Zero Hour Today is back with JT, Benny, and Kate for a packed episode covering the biggest developments across the markets, geopolitics, defense technology, drones, and AI infrastructure.
Kate joins the show with a macro and geopolitical breakdown centered on the U.S.–China summit, including the potential implications for trade, rare earth minerals, AI and AI safety, energy markets, Iran, Russia and Ukraine, and what it could all mean for $SPY and $QQQ.
From there, JT and Benny turn to one of the biggest themes in defense tech: the Drone Dominance Gauntlet. The team breaks down the latest competition results, which companies are standing out, and why manufacturing capacity, domestic supply chains, components, and the ability to scale could ultimately be just as important as winning the competition itself.
We also premiere The Zero Hour Group’s exclusive interview with Lantronix CEO Salil Raje. He discusses $LTRX’s rapidly growing drone business, its work with more than 30 customers, American manufacturing, NDAA/TAA compliance, and the company’s role in providing the edge compute and onboard intelligence necessary for autonomous drones operating in GPS-denied and contested environments.
The conversation then shifts to $KOPN and Fabric AI, where JT and Benny dig into new intellectual property surrounding optical GPU interconnects and the potential role photonics could play in the next generation of AI data centers. The discussion covers power consumption, heat, bandwidth, chip-agnostic connectivity, and the upcoming hardware demonstration the companies are targeting for early 2027.
In this episode:
• U.S.–China summit and market implications
• AI safety, trade, rare earths, oil and global geopolitics
• $SPY and $QQQ macro outlook
• Drone Dominance Gauntlet results
• Domestic drone manufacturing and supply-chain opportunities
• Exclusive $LTRX CEO interview
• Edge computing and autonomous drones
• $UMAC and the defense-tech “picks and shovels” strategy
• $KOPN + Fabric AI optical interconnect technology
• AI data centers, photonics and next-generation GPU infrastructure
• A preview of upcoming Zero Hour Group coverage
Zero Hour Today brings together market analysis, firsthand industry access, company interviews, and emerging technology research with one goal: giving retail investors access to conversations and information that are usually happening behind closed doors.
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Disclaimer: This content is for educational and entertainment purposes only and should not be considered financial advice. Always conduct your own research and make investment decisions based on your individual financial situation and risk tolerance.
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