Drones
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X @Bloomberg
Bloomberg· 2025-11-11 05:02
Ukraine has become a drone superpower — now its defense firms are ready to make some cash by selling to NATO countries https://t.co/XGa4UcuPQ6 ...
Gabelli Funds' Tony Bancroft on the state of the defense sector, future of warfare
CNBC Television· 2025-11-10 13:59
joining us uh to take a look at defense and aerospace stocks. Tony Bankrooft, uh Gabelli Funds portfolio manager. He's also a former lieutenant colonel uh in the US Marines.Aren't you still a lieutenant colonel. Can Can I still I want to call you that. I am.>> It's great to have you on. It's a special day today, too, isn't it. >> Sure is.250th birthday of the United States Marine Corps. >> That's a good reason to have to have you on here. Um >> and tomorrow's Veterans Day tomorrow.It's kind of a >> easy to ...
X @s4mmy
s4mmy· 2025-11-08 07:23
RT GEODNET (@GEODNET_)Robotics is one of the most underpriced sector in all of crypto, total MC < $400M and yet it’s powering the real-world shift happening right now.And one thing is clear: Robots can't scale without precise location, reliable perception data, the solid collaberative infrastructure network. @GEODNET_ @Auki @peaqIf you’re bullish on autonomous agents, drones, vehicles, AI… Then you need to be bullish on the infrastructure that lets them move safely and verify reality. ...
X @The Economist
The Economist· 2025-11-06 14:50
Russia suffers huge casualties, but its new drone-powered assault is working https://t.co/dlf06USQ9q ...
X @BBC News (World)
BBC News (World)· 2025-11-05 06:25
'My skin was peeling' - the African women tricked into making Russian drones https://t.co/gLjBSXiDNj ...
AI, Robotics, And Drones Have Changed Defense Firms Forever
Seeking Alpha· 2025-11-03 18:03
Core Insights - The defense industry is currently dominated by major firms, but their market share is gradually declining due to the rise of faster and more efficient companies that are not yet recognized by investors [1] Group 1 - The top 10 defense firms continue to lead the market [1] - Emerging companies are gaining traction and could pose a threat to established players [1]
We have a good set up here for year-end, says Defiance ETFs CEO Sylvia Jablonski
CNBC Television· 2025-11-03 13:40
Futures have been positive all morning. You see the S&P 500 due for a gain about 30 points. That's about 4/10en of 1%.The Nasdaq is really leading the way up almost 200. And in fact, I believe uh been eight straight uh Mondays for the NASDAQ that have been positive for for what that's worth. Joining us now, Sylvia Jablonsky, CEO and chief investment officer of Defiance ETF.Sylvia, good to see you this morning. I I I guess everyone kind of knows the the basic setup where, you know, strong years tend to end s ...
DRNZ vs JEDI: Two Takes on the Drone Trade
Yahoo Finance· 2025-10-30 21:30
Core Insights - REX Shares has launched the REX Drone ETF (DRNZ), the first ETF specifically focused on the drone and unmanned aerial vehicle (UAV) industry [1] - The ETF tracks the VettaFi Drone Index, which includes both "pure play" and diversified drone companies [1][2] - The global drone market is projected to double over the next decade, indicating significant growth potential [4] ETF Structure - The index allocates 80% of its weight to pure-play firms, which derive at least 50% of their assets, revenue, or profits from drones or enabling technologies [2] - The remaining 20% is allocated to diversified firms that derive at least 20% of revenue from drones or UAVs, or are defense companies with dedicated drone R&D programs [2] - The ETF consists of a portfolio of 38 global stocks, with top holdings including AeroVironment Inc. (14%), DroneShield (10.6%), and Ondas Holdings (10.1%) [3] Market Context - DRNZ enters a competitive market with the recent launch of the Defiance Drone & Modern Warfare ETF (JEDI), which has gathered $24 million in assets [6] - JEDI has a broader focus on military technologies, while DRNZ specifically targets the growth of drones beyond military applications [8] - JEDI's top holdings include Palantir (7.8%) and AeroVironment (7.3%), indicating a different investment strategy compared to DRNZ [7] Expense Ratio - The REX Drone ETF charges an expense ratio of 0.65% [5]
X @The Economist
The Economist· 2025-10-25 16:00
Until recently the West has concentrated on drones that work well in limited battles against lesser opponents. The Ukrainian-Russian battlefield is different https://t.co/xSDAy01TFu ...
X @The Economist
The Economist· 2025-10-25 00:40
To many Americans, this may sound like more drone hype. But if regulators get their rules right, a new era of commerce may yet arrive https://t.co/dL2fjrzAlt ...