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14.08.26 - 15:54
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Reddit Climbs, Applied Materials, Gemini Fall | Stock Movers (Bloomberg)
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On this episode of Stock Movers:
Drone companies including AeroVironment Inc. (AVAV), Aevex Corp. (AVEX), and Unusual Machines Inc. (UMAC) rose on news that the Trump administration plans to apply a 100% tariff on imports of unmanned aircraft systems and their components.
Applied Matierals (AMAT) fell despite an earnings forecast that topped estimates. Investors had a muted reaction to earnings even though the stock has more than doubled this year.
Gemini Space Station (GEMI) fell as the crypto platform's earnings report faced crypto market headwinds and a wider-than-expected adjusted Ebitda loss.
Reddit (RDDT) climbed on the news that the stock is set to be included in the S&P 500 index. (Source: Bloomberg)...
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14.08.26 - 14:06
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Unusual Machines Jumps After Trump Slaps 100% Drone Tariff In "Hard Decoupling" From China (ZeroHedge)
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Unusual Machines Jumps After Trump Slaps 100% Drone Tariff In "Hard Decoupling" From China
Shares of drone makers AeroVironment and Aevex, and "pure-play" drone-parts company Unusual Machines, are higher in premarket trading Thursday after the Trump administration signed a proclamation imposing tariffs of as much as 100% on imported drones and components, part of a broader effort to decouple the nation's drone supply chain from China.
Drones weighing more than 55 pounds, in other words, Group 3 drones, equipped with thermal imaging and certain sensitive components will face the top rate. Smaller, less-capable drones (< Group 3) and other parts will be subject to a 25% duty. Qualifying imports from the European Union and several US trading partners will face a 15% levy, while UK products will be taxed at 10%.
"The tariffs will take effect 21 days after signing. For components of drones that are not particularly sensitive, the tariffs will take effect 180 days after sig...
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08.08.26 - 15:21
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US Army′s 400 Million Laser Deal Accelerates Race To Harden Bases From Kamikaze Swarms (ZeroHedge)
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US Army's 400 Million Laser Deal Accelerates Race To Harden Bases From Kamikaze Swarms
Building on our investment theme that the US military is racing to harden its bases with counter-drone systems capable of defeating Group 1-3 drones, and potentially Group 4 threats, Bloomberg reported late in Friday's US cash session that the Army plans to purchase at least $400 million of AeroVironment's counter-drone laser systems, citing a person familiar with the deal.
The source told the outlet that the deal would provide the Army with dozens of LOCUST systems, which use artificial intelligence to track and identify small and medium-sized drones before human operators engage them with a high-energy laser.
AeroVironment's LOCUST system was originally developed by BlueHalo, which the defense firm acquired for about $4.1 billion in 2025. The latest LOCUST X3 uses a scalable 20-to-35-plus-kilowatt laser, AI-enabled detection and tracking software, and precision beam control to defeat Group 1-3 drones.
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07.08.26 - 15:15
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AV Appoints Aerospace and Defense Executive Michael D. Ruppert to Board of Directors (Business Wire)
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ARLINGTON, Va.--(BUSINESS WIRE)--AeroVironment, Inc. (“AV”) (NASDAQ: AVAV) today announced that it has appointed Michael D. Ruppert to its Board of Directors, effective August 5, 2026.
Mr. Ruppert brings more than 25 years of financial, strategic and corporate development experience in the aerospace and defense sector to AV. He has served as EVP and Chief Financial Officer of ManTech since 2023 where he leads ManTech's financial planning and analysis, accounting, treasury, cash management, and acquisition strategy functions.
“Michael brings exceptional financial leadership, strategic insight and deep aerospace and defense industry experience to AV,” said Wahid Nawabi, AV's chairman, president and chief executive officer. “As AV continues executing its growth strategy and advancing its portfolio of mission-critical capabilities, I am confident Michael's highly relevant expertise and fresh perspectives will make him a meaningful addition to our Board.”
“AV has established a strong position ...
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29.07.26 - 19:39
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Minus 64 Prozent: Der Markt traf den falschen Teil (Der Aktionaer)
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Die Aktie von AeroVironment ist in neun Monaten um 64 Prozent gefallen – Auslöser war ein gekündigter Satellitenauftrag, der mit dem eigentlichen Drohnengeschäft nichts zu tun hat. Genau dieses Geschäft – taktische Drohnen – wächst unterdessen um rund drei...
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29.07.26 - 15:18
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AeroVironment Announces Planned Retirement of Stephen F. Page from Board of Directors (Business Wire)
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ARLINGTON, Va.--(BUSINESS WIRE)--$avav #UAV--AeroVironment, Inc. (“AV”) (NASDAQ: AVAV) today announced that Stephen F. Page, a member of AV's Board of Directors (the “Board”), has informed the Board of his decision not to seek re-election and to retire from the Board at the company's 2026 Annual Meeting of Stockholders.
During his 13 years on AV's Board, Mr. Page provided strategic, financial and governance oversight that supported the company's growth and evolution into a leading multi-domain defense technology provider.
“Since Steve joined AV's Board 13 years ago, the company has evolved from a pure-play UAS business into a cutting-edge provider of autonomous, space, cyber and directed energy systems,” said Wahid Nawabi, AV's chairman, president and chief executive officer. “Steve's financial discipline and governance rigor were a steady hand through that transformation. On behalf of the Board and our entire team, I thank Steve for his dedicated service, and we wish him all the best...
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23.07.26 - 23:48
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AVAV Deadline: AVAV Investors Have Opportunity to Lead AeroVironment, Inc. Securities Fraud Lawsuit (PR Newswire)
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NEW YORK, July 23, 2026 /PRNewswire/ -- Why: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of AeroVironment, Inc. (NASDAQ: AVAV) between June 25, 2025 and March 10, 2026, inclusive (the "Class Period"), of the important July 27, 2026 lead plaintiff......
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