The Rundown Deep Dive: The Drone Stocks to Watch After the Pentagon’s New Order
20 snips
Jul 12, 2025 The Pentagon's new emergency order is fast-tracking U.S. drone production, sending stocks of companies like Red Cat and AeroVironment sky-high. Drones are becoming essential in modern warfare, especially amid escalating global conflicts. The discussion reveals America's current lag in drone technology compared to rivals, particularly China. Insights are provided on key companies positioned to thrive in this market shift and the possibility of the Pentagon investing directly in them.
AI Snips
Chapters
Transcript
Episode notes
Drones Reshape Modern Warfare
- Drones have transformed modern warfare, causing the majority of Russian casualties in Ukraine.
- Cheap and precise, they have become the weapon of choice for asymmetric conflicts worldwide.
China Dominates Drone Supply Chain
- China dominates the drone market and supplies critical components to Russia.
- The U.S. lacks a comparable domestic drone industry, raising national security concerns.
Pentagon Accelerates Drone Procurement
- The Pentagon lifted red tape to fast-track American drone production and procurement.
- Field commanders can now independently test and buy drones, speeding military adoption significantly.