Themes Transatlantic Defense ETF(NATO.US)

"Rearmament" trend sweeps the globe, JP Morgan calls to "buy defense stocks on dips"

JP Morgan released a research report stating that global defense and military stocks have significantly declined in the short term, providing investors with a buying opportunity on dips. Analyst David Perry believes that defense and military stocks are suitable for increasing positions during pullbacks, and expects global defense spending to enter a sustained upward cycle lasting ten years. Despite Trump's speech in Davos causing a drop in military stocks, JP Morgan still recommends that investors buy when European defense stocks weaken to capitalize on the trend of international rearmament

Assystem SA and Shoal Group Partner on AUKUS Pillar I Projects

Assystem SA has partnered with Shoal Group to collaborate on AUKUS Pillar I projects, focusing on technology-intensive initiatives in the defense sector. Shoal, known for its expertise in systems engineering and analysis, will work alongside Assystem to deliver advanced solutions for these projects. This partnership aims to leverage the strengths of both companies in complex environments.

Vertical Aerospace Introduces Velo, Shares Gain

Vertical Aerospace (NYSE: EVTL) has launched its new commercial electric aircraft, Valo, in New York City, marking its U.S. tour. The aircraft, designed for electric air travel, aims for certification in 2028 and features a premium cabin with four seats. EVTL shares rose by 2.9% to $5.90. This tour follows Valo's unveiling in London and is part of Vertical's strategy to engage with stakeholders ahead of its entry into service.

U.S. President Trump: After the introduction of the new defense system, the U.S. will produce weapons at an accelerated pace

Vertical Aerospace Unveils Valo Air Taxi and Plans New York Routes

Vertical Aerospace Ltd. has announced its expansion into the U.S. with the introduction of its new electric aircraft, Valo, in New York City. In collaboration with Bristow Group and Skyports Infrastructure, the company plans to establish electric air taxi routes in Manhattan, connecting airports like JFK to the city center. This follows Valo's unveiling in London and aims for regulatory approval by 2028, focusing on operational and infrastructure integration.