Saturday, August 15, 2026

The drone market is about to go parabolic because of AI and war. How to play it

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Analysts pointed to companies like AeroVironment and Kratos Defense & Security Solutions as potential beneficiaries of growing drone demand.

The drone market is about to go parabolic because of AI and war. How to play it

Surging global defense spending, partly driven by the Iran war, and advancements in artificial intelligence are setting up a new leg of growth for the drone market, shining a light on companies AeroVironment and Kratos Defense & Security Solutions.

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