Stock Movers Rheinmetall Falls, Stellantis Rises, Argenx Down Nearly 10%
Dec 15, 2025
Europe's defense stocks, particularly Rheinmetall, are slipping as peace talks progress in Ukraine and President Zelenskiy's comments shift the security landscape. Meanwhile, Stellantis finds a glimmer of hope amid the challenging transition to emission-free vehicles, as the EU considers easing combustion-engine rules. In biotech news, Argenx faces a major setback with halted studies on thyroid eye disease, causing a nearly 10% drop in shares, though some analysts view this as a potential buying opportunity.
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Peace Talks Weaken Defense Stocks
- News of progress toward peace in Ukraine can depress defense stocks even if defense spending may not stop.
- Markets often link diplomatic progress directly to defense company valuations, creating volatile reactions.
EU May Soften 2035 Car Ban
- The EU is considering softening the 2035 combustion-engine ban, which could extend manufacturers' transition timelines.
- Loosening rules may relieve European automakers short-term but risk slowing green-technology development versus U.S. rivals.
Regulatory Shift Gives Stellantis A Breather
- Potential regulatory relief gave Stellantis modest gains as investors priced in more time to convert fleets.
- The change could provide breathing room but may not solve competitiveness or technology gaps alone.