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defence demand

  • Rolls-Royce shares rally after unveiling bumper buyback plan

    Transport & Infrastructure

    Rolls-Royce has laid out plans to return billions to investors over the next two years after the blue-chip giant’s profit rocketed, leading to an upgrade of targets. The aerospace titan revealed plans for a £7bn to £9bn multi-year share buyback from 2026 to 2028, which comes as the firm wraps up a £1bn buyback from [...]

    Rolls-Royce electric luxury car in elegant setting, showcasing sleek design and innovation at automotive industry event
  • Babcock shares surge as Starmer calls for Europe to ‘step up’ on defence

    Economics

    Shares in Britain’s defence giants rallied on Monday morning as Prime Minister Sir Keir Starmer called for Europe to “step up” on defence spending. Babcock – which plays a key role in the UK’s nuclear submarine fleet as well as naval, land and air operations – surged nearly four per cent in early trading to [...]

    Keir Starmer discussing UKs defense strategy with BAE Systems executives in a formal meeting setting
  • Rolls-Royce: FTSE 100 giants shares eye all-time high in tariff comeback

    Markets

    Shares in aerospace giant Rolls-Royce were back on the march to an all-time high after a tariff salvo from the US sent the City giant’s stock tumbling. The FTSE 100 titan’s stock was up 1.6 per cent to 1,250.50p on Tuesday morning, making it one of the top risers on the blue-chip index. The Derbyshire-headquartered [...]

    Rolls-Royce luxury car parked in an upscale urban setting, highlighting sleek design and premium craftsmanship
  • AI and defence demand for chips sends IQE shares soaring

    January 12, 2026

    Shares in semiconductor giant IQE surged 25 per cent to 9.18p on Monday morning, after the wafer supplier said it expects its full year results to hit the upper end of its guidance, thanks to a recovery in AI and defence-related demand. The Cardiff-based company now forecasts 2025 revenue of around £97m, and adjusted earnings [...]

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