Stock Movers Rheinmetall Falls, UBS Up, Stellantis Rises
Dec 16, 2025
European defense stocks take a hit after hints at a potential peace deal in Ukraine, with Rheinmetall experiencing a notable drop. Meanwhile, UBS sees a boost, thanks to an upgrade from Bank of America, highlighting its impressive earnings growth prospects. In automotive news, the EU plans to ease emissions regulations, potentially lifting a ban on combustion engines, much to the industry's relief. A lively discussion of market shifts and industry trends makes for an engaging listen!
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Defense Stocks Drop On Peace Talk Momentum
- Defense stocks fell after signs the Ukraine war could be nearing a negotiated end, reducing demand expectations.
- Chloe Melle says this pushed companies like Rheinmetall down over 4% amid uncertainty about Russia's response.
UBS Seen As Rapid EPS Grower
- Bank of America upgraded UBS to buy citing fastest expected EPS growth among global banks.
- Analysts point to eased Swiss government capital demands and Asian wealth markets as key drivers.
EU Relaxes Combustion Engine Deadline
- The EU plans to soften 2035 emissions rules, effectively scrapping a combustion-engine ban.
- Chloe Melle says carmakers gain time but must still cut tailpipe emissions by 90% using low-carbon fuels or green inputs.