The FTSE 100 rose 0.6% on Monday, rebounding from last week’s losses amid a global market recovery. Defence stocks led gains after renewed geopolitical tensions. Babcock climbed 2.5%, Rolls-Royce 2.4%, and BAE Systems 1.8%, as reports of a tense meeting between US President Donald Trump and Ukrainian President Volodymyr Zelenskyy signaled no progress toward peace in Ukraine, while fighting reignited in Gaza, boosting demand for military-related shares. Banking stocks also advanced as concerns over US regional lenders eased, with HSBC, Barclays, Lloyds, and NatWest up between 0.5% and 1.3%. Commodity-linked shares gained too, with Fresnillo up over 2.5%, Anglo American and Rio Tinto rising more than 1.5%, and Shell up nearly 0.8%. Offsetting gains, B&M shares crashed 22% to a record low after a second profit warning this month, citing cost overruns, weak execution, and the resignation of its finance chief.