Kratos (KTOS): The Drone Stock That Cratered 10% | Jul 30, 2026
Kratos Defense & Security Solutions (NASDAQ: KTOS) sits at Layer 8 of the robotics stack — defense, drone, and aerospace robotics. It's the San Diego company behind the XQ-58A Valkyrie, a jet-powered "loyal wingman" drone that flies real missions alongside crewed fighter jets with no pilot onboard, alongside a satellite-ground-systems, propulsion, and hypersonics business. In this casual-investor deep dive, Elena and Theo unpack a stock that fell almost 10% in a single day on broad market fear (a hawkish Fed, spiking bond yields) and now sits roughly two-thirds below its January 52-week high…
The skinny
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