Michał Rogucki

Michał Rogucki

Michał Rogucki is a senior markets reporter at TS2.tech. His coverage ranges from stocks and technology to economic developments affecting global markets. He graduated from Humboldt University of Berlin and worked in investment research and market analysis before becoming a financial journalist.

BAE Systems and Babcock shares jump as Iran war jolts markets and lifts defence spending bets

BAE Systems and Babcock shares jump as Iran war jolts markets and lifts defence spending bets

Shares of BAE Systems surged 6.1% on Monday, with Babcock International up 1.7%, defying a broader London selloff as investors responded to the escalating conflict involving Iran and the prospect of increased defence budgets. The FTSE 100 dropped 1.2%, market data showed. Citi’s Charles Armitage noted that BAE, with roughly half its revenue tied to the U.S., stands to benefit most from any boost in American defence outlays.
3 March 2026
Rolls-Royce share price: Fresh buyback filing drops before London open — what traders watch next

Rolls-Royce share price: Fresh buyback filing drops before London open — what traders watch next

Rolls-Royce Holdings snapped up roughly 1.09 million shares on Monday, picking them up at prices ranging from 1,288 to 1,348 pence apiece as part of its ongoing buyback, with plans to cancel the lot. That brings total repurchases to 2.91 million shares since the start of the programme, the company said, and leaves 8.425 billion shares outstanding. Shares finished Monday at 1,354 pence, unchanged. That’s still about 5% off the stock’s 52-week high.
3 March 2026
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