Geopolitics Alpha

Ukraine strikes Yandex data centre in third attack on Russian tech giant

Published . Updated .

It is the third time this week that Ukraine has targeted Russian tech giant Yandex, forcing the company to suspend its operations.

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+0.12%-1.46%—+1.14%+0.35%+0.99%+1.70%
ITA———————
USO———————
WEAT———————
MOS———————
CF+4.04%+2.72%—+2.72%+5.11%+7.12%+7.44%

It is the third time this week that Ukraine has targeted Russian tech giant Yandex, forcing the company to suspend its operations.

Source: BBC

IShares U.S. Aerospace & Defense ETF (ITA) compared with industrial stocks (XLI) since 11 Oct 2026

Since the first closing price after “Ukraine strikes Yandex data centre in third attack on Russian tech giant,” IShares U.S. Aerospace & Defense ETF (ITA) is +0.73%. The S&P 500 fund (SPY) is -1.47% over the same days, a +2.20% difference versus the market. industrial stocks (XLI) is -1.43%, a +2.15% difference versus that group of stocks.

CompanyWhenMoveStatus
CFthat day+2.72%final price
CFthe next day+5.11%final price
CFtwo days later+7.12%final price
CFthree days later+7.44%final price
CFthree days earlier+2.72%final price
CFfive days earlier+4.04%final price
Invesco Bloomberg Financial Data Providers Etf (FDIQ)that day0.00%final price
Invesco Bloomberg Financial Data Providers Etf (FDIQ)the next day0.00%final price
Invesco Bloomberg Financial Data Providers Etf (FDIQ)two days later0.00%final price
Invesco Bloomberg Financial Data Providers Etf (FDIQ)three days later0.00%final price
Invesco Bloomberg Financial Data Providers Etf (FDIQ)three days earlier0.00%final price
Invesco Bloomberg Financial Data Providers Etf (FDIQ)five days earlier0.00%final price
GDthat day+1.14%final price
GDthe next day+0.35%final price
GDtwo days later+0.99%final price
GDthree days later+1.70%final price
GDthree days earlier-1.46%final price
GDfive days earlier+0.12%final price
Ishares Blockchain And Tech Etf (IBLC)that day0.00%final price
Ishares Blockchain And Tech Etf (IBLC)the next day0.00%final price
Ishares Blockchain And Tech Etf (IBLC)two days later-5.51%final price
Ishares Blockchain And Tech Etf (IBLC)three days later-5.99%final price
Ishares Blockchain And Tech Etf (IBLC)three days earlier+3.36%final price
Ishares Blockchain And Tech Etf (IBLC)five days earlier+7.18%final price
Ishares Self-Driving Ev & Tech Etf (IDRV)that day-2.10%final price
Ishares Self-Driving Ev & Tech Etf (IDRV)the next day-1.68%final price
Ishares Self-Driving Ev & Tech Etf (IDRV)two days later-3.44%final price
Ishares Self-Driving Ev & Tech Etf (IDRV)three days later-3.66%final price
Ishares Self-Driving Ev & Tech Etf (IDRV)three days earlier+0.06%final price
Ishares Self-Driving Ev & Tech Etf (IDRV)five days earlier-0.43%final price
ITA
SPY
XLI

IShares U.S. Aerospace & Defense ETF (ITA) on one side of this defense story

Companies tied to this story

  • ITA IShares U.S. Aerospace & Defense ETF

    In “Ukraine strikes Yandex data centre in third attack on Russian tech giant,” IShares U.S. Aerospace & Defense ETF (ITA) is linked, with no stored direction, medium confidence. Reason on file: GA selected ITA as a RELATED security because its canonical security name directly matches this event's themes: defense. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • IDRV Ishares Self-Driving Ev & Tech Etf

    For “Ukraine strikes Yandex data centre in third attack on Russian tech giant,” Ishares Self-Driving Ev & Tech Etf (IDRV) is linked, with no stored direction, medium confidence. Reason on file: GA selected IDRV as a RELATED security because its canonical security name directly matches this event's themes: tech. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • FDIQ Invesco Bloomberg Financial Data Providers Etf

    For “Ukraine strikes Yandex data centre in third attack on Russian tech giant,” Invesco Bloomberg Financial Data Providers Etf (FDIQ) is linked, with no stored direction, medium confidence. Reason on file: GA selected FDIQ as a RELATED security because its canonical security name directly matches this event's themes: data. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • IHAK Ishares Cybersecurity & Tech Etf

    In “Ukraine strikes Yandex data centre in third attack on Russian tech giant,” Ishares Cybersecurity & Tech Etf (IHAK) is linked, with no stored direction, medium confidence. Reason on file: GA selected IHAK as a RELATED security because its canonical security name directly matches this event's themes: tech. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • IBLC Ishares Blockchain And Tech Etf

    For “Ukraine strikes Yandex data centre in third attack on Russian tech giant,” Ishares Blockchain And Tech Etf (IBLC) is linked, with no stored direction, medium confidence. Reason on file: GA selected IBLC as a RELATED security because its canonical security name directly matches this event's themes: tech. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • JTEK JPMorgan U.S. Tech Leaders ETF

    In “Ukraine strikes Yandex data centre in third attack on Russian tech giant,” JPMorgan U.S. Tech Leaders ETF (JTEK) is linked, with no stored direction, medium confidence. Reason on file: GA selected JTEK as a RELATED security because its canonical security name directly matches this event's themes: tech. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

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

On 11 Oct 2026, “Ukraine strikes Yandex data centre in third attack on Russian tech giant” is the story that connects IShares U.S. Aerospace & Defense ETF (ITA) to Defense.

The link for IShares U.S. Aerospace & Defense ETF (ITA) is this: GA selected ITA as a RELATED security because its canonical security name directly matches this event's themes: defense. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

A second company, Ishares Self-Driving Ev & Tech Etf (IDRV), is listed for a different reason: GA selected IDRV as a RELATED security because its canonical security name directly matches this event's themes: tech. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

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

FDIQ traded between 67.46 and 71.98 across 3 sessions. The latest close on file is 71.98. IDRV traded between 31.34 and 35.05 across 20 sessions. The latest close on file is 31.90. ITA traded between 201.08 and 217.79 across 20 sessions. The latest close on file is 207.60.

The defense score for IShares U.S. Aerospace & Defense ETF (ITA)

46 out of 100

“Ukraine strikes Yandex data centre in third attack on Russian tech giant” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.