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United States Oil Fund LP - United States Oil Fund

United States Oil Fund

Escalating Middle East shipping and energy-infrastructure threats are driving crude-oil supply concerns and attention to USO. Traders are split between expecting further gains if disruptions persist and anticipating a pullback if diplomacy or additional supply eases the risks; many also worry that elevated oil prices could pressure equities and inflation.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is under pressure after HSBC warned that heavy borrowing needs and potentially slower AI-compute demand could challenge its growth and returns, sharpening traders concerns about debt, refinancing, and dilution amid a broader neocloud selloff. Bears warn of credit and business-model risks, while bulls point to contracted demand and continued AI infrastructure growth; some also cite Goldman Sachss more positive view and ARKs share purchases.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras steep post-IPO slide and fresh lows are driving discussion, with traders pointing to continued lockup-related share supply and insider selling, as well as a TD Cowen price-target cut and concerns about growth and customer concentration. Bearish traders expect more pressure, while some bullish holders view the decline as an oversold buying opportunity and argue the companys AI-chip technology has long-term potential.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius has been caught in a sharp neocloud and AI-infrastructure selloff as traders debate whether heavy buildout spending can earn adequate returns and whether financing risksespecially at CoreWeavewill spread across the sector. The community is split between treating the rebound after the decline as an oversold bounce and expecting more downside, while some argue Nebius is better positioned than debt-heavier peers and that compute demand remains strong.

NuScale Power Corp. provides proprietary and innovative advanced small modular reactor (SMR) nuclear technology, with a mission to help power the global energy transition by delivering safe, scalable, and reliable carbon-free energy. Its products include VOYGR SMR Plants and Energy Exploration (E2) Centers. The company was founded by José N. Reyes in 2007 and is headquartered in Corvallis, OR.

NuScale Power Corporation - Ordinary Shares - Class A

NuScale Power Corp

NuScale shares are under pressure after UBS downgraded the stock, citing long commercialization timelines and limited firm customer commitments, with uncertainty around the proposed TVA deployment adding to execution concerns. Traders are split between viewing the selloff as an overreaction and seeing it as confirmation of risks facing NuScale and the broader nuclear sector.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

A tech-led rebound after the recent selloff, ahead of major megacap earnings, is driving QQQ discussion. Traders are divided over whether it marks a durable recovery or a relief rally that could fade, with AI investment and debt concerns and surging oil prices adding to caution.

GE Aerospace is an American aircraft company, which engages in the provision of jet and turboprop engines, as well as integrated systems for commercial, military, business, and general aviation aircraft. The firm's portfolio of brands includes Avio Aero, Unison, GE Additive, and Dowty Propellers. It operates through the following segments: Commercial Engines and Services, Defense and Propulsion Technologies, and Corporate and Other. The Commercial Engines and Services segment is involved in the design, development, manufacturing, and servicing of jet engines for commercial airframes, as well as business aviation and aeroderivative applications. The Defense and Propulsion Technologies segment offers defense engines and critical aircraft systems. The Corporate and Other segment relates to corporate functions and operations costs. The company was founded by Thomas Alva Edison in 1878 and is headquartered in Evendale, OH.

GE Aerospace

GE Aerospaces third-quarter earnings beat and raised 2026 guidance are driving attention, with traders also citing stronger orders. Many view the report as bullish, while others are cautious about whether the stock can hold its post-earnings strength amid muted or weakening price action.

General Motors Co. engages in the designing, manufacturing, and selling of trucks, crossovers, cars, and automobile parts, and in providing software-enabled services and subscriptions. It operates through the following segments: GMNA, GMI, Cruise, and GM Financial. The company was founded by William C. Durant on September 16, 1908 and is headquartered in Detroit, MI.

General Motors Company

GMs quarterly earnings and revenue beat estimates, but traders are focused on the tightened full-year profit outlook rather than a larger guidance increase. The new buyback program is a positive offset for some, while others question why shares are falling despite the beat.

RTX Corp. is an aerospace and defense company, which engages in the provision of aerospace and defense systems and services for commercial, military, and government customers. It operates through the following segments: Collins Aerospace Systems (Collins), Pratt and Whitney, Raytheon Intelligence and Space (RIS), and Raytheon Missiles and Defense (RMD). The Collins segment manufactures and sells aero structures, avionics, interiors, mechanical systems, mission systems, and power controls. The Pratt and Whitney segment includes the design and manufacture of aircraft engines and auxiliary power systems for commercial, military, and business aircraft. The RIS segment is involved in the development of sensors, training, and cyber and software solutions. The RMD segment offers end-to-end solutions to detect, track, and engage threats. The company was founded in 1922 and is headquartered in Arlington, VA.

RTX Corp

Raytheon Technologies Corporation

RTX is drawing attention ahead of its Q3 earnings report, with traders anticipating a beat and stronger guidance while citing major missile and counter-drone awards as signs of sustained defense demand. Optimism about a rebound competes with concerns that expectations are high and contract wins have not always translated into stronger share performance.

Northrop Grumman Corp. engages in the provision of advanced aircraft systems. It operates through the following segments: Aeronautics Systems, Defense Systems, Mission Systems, and Space Systems. The Aeronautics Systems segment is involved in the design, development, production, integration, sustainment, and modernization of advanced aircraft systems for the U.S. Air Force, the U.S. Navy, other U.S. government agencies, and international customers. The Defense Systems segment includes integrated battle management systems, weapons systems and aircraft, and mission systems sustainment and modernization. The Mission Systems segment offers advanced mission solutions and multifunction systems, primarily for the U.S. defense and intelligence community, and international customers. The Space Systems segment delivers end-to-end mission solutions through the design, development, integration, production and operation of space, missile defense, launch and strategic missile systems for national security, civil government, commercial, and international customers. The company was founded by John K. Northrop, Thomas V. Jones, and Kent Kresa in 1939 and is headquartered in Falls Church, VA.

Northrop Grumman Corp.

Northrops Q3 results beat expectations and management raised its full-year outlook, with a record backlog reinforcing the growth case. Traders are debating why shares remain under pressure despite the strong report, pointing to margin and cash-flow concerns and the possibility that the positive news was already priced in.

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DPRO Expands Defense Autonomy Capabilities Through Strategic Investment

Draganfly invests in DoD Solution to integrate AURA AI autonomy into its drone portfolio, targeting advanced defense applications and potential growth through commercialization.

Can Draganfly Turn Medical Drone Delivery Into a Growth Opportunity?

DPRO is exploring medical drone delivery with Mass General Brigham and emergency-response initiatives, while trading at a discount to the industry.

New Strong Sell Stocks for October 9th

ACH, ARDX and DPRO have been added to the Zacks Rank #5 (Strong Sell) List on October 9th, 2026.

Precision Agriculture's Drone Revolution Flying High within Multi-Billion Dollar DaaS Industry

Precision Agriculture's Drone Revolution Flying High within Multi-Billion Dollar DaaS Industry Precision Agriculture's Drone Revolution Flying High within Multi-Billion Dollar DaaS IndustryPR NewswireNEW YORK, Oct. 8, 2026NEW YORK, Oct. 8, 2026 /PRNewswire/ -- Platinum Trade Alerts News Commentary...

Motorola Boosts Counter-Drone Security Footprint With D-Fend Buyout

MSI expands its counter-drone footprint with a $1.5B D-Fend deal, adding EnforceAir and widening its public-safety security reach.

Ondas' Dronebuster REACH Launch: Can Long-Range C-UAS Drive Growth?

ONDS expands its counter-drone portfolio with Dronebuster REACH, a long-range system designed to defeat threats before they reach handheld systems.

Can Draganfly Expand Through Mission-Critical Drone Applications?

DPRO is targeting mission-critical drone markets across defense, public safety, emergency response and medical logistics, backed by key certifications.

Counter-Drone Spending Set to Triple by 2030 as Drone Defense Becomes a Spending Priority

AI, Autonomous Systems and Next-Generation Threat Detection Are Reshaping Modern Defense   New York, NY –September 28, 2026 – Governments are on an arms and domestic security buying spree as traditional air defense systems are being replaced by layered networks that can detect, identify, track, and neutralize a large number of low-cost drones. Fortune Business […]
The post Counter-Drone Spending Set to Triple by 2030 as Drone Defense Becomes a Spending Priority appeared first on Financial News Media.

EXCLUSIVE: Draganfly Secures $10 Million Strategic Capital to Scale Drone Manufacturing

Draganfly Inc. raises $10 million through a strategic investment from Unusual Machines and a leading U.S. fund to expand domestic drone production and defense capabilities.read more...

Kratos Defense vs. Draganfly: Which Drone Stock Has More Potential?

KTOS and DPRO are benefiting from rising demand for unmanned systems, with distinct growth strategies shaping their investment cases.

Draganfly, Inc. is a leader in cutting-edge drone solutions and software that are transforming industries and serving stakeholders globally. Its products include quad-copters, fixed wing aircrafts, ground based robots, hand held controllers, and software used for tracking, live streaming, and data collection. The firm also offers custom engineering, training, simulation consulting, as well as data and flight training services. The company was founded by Zenon Dragan and Christine Dragan in 1998 and is headquartered in Saskatoon, Canada.

Draganfly Inc

ONDS, UMAC, KTOS, RCAT: Trump’s Drone Bet Has Retail Piling – But One Stock Stands Out With 70% Upside Potential 

Equity

Bearish Sentiment

<ul class="summary-bullets"><li>Drone stocks surged after a report said the Trump administration is exploring funding deals to boost domestic drone manufacturing and lower costs.</li><li>UMAC led the rally after being named among companies under consideration for potential Pentagon funding.</li><li>ONDS jumped despite the approval of an increase in authorized incentive-plan shares.</li></ul>Trump's drone push has investors scrambling for exposure. Shares of Ondas Holdings (ONDAS), Unusual Machines (UMAC), Kratos Defense &amp; Security Solutions (KTOS) and Red Cat Holdings (RCAT) surged after reports that the Pentagon is exploring funding deals with drone manufacturers, but Wall Street sees one stock offering significantly more upside than the rest.On Thursday,&nbsp;<a href="https://stocktwits.com/symbol/UMAC">UMAC</a> was up 57%,&nbsp;<a href="https://stocktwits.com/symbol/RCAT">RCAT</a> rose 33%,&nbsp;<a href="https://stocktwits.com/symbol/ONDS">ONDS</a> surged 23%,&nbsp;<a href="https://stocktwits.com/symbol/AVAV">AeroVironment (AVAV)</a> up 18%,&nbsp;<a href="https://stocktwits.com/symbol/SWMR">Swarmer (SWRM)</a> advanced 17% and&nbsp;<a href="https://stocktwits.com/symbol/KTOS">KTOS</a> climbed 14%. The rally added to an already strong month for the sector, with UMAC up 104% in May, ONDS gaining 25%, RCAT rising 26%, and KTOS advancing 6%.<img src="https://news.stocktwits-cdn.com/koyfin_20260529_020247597_png_1ac499daad.webp" alt="koyfin_20260529_020247597.png"><h2 class="st-heading-2">Why Drone Stocks Soared</h2>The Trump administration is exploring funding arrangements with drone companies to expand domestic manufacturing capacity and lower costs, The Wall Street Journal&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/politics/national-security/trump-us-drone-company-funding-cadef1f7">reported</a> on Thursday. The discussions, involving the Pentagon and the Office of Strategic Capital, could reportedly include a mix of loans, debt financing and equity investments, with companies such as Performance Drone Works, Unusual Machines and Neros Technologies reportedly under consideration.&nbsp;The effort aligns with the Pentagon's $1.1 billion Drone Dominance initiative, which aims to deploy 300,000 low-cost attack drones by 2027, and also comes as conflicts in Ukraine and the Middle East underscore the growing importance of autonomous systems in modern warfare.&nbsp;<h2 class="st-heading-2">Wall Street's Top Drone Pick</h2>While UMAC gained the most on Thursday, analyst targets suggest that the biggest potential winner may be a different drone player. According to Koyfin data, KTOS offers the largest implied upside among the group with an average price target of $113.05, representing a 73% upside from current levels. The stock also carries a 'Strong Buy' consensus rating from 19 analysts, including 12 'Buy' ratings and four 'Hold' ratings.ONDS ranks second with an average target price of $20.31, implying a 53% upside from its last close. The stock carries a 'Strong Buy' consensus rating, supported by six 'Buy' ratings and two 'Strong Buy' ratings.RCAT follows closely behind with implied upside of 51%. Analysts covering the company also maintain a 'Strong Buy' consensus rating, with four 'Buy' ratings and one 'Strong Buy' rating. AeroVironment offers 45% upside based on analyst targets, while Draganfly (DPRO) carries an implied upside of 22%.UMAC is the outlier. Despite Thursday's massive rally, the stock currently trades above its average analyst target of $25.33, implying a 14% downside from current levels. However, analysts continue to maintain a 'Strong Buy' consensus rating, driven by four 'Buy' ratings and two 'Strong Buy' ratings.<h2 class="st-heading-2">UMAC's Pentagon Tailwind</h2>Unusual Machines emerged as the biggest winner after being directly named among companies under consideration for potential Pentagon support. The company supplies NDAA-compliant drone components, including FPV goggles, motors, frames and electronic systems used across hobbyist, commercial and military markets.&nbsp;It currently holds a U.S. Army contract supplying 3,500 drone motors and related components to the 101st Airborne Division's Attritable Battlefield Enabler program, with the potential for future expansion. Investor enthusiasm was further fueled by the company's connection to Donald Trump Jr., who serves as both an investor and advisory board member.Earlier this week, Unusual Machines announced that partner Powerus had advanced to Phase II of the Pentagon's $1 billion Drone Dominance program with its MatrixFold drone platform, which the company described as a low-cost, rapidly deployable drone manufactured in the U.S. The stock has now gained approximately 483% over the past year, making it one of the strongest performers in the defense tech sector.&nbsp;<h2 class="st-heading-2">RCAT, KTOS Ride Drone Momentum</h2>Red Cat Holdings also attracted significant investor interest. The company develops tactical reconnaissance drones, including its Black Widow and Teal platforms, meant for intelligence, surveillance and reconnaissance missions. Red Cat was selected for the U.S. Army's Short Range Reconnaissance Program of Record and supplies affordable, AI-enabled battlefield drones.Kratos joined Thursday's rally as investors looked beyond small tactical drones and toward larger autonomous combat systems. The company's XQ-58A Valkyrie has become one of the most closely watched "loyal wingman" programs that operates alongside manned fighter aircraft. Kratos has also benefited from increasing Pentagon interest in affordable autonomous combat aircraft and next-gen battlefield systems.<h2 class="st-heading-2">ONDS Defies Dilution Fears</h2>ONDS shares surged the rally as investors focused on its autonomous drone systems, counter-UAS technologies, AI software and defense communications infrastructure. Recent developments include a $15.8 million initial order for a larger demining program in Israel, classified defense contracts in the Asia-Pacific region and the acquisition of Mistral, which expanded Ondas' access to over $1 billion of existing Department of Defense contract vehicles.Investors also appeared to overlook dilution concerns. At its annual shareholder meeting on May 28, Ondas received approval to increase shares authorized under its stock incentive plan from 61 million to 81 million shares. The company subsequently registered the additional 20 million shares and disclosed 1.25 million shares as part of restricted stock awards granted to Mistral employees after the acquisition.<h2 class="st-heading-2">How Do Retail Traders Feel About Drone Stocks?</h2>On Stocktwits, retail sentiment for ONDS, RCAT, UMAC, and KTOS was ‘extremely bullish’ amid ‘extremely high’ message volume.A recent&nbsp;<a href="https://stocktwits.com/StocktwitsPolls/message/654602079">Stocktwits poll</a> highlighted retail investors' preference for ONDS among drone stocks, with 55% of the 1,700 users selecting the company as their top long-term pick over the next five years. UMAC received 18% of the vote, KTOS 14% and AVAV 13%.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/st_poll_png_52aee8d234.webp" alt="st poll.png" width="657" height="380"><figcaption>&nbsp;</figcaption></figure>One user&nbsp;<a href="https://stocktwits.com/100bucks_for_1percent/message/654603416">said</a>, “how do you not see the better potential with UMAC? Umac will be the supplier for ALL of the others.”<stembedurl>https://stocktwits.com/100bucks_for_1percent/message/654603416</stembedurl>Another user&nbsp;<a href="https://stocktwits.com/NeverFadeTheOracle/message/654644863">said</a>, “Incredible RCAT is the original And Biggest Contract Winner”&nbsp;<stembedurl>https://stocktwits.com/NeverFadeTheOracle/message/654644863</stembedurl>Over the past year, ONDS has been the standout performer with a gain of 1,138%, followed by UMAC at 483%, RCAT at 131% and KTOS at 75%.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/asts-rklb-rdw-lunr-spacex-ipo-valuation/cZgSiKvRetr">ASTS, RKLB, RDW, LUNR Slip Overnight: SpaceX IPO Hype Loses Orbit After Valuation Target Reportedly Falls Below $2 Trillion&nbsp;</a>

U.S President Donald Trump holds a drone at the American Leadership in Emerging Technology Event in the East Room of the White House on June 22, 2017. (Photo by Olivier Douliery-Pool/Getty Images)

According to Koyfin analyst targets, KTOS offers the largest implied upside at 73%, followed by ONDS and then RCAT.

AeroVironment Inc.

Kratos Defense & Security Solutions Inc

Ondas Inc

Red Cat Holdings Inc

Swarmer Inc.

Unusual Machines Inc

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Which earnings release are you most looking forward to this week: $SPCX, $NFLX, $TSLA, or $META? Drop a comment for others.

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