Over the last few days, drones have seen considerable attention from the Trump Administration, creating a sky-high opportunity for related stocks, like AIRO Group (AIRO).
AIRO is a “technologically differentiated aerospace, autonomy, and air mobility platform targeting 21st-century aerospace and defense opportunities. AIRO is organized into four operating segments, each of which represents a critical growth vector in the aerospace and defense market: Drones, Avionics, Training, and Electric Air Mobility,” says its site.
Fueling upside, a new July 10, 2025 policy directive from Secretary of Defense Pete Hegseth, ‘Unleashing U.S. Military Drone Dominance’ was just issued. In it, the Secretary of Defense says drones are “the biggest battlefield innovation in a generation.”
The memo also notes that, “On June 6th, President Trump issued Executive Order 14307 to support the American drone industry and arm our warfighters. The Department of Defense is going above and beyond this order. I am rescinding restrictive policies that hindered production and limited access to these vital technologies, unleashing the combined potential of American manufacturing and warfighter ingenuity. I am delegating authorities to procure and operate drones from the bureaucracy to our warfighters.”
President Trump’s latest bill is also expected to have a major impact on drone stocks.
President Trump’s ‘One Big Beautiful Bill’ sets aside $33 billion in direct spending to advanced drones, autonomous systems, and broader US defense modernization, representing the largest single investment in these next-generation technologies to date.
Also, remember, President Trump just signed two executive orders addressing unmanned aircraft systems (UAS), marking a pivotal moment for the commercial drone industry and national airspace security.
As noted by The White House:
“The United States must accelerate the safe commercialization of drone technologies and fully integrate UAS into the National Airspace System. The time has come to accelerate testing and to enable routine drone operations, scale up domestic production, and expand the export of trusted, American-manufactured drone technologies to global markets.”
Sincerely,
Ian Cooper
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