How is geopolitical uncertainty affecting European stock markets?

European stocks are opening lower as geopolitical uncertainty continues to influence market performance. While the broader market experiences a downturn, defense stocks are bucking the trend by leading gains due to increased allocations for military spending across the region. This divergent performance highlights how specific sectors can benefit from geopolitical tensions even as the overall market sentiment remains cautious. The increased military spending appears to be a direct response to ongoing global conflicts and security concerns, creating investment opportunities in defense-related companies despite broader market challenges.