European defense shares increase following Trump's support for Ukraine's complete territorial restoration.
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 24 2025
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Should l Buy ?
Source: SeekingAlpha
Trump's Shift on Ukraine: U.S. President Donald Trump expressed optimism about Ukraine regaining its territory from Russia, contrasting his previous stance of suggesting land concessions for peace, which positively impacted European defense stocks.
Market Reaction: The STOXX Europe Aerospace & Defense index rose 1.3%, with significant gains in various defense companies, driven by NATO's commitment to increased defense spending and positive market sentiment following Trump's comments.
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About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
