Quick Summary
• Last week, drone stocks surged on news that the Trump administration is considering a massive investment in the US unmanned aerial vehicle (UAV) industry. Earlier in 2026, the release of...
Additional Context
Last week, drone stocks surged on news that the Trump administration is considering a massive investment in the US unmanned aerial vehicle (UAV) industry. Earlier in 2026, the release of the US FY 2027 defense budget request revealed that the Defense Autonomous Working Group (DAWG), a unit launched last year to accelerate adoption of all things drone-related for the DoD, could be in line to receive the largest single-year increase in funding of any defense program in US history.
Meanwhile, in 2025, Ukraine reportedly produced 4 million combat drones, an absurd increase of over a thousandfold from the first year of the Russian invasion. This is not only the largest military drone production capacity possessed by any nation globally; it is more drone production capacity than all of the NATO