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NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Nvidia is caught in a broad semiconductor selloff as traders worry that post-election calls for data-center restrictions could slow AI infrastructure spending and chip demand. The community is split between viewing the decline as an overreaction because AI demand remains intact and fearing that permitting hurdles could weaken the sectors growth outlook.

Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Applied Optoelectronics Inc

AAOIs quarterly results topped expectations, but shares plunged as its next-quarter revenue outlook fell short of analyst forecasts and management warned that U.S. capacity expansion could take longer because of power and construction delays. Traders are divided between viewing the selloff as an overreaction to strong growth and seeing the guidance, margin pressure, and broader AI-sector weakness as reasons for caution.

Netlist, Inc. engages in the design, manufacture and sale of memory subsystems for the computing and communications markets. Its products include enterprise SSD, embedded flash, memory module, lightning DDR5 DIMM, SK hynix, AI server. The company was founded by Jayesh Bhakta, Chun Ki Hong and Christopher Lopes in June 2000 and is headquartered in Irvine, CA.

Netlist Inc

A broad tech and memory-sector selloff, alongside trader concerns that potential data-center and AI restrictions could weigh on demand, is driving the discussion. Many see the drop as an overreaction and are buying ahead of the upcoming earnings report, while a possible SK Hynix deal remains speculation.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron is caught in a broad semiconductor and AI-stock selloff as traders worry that election-related data-center restrictions could slow infrastructure spending and demand for AI chips. The community is split between viewing the drop as an overreaction to uncertain policy, with memory demand still strong, and expecting further downside amid the sectors sharp retreat.

DraftKings, Inc. is a digital sports entertainment and gaming company, which engages in the provision of online sports betting, online casino, daily fantasy sports product offerings, DraftKings Marketplace, retail sportsbook, media, and other consumer product offerings. The company was founded by Jason D. Robins, Matthew Kalish, and Paul Liberman on December 31, 2011 and is headquartered in Boston, MA.

DraftKings Inc. - Ordinary Shares - Class A

DraftKings Inc

DraftKings Q3 results missed expectations and the company cut its full-year outlook, with traders focused on higher Predictions investment, promotional spending and weaker profitability. The reaction is largely bearish, with criticism of management and competition from Kalshi and Polymarket, though some investors call the selloff an overreaction and point to growing customer activity and Predictions as longer-term opportunities.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IRENs quarterly results and earnings call dominate discussion: traders cite rapid AI-cloud growth, a larger backlog and new customer contracts, while debating the delayed ARR ramp and substantial financing needs. Reactions are split between confidence in the AI buildout and concern over debt, execution and the sharp selloff amid broader weakness in AI infrastructure stocks.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

Fears that the midterm results could bring tighter scrutiny or delays for data-center projects have fueled a broad AI-chip selloff, dragging AMD lower despite traders citing strong results and demand. The community is split between concerns that slower AI spending could expose stretched valuations and dip buyers arguing that demand remains intact and projects could shift elsewhere.

Cloudflare, Inc. engages in the provision of cloud-based services to secure websites. The firm offers various products for application security, performance and reliability, network services, Zero Trust, developer platform, media delivery, insights, domain registration, and consumer services. It operates through the United States and Rest of the World geographical segments. The company was founded by Matthew Prince, Michelle Zatlyn, and Lee Holloway in July 2009 and is headquartered in San Francisco, CA.

Cloudflare Inc - Ordinary Shares - Class A

Cloudflare Inc

Cloudflares quarterly results beat expectations and management raised its outlook, prompting a sharp after-hours rally despite a heavy broader-market selloff. Traders welcomed accelerating growth and stronger guidance, while others questioned the stocks rich valuation and pointed to ongoing losses and margin pressure.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Sandisk is caught in a broad semiconductor selloff as traders worry that election-related data-center restrictions or delays could weaken AI infrastructure spending; some also blame forced selling and a crowded AI trade. The community is split between expecting further downside and arguing the drop is an overreaction given memory demand and company fundamentals.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

Fears that political pushback could slow data-center construction and AI spending have fueled a sharp selloff in semiconductor stocks, with SOXLs 3x leverage amplifying the move. Traders are split between viewing the decline as an oversold buying opportunity and warning of more losses from continued selling, margin liquidations, and leverage decay.

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Unusual Machines, Inc. (UMAC) Reports Q3 Loss, Beats Revenue Estimates

Unusual Machines, Inc. (UMAC) delivered earnings and revenue surprises of +81.82% and +10.27%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

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ONDS, AVAV, KTOS, RCAT, UMAC Stocks Rise Overnight: Pentagon Maps Out AI-Driven Defense Shift With Autonomous Warfare Command 

Equity

Secretary of War Pete Hegseth announced Autowarcom, focusing on autonomous warfare, drones, robotics and faster defense procurement. 


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Unusual Machines reported Q3 2026 revenue of $13,903,032 versus $2,134,588 a year earlier; gross profit was $4,916,304 and gross margin 35.47%; net loss was $25,044,947.

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Unusual Machines Inc

 Q3 '26 Earnings Results & Recap

Unusual Machines reported Q3 2026 revenue of $13,903,032 versus $2,134,588 a year earlier; gross profit was $4,916,304 and gross margin 35.47%; net loss was $25,044,947.

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Unusual Machines, Inc. reported revenues of $16.7 million for the three months ended June 30, 2026, up from $2.1 million in the same prior-year period, with a gross margin of 34.7%.

Unusual Machines, Inc. experienced increased net losses and higher operating expenses during the second quarter of 2026, while navigating risks associated with product concentration and potential future asset impairment charges.

Unusual Machines, Inc. delivered robust revenue growth of 687% in the second quarter of 2026, supported by strategic manufacturing expansion, enterprise channel growth, and a strengthened cash position for future operations.

Unusual Machines manufactures and sells drone components and drones across a diversified brand portfolio, which includes Fat Shark, the leader in FPV (first-person view) ultra-low latency video goggles for drone pilots. The Company also retails small, acrobatic FPV drones and equipment directly to consumers through the curated Rotor Riot ecommerce store. With a changing regulatory environment, Unusual Machines seeks to be a dominant Tier-1 parts supplier to the fast-growing multi-billion-dollar U.S. drone industry. According to Fact.MR, the global drone accessories market is currently valued at $17.5 billion and is set to top $115 billion by 2032. For more information, please visit unusualmachines.com.

Bullish Sentiment

<ul class="summary-bullets"><li>Hegseth unveiled six initiatives to modernize the U.S. military, with a strong focus on AI, robotics and autonomous weapons.&nbsp;</li><li>The new Autonomous Warfare Command, or Autowarcom, is expected to become operational by October 2027.&nbsp;</li><li>Hegseth assigned Project Agincourt to build the new autonomous warfare command and boost drone development and procurement.&nbsp;</li></ul>Ondas Inc. (<a class="mention" data-mention="$ONDS" data-symbol-id="ONDS" href="https://stocktwits.com/symbol/ONDS" target="_blank">ONDS</a>), AeroVironment (AVAV), Kratos Defense and Security (KTOS), Red Cat Holdings (RCAT) and Unusual Machines (UMAC) stocks rose overnight as investors reacted to the Pentagon’s plan for a new Autonomous Warfare Command. Secretary of War Pete Hegseth unveiled initiatives focused on autonomous systems, robotics and faster defense procurement, signaling a broader push to modernize U.S. military capabilities.&nbsp;Drone stocks gained between 0.2% and over 1% overnight Wednesday.&nbsp;<h2 class="st-heading-2">Autowarcom To Boost Autonomous Warfare&nbsp;</h2>On Wednesday, Hegseth announced a series of initiatives aimed at reshaping how the U.S. military develops technology, builds infrastructure and prepares future service members, with autonomous weapons and robotics at the center of the plans.Speaking to officers at Marine Corps Base Quantico in Virginia, Hegseth introduced six initiatives covering autonomous warfare, military planning, infrastructure, bases, officer training and religious affairs. The plans include a new four-star Autonomous Warfare Command, dubbed “Autowarcom,” along with Project Meridian, Fortress America, The Next Great American Base, America’s Corps of Cadets and an Office of Religious Affairs.The Autonomous Warfare Command, known as Autowarcom, is expected to become operational by October 2027. Hegseth said&nbsp;Autowarcom would concentrate on expanding robotic and autonomous capabilities throughout the joint force in "the fastest peacetime shift in modern history."&nbsp;"Today, with Autowarcom, we institutionalize — and we supercharge — the era of [super intelligence], robotics and autonomous systems, all in order to win."<h2 class="st-heading-2">Project Agincourt To Lay Groundwork For Autowarcom&nbsp;</h2>To move the new command from concept toward reality, Hegseth assigned the Direct Reporting Portfolio Manager for Unmanned Systems to lead Project Agincourt. The effort will develop&nbsp;Autowarcom’s organizational structure while continuing the military’s existing unmanned-systems work and testing a different approach to acquiring autonomous technology.The initiative builds on military drone competitions in which companies test commercial systems against realistic battlefield scenarios. Successful manufacturers can receive orders shortly after the evaluations. The Pentagon has requested $74 billion for autonomous and counter-drone technology in its proposed defense budget.The latest move builds on the Drone Dominance Program to strengthen U.S. drone production, use ideas from military personnel, equip combat units with affordable attack drones, and train senior officers to make faster decisions on drone purchases and training.&nbsp;<h2 class="st-heading-2"><a class="mention" data-mention="$ONDS" data-symbol-id="ONDS" href="https://stocktwits.com/symbol/ONDS" target="_blank">ONDS</a>, AVAV, UMAC And RCAT Build Out Drone Portfolios</h2><a href="https://stocktwits.com/symbol/ONDS">Ondas&nbsp;</a>has evolved into a broad autonomous-systems company spanning drones, counter-UAS, ground robotics, secure communications and stratospheric platforms for defense and critical infrastructure.&nbsp;<a href="https://stocktwits.com/symbol/AVAV">AeroVironment</a> produces tactical drones, Switchblade loitering munitions and counter-drone systems.&nbsp;&nbsp;<a href="https://stocktwits.com/symbol/UMAC">Unusual Machines</a> makes NDAA-compliant drone components such as motors, flight controllers, cameras, and video gear, while&nbsp;<a href="https://stocktwits.com/symbol/RCAT">Red Cat</a> develops tactical military drones through Teal Drones and FlightWave, as well as autonomous maritime systems through Blue Ops.&nbsp;&nbsp;So far this year, AVAV, <a class="mention" data-mention="$ONDS" data-symbol-id="ONDS" href="https://stocktwits.com/symbol/ONDS" target="_blank">ONDS</a>, KTOS, and RCAT stocks have declined between 18% and 43%, while UMAC stock has surged 92%.&nbsp;&nbsp;Also see:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mu-stock-drops-after-hours-micron-s-heightened-capex-forecast-overpowers-q4-beat-expectation-beating-q1-guidance/cZMFVZfRBLS">MU Stock Drops After Hours: Micron’s Heightened Capex Forecast Overpowers Q4 Beat, Expectation-Beating Q1 Guidance</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

U.S. Secretary of War Pete Hegseth speaks during the Department of War's 2026 National POW/MIA Recognition Day Ceremony.

Ondas Inc. (ONDS), AeroVironment (AVAV), Kratos Defense and Security (KTOS), Red Cat Holdings (RCAT) and Unusual Machines (UMAC) stocks rose overnight as investors reacted to the Pentagon’s plan for a new Autonomous Warfare Command. Secretary of War Pete 

ONDS, AVAV, KTOS, RCAT, UMAC Stocks Rise Overnight: Pentagon Maps Out AI-Driven Defense Shift With Autonomous Warfare Command

AeroVironment Inc.

Kratos Defense & Security Solutions Inc

Ondas Inc

Red Cat Holdings Inc

$AVAV

$KTOS

$ONDS

$UMAC

Which of these drone stocks are you most bullish on for the next 5 years?

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