Taking a page out of CBS's “Survivor,” drone manufacturers want to be the last one standing for a big payday from Uncle Sam.

In our view, as of mid-2026, it is the only coherent position for a fund aligned with U.S. defense and industrial policy. Read more here.

The United States is making a strong push for domestic drone production.

Red Cat Holdings, Inc. (Nasdaq: RCAT) ("Red Cat" or the "Company"), a U.S.-based provider of advanced all-domain drone and robotic solutions for defense and national security, today announced that ...

Credit: Ukrainian Ministry of Defense Ukrainian company F-Drones plans to open a factory in Ohio to supply the U.S. military with its one-way attack drones. The Pentagon, as part of its Drone ...

The Pentagon’s Drone Dominance Program is one of the largest drone initiatives in US military history, aiming to procure over 200,000 drones by 2027.

XTEND, advances among 19 companies selected for Gauntlet II, following successful qualification. According to the DoW, the program plans to procure 60,000 drone systems from top-performing ...

CEO Ethan Thornton has big visions on how to scale his defense tech company. He’s just getting started.

The list includes Northrop Grumman and several startups competing to supply low-cost payloads compatible with any drone design.

The Pentagon just earmarked over $74 billion for drone dominance and counter drone technologies in the FY2027 budget request, ...

NextNav Inc. (Nasdaq: NN), a leader in next-generation terrestrial positioning, navigation, and timing (PNT) and 3D geolocation solutions, today announced it has joined GSMA and industry partners in ...