NATO Airspace Crisis Ignites Rally in Defense ETFs

In a dramatic turn in European security, Russian drones breached the Polish airspace on Sept. 9, 2025 — the first such intrusion to trigger a direct response from NATO member forces on its own soil. Polish officials counted 19 incursions, following which Polish F-16s and Dutch F-35s (as per Reuters) shot down the drones in a rapid show of force to avoid casualties. Just a few days later, Romania faced a similar airspace violation, driving fears of a protracted and unpredictable conflict along NATO’s eastern ...