The single currency has gained 13% against the greenback since

Issue of the week: the oil and gas ...