Leverage Shares 2X Long ONDS Daily ETF
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Democratic Sweep Fears Batter Drone Stocks As Miller Tabak Spots Buying Opportunities
ZeroHedge·- Fears of a Democratic sweep and potential risks to the Trump administration's defense reconciliation package have caused the BofA US Drone Ecosystem Index to tumble 40% from mid-January through Tuesday. - The proposed $55 billion autonomous warfare tranche is tied to a $1.5 trillion fiscal 2027 budget request, with analysts warning that alternative funding maneuvers could slow procurement. - Despite political uncertainty and a prior bubble burst, analysts like Miller Tabak's Matt Maley view the recent selloff as a potential buying opportunity for investors.Palantir Technologies (PLTR) Formed Regna AI For Sovereign Defense And Infrastructure AI
Simplywall·- Palantir Technologies and Ondas Holdings have formed Regna AI as a stand-alone joint venture focused on deploying mission-specialized sovereign AI for defense and critical infrastructure. - The new entity aims to fine-tune models and manage secure edge deployments in low-connectivity settings for government and industrial clients. - While the venture strengthens Palantir’s position in field-deployable AI and creates potential new revenue streams, it also maintains customer concentration and introduces new execution risks.Ondas, Palantir form Regna AI to build sovereign mission-focused models
PUBT·- Ondas has formed a standalone private company named Regna AI in partnership with Palantir to develop sovereign mission-focused AI models. - Regna AI will utilize Palantir's training infrastructure to serve defense, government, security, critical infrastructure, and industrial markets. - Ondas will serve as the initial customer, employing fine-tuned models for edge-based autonomous mission orchestration in degraded-connectivity conditions.