Shares of drone-related companies are trading higher as investors assess the impact of easing tensions in the Middle East. Also, the U.S. Department of War's Office of Strategic Capital issued PDW Holdings a conditional loan commitment, which may indicate future contracts for industry peers.

White House Says Proclamation Imposes A 15% Ad Valorem Tariff On Drones And Components From European Union, Japan, Liechtenstein, Republic Of Korea, Switzerland, And Taiwan; Proclamation Imposes 10% Ad Valorem Tariff For Drones From United Kingdom; Tariffs Will Take Effect 21 Days After Signing; For Components Of Drones That Are Not Particularly Sensitive, Tariffs Will Take Effect 180 Days After Signing

https://www.whitehouse.gov/fact-sheets/2026/08/fact-sheet-president-donald-j-trump-bolsters-national-security-and-strengthens-u-s-supply-chains-by-imposing-tariffs-on-drones-and-their-parts-and-components/

White House Says President Trump Signed Proclamation Imposing Tariffs On Drones And Their Parts And Components; Proclamation Imposes A 100% Ad Valorem Tariff On Drones Of A Certain Size Or With Certain Capabilities That Are Particularly Sensitive For National Security Purposes; Proclamation Imposes A 25% Ad Valorem Tariff On Certain Drones That Are Smaller In Size And Lack Certain Capabilities That Particularly Implicate National Security

https://www.whitehouse.gov/fact-sheets/2026/08/fact-sheet-president-donald-j-trump-bolsters-national-security-and-strengthens-u-s-supply-chains-by-imposing-tariffs-on-drones-and-their-parts-and-components/

AIRO Group shares are trading higher after the company reported better-than-expected Q2 financial results.

12 Industrials Stocks Moving In Thursday's Intraday Session

Gainers FGI Industries (NASDAQ:FGI) stock rose 216.1% to $14.95 during Thursday's regular session. The market value of their outstanding shares is at $9.1 million. As per the news, the Q2 earnings report came out

Earnings Volatility Watch: Oracle And Adobe Report, But the Wild Swings Belong to Smaller Names

Oracle and Adobe headline the week, both down about 20% in 2026, yet the biggest implied earnings moves belong to InnovAge, SailPoint and eight others.

KTOS Stock Falls 37% YTD: Can New Defense Awards Spark a Rebound?

Kratos Defense (KTOS) has underperformed the aerospace-defense industry by 37% year-to-date despite securing major defense contracts worth $55+ million and projecting strong EPS growth of 50.91% and 37.06% for 2026-2027. However, supply-chain disruptions, a low 4.54% ROE, and recent stock weakness suggest new investors should wait for better entry points, though current holders may continue holding given strong earnings momentum.