Company Overview - Ondas Holdings Inc. (ONDS) shares increased by 26% to close at $9.21, with a notable trading volume compared to typical sessions, and a total gain of 45.3% over the past four weeks [1] - The recent stock price increase followed the announcement of an order for 500 Wasp drones from Rift Dynamics through its American Robotics subsidiary [1] Financial Expectations - Ondas is expected to report a quarterly loss of $0.06 per share, reflecting a year-over-year change of +60%, with revenues projected at $7.8 million, a significant increase of 426.7% from the previous year [2] - The consensus EPS estimate for Ondas has remained unchanged over the last 30 days, indicating that stock price movements may not continue without trends in earnings estimate revisions [3] Industry Context - Ondas operates within the Zacks Communication - Network Software industry, where A10 Networks (ATEN) also competes, having finished the last trading session up by 1.1% at $18.49, with a 3.9% return over the past month [3] - A10 Networks has an unchanged consensus EPS estimate of $0.21 for its upcoming report, indicating no year-over-year change, and currently holds a Zacks Rank of 4 (Sell) [4]

Market Overview - The U.S. stock market finished higher on Thursday, with the Dow Jones Industrial Average up nearly 0.2% to 46,519.72, the S&P 500 adding 0.06% to 6,715.35, and the Nasdaq climbing about 0.4% to 22,844.05 [1] Company Highlights - **SoundHound AI Inc. (NASDAQ:SOUN)**: Shares surged by 10.46%, closing at $17.84, with an intraday high of $18.39 and a low of $16.45. The 52-week range is $24.98 to $4.56. The company gained recognition as a leader in IDC MarketScape's assessment of conversational AI platforms, attracting renewed investor interest due to strong revenue momentum [2][1]. - **IonQ Inc. (NYSE:IONQ)**: Stock rose by 10.32%, closing at $69.60, reaching an intraday peak of $69.60 and a low of $64.41. The 52-week high is $76.13 and the low is $8.79. Investors are monitoring IonQ as it pulls back from recent highs, potentially entering a favorable buying zone [3][1]. - **Occidental Petroleum Corp. (NYSE:OXY)**: Stock fell by 7.31%, closing at $44.23, with an intraday high of $47.92 and a low of $43.84. The 52-week range is $56.49 to $34.78. The company is reportedly considering selling its OxyChem division to Berkshire Hathaway in a deal valued at approximately $10 billion, which could streamline operations [4][1]. - **Ondas Holdings Inc. (NASDAQ:ONDS)**: Saw a significant rise of 25.99%, closing at $9.21, with an intraday high of $9.34 and a low of $7.66. The 52-week high is $9.34 and the low is $0.57. The surge followed the announcement of a major purchase order for Wåsp drones, marking its entry into the U.S. defense market [5][1]. - **Tesla Inc. (NASDAQ:TSLA)**: Stock declined by 5.11%, closing at $436, with an intraday high of $470.75 and a low of $435.57. The 52-week high is $488.54 and the low is $212.11. The decline is attributed to a significant drop in car sales in Italy, which fell by over 25.6% in September, and concerns over expiring Federal EV credits [6][1].

Core Insights - Ondas Holdings Inc. (NASDAQ: ONDS) presents a high-risk, high-reward investment opportunity, positioned at the intersection of autonomous robotics and industrial wireless infrastructure [1] Company Overview - The company is classified as a small-cap entity, indicating potential for growth but also inherent volatility [1] Market Commentary - The analysis emphasizes a logical approach to market commentary, prioritizing clarity over sentiment and curiosity over distractions [1]

Market Overview - U.S. stocks traded higher, with the Dow Jones index gaining approximately 0.2% to 46,532.02, NASDAQ rising 0.34% to 22,833.17, and S&P 500 increasing 0.07% to 6,715.87 [1] - European shares were mostly higher, with the eurozone's STOXX 600 gaining 0.53%, while Spain's IBEX 35 Index fell 0.27% [6] - Asian markets closed higher, with Japan's Nikkei 225 gaining 0.87% and Hong Kong's Hang Seng index gaining 1.61% [9] Company Earnings - AngioDynamics, Inc. reported better-than-expected earnings for Q1, with losses of 10 cents per share, beating the analyst consensus estimate of 12 cents per share. Quarterly sales were $75.711 million, exceeding the consensus estimate of $72.725 million [2] Commodity Prices - Oil prices decreased by 2.1% to $60.47, gold fell by 0.7% to $3,869.20, silver dropped 2.7% to $46.415, while copper rose by 1.2% to $4.9430 [5] Notable Stock Movements - Aspire Biopharma Holdings Inc shares surged 110% to $0.45 following the announcement of a milestone roadmap targeting FDA submission [8] - Canaan Inc shares increased by 25% to $1.30 after announcing a significant sales order [8] - Ondas Holdings Inc shares rose 26% to $9.19 after announcing an initial order of 500 Wasp drones [8] - Uni-Fuels Holdings Ltd shares dropped 72% to $1.42, and Nvni Group Ltd shares fell 50% to $0.37 due to a reverse stock split announcement [8] - FlexShopper Inc shares decreased by 49% to $0.29 following the resignation of its Director amid financial issues [8] Employment Data - U.S.-based employers announced 54,064 job cuts in September, a decrease from 85,979 in August [10]

Core Insights - U.S. stocks exhibited mixed performance, with the Dow Jones index declining by over 50 points on Thursday [1] - Taysha Gene Therapies Inc received Breakthrough Therapy designation from the FDA for TSHA-102, leading to a significant share price increase of 50.4% to $4.78 [1] Company Highlights - Taysha Gene Therapies Inc (NASDAQ:TSHA) saw its price target raised from $8 to $10 by Needham analyst Gil Blum, maintaining a Buy rating [1] - Bakkt Holdings Inc (NYSE:BKKT) experienced a 37.2% increase in share price to $46.81 following the completion of its Loyalty Business sale [4] - Canaan Inc – ADR (NASDAQ:CAN) shares surged by 29.8% to $1.35 after announcing a significant sales order for Bitcoin mining machines [4] - Ondas Holdings Inc (NYSE:ONDS) gained 25.5% to $9.18 after securing an initial order of 500 Wasp drones for U.S. defense market distribution [4] - Fair Isaac Corp (NYSE:FICO) shares rose 19.6% to $1,811.61 after launching the FICO Mortgage Direct License Program [4] - AST SpaceMobile Inc (NASDAQ:ASTS) jumped 12.3% to $63.98 after completing final assembly and testing of its BlueBird 6 satellite [4] - Joby Aviation Inc (NYSE:JOBY) rose 9.3% to $17.72, reflecting positive market sentiment [4] - Applied Digital Corp (NASDAQ:APLD) shares increased by 7.7% to $26.93, with crypto-linked stocks trading higher amid a rise in Bitcoin [4]

Core Viewpoint - Ondas Holdings (ONDS.US) experienced a significant stock increase of nearly 15%, with a year-to-date surge of 228%, closing at $8.43 following the announcement of an initial order for 500 Wasp drones from Rift Dynamics [1] Company Summary - Ondas Holdings has placed an initial order for 500 Wasp drones, which will be distributed in the U.S. defense market through its American robotics division [1] - The Wasp drone system complies with the National Defense Authorization Act (NDAA), and the initial 500 units will be developed by defense electronics manufacturer Kitron [1] - The CEO of Ondas Holdings stated that this initial order marks the beginning of a scalable plan aimed at delivering cost-effective and operationally efficient expendable drone systems to U.S. defense customers [1] Industry Summary - There is an accelerating demand from the U.S. Department of Defense and allied defense forces for large-scale, low-cost expendable platforms, which the Wasp drone is designed to meet [1] - By leveraging Rift's NDAA-compliant design and Kitron's proven global manufacturing expertise, Ondas aims to rapidly scale production to achieve a delivery capability of thousands of units per month [1]

Core Insights - The drone concept stocks in the US market experienced significant gains on Thursday, indicating a positive market sentiment towards the industry [1] Company Summaries - Ondas Holdings (ONDS.US) saw a surge of over 16% following the announcement of a new order for 500 drones [1] - Draganfly (DPRO.US) increased by more than 9.8%, reflecting investor interest in its operations [1] - Joby Aviation (JOBY.US) rose by over 7.6%, suggesting a favorable outlook for the company [1] - Red Cat Holdings (RCAT.US) experienced a nearly 4.7% increase, contributing to the overall positive trend in the drone sector [1]

Core Viewpoint - Ondas Holdings has experienced a significant stock increase of nearly 15% on Thursday and a year-to-date surge of 228%, currently priced at $8.43, following the announcement of an initial order for 500 Wasp drones from Rift Dynamics [1] Company Summary - Ondas Holdings has placed an initial order for 500 Wasp drones, which will be distributed in the U.S. defense market through its American robotics division [1] - The Wasp drone system complies with the National Defense Authorization Act (NDAA), and the initial 500 units will be developed by defense electronics manufacturer Kitron [1] - The CEO of Ondas Holdings stated that this initial order marks the beginning of a scalable program aimed at delivering cost-effective and operationally efficient expendable drone systems to U.S. defense customers [1] Industry Summary - There is an accelerating demand from the U.S. Department of Defense and allied defense forces for large-scale, low-cost expendable platforms, which the Wasp drone is designed to meet [1] - By leveraging Rift's NDAA-compliant design and Kitron's proven global manufacturing expertise, Ondas aims to rapidly scale production to achieve a delivery capability of thousands of units per month [1]

Ondas' American Robotics is the exclusive U.S. distributor of the WÃ¥sp drone platform which meets urgent U.S. Department of War requirements for mass-affordable attritable systems WÃ¥sp is fully NDAA-compliant and designed for scalable production through leading defense electronics manufacturer, Kitron's, global manufacturing network Manufacturing strategy provides industrial readiness for Rift and Ondas to deliver 20,000 units per month worldwide BOSTON, MA / ACCESS Newswire / October 2, 2025 / Ondas Hold ...

Market Overview - U.S. stocks exhibited mixed performance, with the Nasdaq Composite increasing by over 100 points on Monday [1] - Cannabis-linked stocks experienced significant gains following President Trump's video promoting the health benefits of cannabis [1] Company Highlights - Tilray Brands, Inc. (NASDAQ: TLRY) saw a sharp increase in shares, rising 39.2% to $1.5983 [1] - Merus N.V. (NASDAQ: MRUS) gained 36.6% to $94.14 after Genmab agreed to acquire the company for $97 per share [4] - Better Home & Finance Holding Company (NASDAQ: BETR) increased by 20.1% to $63.60, supported by a $75 million at-the-market offering for Class A shares [4] - BTQ Technologies Corp. (NASDAQ: BTQ) jumped 20% to $6.36, as Danal began proof-of-concept for BTQ's quantum-secure Stablecoin settlement network [4] - SNDL Inc. (NASDAQ: SNDL) rose 18.8% to $2.77, benefiting from the positive sentiment around cannabis stocks [4] - Innoviz Technologies Ltd. (NASDAQ: INVZ) increased by 15.6% to $1.9701 after Goldman Sachs upgraded the stock from Neutral to Buy, raising the price target from $1.50 to $2.50 [4] - Sandisk Corporation (NASDAQ: SNDK) shares jumped 14.3% to $111.06 [4] - GDEV Inc. (NASDAQ: GDEV) rose 12.7% to $29.24 [4] - Ondas Holdings Inc. (NASDAQ: ONDS) gained 12.2% to $8.59 [4] - Pony AI Inc. (NASDAQ: PONY) increased by 10.3% to $23.36, with Citigroup initiating coverage with a Buy rating and a price target of $29 [4] - Galaxy Digital (NASDAQ: GLXY) gained 9.5% to $33.85 [4] - Western Digital Corporation (NASDAQ: WDC) rose 9% to $116.48 after Rosenblatt raised its price target from $90 to $125 while maintaining a Buy rating [4] - New Oriental Education & Technology Group Inc. (NYSE: EDU) increased by 5% to $53.85, with B of A Securities maintaining a Buy rating and raising the price target from $56.2 to $58.2 [4] - GLOBALFOUNDRIES Inc. (NASDAQ: GFS) rose 5% to $37.40 following a collaboration announcement with Corning for developing detachable fiber connector solutions [4]