The House passed a $1.15 trillion defense bill. I think Lockheed Martin (LMT) is due for a bounce, and earnings tomorrow is the real test.
The House passed a $1.15 trillion defense authorization bill Wednesday and defense stocks rallied, but not evenly. Lockheed Martin and Northrop Grumman are still down 25% to 30% from their 2026 highs, RTX and General Dynamics already recovered, and Lockheed reports earnings Thursday morning.
Sivers Semiconductors (SIVEF) diluted shareholders by 17% in two days. Then its insider lockup expired.
Sivers Semiconductors (SIVEF) grew its share count by about 17% in two days in early July, between a SEK 700 million raise and a lender's debt-to-equity conversion. An insiders' lockup then expired July 16, and the stock, still without a rebuttal to short seller Ningi Research's claims, is down roughly 67% from its 52-week high.
Ondas (ONDS): 214 million shares of volume, 32% short interest, and a stock that still closed red
Ondas (ONDS) traded about 214 million shares today, more than double its two week average, yet the stock still closed down. Here's what the volume, the DZYNE share unlock, and the 32% short interest actually add up to.
The government is banking on drones becoming the future of warfare. The stocks got crushed anyway
Ukraine is fighting with cheap, disposable drones and the Pentagon wants nearly $75 billion for unmanned systems next year. AeroVironment, Kratos, Red Cat, Ondas, Unusual Machines, and AIRO are all down 45% to 65% anyway. Here's why.
Bullish Watch, week of July 13: the market panicked over a Meta headline, and got it wrong
This week's watchlist, updated through Tuesday: Nebius gave back its early bounce on a data-center headline unrelated to its business, Kraken Robotics is holding up best of the five, Intel swung from a 6% drop to a 4.5% rally in two days, and Rocket Lab and Harmonic are still finding their footing.
Ondas (ONDS) buys DZYNE for $875 million: bigger platform, more dilution
Ondas (ONDS) is buying DZYNE Technologies for $875.8 million, mostly in stock, and raised its 2026 revenue guidance to at least $525 million. It's also the biggest dilution event yet in a year of stock-funded acquisitions. Here's what the deal means and what to watch next.
Bullish Watch, week of July 6: four oversold names, and one that already bounced
This week's Bullish Watch: CleanSpark (CLSK), Nokia (NOK), Teradyne (TER), and Ondas (ONDS) are oversold; AeroVironment (AVAV) already bounced on a beat-and-raise plus a fresh Army contract.
Did Ondas (ONDS) just win a NASA contract? What the new filing actually says
A NASA filing on July 2 named Ondas's (ONDS) World View unit alongside SpaceX and Blue Origin. Here is what it actually is, and why it is not the NASA contract win some are calling it.
Ondas (ONDS) CEO reportedly touts a $20 billion market cap goal. The stock says $4 billion
An investor who was on a group Zoom call with Ondas CEO Eric Brock says Brock told participants the company will reach a $20 billion market cap and not stop there. Ondas is worth about $4.15 billion today. Here is the math, what is real behind the ambition, and the dilution catch.
I let Claude AI trade $100 of my money and it bought Red Cat (RCAT)
I funded Robinhood's new Agentic AI account with $100 and let Claude trade for me. Its first pick was Red Cat (RCAT) at $10.68, an Army drone stock I would not have grabbed myself. Two days in, it is green, and I still cannot fully explain the pick. My honest, slightly humbling take.
Drone stocks jump: AeroVironment AVAV, Unusual Machines UMAC, Ondas ONDS and Red Cat RCAT rally
Drone stocks jumped on June 30, 2026 after AeroVironment's (AVAV) beat, with AeroVironment up about 20% and Unusual Machines (UMAC) about 15%. Beaten-down names Ondas (ONDS) and Red Cat (RCAT) finally bounced, even as Washington and Beijing escalate a drone trade war.
AeroVironment (AVAV) jumps after hours on a Q4 beat and raise (June 29)
AeroVironment (AVAV) beat on both lines in fiscal Q4, with adjusted EPS of $1.84 and revenue of $641.6M up about 133% year over year, then guided fiscal 2027 well above. The stock jumped roughly 15% after hours.
AeroVironment (AVAV) reports earnings tonight, and drone stocks Red Cat (RCAT) and Ondas (ONDS) rally with it
AeroVironment (AVAV) reports earnings after Monday's close, and the small-cap drone group is rallying with it, led by Red Cat (RCAT) up about 8%, with Ondas (ONDS) and Draganfly (DPRO) higher.
Ondas (ONDS): a Lockheed Martin (LMT) deal, 10x revenue, and a stock cut in half
Ondas (ONDS) has a Lockheed Martin (LMT) counter-drone deal, a $457 million backlog and revenue up tenfold. It also has 508 million shares, heavy short interest, insider selling, and a Cramer meme-stock label. Both stories are true.