Weekly Brief
Pentagon Contracts, AI Warfare, and Space Defense Drive Sector Momentum
The defense sector remained in focus this week as investors continued to digest a wave of major Pentagon contract awards, accelerating military AI…
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Policy and Budgets
Europe Goes Bilateral and Congress Goes to $1.1 Trillion: The Week That Redrew the Defense Budget Map
The UK and Poland signed the Northolt Treaty on May 27. The House Armed Services Committee released its FY27 defense bill on May 29. Together, these two events tell the same story: the global defense budget architecture is being rebuilt from scratch.
Drones
ONDAS Holdings: How a Small-Cap Defense Rollup Just Printed $110 Million in a Single Quarter
Ondas Inc. just announced $110 million in Q2 orders on May 29 - on top of a record Q1 and a guidance raise to $390 million. Here is what the ONDS story means for defense investors watching the autonomous systems space.
Drones
Pentagon Bets on Drone Startups: Inside the $210 Billion Push to Close America's Drone Gap
The Trump administration is negotiating equity stakes in American drone startups. Here is what the Pentagon's $210 billion push to close the U.S. drone manufacturing gap means for investors and the defense sector.