AEVEX Aerospace rose over 5.3% against the trend. The drone systems sector may have news-driven support, pulling off an independent rally in the context of an overall cooling defense sector 💪
The other few are all in a pullback: AeroVironment fell nearly 4%, Kratos fell over 4.5%, Red Cat fell over 7.5%. The gains driven by the earlier defense hype are being digested, and without new contract stimulus, it's easy to fall back.
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