Geopolitics Alpha

RIPE NCC Freezes Internet Number Resources Under EU Sanctions, but Routing Remains Unaffected

Published . Updated .

GEOPOLITICS ALPHARIPE NCC Freezes Internet NumberResources Under EU Sanctions, butRouting Remains UnaffectedGEOPOLITICS ALPHA

This report is about Sanctions. Names like GLD and LMT typically gain because gold is a usual haven when a conflict or sanction escalates.

Directly affected

  • No company is named in this report.

Indirectly affected

  • LMT Lockheed Martin+14.2%

    Defense contractors get more work when conflict spending rises

  • RTX RTX-2.2%

    Defense contractors get more work when conflict spending rises

  • NOC Northrop Grumman+5.1%

    Defense contractors get more work when conflict spending rises

  • GD General Dynamics-2.1%

    Defense contractors get more work when conflict spending rises

  • XLE Energy Select Sector SPDR+7.4%

    Energy prices move when sanctioned supply is blocked

  • USO United States Oil Fund+8.2%

    This fund moves with oil prices

  • ITA iShares U.S. Aerospace & Defense-6.7%

    A fund of aerospace and defense companies

  • BA Boeing-10.5%

    Defense and aerospace orders move with conflict spending

  • LHX L3Harris+2.0%

    Defense contractors get more work when conflict spending rises

  • HII Huntington Ingalls

    Shipyards benefit when naval spending rises

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
LMT-9.31%-8.71%baseafter closeafter closeafter closeafter close
RTX+0.57%+0.33%baseafter closeafter closeafter closeafter close
NOC-7.45%-2.17%baseafter closeafter closeafter closeafter close
GD-2.30%-1.30%baseafter closeafter closeafter closeafter close
XLE-2.19%-1.69%baseafter closeafter closeafter closeafter close
USO-5.13%-5.78%baseafter closeafter closeafter closeafter close
ITA+2.64%+1.68%baseafter closeafter closeafter closeafter close
BA+1.64%+2.12%baseafter closeafter closeafter closeafter close
LHX-3.97%-2.45%baseafter closeafter closeafter closeafter close
HII-1.72%-0.04%baseafter closeafter 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

Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.

RIPE NCC Freezes Internet Number Resources Under EU Sanctions, but Routing Remains Unaffected CircleID

Source: CircleID

This story

CompanyWhenMoveStatus
BAthree days earlier+2.12%final price
BAfive days earlier+1.64%final price
CVXthree days earlier-2.77%final price
CVXfive days earlier-3.75%final price
GDthree days earlier-1.30%final price
GDfive days earlier-2.30%final price
GLDthree days earlier+3.37%final price
GLDfive days earlier+3.56%final price
HIIthree days earlier-0.04%final price
HIIfive days earlier-1.72%final price
ITAthree days earlier+1.68%final price
ITAfive days earlier+2.64%final price
LHXthree days earlier-2.45%final price
LHXfive days earlier-3.97%final price
LMTthree days earlier-8.71%final price
LMTfive days earlier-9.31%final price
NOCthree days earlier-2.17%final price
NOCfive days earlier-7.45%final price
RTXthree days earlier+0.33%final price
RTXfive days earlier+0.57%final price
SLBthree days earlier-3.68%final price
SLBfive days earlier-7.45%final price
SPYthree days earlier+1.75%final price
SPYfive days earlier+0.89%final price
USOthree days earlier-5.78%final price
USOfive days earlier-5.13%final price
XLEthree days earlier-1.69%final price
XLEfive days earlier-2.19%final price
XOMthree days earlier-2.80%final price
XOMfive days earlier-2.72%final price

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This story

12 out of 100

“RIPE NCC Freezes Internet Number Resources Under EU Sanctions, but Routing Remains Unaffected” scores 12 out of 100. The score uses 1 sources.