Inder's Desk

Inder's Desk

AeroVironment’s Record Print Ignites Defense; Abivax Rises From the Ashes

A defense-drone blowout and a biotech resurrection lead a quiet, holiday-shortened tape. AeroVironment is up 27% on record revenue; Abivax is up 35% after clearing the safety cloud that crushed it a m

Inder Sabharwal's avatar
Inder Sabharwal
Jun 30, 2026
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Situational Awareness

  • 🛩️ The defense-drone complex is today’s leadership. AeroVironment’s record print (below) is dragging the whole group higher premarket — Kratos, AEVEX, Unusual Machines, Red Cat, Ondas all bid in sympathy. When the sector leader gaps +27% on a blowout, the cohort gets repriced with it.

  • 📉 Quiet, holiday-shortened week with one big da…

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