Q
QuantAbundanceAbundance, Quantified.

News

High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.

29,785 signal articles · 36 in last 24h · 148,460 total before filter · latest 29m ago
36last 24h
973last 7d
108● bullish (7d)
121● bearish (7d)
212publishers
AllMacro370Earnings113M&A99Regulatory8Product11Analyst9
✕ clear all filtersticker: AVAVSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Drone Maker Stocks Are Tanking. Why a New Tariff Isn’t Boosting the Sector.
Barrons.com16d agoneutral
Drone Maker Stocks Are Tanking. Why a New Tariff Isn’t Boosting the Sector.

The Trump administration is determined to bring manufacturing activity back to the U.S., and tariffs are one of its important tools. In mid-August, President Donald Trump announced a 100% tariff on certain drones and their components to take effect on Sept. 3, 21 days later. “We view the move as positive for domestic producers,” wrote Jefferies analyst Sheila Kahyaoglu at the time, noting that AeroVironment AEVEX Teledyne Technologies Redwire Kratos Defense & Security Solutions and Elbit Systems could benefit.

Trump’s New Drone Tariffs Give AeroVironment, Kratos and Red Cat a Policy Tailwind
Insider Monkey29d agoneutral
Trump’s New Drone Tariffs Give AeroVironment, Kratos and Red Cat a Policy Tailwind

President Trump signed a proclamation on August 13, imposing sweeping new tariffs on foreign drone imports. American drone manufacturers, including AeroVironment Inc. (NASDAQ:AVAV), Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS), and Red Cat Holdings Inc. (NASDAQ:RCAT), are among the clear winners of a policy specifically designed to redirect business their way. The Tariff Structure The […]

Reddit Climbs, Applied Materials, Gemini Fall | Stock Movers
Bloomberg36d agoneutralVIDEO
Reddit Climbs, Applied Materials, Gemini Fall | Stock Movers

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.

Drone Stocks Jump After Trump Targets Imports With Tariffs
The Wall Street Journal36d agobullish
Drone Stocks Jump After Trump Targets Imports With Tariffs

U.S. drone stocks are climbing premarket after the White House said it would levy tariffs on drones deemed to pose a national-security threat. Among the stocks taking off is a company backed by Donald Trump, Jr. President Trump imposed 100% tariffs on drones with a maximum takeoff weight of more than 25 kilograms as well as those with thermal imaging capabilities and some critical components.

AeroVironment (AVAV) Could Be 16% Undervalued Following Tariffs And New Defense Wins
Simply Wall St.36d agobullish
AeroVironment (AVAV) Could Be 16% Undervalued Following Tariffs And New Defense Wins

AeroVironment (AVAV) stock action is drawing attention after new US tariffs on imported drones and components, a sizable U.S. Army unmanned systems contract, and a recent partnership focused on autonomous defense technologies. See our latest analysis for AeroVironment. AeroVironment’s recent 32.0% 30 day share price return and 19.9% 90 day share price return suggest building momentum, even though the year to date share price return is down 26.1% and the 1 year total shareholder return is down...

Investing.com37d agoneutral
Trump administration imposes sweeping tariffs on foreign drone imports

Investing.com -- President Donald Trump signed a proclamation Thursday imposing aggressive tariffs on imports of unmanned aircraft systems and their critical components under Section 232 of the Trade Expansion Act. The action establishes a layered duty regime designed to curb reliance on foreign supply chains, address pressing national security concerns, and accelerate domestic production capacity across the industrial base. Under the new order, heavy industrial and military-grade drones, specif

A Look At AeroVironment (AVAV) Valuation After Major New US Government Contracts And Expansion Plans
Simply Wall St.110d agoneutral
A Look At AeroVironment (AVAV) Valuation After Major New US Government Contracts And Expansion Plans

AeroVironment (AVAV) has been in focus after securing multiple U.S. government awards, including a US$20 million Air Force Research Laboratory ceramics contract and a US$20.2 million federal investment to expand its Alabama missile production facility. See our latest analysis for AeroVironment. At a share price of US$207.24, AeroVironment has recently given investors a sharp 7 day share price return of 18.95% and a 30 day share price return of 12.04%. However, its year to date share price...

Trump Invested in Intel And it Soared 500%. Here’s the Next Industry the Government is Buying.
24/7 Wall St.114d agobullish
Trump Invested in Intel And it Soared 500%. Here’s the Next Industry the Government is Buying.

Defense drone stocks are surging at midday Thursday after a Wall Street Journal and CNBC report indicated the Pentagon is in talks with drone manufacturers about funding deals that could include direct federal equity stakes. Unusual Machines (NYSE:UMAC) stock leads the rally with a 58% intraday jump, while Red Cat Holdings (NASDAQ:RCAT) stock is up ... Trump Invested in Intel And it Soared 500%. Here’s the Next Industry the Government is Buying.

AeroVironment (AVAV) Is Down 13.8% After Expanding Its Integrated Counter‑UAS and Laser Ecosystem
Simply Wall St.134d agoneutral
AeroVironment (AVAV) Is Down 13.8% After Expanding Its Integrated Counter‑UAS and Laser Ecosystem

AeroVironment recently secured a U.S. Army prototype agreement for its Switchblade 400 loitering munition under the LASSO program and, in separate tests, validated its LOCUST high‑energy laser as a counter‑drone system for domestic use in coordination with federal authorities. Together with the newly unveiled Halo_Shield counter‑UAS architecture, these developments point to AeroVironment knitting its loitering munitions, lasers, and command‑and‑control software into an integrated defense...

Here Are Thursday’s Top Wall Street Analyst Research Calls: AbbVie, Equinix, GE Healthcare, Kratos Defense, Meta Platforms, Oneok, Palantir Technologies, Wingstop, and More
24/7 Wall St.142d agoneutral
Here Are Thursday’s Top Wall Street Analyst Research Calls: AbbVie, Equinix, GE Healthcare, Kratos Defense, Meta Platforms, Oneok, Palantir Technologies, Wingstop, and More

Pre-Market Stock Futures: Futures are trading higher this morning after a messy Wednesday trading session that saw all major indices except the Nasdaq end lower, with the Nasdaq closing virtually unchanged at 24,603, up 0.04%. The combination of soaring oil prices, the Federal Reserve keeping interest rates unchanged for the third straight meeting, and bogged-down ... Here Are Thursday’s Top Wall Street Analyst Research Calls: AbbVie, Equinix, GE Healthcare, Kratos Defense, Meta Platforms, Oneok