Kopin is posting one of its sharpest single-session surges of the year after pairing a revenue beat with a partnership that could push its MicroLED technology into a market most investors never…
Unusual Machines just posted revenue that obliterated Wall Street estimates, yet the EPS miss and a massive stock compensation charge tell a messier story beneath the headline. With the entire drone sector…
Red Cat Holdings just erased its post-earnings selloff in a matter of days despite missing on both revenue and profit, and the reason behind that reversal reaches far beyond one company's quarterly…
Drone stocks are splitting into winners and losers fast, and the gap between them comes down to one thing that separates speculative bets from names with real staying power.
The Pentagon just earmarked tens of billions for drone dominance, yet the purest military UAV plays have cratered in July, creating the kind of entry window that tends to close fast once…
Buried inside President Trump’s Fiscal Year 2027 defense budget request sits a line item that dwarfs almost every other increase in the document. The Defense Autonomous Warfare Group (DAWG), a Pentagon office…
On a recent episode of the Catalyst with Shayle Kann podcast themed around the “electric supercycle,” investor Andy Lubershein floated a provocative idea: military drones, not electric vehicles, may be the unlikely…
The Pentagon’s FY2027 budget request totals $1.5 trillion, with $54 billion earmarked for autonomous and remotely operated systems and another $39 billion routed through what the Department of War now calls “Drone…
Steve Eisman said on a recent podcast: “I’m sort of bewildered, given that there’s a war going on, why people would be selling defense stocks.” The reason that bewilderment matters to your…
Defense drone stocks are surging at midday Thursday after a Wall Street Journal and CNBC report indicated the Pentagon is in talks with drone manufacturers about funding deals that could include direct…
Palantir (NASDAQ:PLTR | PLTR Price Prediction) is the stock everyone wants to talk about after a 70% revenue surge in Q4 2025 and CEO Alex Karp’s now-famous “We are an n of…
Tank warfare defined World War II. German blitzkrieg tactics showed how armored columns could slice through lines when supported by air power and infantry. Today, drones play that same disruptive role in…
Pre-Market Stock Futures: Futures are trading higher this morning after a messy Wednesday trading session that saw all major indices except the Nasdaq end lower, with the Nasdaq closing virtually unchanged at…
The idea of a $1.5 trillion U.S. defense budget sounds abstract until you translate it into procurement lines, contract awards, and long-cycle government spending that quietly reshapes entire industries. That’s where things…
Drones that cost $10,000 to $100,000. Missiles that cost millions to shoot them down. Lasers that cost $10 per shot. Memorize those numbers. The conflicts over the next decade and beyond are…
Jeremy Phillips 
