With geopolitical tensions dominating headlines, June’s investing trends have strongly leaned towards defence and tech stocks. Fast-moving tariff news and the enduring conflict in the Middle East have been among the main market-moving topics during the month. Elsewhere, Tesla, (TSLA), bitcoin (BTC-USD) and gold (GC=F) assets were hot topics.

Here are the month’s key trends from our media partners: Click the headlines below to skip ahead.

• Winners of defence stock frenzy in Europe, from chemical to goggle makers

• Tesla stock pops after Q2 vehicle production tops forecasts, deliveries fall 13% from year ago

• Those who invested in Audius five years ago are up 77%

• Investors choose safe havens, oil over equities as Middle East erupts

• 5 macro trends likely to send bitcoin and XRP skyrocketing in 2026

Upon news of increased NATO defence spending demanded by US president Donald Trump, shares in several European defence firms ticked up.

German contractor Rheinmetall rhm.de (RHM.DE) and Italy’s Fincantieri (FCT.MI), which recently said it received an order worth €700m (£600m), were top gainers, up between 3% and 6%.

Read more: Winners of defence stock frenzy in Europe, from chemical to goggle makers

Rheinmetall and BAE Systems (BA.L) were also among the top-rated European defence stocks by analysts.

British defence firm BAE Systems’ stock is up 64% so far in 2025, with higher revenues expected as governments have pledged to spend more in this space, following the NATO deal.

Read more: Up 64% in 2025, is it too late to consider buying BAE Systems shares for defence exposure?

Palantir Technologies (PLTR), the US surveillance software firm cofounded by Peter Thiel, has also been at the forefront of defence conversations. This is not surprising, given that over the course of two years its stock has surged by 858% in US dollar terms. Yahoo Finance anchor Julie Hyman recently broke down the stock’s history and why investors are now rushing to buy it.

Read more: £10,000 invested in Palantir stock two years ago is now worth…

EV-maker Tesla (TSLA) has been under strain, particularly when it comes to European sales, amid CEO Elon Musk’s spat with US president Donald Trump.

However, despite sales drops in Europe for five consecutive months, the company was confident that demand for the new version of the Model Y — Europe’s bestselling car as recently as 2023 — would boost its fortunes.

Read more: Tesla stock pops after Q2 vehicle production tops forecasts, deliveries fall 13% from year ago

European tech stocks continue to attract much interest. Despite revenue-outlook concerns, ASML (ASML) remains one of the top fundamental stocks to buy, according to hedge funds. The Dutch company makes equipment for chipmakers, and many big tech companies have heavily relied on it in recent years.