Rosenberg: Russia agrees to Ukraine talks but sees little to talk about in new peace push
Published . Updated .
President Vladimir Putin does not feel under pressure right now to end the war, the BBC's Russia Editor writes.
Directly affected
- No company is named in this report.
Indirectly affected
- LMT Lockheed Martin+4.2%
Defense contractors get more work when conflict spending rises
- RTX RTX
Defense contractors get more work when conflict spending rises
- NOC Northrop Grumman+2.8%
Defense contractors get more work when conflict spending rises
- XLE Energy Select Sector SPDR+4.9%
Energy prices move when Russian supply is at risk
- GD General Dynamics-3.4%
Defense contractors get more work when conflict spending rises
- ITA iShares U.S. Aerospace & Defense-5.8%
A fund of aerospace and defense companies
- USO United States Oil Fund+0.9%
This fund moves with oil prices
- WEAT Teucrium Wheat-4.3%
Wheat prices rise when Black Sea grain is disrupted
- MOS Mosaic-29.4%
Fertilizer makers move with Russian supply
- CF CF Industries-13.9%
Fertilizer makers move with Russian supply
Price reaction, T-5 to T+3
Market Call
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President Vladimir Putin does not feel under pressure right now to end the war, the BBC's Russia Editor writes.
Source: BBC
Defense
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 29 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 29 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 17 Sep 2026. That is 35 days before publication. Filed 13 Oct 2026. View the filing.
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).
How solid the defense case looks
12 out of 100
“Rosenberg: Russia agrees to Ukraine talks but sees little to talk about in new peace push” scores 12 out of 100. The score uses 1 sources.