Recent developments in U.S. defense spending and Pentagon directives have highlighted increased investment and focus on unmanned aerial vehicles (UAVs), drones, and maritime defense technologies. The U.S. government has allocated approximately $1.3 billion for the expansion of unmanned underwater vehicle production and $188 million for maritime development and testing, with companies like Optimal Technologies Inc. ($OPTT) positioned as key players in this niche, particularly in maritime defense and wave power underwater vehicles. $OPTT is noted to have existing contracts with the U.S. Navy and is expected to benefit from funding passed under the Bipartisan Budget Bill (BBB). In the drone sector, Kratos Defense & Security Solutions ($KTOS) has seen a 10% stock increase following a Pentagon drone dominance report, with other companies such as AeroVironment ($AVAV), Duke Robotics ($DUKR), and Teledyne FLIR Defense ($TDY) also gaining attention. Teledyne FLIR Defense supports the Pentagon's new drone directive, with its Black Hornet nano-drone having over $300 million in orders since 2018. Duke Robotics is set to receive its first royalty revenues through collaboration with Elbit Systems, focusing on the military drone solution "TIKAD." Additional companies involved in drone and unmanned systems include Amentum ($AMTM), Red Cat Holdings ($RCAT), On-Demand Network Services ($ONDS), and Lumiphase Technologies ($LPTH), which is developing proprietary materials for drone applications. The Pentagon's new policy treats smaller uncrewed aerial systems as consumables, similar to ammunition, reflecting a strategic shift in drone warfare and logistics. This evolving defense landscape underscores a concentrated investment in unmanned systems across air and maritime domains, with several specialized companies poised to benefit from increased government funding and strategic partnerships.