Events around the Russia-Ukraine conflict have been developing at a rapid pace over the past few days, and a meeting between Ukrainian President Vladimir Zelensky and Russian President Vladimir Putin is possible in the next two weeks. Askar Akhmedov, Investment Director at ATLAS Capital, wrote for Oninvest how investors should react to everything that is happening.

Markets are watching the negotiations on Ukraine. What could be the reaction of investors? 

RENK Group AG

Leonardo S.p.a.

Saab AB

Strategist Christopher Smart considers three possible developments

European defense stocks fell after Trump and Zelensky's meeting. What's next? 

V2X, Inc.

BofA Securities, a brokerage, has upgraded its rating on defense company V2X to “buy,” arguing that the $4.3 billion government contract it won in early August is “just the beginning.” The stock surged on the news.

'Just the beginning': BofA upgrades rating, TP on defense small cap V2X

Rheinmetall AG

Northrop Grumman Corporation

BofA attributed the recent drawdown in defense stocks to profit taking by hedge funds

Bank of America bet on a new rise in European defense stocks. What will make it happen?

Firefly Aerospace Inc.

WhiteFiber, Inc.

HeartFlow, Inc.

Shares of US Firefly Aerospace, a SpaceX competitor, soared by a third on the first day of trading after listing on Nasdaq. Cryptocurrency exchange Bullish has decided to raise up to $629 million on the New York Stock Exchange. Czech manufacturer of armored vehicles and heavy ammunition CSG is planning an IPO in Amsterdam and is seeking a €30 billion valuation. The main events on the IPO market during the week are in our selection.

Firefly shares soar and crypto exchange Bullish lists: highlights of the IPO by Aug. 11

Increased defense spending by the European Union has made Rheinmetall shares more expensive than those of U.S. IT companies

Rheinmetall has a weak quarter. Why are US and German banks betting on its shares?

BAE Systems plc

An index of European military companies compiled by Bloomberg slipped 3.8% after hitting a record in June

The rally of European defense companies has stalled. Where should we shift our attention?

Several music bands<a href="https://pitchfork.com/news/king-gizzard-and-the-lizard-wizard-leave-spotify/">have removed</a> their albums from the streaming service Spotify due to the investment policy of the streaming service's founder and CEO Daniel Ek. The reason was his involvement in the military AI technology business. Musicians explain their departure by their unwillingness to have their art associated with war. For Oninvest, Roman Mighty examined how the development of the global market for AI-technology weapons and military robots is leading to the emergence of new companies with a billion-dollar valuation - and at the same time to fierce ethical disputes.

Robot warfare: how AI weapons create unicorns and ethical dilemmas


Embraer S.A.

The Boeing Company

Bombardier Inc.

Wolfe Research shares optimism: it upgraded its rating on the aircraft maker's receipts

Betting on airplanes and air cabs: Freedom advises buying securities of Brazil's Embraer

Tesla, Inc.

Alphabet Inc.

Intel Corporation

The second-quarter earnings season has gotten off to a strong start on Wall Street, with more than 80% of the S&amp;P 500 Index companies reporting earnings and revenues that beat expectations, <a href="https://www.barrons.com/articles/tesla-verizon-coke-google-earnings-stocks-52dad8b3?mod=RTA"> writes</a> Barron's. About 100 other issuers - including two members of the "Magnificent Seven" - will release their results this week.

Tesla and Alphabet earnings, ECB rate: what investors need to know this week

Lockheed Martin Corporation

RTX Corporation

European defense stocks are already up significantly this year, while U.S. defense contractors still have upside potential

NATO countries will raise defense spending to 5% of GDP. Which arms manufacturers will benefit?

The attack on Iranian nuclear facilities involved weapons from Boeing, Lockheed Martin, Northrop Grumman and others

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