Ellison temporarily surpassed Musk to become the world's richest! What additional investment opportunities are hidden behind the soaring share price of Oracle?
New regulations for the low-altitude economy in the U.S. are here! Joby has surged nearly 140%, but which other companies in this sector are worth watching?
The government's recent proposal to amend unmanned aerial vehicle regulations to allow more commercial unmanned aerial flights (BVLOS) is a gospel for drone delivery companies including Alphabet Down Wing and Walmart.
U.S. Transportation Secretary Sean Duffy announced this proposal in December, echoing the U.S. Federal Government's pending antitrust lawsuit against long-range unmanned aerial vehicles to clean up companies' years of disruption to the business of unmanned aerial vehicles.
Analysts say that the new regulation, which will end the routine process of the FAA case review, is considered a key pillar of the US low air economy and will expand the use of drones in agriculture and manufacturing in other areas.
In fact, since the start of the Trump 2.0 era, the US government has placed a high emphasis on drone/anti-drone applications. The Trump administration has also signed three executive orders: (1) to establish a special federal task force to review the existing regulatory framework for strengthening anti-incapacity; (2) to allow drone hypervisibility flights; and (3) to lift the 1973 ban on land supersonic air transport.
This year, the share of many UAV Concepts is under severe threat, leading to the introduction of electric aerospace engineering vehicles $Joby Aviation(JOBY.US)$ Military Drone Companies Raise Nearly 140% in the Year $Kratos Defense & Security Solutions(KTOS.US)$ Increase of more than 125%, $AIRO Group(AIRO.US)$ Small Tactical Drone Increased by Nearly 120% $AeroVironment(AVAV.US)$ Over 70%, Public Safety and Medical Delivery by Drone $Draganfly(DPRO.US)$ An increase of more than 30%.
BeforeHide the winners from the US Grand Selections! Trunp 2.0 is coming soon, and US shares are looking forward to developing drone concept”A number of articles have warned that the concept of unmanned aerial vehicles in the US shares is expected to develop in the Trunp 2.0 era.
Currently, the drone concept shares can be divided into military drones, public/commercial drones, electric vertical landing aircraft (EVTOLs) and unmanned software. The following is a breakdown of the Business Models of these companies.
Military Drones
Military drones include AIRO Group, Kratos Defense & Security Solutions, AeroVironment, Northrop Grumman, Red Cat Holdings.
AIRO Group is a technology diversification and multi-component company specializing in 21st century aviation and national defense systems. The company provides leading solutions to the global market through decades of industry experience and a network of advertising relationships in the unmanned aerial, aviation and aviation electronics markets. The company was listed on June 13, with an estimated increase of nearly 120% since its listing.
According to the prospectus, the company operates four divisions: Drones, Aerial Electronic Appliances, Training and Electric Aerial Mobility. These four common market patterns are expected to exceed $315.4 billion by 2030.
Airo's main revenue comes from its UAV-related Business, which the company has equipped facilities in North and EU countries, and has participated in field tests against Ukraine. Other unmanned AI functions can perform tasks such as detection, target identification, and touch indication, and these are extremely difficult to click on thanks to the AI-powered capabilities.
In addition, the company plans to produce military drones domestically in the United States and aims to obtain Defense Department certification within 6 months to enter the Pentagon procurement system.
Kathuria, Airo's Chairman, said:
The modern conflict has changed with unmanned aerial vehicles, but we are hoping for a peaceful solution between Iran and Israel, but such a tightening of tensions will increase the market's investment interest in the Aerospace and Defense Sector.
$Kratos Defense & Security Solutions(KTOS.US)$
Founded in 1994, Kratos Defense & Security Solutions primarily provides national security-critical products, services and solutions to the U.S. Government. Technology advantages include Satellite Communications Systems, Electronic Warfare, Unmanned Control Systems, Cybersecurity, U.S. Defense, Homeland Security and a variety of industries. Business customers provide News Technology products and wireless communication systems. The company has grown by 125% this year.
The company operates in 6 divisions: Unmanned Systems Division, Microwave Electronics Division, Space & Training & Cybersecurity, Defense & Rocket Support Services, Turbine Technology, and C5ISR Systems.
Switzerland has important foundations in the field of unmanned systems, including unmanned aerial systems (UAS, UGS) and unmanned aerial systems (USV). These systems are widely used in the military, intelligence, and National Security sectors.
Unmanned Aerial System (UAS): Includes high-performance drones with functions such as reconnaissance, surveillance, strike, and training.
UNMANNED GROUND SYSTEMS (UGS): UNMANNED VEHICLES FOR GROUND COMBAT OR SUPPORT MISSIONS, SUCH AS IN RECENT YEARS, UKRAINE HAS BEGUN TO USE UNMANNED VEHICLES TO SUPPORT VARIOUS TASKS SUCH AS MINESWEEPING, SCOUTING, TRANSPORTING AMMUNITION, SUPPRESSING ENEMY INFANTRY, ETC.
Unmanned Sea Systems (USV): Unmanned ships (known as ghost fleets) for missions such as maritime reconnaissance and surveillance.
AeroVironment is a leading global supplier of military and commercial unmanned aerial systems (UAS), specializing in small unmanned and military aircraft systems. A major supplier of small unmanned aerial systems (UAS) to the United States military and other countries. Let us know the name of the unmanned aerial vehicle detection system in the United States. Usually has strong government and military contracts. The company grew by more than 70% this year.
This company quickly gained North Korean use during the 2022 Russian earthquake. Its products include Small Drones, Ground-based Robotics, and training and maintenance support services.
Notably, following the completion of the major acquisition of BlueHalo in May 2025, AeroVironment has restructured its business structure and now operates two divisions of Autonomous Systems, Network and Directed Energy.
Autonomous systems departments include: Unmanned Aerial Systems, Defense Systems, Unmanned Ground and Marine Systems, Aerial Ammunition Systems, and MacCready Works.
MacCready Works, AeroVironment's innovation development arm, specializes in integrating autonomy, AI and advanced platform technologies to deliver next-generation collaboration capabilities.
The Space, Network and Directed Energy departments include: Space Technology, Directed Energy Solutions, Network Solutions, and Mission Services.
Northrop Grumman is one of the largest manufacturers of weapons and military technology in the United States, specializing in military aircraft, space and defense technology, responsible for producing large fryers in the United States, and supplying aircraft components to other companies, and is a foreign leader in stealth technology for American Airlines, It plays an important role in some space projects. This year, the increase was 26%.
Northrop Grumman is one of the leaders in unmanned technology. The RQ-4 Global Eagle drone, also known as the world's most advanced high-altitude long-haul drone, is widely used for military observation and news gathering. The company is developing the X-47B drone, a drone that can be flown on board aircraft, representing the latest trend in unmanned technology.
Red Cat Holdings is a company specializing in military and commercial drones, with subsidiaries Teal Drones and FlightWave Aerospace offering a wide range of unmanned software and hardware solutions.
Last year, Red Cat did not perform well, recording a 22% drop, while the company grew by as much as 13 in 2024. The company has successfully partnered with Palantir to integrate AI-powered visual navigation technology (VNAV) into drones.
The company's most eye-catching feature is their core product — Black Widow. THIS SMALL UNMANNED SURVEILLANCE AND RECONNAISSANCE SYSTEM WON A U.S. ARMY SHORT RANGE RECONNAISSANCE PROJECT CONTRACT.
It is worth noting that the drone industry at Red Cat is developing rapidly, especially in military and government applications. The industry is showing tremendous market potential due to technological innovation and growing global demand, especially for military uses such as drones in reconnaissance, surveillance and precision strike.
The U.S. Army's recent Short Range Reconnaissance (SRR) project is an important opportunity to drive drone demand. Red Cat's Black Widow drone triumphed in this project, bringing order demand to it.
In addition, RedCat announced its formal entry into the maritime autonomous systems market, expanding its multi-domain defense systems into the maritime domain. THE COMPANY COMBINES AERIAL DRONES WITH AUTONOMOUS MARITIME PLATFORMS TO PRODUCE UNMANNED SURFACE BOATS. The company will produce 7m-long “Expedition Multi-Purpose Vessels” in the third quarter of this year with “larger payloads, longer service life and stronger firepower” and will seamlessly connect with the company's unmanned aerial platforms to build a multi-domain intelligent warfare system to help the US and allied forces strengthen their naval defense manufacturing infrastructure。
Civil/Commercial Drones
Civic/commercial drones include Ondas Holdings, DraganFly, Parazero Technologies, Ageagle Aerial Systems.
Ondas Holdings operates an industry-grade wireless communications platform in Taiwan, providing connectivity, sensor and network solutions to corporate and government customers covering IoT, intelligent infrastructure facilities, public safety, Logistics and industrial automation.
Ondas Holdings is a leading provider of private wireless data solutions, providing wireless data services through its subsidiaries Ondas Networks Inc., and commercial unmanned solutions through its subsidiaries American Robotics, Inc. and Airobotics LTD. These divisions operate as a stand-alone business unit called Ondas Autonomous Systems.
Onda's Autonomous Systems Business Division designs, develops and sells unmanned drone solutions to retailers through Optimus System, Scout System, and Raidertm (System
Optimus System ™️ is the world's first Federal Aviation Administration (FAA) certified Small Unmanned Aerial System (SUAs), developed for air security and data collection; and Iron Drone Raider ™️ is an anti-drone system designed to address the growing threat of enemy drones.
Optimus and Iron Drone Raider platforms are highly automated, human-intelligence-driven unmanned systems capable of continuous remote operation, serving as an integrated security and data solution for market launch as an integrated security and data solution. We are responsible for critical protection, industrial and government applications that require security, data collection and information processing.
In addition, it is worth noting that Iron Drone Raider is an advanced proprietary unmanned solution that protects Assets from drone attacks in complex environments and minimizes collateral damage. Iron Drone is a fully automated drone system that reduces human involvement, is more efficient and less costly to detect, sort and depress unmanned aerial vehicles, which undermines the limitations of traditional drone systems. In the near future, Ondas successfully completed the European and Asian governments' retroactive unmanned aerial vehicle test site project, completing a long-term national safety and security roadmap.
From a holistic perspective, Ondas's Drone Sector focuses on commercial applications, especially in industrial surveillance and network communications, including Logistics Delivery, Energy Pipeline Inspection, Agricultural Monitoring, etc. As a wireless data solutions provider, the company has advantages in long-distance communication and large-scale unmanned platforms.
Draganfly is a leader in the Drone Industry, specializing in the design and development of unmanned systems. The proportion of companies adopting unmanned aerial vehicles for life-saving missions and developing the first four-wheeled unmanned aerial vehicle has increased by more than 160% since June.
Draganfly offers a wide range of unmanned platforms and technologies for aerial photography, video surveillance, public safety, industrial inspection and agricultural surveying. The company is a pioneer in engineering research and development, equipping other drones with advanced flight control systems, high-resolution cameras, thermal imaging technology and automated flight modes, enabling users to obtain high-quality images and data to meet a wide range of professional needs.
Later this year, former U.S. Representative for National Defense Secretary Christopher C. Miller joined the company's Board of Directors. On 22 July 2025, Draganfly announced in partnership with the United States Defense Intelligence Agency that it will supply Commander 3XL multi-role drones. This is a long-haul multi-roving drone designed for ISR, Light Logistics and High-end Detection.
The Pentagon chose Commander 3XL primarily to gain autonomous tactical ISR capabilities, meeting the urgent need for front-line, real-time intelligence under the emerging “multi-domain warfare” philosophy.
The acquisition reflects the increasing role of light drones in the contemporary military system. IT ALSO HIGHLIGHTS A DEEPER TREND: THE EMERGENCE OF TACTICAL DRONES, WHICH ARE IMPORTANT TOOLS FOR INFORMATION AND LOGISTICS ADVANTAGE ON THE MODERN BATTLEFIELD.
$ParaZero Technologies(PRZO.US)$
ParaZero Technologies is an Israeli aerospace company specializing in defense and commercial drones as well as urban airborne drone security systems. The company has gained more than 70% since June.
The company is primarily engaged in the design, development, manufacture, distribution and sale of autonomous parachute safety systems for commercial drones. In addition, the company offers the SafeAir system, a smart parachute system that monitors the flight of unmanned aerial systems in real time, identifying critical failures and automatically triggering parachutes in the event of an emergency.
Beyond that, due to the widespread use and use of unmanned technology, mirrorless systems are essential to protect critical Assets and the safety of personnel. ParaZero's DefendAir system, which borrows its unique meshing technology and modular design, provides a highly efficient, secure and highly adaptable solution.
It's worth noting that the company announced on Tuesday that it had received marketing approval from the Israel Defense Export Control Authority (DECA) to integrate its DropAir precision airlift system with Steadicopter's drone platform for sale.
The license allows two companies to promote our combined solutions to customers in the Global Business, Security and Human Resources Sectors. The system delivers Medical supplies, military equipment, and human resources in various forms of recycling.
$AgEagle Aerial Systems(UAVS.US)$
Ageagle Aerial Systems is a global leader in the drone industry, providing integrated solutions for high-performance aerospace hardware transmission, sensors and software.
The company's launched eBee TAC Tactical Mapping Drone adopts advanced imaging system to ensure high accuracy of data collection, while supporting real-time data processing, widely applied in precision agriculture and crop management fields.
Ageagle's unmanned solutions span multiple Industries, including Agriculture, Environmental Protection and Sustainability. Beyond that, AGEAGLE is further cementing its place in the Drone Industry through a series of important partnerships. For example, in collaboration with Agribotix, leveraging advanced drone technology to enhance precision agriculture to provide high-quality aerial imagery and data analysis for work management.
At the same time, the company has partnered with the Kansas Department of Transportation to apply unmanned technology to infrastructure facility inspections and other transportation-related areas.
One important point for investors is that the company is primarily applied to agriculture, but this year the company EBee TAC received the Blue UAS certification, which certifies the purchase of other equipment prepared for use by the US Defense Forces and other Federal Institutions. This means that the company's drones are in line with the security requirements of the United States and other Federal Institutions. Performance standards. “THE COMPANY'S CEO ACKNOWLEDGES THAT IT IS A CHANGING TIME TO USE OTHER ARMED FORCES TO PROVIDE THE EQUIPMENT AND TECHNOLOGY NEEDED FOR MODERN BATTLEFIELD SITUATIONS.
Electric vertical take-off aircraft (eVTOL)
EVTOL companies on the U.S. stock market include Joby Aviation, Archer Aviation, Eve Holding, eHang Intelligence, Vertical Aerospace, and Lilium.
Electric vertical take-off (eVTOL) combines the convenience of helicopters with the efficiency of electric propulsion to provide people with an easy, fast and environmentally friendly way to travel through the air.
According to MarketsandMarkets reports, the market model for EVTOL for 2024 is $0.76 billion, it is expected to reach $4.67 billion by 2030, with an average annual growth rate of 35.3%. Ken Griffin, founder of Citi Securities, holds shares in the two companies Jobys and ACHR, noting the prospect of commercialization of the unmanned market.
Joby Aviation is a leader in the eVTOL field, with its innovative technology and market layout attracting a large number of investors, including Toyota. The company has gained nearly 140% this year, and its share price has exploded especially strongly since June.
Joby's combative fabric is extraordinary. First, in view of Toyota's advantages in terms of performance, Joby soon brought Uber to the attention of Uber, Delta Air Lines, and Uber's extensive experience and information systems in the field of rental car rental in the local area, to Joby Aviation's air rental business. Partnering with Delta Air Lines to help Joby start connecting flights from home to the airport with important references.
In addition, it was announced on August 5 that Joby Aviation will acquire Blade Air Mobility's air passenger business for as much as $0.125 billion to accelerate the expansion of its electric air car rental business.
Moeller predicts that the Archer, Joby two companies' electric drones could enter service in the UAE as early as this year and are expected to be certified by the Federal Aviation Administration (FAA) in 2026.
Founded in 2018, headquartered in San Jose, California, Archer Aviation is transforming the way cities travel through the development of all-electric eVTOL aircraft to provide sustainable solutions for urban air transportation (UAM). On the other hand, the company's growth rate in comparison to the previous year was as high as 10%, compared to Joby Aviation's competitors.
According to the article, the company is divided into the following three businesses:
Urban Transportation Solutions: Archer's eVTOL aircraft are designed for urban air transportation to deliver passengers to all parts of the city quickly and safely. The company's goal is to alleviate transportation congestion and increase operating efficiency through electric air rental services. For example, its Midnight aircraft can complete a single flight in 10-20 minutes, replacing the original 60-90 minute journey of Cars.
Defense Application Collaboration: In February 2024, Archer announced the formation of the Military Engineering Division and partnered with Anduril Industries to develop hybrid electric propulsion models based on the Midnight platform in response to a targeted tender from the U.S. Department of Defense. This move not only highlights the potential of its technology in the civilian sphere, but also expands the prospects for its application in the military sphere, thereby enhancing the company's technological value and market competitiveness.
Customization Services: Archer provides customization services to design and manufacture eVTOL aircraft based on customers' specific needs in the areas of Transportation, Travel, Logistics, etc. This kind of activity effectively addresses diverse needs and expands the scope of other markets.
Archer Aviation announced a partnership with Palantir to build the artificial intelligence base for the next generation of aviation technology.
In addition, Archer announced a full “Launch Edition” commercialization plan for its Midnight aircraft. The goal of the program is to create a practical and repeatable manual for commercial deployment of Midnight in dozens of early adopter markets before FAA model certification of aircraft. This approach is designed to enable Archer to accumulate operational expertise, generate revenue and continue to strengthen long-term demand.
Eve Holding is the next leader in Urban Air Transportation (UAM) solutions development, and is a subsidiary of Embraer, a spin-off listed subsidiary of Embraer.
As a result of the tool, we design and manufacture electric vertical landing aircraft (EVTOL). In addition, we provide relevant maintenance, support services and Urban Transportation Management (UATM) systems.
According to its 2025 quarterly results, the company invested US$44 million to develop eVTOL, plans to conduct its first hover flight by the end of 2025, and begin assembling certified prototypes with a target of 2027 certification.
According to the President, Eve Holding is dedicated to creating a comprehensive urban transportation ecosystem, from aircraft development to operation and maintenance, to provide all-round solutions.
eHang Intelligence is the leading company in EVTOL in China.
According to Tianfeng Securities, the company's new generation remote composite wing EVTOL——VT35 (VT30 Upgrade) is applying for China airworthiness certification, CAAC has accepted its model certificate application; the first VT35 prototype has been completed and is undergoing flight verification tests and full flight testing, currently scheduled for 25Q3 release.
In addition, on March 28, 2025, the Civil Aviation Administration of China (CAAC) issued the first batch of Chinese Civil Carriers Operational Certificate (OC) to two EH216-S operators (BCTC). Once certified, both companies can operate carrier commercial flight services using the EH216-S in designated operating areas. The Company will gradually expand the scale of its business operations, including the transition from isolated airspace to integrated airspace, expansion from air tours to passenger services, expansion from pilot areas to more operating locations, and opening services from invited passengers to the public.
Vertical is a United Kingdom-based development company based in the United Kingdom. The company recently announced that it has successfully completed the world's first full-size electric vertical take-off (EVTOL) aircraft in the form of an electric vertical take-off (EVTOL) aircraft. This means that the company's electric aeronautics technology has advanced significantly in actual running field applications.
With the recent introduction of hybrid models, Vertical Aerospace says its technology platform is ready to provide cleaner, quieter and more adaptable aviation solutions for a range of government and military applications. This portends a wide range of applications for electric vertical take-off and landing aircraft in the fields of special transport, logistics and more.
However, investors need to be wary of the fact that the company is burning money at an astonishing rate, with net cash consumption of $0.1 billion in 2024 and expected to increase to $0.11-0.125 billion by 2025. Just completed $60 million in financing in July this year, the market is expected to cover only about half of the year, meaning a new round of financing must be launched by mid-2026.
Drone software, core technology, etc.
Palladyne AI is a leading developer of artificial intelligence software for space channels, industrial unmanned platforms, and security. Announced by this software company specializing in Robotics System Autonomy, the Palladyne Pilot AI software platform supports third-party unmanned identification, sequencing, and automatic tracking of global targets.
In 2024, Palladyne AI announced the successful debut of a third-party small drone capable of identifying and prioritizing ground targets of interest and then pairing with the drone's autopilot software to autonomously track priority targets.
Denis Garagic, Chief Technology Officer of Palladyne AI, confirmed the effectiveness of other AI platforms to monitor and track targets using the automated flight capabilities of Palladyne Pilot.
SES AI is a pre-commercialized company specializing in the development and production of High Performance Lithium Metal Rechargeable Battery Technology for Electric Cars and Urban Transportation.
In September, SES AI officially launched an innovative program on the Internet to accelerate the discovery of materials in the field of Electric Transportation. Called SES AI, this innovative project aims to transform people's understanding of Battery Chemistry by using cutting-edge supercomputers for AI optimization. This innovative project aims to transform people's understanding of Battery Chemistry and enhance the advanced technology of energy storage solutions. The program will use Crusoe's new AI platform, supported by NVIDIA and Supermicro, to demonstrate unique collaboration in the fields of science, computing and sustainable computing.
In June of this year, SES AI announced that it will not produce Battery for Electric Cars, but will not produce Batteries for Electric Cars, which is specialized in unmanned and urban air transport, but the company has acquired the lithium metal battery in the space sector of unmanned aerial vehicles and urban transport. Mobile customers.
Unusual Machines primarily provides a “drone-to-cloud” drone-to-cloud rendering data center solution—combining GPU cloud rendering with real-time drone shooting for video production, real-time simulation, and game development-oriented Unmanned Data Center (UDC) solutions.
BUSINESS MODEL IS A HARDWARE+CLOUD SERVICE SUBSCRIPTION MODEL AIMED PRIMARILY AT CREATIVE INDUSTRIES AND MILITARY TRAINING SIMULATION USERS. Previously, Trump's son, Donald John Trump, served as an adviser to Unusual Machines.
As a whole, in the age of Trunp 2.0, unmanned aerial vehicles will be a key growth industry, and the companies are looking forward to their own era.
