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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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.
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.
