Palladyne AI's SwarmOS can become the Pentagon's universal adapter for drones, with an asset-light license model that scales with military demand. It charges about 10% of drone hardware cost per unit, with no annual fees, so heavy drone use in modern conflicts gives strong profit leverage. Its platform-agnostic stack lets drones from different makers form swarms in GPS-denied settings, and its IQ 2.0 industrial autonomy software won first commercial traction in Q1 in painting and coating. x.com 

Inno Holdings' 3,661% jump on a $3M AI deal is AI mania finding a company that needed saving, not a business that found AI. The Hong Kong used-phone seller had $931K of quarterly revenue and a $1.08M net loss, and has done three reverse splits since October 2024 to stay on Nasdaq. The AI project has an unnamed provider, is in early development, undeployed, with no revenue or timeline. A $60M at-the-market offering was active, so new shares could be sold into the rally; Nasdaq halted the stock. … Show more

AgEagle could benefit as the military buys all the cheap small recon drones it can during the Iran conflict. Per @AtomsNotBits, the US Army just placed a $52M+ order for over 2,500 Skydio X10D drones, and AgEagle's specs are similar to Skydio's or better on many metrics, with Skydio's main edge being production capacity. The stock remains weighed down by a shelf allowing about $90M of dilution against a roughly $40M market cap. x.com