European Defense Stocks Surge as Oil Drops, Trump Said to Mull NATO Exit -- Market Talk

Dow Jones04-01

1338 GMT - European defense stocks surge as falling oil prices reduce the industry's energy costs. Meanwhile, President Trump said he is considering pulling out of the NATO defense alliance, according to a report from British newspaper The Telegraph. Growing U.S. coldness toward NATO may "further accelerate a refocus of spend towards home-grown technologies instead of imports from the U.S.," Jefferies' analysts write. A basket of European aerospace and defense stocks is 5% higher in afternoon trade. Leonardo and Babcock climb 7.9% and 7.6%, respectively, as both stocks are also boosted by analyst upgrades. Rheinmetall is 7% higher in Frankfurt, while Rolls-Royce climbs 6.7% in London. (josephmichael.stonor@wsj.com)

(END) Dow Jones Newswires

April 01, 2026 09:38 ET (13:38 GMT)

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