Geopolitics Alpha

Data Centers Become Targets in Wars in Ukraine, Russia and the Middle East

Published . Updated .

Military forces have sought to damage the computing hubs that power online services and artificial intelligence systems.

Directly affected

  • No company is named in this report.

Indirectly affected

  • LMT Lockheed Martin

    Defense contractors get more work when conflict spending rises

  • RTX RTX

    Defense contractors get more work when conflict spending rises

  • NOC Northrop Grumman

    Defense contractors get more work when conflict spending rises

  • XLE Energy Select Sector SPDR

    Energy prices move when Russian supply is at risk

  • GD General Dynamics

    Defense contractors get more work when conflict spending rises

  • ITA iShares U.S. Aerospace & Defense

    A fund of aerospace and defense companies

  • USO United States Oil Fund

    This fund moves with oil prices

  • WEAT Teucrium Wheat

    Wheat prices rise when Black Sea grain is disrupted

  • MOS Mosaic

    Fertilizer makers move with Russian supply

  • CF CF Industries

    Fertilizer makers move with Russian supply

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
LMT———————
RTX———————
NOC———————
XLE———————
GD———————
ITA———————
USO———————
WEAT———————
MOS———————
CF———————

Military forces have sought to damage the computing hubs that power online services and artificial intelligence systems.

Source: The New York Times

Middle East

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Where this story sits: Middle East

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How solid the defense case looks

12 out of 100

“Data Centers Become Targets in Wars in Ukraine, Russia and the Middle East” scores 12 out of 100. The score uses 1 sources.