Group 1 - Cathie Wood and ARK Invest adjusted their defense holdings following a reinterpretation of arms control policies by the U.S. government, which facilitates the sale of advanced military drones like "Reaper" [1] - L3Harris Technologies received a Relative Strength Rating upgrade to 82, indicating improved technical performance in the market [1][2] - Major indexes are reaching new highs, with companies like Tesla, AeroVironment, and Kratos gaining attention for their strong performance and buy signals [4] Group 2 - AeroVironment has raised its earnings outlook due to increasing demand and a record backlog of orders [4] - The stock market is experiencing a broad rally, with significant movements in various sectors, including aerospace and technology [4] - Upcoming events such as the OPEC meeting and the iPhone 17 launch are expected to influence market dynamics in the near term [4]
Cathie Wood, ARK Shift Defense Holdings As U.S. Reclassifies Drones
Investors·2025-09-18 13:51