Industry Report

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)

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)

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)

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)

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)

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?

The math of modern aerial warfare has turned against the United States. A $2 million Patriot interceptor missile destroying a $500 commercial drone is not a sustainable defense strategy. It is a cost imbalance that is now reshaping Pentagon priorities, global defense procurement, and investor attention around counter-UAS and autonomous warfare companies. Washington has finally… Continue reading The Counter-Drone Arms Race Is Here. These 4 Stocks Are Positioned for the Spending Surge

For much of the last two decades, retail growth has been dominated by technology platforms cutting significant sales away from traditional brick and mortar into online via direct-to-consumer or online wholesale channels. The most successful names in retail, like Costco Wholesale Corporation (NASDAQ: COST), Walmart Inc. (NASDAQ: WMT), and Amazon.com, Inc. (NASDAQ: AMZN), all demonstrated… Continue reading Finding Alpha in Commercial Real Estate Against The Trend Through Repositioning         

The next chapter of AI is not being written by the companies building the models. It is being written by the ones making those models useful. Investors have poured capital into infrastructure: chips, data centers, and cloud compute. But a quieter, arguably more durable opportunity is taking shape one layer above all of that. It… Continue reading 4 AI Stocks Cashing In on the Data and Analytics Boom (ATHR, PLTR, DDOG, AI)

From single-molecule supplement platforms to metabolic health innovators, a new class of companies is emerging at the intersection of longevity science, consumer wellness, and scalable health solutions. The global wellness and dietary supplement market continues to expand at a steady pace, with current estimates exceeding $200 billion and projections approaching $400 billion over the next… Continue reading From Molecules to Market: How CELV, NAGE, RELV, and MNKD Are Positioning for the Next Wave of the $400B Wellness Economy