Defense Budget Growth + AI Military Applications Accelerate! 13 Stocks Perps with Up to 20x Leverage Now Live [Weekly Zero Fees + Free US Stocks Draw]
Bitget2026/06/01 13:141. Market Overview
2.Investment Thesis
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EH (EHang): A leading Chinese eVTOL company focused on urban air mobility solutions. Its Q1 2026 earnings are scheduled for release soon, with ongoing commercial demonstration operations and policy support for the low-altitude economy.
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EVEX (Eve Holding): Embraer’s eVTOL subsidiary. Prototype testing is progressing smoothly, with several airline letters of intent secured. The company is expected to enter a critical certification phase in 2026.
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AVAV (AeroVironment): A core supplier of tactical drones and loitering munitions for the U.S. military, benefiting from growing demand for small tactical unmanned systems.
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KTOS (Kratos Defense): A key player in unmanned combat systems and hypersonic technologies. Q1 2026 revenue grew 22.6% year-over-year with upward guidance revision. On May 29, it received significant buying from Cathie Wood’s ARK Invest.
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RCAT (Red Cat Holdings): Provider of military drones and AI-powered sensing systems. The company has seen recent progress in international orders, exhibiting relatively high short-term volatility.
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AXON (Axon Enterprise): Leader in law enforcement technology and less-lethal weapons. Its AI-powered cloud platform subscription revenue continues to rise, positioning it as a major beneficiary of global public safety digitization.
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LMT (Lockheed Martin): The world’s largest defense contractor. The F-35 program provides stable long-term cash flow, offering notable defensive characteristics during periods of geopolitical tension.
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RTX (RTX Corporation): A leader in both missile systems and aerospace propulsion. Rising global air defense demand has driven increased orders for its missile business.
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NOC (Northrop Grumman): Core supplier of nuclear submarines, B-21 stealth bombers, and space systems. It plays a key role in U.S. strategic deterrence programs, supported by long-term contracts.
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DFEN (Direxion Daily Aerospace & Defense ETF): A leveraged ETF providing broad exposure to the aerospace and defense sector, suitable for capturing overall industry trends.
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NOW (ServiceNow): Leading enterprise AI workflow platform provider and an important partner for digital transformation within the Department of Defense and intelligence agencies. Subscription revenue remains in strong growth.
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IBM (International Business Machines): Offers comprehensive capabilities in hybrid cloud, quantum computing, and defense IT solutions. The company has a long history of collaboration with the U.S. government and military.
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NTAP (NetApp): A leader in high-end data storage and cloud infrastructure. It benefits from surging demand for AI model training and secure defense data storage.
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Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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