

Ondas Inc. (NASDAQ:ONDS) stock is up 4% to $7 in morning trading after the announcement of Regna AI, a new AI venture powered by Palantir Technologies (NASDAQ:PLTR | PLTR Price Prediction).

A restatement at AeroVironment (NASDAQ:AVAV | AVAV Price Prediction) is the easiest explanation for a hard year. However, two drone and defense peers that never restated anything have fallen right alongside the company.

The Pentagon handed drone suppliers the autonomous warfare announcement they craved, yet one stock with a 75% year-to-date gain is tumbling while its rivals barely flinch. The gap between winners and losers inside the drone sector reveals something the policy headlines are not saying outright.

AeroVironment (NASDAQ:AVAV | AVAV Price Prediction) stock is down 4% to $142.

Assets in the Fund have doubled since April, with the $200 million milestone arriving less than two weeks after JEDI announced it was the first ETF with indirect exposure to Shield AI, the privately held autonomy company behind the Hivemind AI pilot and the V-BAT aircraft. MIAMI, Aug. 24, 2026 (GLOBE NEWSWIRE) -- Defiance ETFs today announced that the Defiance Drone & Modern Warfare ETF (NYSE: JEDI) has surpassed $200 million in assets under management as of August 21, 2026, less than eleven months after the Fund's September 25, 2025 launch.

Defiance Drone and Modern Warfare ETF (JEDI) targets companies at the forefront of drone, AI, and modern defense technologies, with a strong small/mid-cap tilt. JEDI benefits from a structural global defense spending inflection, driven by real-world conflicts and NATO's commitment to 5% of GDP by 2035. Given concentration, small-cap exposure, and short history, I rate JEDI a HOLD, balancing long-term thematic appeal with notable risks.

Gold, space, defense and silver-mining ETFs soared last week as weak jobs data eased Fed rate-hike fears and boosted risk appetite.

MIAMI, Aug. 11, 2026 (GLOBE NEWSWIRE) -- Defiance ETFs today announced that the Defiance Drone & Modern Warfare ETF (NYSE: JEDI) has obtained exposure to Shield AI, a privately held defense technology company, making JEDI the first U.S.-listed ETF to offer investors exposure to the company. The position follows the July 27, 2026 prospectus supplement, effective August 6, 2026, which added a secondary investment objective permitting the Fund to seek exposure to companies that the Adviser believes would have qualified for inclusion in the BITA Drone & Modern Warfare Select Index except that their securities are not publicly traded.
SEC filings for JEDI aren't indexed yet (common for recently launched funds). Browse the issuer's filings on SEC EDGAR directly.