Defense AI Stocks Surge 200% as Asymmetric Threats Drive Global Military Procurement Shift
Kratos Defense jumped 200% in the past year as AI-powered autonomous systems outpace traditional suppliers across Western military budgets. The counter-drone market will exceed $10 billion with 25%+ annual growth, reshaping defense spending from Washington to Berlin. AeroVironment raised 2026 guidance by 60% as governments favor scalable, low-cost systems over legacy platforms.
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