Naples, FL – For years, the drone hovering over that job site, farm field, or police cruiser was almost certainly made by DJI, the Chinese manufacturer that controls roughly half the global market. That’s changing at the government level. Washington has spent the last two years restricting Chinese-made drones from federal agencies, the military, and… Continue reading The U.S. Is Pushing Chinese Drones Out. These 4 Stocks Could Fill the Gap (ZENA, RCAT, ONDS, UMAC)
Mark MCKelvie
The Drone Tariff Is Reshaping the Supply Chain. ZenaTech (Nasdaq: ZENA) Chose a Different Path
NAPLES, FL, Sept. 1 – Earlier this month, the White House signed a proclamation that will impose tariffs of up to 100 percent on drones over 25 kilograms or equipped with thermal imaging, starting September 3, with a 25 percent rate on smaller drones and most components, and reduced rates of 15 percent for supply… Continue reading The Drone Tariff Is Reshaping the Supply Chain. ZenaTech (Nasdaq: ZENA) Chose a Different Path
AI Defense Companies Are Moving Down the Stack Into Infrastructure (CHGA, STX, AVAV, PLTR)
NAPLES, FL – Aug. 28, 2026 – Counter-drone has gone from a small line item to one of the fastest-growing corners of defense spending. MarketsandMarkets puts the global counter-unmanned aircraft systems market at $6.6 billion in 2025 and sees it hitting $20.3 billion by 2030, close to a tripling in five years, growing about 25%… Continue reading AI Defense Companies Are Moving Down the Stack Into Infrastructure (CHGA, STX, AVAV, PLTR)
Beyond the Mega-Caps: 4 Emerging AI Stocks Expanding Into Real-World Application (GOAI, BBAI, RZLV, SOUN)
NAPLES, FL – The AI trade has changed shape. For three years the market paid for roadmaps, and the companies that got rewarded were the ones with the most convincing account of what their models would eventually be able to do. The question investors are asking in 2026 is narrower: is the system running without… Continue reading Beyond the Mega-Caps: 4 Emerging AI Stocks Expanding Into Real-World Application (GOAI, BBAI, RZLV, SOUN)
Counter-Drone Spending Climbs Toward $20 Billion (CHGA, ONDS, AVAV, KTOS)
Drones have become a growing security problem, and the market to stop them is expanding just as quickly. MarketsandMarkets estimates the global counter-unmanned aircraft systems market will grow from $6.64 billion in 2025 to $20.31 billion by 2030, representing a 25.1 percent compound annual growth rate. Within that forecast, AI-powered counter-UAS is the fastest-growing technology… Continue reading Counter-Drone Spending Climbs Toward $20 Billion (CHGA, ONDS, AVAV, KTOS)
La Rosa Holdings Cleared Its Nasdaq Overhang and Put Its Options on the Table (LRHC, WDC, ONL, IQE)
When a company’s board decides to review its options, it can mark the point where a business stops accepting the status quo and starts actively evaluating the deal, partner, investment, or structure that could unlock additional value. Investors have seen that process produce dramatically different outcomes. Western Digital split itself into two focused public companies,… Continue reading La Rosa Holdings Cleared Its Nasdaq Overhang and Put Its Options on the Table (LRHC, WDC, ONL, IQE)
Most Drone Companies Are Still Pre-Revenue. ZenaTech (Nasdaq: ZENA) Bought Its Way Around That
The U.S. Department of War requested $13.4 billion for autonomous weapons and systems in fiscal 2026, with counter-UAS technology named a top priority. Commercial demand is moving in the same direction, as drone-based surveying, inspection, and inventory work displaces manual processes in industries that have operated the same way for decades. The difficulty for investors… Continue reading Most Drone Companies Are Still Pre-Revenue. ZenaTech (Nasdaq: ZENA) Bought Its Way Around That
Modular Is Reshaping AI’s Next Buildout. These 4 Infrastructure Stocks Are Worth Watching (ATHR, VRT, APLD, DGXX)
Every AI conversation seems to start and end with NVIDIA. But the chips grabbing the headlines have to run somewhere, and that somewhere is a fast-growing layer of the market that most investors overlook: the physical infrastructure of AI. Training and inference workloads are pushing power, cooling, and data center capacity to their limits. Billions… Continue reading Modular Is Reshaping AI’s Next Buildout. These 4 Infrastructure Stocks Are Worth Watching (ATHR, VRT, APLD, DGXX)
ZenaTech (NASDAQ: ZENA) Advances AI Drone Strategy As Defense And Commercial Demand Accelerate
The U.S. Department of Defense’s fiscal 2026 budget request underscores how rapidly autonomous systems have become a strategic priority. The proposal includes $13.4 billion for autonomous weapons and systems, with counter-UAS technology, platforms designed to detect and defeat hostile drones, identified as a key area of investment. As governments and commercial operators alike expand their… Continue reading ZenaTech (NASDAQ: ZENA) Advances AI Drone Strategy As Defense And Commercial Demand Accelerate
Government Contracts Built Billion-Dollar Businesses. Could ZenaTech (Nasdaq: ZENA) Be Next?
In fiscal year 2025, the United States federal government committed roughly $793 billion to contracts with private companies, an increase of nearly $18 billion from the prior year even in a constrained fiscal environment. Nearly $492 billion of that total flowed through the Department of Defense alone. This is not a typical enterprise customer base.… Continue reading Government Contracts Built Billion-Dollar Businesses. Could ZenaTech (Nasdaq: ZENA) Be Next?