Trump Administration Weighs Tencent Investment Security
Catch up on the top industries and stocks that were impacted, or were predicted to be impacted, by the comments, actions and policies of President Donald Trump with this daily recap compiled by The Fly.INVESTMENTS:The White House is debating if it will allow Tencentto maintain stakes in popular video game groups, Demetri Sevastopulo, Alex Rogers, and Zijing Wu of The Financial Times. Officials have been holding meetings to decide if the company's investments in U.S. and Finnish groups post a security risk, several people familiar with the internal deliberations told the Times.CLEAR WINNER:Oppenheimer notes the February 27 U.S. strikes into Iran under Operation Epic Fury killed dozens of senior officials, including the Supreme Leader, prompting Iran to launch waves of missile and drone attacks across the Gulf. Air and missile defenses are stopping about 90% of incoming fire, but interceptor stockpiles are thinning fast and the remaining 10% is causing significant damage. Traditional systems are too costly and limited to handle sustained Shahed-style drone barrages, which now appear likely to continue. Oppenheimer argues the U.S. and Israel underestimated Iran's drone capabilities and that the moment highlights the need for low-cost, scalable counter-drone solutions. The firm sees Ondasas the most direct beneficiary, with Iridiumand BlackSkyas secondary plays, adding that Epic Fury reinforces Oppenheimer's thesis from its drone deep-dive paper.MARITIME TRADE:President Donald Trump stated in a Truth Social, "Effective IMMEDIATELY, I have ordered the United States Development Finance Corporationto provide, at a very reasonable price, political risk insurance and guarantees for the Financial Security of ALL Maritime Trade, especially Energy, traveling through the Gulf. This will be available to all Shipping Lines. If necessary, the United States Navy will begin escorting tankers through the Strait of Hormuz, as soon as possible. No matter what, the United States will ensure the FREE FLOW of ENERGY to the WORLD. The United States' ECONOMIC and MILITARY MIGHT is the GREATEST ON EARTH - More actions to come. Thank you for your attention to this matter!"FED'S CORE PAYMENTS SYSTEM:Kraken's banking unit gained access to the Federal Reserve's core payment systems, becoming the first crypto firm to do so, giving Kraken Financial direct access to Fedwire, enabling faster transactions for clients and traders, The Wall Street Journal's Alexander Osipovich and Dylan Tokar. The approval marks a major win for the crypto industry, whose prospects have brightened under President Trump's administration, the report notes.
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Ukraine Promotes Drone Defense Technology for Export Amid Rising Global Demand
- Defense Technology Export: President Zelenskiy is promoting Ukraine's drone defense technology across Gulf nations, emphasizing a comprehensive operational approach that includes technology, training, and strategy to address rising aerial attack threats.
- Cooperation Agreements Signed: Ukraine has signed preliminary cooperation agreements with Saudi Arabia and Qatar, with ongoing discussions with the UAE, indicating strong interest from the Gulf region that could yield billions in annual export revenue for Ukraine.
- Innovation Driven: Ukraine's development of low-cost interceptor drones, designed to neutralize threats before impact, stems from years of defending against large-scale drone attacks from Russia, showcasing its technological edge in drone defense.
- Market Opportunities and Challenges: Despite accelerating global demand, Ukraine's defense exports face risks from government approval delays, which could result in missed critical market opportunities, particularly in the complex deployment and operational training of these systems.
Ondas Inc. Flywheel Accelerates, Vertical Launch Approaches
Earnings Release Impact: Ondas Inc.'s fiscal 2025 earnings release indicates potential stock price volatility, but robust results suggest accelerating business growth, leading analysts to increase their price targets significantly.
Revenue Growth and Client Expansion: The company reported a 629% revenue increase in Q4 2025, driven by new clients and rising orders for its drone and surveillance systems, despite an increase in operating expenses.
Future Guidance and Market Position: Ondas is well-capitalized with a strong operating runway and expects continued growth, with guidance for FY 2026 indicating substantial revenue increases and a backlog of contracts.
Strategic Partnerships and Acquisitions: The company is expanding through strategic partnerships and acquisitions, including plans to acquire World View Enterprises, enhancing its capabilities in high-altitude surveillance services.
Palantir-Associated Drone Stock Declines, Yet Wall Street Remains Optimistic About Its Future.
- Ondas Stock Performance: Shares of Ondas, a company involved in autonomous drones, experienced a decline on Thursday, erasing earlier gains from the week.
- Partnership with Palantir: Ondas is partnered with Palantir, a data analytics company, which may influence investor sentiment despite the stock's recent downturn.
- Wall Street Outlook: Despite the drop in share price, Wall Street analysts indicate a potential for future upside in Ondas' stock performance.
- Market Reaction: The market's reaction to Ondas' stock reflects a mix of optimism and caution, highlighting the volatility in tech-related investments.
Ondas Reports Strong Q4 Earnings and Price Target Increases
- Significant Revenue Growth: Ondas reported rising revenue in its Q4 earnings call, with CEO Eric Brock emphasizing broader market adoption, indicating strong demand for the company's autonomous defense technologies, which is expected to drive long-term growth.
- Price Target Increases: Northland raised its price target on Ondas from $16 to $18 while maintaining an 'Outperform' rating, implying a 75% upside potential, reflecting market recognition of the company's progress toward becoming a multi-domain autonomous systems leader.
- Strategic Acquisitions Enhance Capabilities: The company is enhancing its capabilities through strategic acquisitions, with Brock noting that these efforts are building a scalable platform designed for global expansion and localized execution, further solidifying its market position.
- 2026 Revenue Forecast Raised: Ondas raised its 2026 revenue forecast to at least $375 million, marking nearly a sevenfold increase from 2025, demonstrating the company's strong growth potential amid rising demand for autonomous technologies.
ONDAS INC: SUBMITS SEC FILING FOR SALE OF UP TO 1.9 MILLION COMMON STOCK SHARES BY SELLING STOCKHOLDERS
Offering Details: Ondas Inc. has filed to offer up to 1.9 million shares of common stock.
Selling Shareholders: The shares are being offered by selling stockholders, indicating a secondary offering rather than a new issuance by the company.
Ondas Inc Reports 629% Revenue Growth in FY 2025
- Significant Revenue Growth: Ondas Inc reported revenue of $30.1 million for FY 2025, reflecting a remarkable 629% year-over-year increase and nearly 200% sequential growth, indicating strong market performance and growth potential.
- Strong Cash Position: By the end of 2025, the company had a cash reserve of $594 million, with a pro forma cash balance expected to exceed $1.5 billion following recent capital raises, providing ample financial flexibility for future strategic investments.
- Acquisitions and Partnerships Enhance Market Position: The acquisition of World View and partnership with Palantir bolster Ondas Inc's multi-domain ISR platform capabilities, positioning the company favorably for future defense and intelligence projects.
- Rising Operating Expenses: Despite significant revenue growth, Ondas Inc's operating expenses surged to $36.1 million in Q4 2025, primarily driven by investments in personnel and infrastructure, which may impact short-term profitability.
Ukraine Promotes Drone Defense Technology for Export Amid Rising Global Demand
- Defense Technology Export: President Zelenskiy is promoting Ukraine's drone defense technology across Gulf nations, emphasizing a comprehensive operational approach that includes technology, training, and strategy to address rising aerial attack threats.
- Cooperation Agreements Signed: Ukraine has signed preliminary cooperation agreements with Saudi Arabia and Qatar, with ongoing discussions with the UAE, indicating strong interest from the Gulf region that could yield billions in annual export revenue for Ukraine.
- Innovation Driven: Ukraine's development of low-cost interceptor drones, designed to neutralize threats before impact, stems from years of defending against large-scale drone attacks from Russia, showcasing its technological edge in drone defense.
- Market Opportunities and Challenges: Despite accelerating global demand, Ukraine's defense exports face risks from government approval delays, which could result in missed critical market opportunities, particularly in the complex deployment and operational training of these systems.
Ondas Inc. Flywheel Accelerates, Vertical Launch Approaches
Earnings Release Impact: Ondas Inc.'s fiscal 2025 earnings release indicates potential stock price volatility, but robust results suggest accelerating business growth, leading analysts to increase their price targets significantly.
Revenue Growth and Client Expansion: The company reported a 629% revenue increase in Q4 2025, driven by new clients and rising orders for its drone and surveillance systems, despite an increase in operating expenses.
Future Guidance and Market Position: Ondas is well-capitalized with a strong operating runway and expects continued growth, with guidance for FY 2026 indicating substantial revenue increases and a backlog of contracts.
Strategic Partnerships and Acquisitions: The company is expanding through strategic partnerships and acquisitions, including plans to acquire World View Enterprises, enhancing its capabilities in high-altitude surveillance services.
Palantir-Associated Drone Stock Declines, Yet Wall Street Remains Optimistic About Its Future.
- Ondas Stock Performance: Shares of Ondas, a company involved in autonomous drones, experienced a decline on Thursday, erasing earlier gains from the week.
- Partnership with Palantir: Ondas is partnered with Palantir, a data analytics company, which may influence investor sentiment despite the stock's recent downturn.
- Wall Street Outlook: Despite the drop in share price, Wall Street analysts indicate a potential for future upside in Ondas' stock performance.
- Market Reaction: The market's reaction to Ondas' stock reflects a mix of optimism and caution, highlighting the volatility in tech-related investments.
Ondas Reports Strong Q4 Earnings and Price Target Increases
- Significant Revenue Growth: Ondas reported rising revenue in its Q4 earnings call, with CEO Eric Brock emphasizing broader market adoption, indicating strong demand for the company's autonomous defense technologies, which is expected to drive long-term growth.
- Price Target Increases: Northland raised its price target on Ondas from $16 to $18 while maintaining an 'Outperform' rating, implying a 75% upside potential, reflecting market recognition of the company's progress toward becoming a multi-domain autonomous systems leader.
- Strategic Acquisitions Enhance Capabilities: The company is enhancing its capabilities through strategic acquisitions, with Brock noting that these efforts are building a scalable platform designed for global expansion and localized execution, further solidifying its market position.
- 2026 Revenue Forecast Raised: Ondas raised its 2026 revenue forecast to at least $375 million, marking nearly a sevenfold increase from 2025, demonstrating the company's strong growth potential amid rising demand for autonomous technologies.
ONDAS INC: SUBMITS SEC FILING FOR SALE OF UP TO 1.9 MILLION COMMON STOCK SHARES BY SELLING STOCKHOLDERS
Offering Details: Ondas Inc. has filed to offer up to 1.9 million shares of common stock.
Selling Shareholders: The shares are being offered by selling stockholders, indicating a secondary offering rather than a new issuance by the company.
Ondas Inc Reports 629% Revenue Growth in FY 2025
- Significant Revenue Growth: Ondas Inc reported revenue of $30.1 million for FY 2025, reflecting a remarkable 629% year-over-year increase and nearly 200% sequential growth, indicating strong market performance and growth potential.
- Strong Cash Position: By the end of 2025, the company had a cash reserve of $594 million, with a pro forma cash balance expected to exceed $1.5 billion following recent capital raises, providing ample financial flexibility for future strategic investments.
- Acquisitions and Partnerships Enhance Market Position: The acquisition of World View and partnership with Palantir bolster Ondas Inc's multi-domain ISR platform capabilities, positioning the company favorably for future defense and intelligence projects.
- Rising Operating Expenses: Despite significant revenue growth, Ondas Inc's operating expenses surged to $36.1 million in Q4 2025, primarily driven by investments in personnel and infrastructure, which may impact short-term profitability.
