BAE shares slip despite guidance upgrade July 30, 2025 BAE shares slipped in early morning trade on Wednesday despite Britain’s biggest defence business upgraded its earnings guidance. The FTSE 100 firm increased its full year sales forecasts to growth of 8-10 per cent, up from 7-9 per cent, with underlying pre-tax earnings set to grow 9-11 per cent, up from 8-10 per cent. However, [...]
Retail investors cool on AI and pile into defence sector July 30, 2025 Retail investor appetite for AI stocks has cooled as geopolitical tensions spark a surge in enthusiasm for the defence sector. Over 50 per cent of retail investors believe the defence sector will deliver the strongest growth over the next six months, according to new research from online investing and trading platform IG. AI-related industries slipped [...]
Cohort’s shares rally after soaring defence demand spikes profit July 16, 2025 Defence tech group Cohort shot past market expectations for the year ending April 30 as geopolitical tensions helped spike demand. The London-listed firm, whose customers included the UK Ministry of Defence, recorded a pre-tax profit of £25.6m, up 29 per cent from 2024. This came as revenue jumped 33 per cent to £270m as the [...]
Babcock shares soar as FTSE 100 giant hails ‘new era’ for defence June 25, 2025 Engineering giant Babcock posted a jump in profit for the latest financial year as the firm’s boss hailed a “new era for defence”. The FTSE 100 company – which plays a significant role in supporting the UK’s nuclear submarine program – recorded an 11 per cent increase in revenue to £4.8bn. Meanwhile, operating profit surged [...]
Spear guns, knuckle dusters and machetes: The ‘prohibited items’ at London Tech Week June 9, 2025 London Tech Week 2025 opened with appearances from Sir Keir Starmer and Nvidia chief Jensen Huang, but attendees got a bigger surprise from a sign at the door outlining “prohibited items” at the event. City AM has seen a list ranging from spear guns and tear gas to knuckle dusters, nun-chucks and machetes, that looked [...]
London Tech Week: Nvidia’s Jensen Huang and Keir Starmer unveil AI push June 9, 2025 Nvidia chief Jensen Huang and Keir Starmer unveiled a major AI push at London Tech Week this morning. The two figureheads have unveiled a range of changes to boost Britain’s AI infrastructure, research and industrial capacity, to help the UK become an “AI maker, not an AI taker.” US chip maker Nvidia, a leading player [...]
Babcock: FTSE 100 shares double in value to ten-year high June 4, 2025 Shares in Babcock, the FTSE 100 aerospace, defence and nuclear engineering services giant, have rocketed to their highest value since 2015 after doubling in price. The London-listed group has enjoyed a bumper 2025 so far, with its share price rising from just over 500p at the start of January to now be priced at more [...]
FTSE 100 defence stocks: Rolls-Royce, BAE Systems and Babcock shares surge June 2, 2025 Shares in FTSE 100 giants Rolls-Royce, BAE Systems and Babcock have surged off the back of the UK government unveiled its strategic defence review. Plans to build up to 12 new nuclear-powered attack submarines have been included in the 130-page document, which concludes UK must prepare for conflict in Europe or the Atlantic and move [...]
Babcock gains momentum in an ‘uncertain world’ April 23, 2025 Babcock reported a significant jump in full-year profit and revenue as heightened military tensions continue to prop up European defence contractors. Operating profit increased 17 per cent to £363m on an underlying basis, while revenue grew 11 per cent to £4.8bn. Net debts fell to £373m including leases, down from £435m the year before. Shares [...]
Rolls-Royce leads defence stock rebound amid tariff turmoil April 8, 2025 Following a tumultuous period triggered by Donald Trump’s sweeping tariff announcements, London’s financial markets showed signs of recovery on Tuesday. Defence stocks, in particular, emerged as notable gainers in leading the resurgence. Tariff-driven losses Trump recently imposed a 10 per cent tariff on British goods entering the United States. As part of a sweeping trade [...]