Geopolitics Alpha

Are Freezers Being Hacked? Europe and the U.S. Military Are Investigating.

Published . Updated .

DEFENSEAre Freezers Being Hacked? Europeand the U.S. Military AreInvestigating.GEOPOLITICS ALPHA

A wave of disruptions at grocery stores, which some officials blame on cyberattacks, highlight the vulnerability of supply chains. Shops across Europe were affected again on Monday.

Directly affected

  • No company is named in this report.

Indirectly affected

  • ITA iShares U.S. Aerospace & Defense ETF-3.0% 30d

    iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “military” (defense) in this story.

  • XAR SPDR S&P Aerospace & Defense ETF-6.6% 30d

    SPDR S&P Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “military” (defense) in this story.

  • IYT iShares U.S. Transportation ETF

    iShares U.S. Transportation ETF: it holds transport and logistics firms. Linked by “supply chain” (transport and logistics) in this story.

  • CIBR First Trust NASDAQ Cybersecurity ETF+6.1% 30d

    First Trust NASDAQ Cybersecurity ETF: it holds cybersecurity firms. Linked by “cyberattack” (cybersecurity) in this story.

  • VGK Vanguard FTSE Europe ETF

    Vanguard FTSE Europe ETF holds stocks listed in Europe, which this story is about (“europe”).

  • LMT Lockheed Martin+19.0% 30d

    Lockheed Martin (guided missiles and space vehicles and parts): defense contractors gain when military spending rises. Linked by “military” (defense) in this story.

  • UPS United Parcel Service+5.7% 17d

    United Parcel Service (trucking and courier services (no air)): freight and delivery firms move with trade volumes. Linked by “supply chain” (transport and logistics) in this story.

  • RTX Rtx+2.3% 11d

    Rtx (aircraft engines and engine parts): defense contractors gain when military spending rises. Linked by “military” (defense) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
ITA-1.26%-0.97%base+2.36%after closeafter closeafter close
XAR-1.78%-1.04%base+1.52%after closeafter closeafter close
IYT-1.16%-1.02%base+1.76%after closeafter closeafter close
CIBR+7.38%+6.85%base-4.22%after closeafter closeafter close
VGKNo price data for this ticker———————
LMT-0.27%-1.10%base+0.99%after closeafter closeafter close
UPSNo price data for this ticker———————
RTX-1.19%-1.88%base+1.47%after closeafter closeafter close

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Market Call

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A wave of disruptions at grocery stores, which some officials blame on cyberattacks, highlight the vulnerability of supply chains. Shops across Europe were affected again on Monday.

Source: The New York Times

IShares U.S. Aerospace & Defense ETF (ITA) since this story, compared with the market

CompanyWhenMoveStatus
First Tr Exchange-Traded Fd (CIBR)that day-4.22%final price
First Tr Exchange-Traded Fd (CIBR)three days earlier+6.85%final price
First Tr Exchange-Traded Fd (CIBR)five days earlier+7.38%final price
IShares U.S. Aerospace & Defense ETF (ITA)that day+2.36%final price
IShares U.S. Aerospace & Defense ETF (ITA)three days earlier-0.97%final price
IShares U.S. Aerospace & Defense ETF (ITA)five days earlier-1.26%final price
Ishares Tr (IYT)that day+1.76%final price
Ishares Tr (IYT)three days earlier-1.02%final price
Ishares Tr (IYT)five days earlier-1.16%final price
Lockheed Martin (LMT)that day+0.99%final price
Lockheed Martin (LMT)three days earlier-1.10%final price
Lockheed Martin (LMT)five days earlier-0.27%final price
Rtx (RTX)that day+1.47%final price
Rtx (RTX)three days earlier-1.88%final price
Rtx (RTX)five days earlier-1.19%final price
Spdr Series Trust (XAR)that day+1.52%final price
Spdr Series Trust (XAR)three days earlier-1.04%final price
Spdr Series Trust (XAR)five days earlier-1.78%final price

Congressional stock trades in IShares U.S. Aerospace & Defense ETF (ITA)

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around IShares U.S. Aerospace & Defense ETF (ITA)

Companies carried with this story

  • ITA IShares U.S. Aerospace & Defense ETF

    IShares U.S. Aerospace & Defense ETF (ITA) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “Are Freezers Being Hacked? Europe and the U.S. Military Are Investigating..” Reason on file: iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “military” (defense) in this story

  • XAR Spdr Series Trust

    Spdr Series Trust (XAR) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “Are Freezers Being Hacked? Europe and the U.S. Military Are Investigating..” Reason on file: SPDR S&P Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “military” (defense) in this story

  • IYT Ishares Tr

    In “Are Freezers Being Hacked? Europe and the U.S. Military Are Investigating.,” Ishares Tr (IYT) is linked, with no stored direction, medium confidence. Reason on file: iShares U.S. Transportation ETF: it holds transport and logistics firms. Linked by “supply chain” (transport and logistics) in this story

  • CIBR First Tr Exchange-Traded Fd

    First Tr Exchange-Traded Fd (CIBR) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “Are Freezers Being Hacked? Europe and the U.S. Military Are Investigating..” Reason on file: First Trust NASDAQ Cybersecurity ETF: it holds cybersecurity firms. Linked by “cyberattack” (cybersecurity) in this story

  • VGK Vanguard Intl Equity Index F

    In “Are Freezers Being Hacked? Europe and the U.S. Military Are Investigating.,” Vanguard Intl Equity Index F (VGK) is linked, with no stored direction, medium confidence. Reason on file: Vanguard FTSE Europe ETF holds stocks listed in Europe, which this story is about (“europe”)

  • LMT Lockheed Martin

    Lockheed Martin (LMT) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “Are Freezers Being Hacked? Europe and the U.S. Military Are Investigating..” Reason on file: Lockheed Martin (guided missiles and space vehicles and parts): defense contractors gain when military spending rises. Linked by “military” (defense) in this story

  • UPS United Parcel Service

    For “Are Freezers Being Hacked? Europe and the U.S. Military Are Investigating.,” United Parcel Service (UPS) is linked, with no stored direction, medium confidence. Reason on file: United Parcel Service (trucking and courier services (no air)): freight and delivery firms move with trade volumes. Linked by “supply chain” (transport and logistics) in this story

  • RTX Rtx

    For “Are Freezers Being Hacked? Europe and the U.S. Military Are Investigating.,” Rtx (RTX) is linked, with no stored direction, medium confidence. Reason on file: Rtx (aircraft engines and engine parts): defense contractors gain when military spending rises. Linked by “military” (defense) in this story

IShares U.S. Aerospace & Defense ETF (ITA) and the defense link

“Are Freezers Being Hacked? Europe and the U.S. Military Are Investigating.” (2 Nov 2026) reaches IShares U.S. Aerospace & Defense ETF (ITA) through Defense.

The link for IShares U.S. Aerospace & Defense ETF (ITA) is this: iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “military” (defense) in this story

Spdr Series Trust (XAR) is here too. Its reason reads: SPDR S&P Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “military” (defense) in this story

Price levels for IShares U.S. Aerospace & Defense ETF (ITA)

ITA traded between 197.59 and 215.76 across 20 sessions. The latest close on file is 209.72. XAR traded between 210.89 and 237.55 across 20 sessions. The latest close on file is 227.38.

A simple score for IShares U.S. Aerospace & Defense ETF (ITA)

46 out of 100

“Are Freezers Being Hacked? Europe and the U.S. Military Are Investigating.” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.