TradingKey - The U.S. government's further tightening of drone import policies drove U.S. drone stocks generally higher in Friday's pre-market trading. Among them, Unusual Machines (UMAC) surged over 14%, Red Cat Holdings (RCAT) gained over 8%, Ondas Holdings (ONDS) rose over 3%, and AgEagle Aerial Systems (UAVS) climbed over 5%.

TradingKey - Billionaire investor Bill Ackman's Pershing Square revealed in its latest disclosure that the firm initiated a new position in Netflix (NFLX) in the second quarter, while also buying Visa (V), Mastercard (MA), S&P Global (SPGI), Intercontinental Exchange (ICE), and Alcon (ALC), adding a total of six companies.

TradingKey - As demand for AI computing power continues to heat up, two next-generation AI cloud service providers reported better-than-expected earnings results, reigniting market confidence in demand for AI infrastructure. In US trading on August 12, shares of Nebius (NBIS) surged 34% to close at $247.05, with intraday gains exceeding 40%, while CoreWeave (CRWV) rose 19% to close at $107.73.

TradingKey - As demand for AI computing power continues to heat up, emerging cloud provider Nebius (NBIS) is set to release its highly anticipated second-quarter earnings report. The company will announce its second-quarter 2026 financial results after the U.S. market close on August 12.

TradingKey - As of August 10, Eastern Time, Rocket Lab (RKLB) released its second-quarter financial report after the market close. Although revenue reached a record high and its order backlog expanded further, the company reported a loss per share of 8 cents, higher than the expected 6 cents. Combined with uncertainty surrounding the timing of the Neutron rocket's maiden flight within the year, RKLB's after-hours stock price fell by more than 7% at one point.

On August 10, Eastern Time, Rocket Lab (RKLB) reported its second quarter 2026 financial results after the market close. During the period, revenue surged 62% year-over-year to $234 million, setting a new quarterly record and exceeding the previous quarter's high by $34 million. The results surpassed the market consensus estimate of approximately $232 million.
