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Defence

  • UK defence tech pivots from taboo to City darling

    August 28, 2025

    The UK’s deep tech sector is navigating a seismic shift in investor sentiment toward defence technology. Once a frowned-upon sector, defence is now shedding its taboo, driven primarily by global instability and recent geopolitical headwinds. This transformation, while opening the doors to new investment opportunities, also reveals underlying issues in the UK’s approach to technology [...]

  • How David Beckham got into drone warfare

    August 20, 2025

    A question: which stocks are among the best performing in 2025? You might pick Palantir, the US software business run by billionaire Alex Karp that’s trading on eye-popping multiples. It’s gone up a pretty respectable 145 per cent since January. Or maybe you’d opt for something more wacky like Smarter Web Company, the small website design [...]

  • Defence: Babcock, BAE, Rolls-Royce plunge on Ukraine summit

    August 19, 2025

    London-listed defence stocks plunged across the board on Tuesday, after this week’s talks between Washington and Ukraine led traders to pare back bets on the role that European countries will play in any post-ceasefire peacekeeping efforts. Shares in FTSE-100 engineering group Babcock – one of the best performing companies on the London Stock Exchange this [...]

  • Boots on the ground in Ukraine? Brits don’t want to fund it

    August 19, 2025

    With an electorate that doesn't back higher defence spending, Healey's promise to put troops in Ukraine looks like political grandstanding.

  • Serco: Defence spending pushes order pipeline to 10-year high

    August 7, 2025

    Government services firm Serco’s order pipeline has risen to the highest in more than a decade as countries across Europe and North America ramp up their defence budgets. The firm’s pipeline stood at £11.9bn, up six per cent compared to the end of last year, with as much as 80 per cent of its order [...]

  • Boeing defence workers go on strike over pay dispute

    August 4, 2025

    Thousands of Boeing defence workers have gone on strike for the first time in nearly 30 years in a fresh blow to the struggling aircraft company. Members of the International Association of Machinists and Aerospace workers (IAM) working at Boeing defence manufacturing facilities in in Illinois and Missouri voted against the firm’s latest offer over [...]

  • Rolls-Royce shares hit yet another record high

    August 4, 2025

    Shares in FTSE 100 giant Rolls-Royce have hit yet another all-time high, giving the company a £90bn valuation for the first time in its history. Shares in the Derby-headquartered group are changing hands for a new record of around 1,090p this morning after rising by over two per cent in early trades. The increase means [...]

  • 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, [...]

  • Sell-out Farnborough International Airshow boosted by Airbus and Boeing deals

    July 29, 2025

    Finances at the company behind the Farnborough International Airshow took off after the bi-annual show saw deals worth more £81bn agreed, it has been revealed. The accounts for Farnborough International, which runs the airshow as well as an exhibition and conference centre alongside two film studios, show the business achieved a turnover of £52.3m in [...]

  • Exclusive: Ministry of Defence fends off fake invoices in battle against fraudsters

    July 22, 2025

    The Ministry of Defence has dismissed more than a thousand invoices in each of the last three years in a warning sign that fraudsters are targeting government services. A Freedom of Information request has unveiled the extent of invoices given the red flag by the government and their total value.  These can include claims for [...]

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