Stock Movers Rheinmetall Dips, BBVA Gains, Pearson Rises
Oct 17, 2025
Defence stocks are taking a hit following Trump's announcement of a summit with Putin, shaking hopes for peace in Ukraine. In contrast, BBVA's shares surged as analysts see its failed bid for Banco Sabadell as a chance to refocus their strategy. Meanwhile, Pearson is riding high after reaffirming its guidance for the year, buoyed by strong Q3 results and the support of AI-driven growth. The dynamics in the market are shifting, creating a fascinating landscape for investors!
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Defense Stocks React To Trump-Putin Summit
- Trump announced a second summit with Vladimir Putin, prompting optimism about a potential ceasefire in Ukraine.
- European defence stocks fell sharply as investors priced reduced war-related demand for military spending.
Failed Bid Clears Path For BBVA Focus
- BBVA shares rose after shareholders rejected its 16 billion-euro Sabadell bid, because the outcome removes prolonged uncertainty.
- Analysts view the failed takeover as a relief that lets BBVA refocus on its own strategy and execution.
Pearson Confirms Q4-Weighted Guidance
- Pearson led the FTSE 100 after reaffirming full-year guidance and saying results are weighted to the fourth quarter.
- Growth in areas tied to AI helped offset weaker higher-education performance and supported four-year targets.