
Antoine Mariaux
Journalist
European Stock Markets Bow Under Headwinds from the Middle East
The turbulence following the conflict in the Middle East continues to shake the markets. In Europe, the CAC 40 is down 3.46%, ahead of the Dax (-3.64%) but behind the FTSE (-2.86%). This marks the sharpest daily decline for the Paris index since the onset of the trade war launched by Trump in April 2025. In just two sessions, the CAC 40 has given up all gains accumulated since the start of the year and now shows a 0.56% drop from January 1st.
March 04, 2026 at 03:38 pm IST
Dassault Aviation Soars in Paris After Results
The aerospace group has reported improved 2025 annual results, buoyed by Rafale deliveries and strong Falcon momentum, amid an international environment marked by heightened geopolitical tensions and sustained Defense demand. The order book has reached a record high of €46.6 billion, providing strong visibility for the coming years, while management anticipates rising revenue in 2026. Boosted by these better-than-expected announcements, the stock is up more than 4% in Paris.
March 04, 2026 at 03:21 pm IST
European Stock Markets Bow Under Headwinds from the Middle East
The turbulence following the conflict in the Middle East continues to shake the markets. In Europe, the CAC 40 drops by 3.46%, ahead of the Dax (-3.64%) but behind the FTSE (-2.86%). This marks the sharpest daily decline for the Paris index since the onset of the trade war launched by Trump in April 2025. In just two sessions, the CAC 40 has given up all gains accumulated since the start of the year and now shows a 0.56% drop since January 1st.
March 03, 2026 at 10:21 pm IST
Safran Bets on Metavonics, Strengthening Its Position in Critical Avionics
The aerospace group is investing through its venture capital subsidiary in the French start-up during a 7.3 million euro fundraising round, and is forging a partnership with Safran Electronics & Defense.
March 03, 2026 at 08:56 pm IST
Middle East escalation: European defence stocks in the spotlight
The military escalation between Israel and Iran is rekindling tensions in the Middle East and strengthening the upward momentum in Europe's defence sector. For AlphaValue analysts, this new phase of tensions underscores the resilience of the structural growth cycle under way since 2022.
March 03, 2026 at 04:50 pm IST
Solid Results for Thales, Analysts Call Outlook "Cautious"
The defense and aerospace group posted strong 2025 annual results, despite the impact of a one-off surtax in France. The group reported orders of €25.3 billion and sales growth that outpaced guidance (+8.8% organic to €22.1 billion). Profitability improved (adjusted EBIT €2.7 billion, margin 12.4%) and free operating cash flow reached a record high (€2.6 billion, 128% conversion), enabling a reduction in net debt to €1.6 billion and a proposed 5.5% dividend increase to €3.90/share. Nevertheless, the stock dropped over 2% by mid-session, weighed down by outlooks considered cautious.
March 03, 2026 at 04:24 pm IST
Air France-KLM weakened by the double geopolitical and oil shock
The spread of the conflict in Iran to the broader Middle East is directly affecting airlines, with flight cancellations and traffic disruptions, against a backdrop of heightened geopolitical tensions and a surge in oil prices. The Franco-Dutch group (-8.29%) is currently the second-biggest faller in the SBF 120 index. Its European peers are also under pressure.
March 02, 2026 at 07:17 pm IST

Oil prices surge, markets wobble
Markets are starting the week in deep confusion. London is down 0.8%, behind there is Paris (-1.5%) and then Frankfurt (-1.7%). After weeks of rising tensions, joint US and Israeli strikes on Tehran have triggered a spike in crude prices, with a cascade of mixed knock-on effects across stockmarket sectors.
March 02, 2026 at 07:05 pm IST
Air France-KLM Weakened by the Double Blow of Geopolitical and Oil Shocks
The escalation of the conflict in Iran across the entire Middle East is directly impacting airlines, leading to flight cancellations and traffic disruptions amid heightened geopolitical tensions and soaring oil prices. The Franco-Dutch carrier (-8.29%) is suffering the second-largest drop in the SBF 120 index. Its European peers are also under pressure.
March 02, 2026 at 06:42 pm IST
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