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AeroVironment (AVAV, i) confirms with the investor Open House event that the company is becoming a leading defense specialist. I see four concrete reasons for a successful continuation of the trend: The defense budgets that have been neglected over the past 15 years are increasing, with the USA aiming for a 13% increase to $1.01 trillion for the fiscal year 2026. CEO Wahid Nawabi emphasized that autonomous and robotic systems currently make up only 5 to 10% of the US defense budget at the "edge of the battlefield." However, this sum is expected...
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