Ukraine Launches Its Largest Ever Attack on Russia: Drone ETFs in Spotlight

Ukraine's largest drone attack on Russia spotlights military drone makers and ETFs like JEDI as demand for unmanned systems accelerates.

Zacks Investment Research • Jun 23, 2026

Space stocks jump with huge demand as investors clamor for any way 'to get long SpaceX'

Options volumes are booming in stocks with ties to SpaceX ahead of Friday's historic debut.

CNBC • Jun 12, 2026

Anticipated SpaceX IPO ETFs: Massive Hype or Real Opportunity?

SpaceX IPO fever is lifting space ETFs, but history warns against chasing debut-day hype. Here's how investors can gain diversified exposure.

Zacks Investment Research • Jun 8, 2026

JEDI: The High Beta Of Defense That The Market Needs Today

The Defiance Drone and Modern Warfare ETF has high-beta exposure to modern defense and drone sectors, distinct from traditional defense ETFs. JEDI's unique weighting favors small, highly traded stocks, resulting in concentrated holdings and elevated volatility compared to sector peers. Recent catalysts, including a historic +50% U.S. defense budget request and Middle East conflict, have driven strong inflows and momentum into JEDI.

Seeking Alpha • May 29, 2026

Unusual Machines and other drone stocks surge on report Pentagon considering stakes in the industry

Shares of Unusual Machines surged nearly 50% after The Wall Street Journal reported the Pentagon is pursuing a funding deal with the drone company. Donald Trump Jr. is a shareholder of Unusual Machines and an advisory board member.

CNBC • May 28, 2026

Red Cat, Drone Sector Surge On Reports of Trump Administration Funding Deals

Red Cat Holdings Inc (NASDAQ:RCAT) shares are trading higher Thursday morning amid a sector-wide rally has been ignited by reports that the Trump administration is exploring Pentagon funding packages, including loans and equity stakes, for drone firms.

Benzinga • May 28, 2026

The Trump Administration Is in Talks to Fund U.S. Drone Companies

The Trump administration is pursuing funding deals with a group of drone companies as part of its effort to increase domestic production and lower the costs of the increasingly vital weapons, people familiar with the matter said.

WSJ • May 28, 2026

Defiance Drone & Modern Warfare ETF (JEDI) Surpasses $100 Million in Assets Under Management in Less Than Seven Months

FORT LAUDERDALE, Fla., April 27, 2026 (GLOBE NEWSWIRE) -- Defiance ETFs, a leading thematic and next-generation ETF issuer, today announced that the Defiance Drone & Modern Warfare ETF (NYSE Arca: JEDI) has surpassed $100 million in assets under management (as of 04/20/2026), reaching this milestone in less than seven months since its inception on September 25, 2025.

GlobeNewsWire • Apr 27, 2026

JEDI: The Next-Generation Aerospace And Defense ETF Positioned For Growth

The Defiance Drone and Modern Warfare ETF offers targeted exposure to next-generation warfare technology, such as unmanned vehicles, as part of the defense modernization trends. JEDI is rated Buy, driven by robust US defense spending, a $1.5T 2027 budget outlook, and multi-year growth in munitions and advanced systems. Top holdings like RDW and ONDS are positioned for substantial growth via contracts in spacecraft infrastructure, UASs, and private defense networks.

Seeking Alpha • Apr 22, 2026

Disruptive Theme of the Week: ETF Ramifications of the Iran War

Since the start of Operation Epic Fury at the end of February, Brent crude oil prices have risen as high as $150 a barrel as the Strait of Hormuz has been effectively closed by Iran.  Panic over supply is driving energy prices higher, and consumers are experiencing it at the pump with soaring gasoline prices.

ETF Trends • Apr 14, 2026