German Minister of Foreign Affairs Annalej Baerbock (L) talks to a high representative for foreign affairs and security policy and the Vice President of the European Commission Kaja Kallas at the Ministry of Europe and Foreign Affairs) in Paris, February 12, 2025.
Christophe Petit Tesson AFP Getty images
When the US took a break (from wild renovations in government policy and its bureaucracy), throughout the Atlantic, Europe appeared in action to carve a place for the continent in this new world order.
On Monday, European leaders quickly gathered in Paris to discuss the plans of peace in Ukraine after they were excluded from talks conducted by the US, due to the commencement on Tuesday, between Washington and Moscow in the almost three-year war of Russia-Ukrain.
The Congregation of European Heads takes place only a day after the Munich Safety Conference was completed, which took place on February 14 until February 16. In defense, among the Secretary General of NATO, Mark Rutte, saying that Europe must do more if he wants to be heard by the USA
Investors, however, clearly received news about higher defense expenses. Europe's defense companies' shares jumped on Monday, pushing regional Europe Stoxx 600 Index to another record high-nave in case of fear that the continent may not be involved in negotiations at the highest level.
What you need to know today
Emergency meeting of Europe
European leaders gathered on Monday in Paris to the emergency peak, rapidly gathered by the French President Emmanuel Macron Europe will be omitted in the negotiating table In the Russian-Ukrainian peace conversations conducted by the USA. Washington and Moscow will meet this week in Saudi Arabia. However, the Ukrainian president Volodymyr Zelensky said on Monday that “Ukraine would not take part. Ukraine knew nothing about it. “
European supply of defense jumps
On Monday, the Stoxx Europe Aerospace & Defense index reached the record and Defense Europe actions such as Renk Group and Saab, jumped. They were thrown out by the President of the European Union Ursula von der Leyen, saying at a security conference in Munich that Member States will be able to increase their expenses for defense and security without violating the block rules in terms of expenditure on a budget deficit.
Another high for Stoxx 600
American markets were closed on Monday for a break for the presidents' day. Pan-European Stoxx 600 The index increased by 0.54%, recovering the lost soil from Friday to Close at the next record level of 555.42 points. The yields of the bond in Great Britain and the euro were essentially higher because traders considered the potential of higher expenses for national defense After a security conference in Munich.
Conditions related to Trump in earnings
American companies issue growing questions about how US President's policy Donald Trump regarding international trade, immigration and diversity will affect business. CNBC analysis shows that words related to these problems are increasingly appearing at calls for earnings S&P 500-Firms from the list. Here How companies react to questions about words related to Trumpsuch as “Tariff”, “Doge” and “Gulf of America”.
(PRO) Stocks for short: Wolfe Research
The main American comparative tests ended in green last week to get closer to their ups of all time. Moreover, this load is not run by technology, signaling Expanding rallyAs Bob notes written from CNBC. Among this progress, there are some supplies that can be excessively expanded up, which makes them Main goals for short investorsAccording to Wolfe Research.
And finally …
Technology bosses largely agree that the risk of deeply searching OpenAI is limited for now.
Bloomberg Bloomberg Getty images
In a series of interviews at the top of the French Action of Artificial Intelligence, the leaders of several main technology companies told CNBC that the appearance of Deepseek shows that China cannot be considered a serious player when it comes to AI innovations. “Imagine that there were only two countries in the world that could build large -scale electricity. In this way you have to think about it, “said CNBC Chris Lehane, director of the global case at Openai.
Despite this, technology bosses largely agreed that although the breakthrough of Deepseek shows that China is still in the global AI race than previously thought, the threat he poses to OpenAI, for now remains limited. “I think that a short answer that everyone should make: GRA-But large models still matter,” said CNBC Reid Hoffman, co-founder of LinkedIn and a partner at Venture Capital Greylock Partners.