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At the same time, higher Treasury yields and rising oil prices are keeping risk in focus. This article walks through three large cap AI and cloud related stocks that appear especially exposed to these cross currents right now.\nThe three stocks covered below are only a sample from this theme. The full screen surfaced 26 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Defence Stocks Backed By The Drone Arms Race","url":"https://stock-news.laohu8.com/highlight/detail?id=2664488351","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664488351?lang=en_us&edition=fundamental","pubTime":"2026-09-01 01:21","pubTimestamp":1788196901,"startTime":"0","endTime":"0","summary":"A former Ukrainian defence minister, now raising money for battlefield robotics, interceptor drones and AI-enabled missiles, has pushed AI defence from theory into today’s headlines. Capital is starting to hunt for companies exposed to this shift, and investors risk watching from the sidelines while others do the homework. This article unpacks three US or Ukrainian stocks linked to the news and explains why each could benefit or face pressure as this story develops.\nThe three stocks below are...","market":"sg","thumbnail":"https://images.simplywall.st/asset/industry/8131000-choice1-main-header/1585186656975","type":0,"news_type":0,"thumbnails":["https://images.simplywall.st/asset/industry/8131000-choice1-main-header/1585186656975"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/tech/nasdaq-oust/ouster/news/ai-defence-stocks-backed-by-the-drone-arms-race","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://simplywall.st/stocks/us/tech/nasdaq-oust/ouster/news/ai-defence-stocks-backed-by-the-drone-arms-race","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"simplywall_highlight","symbols":["VTHR","OUSL","ITA","BK4157","QTOC","QQH","AIPO","AGIX","OUST","ARTY","BK4585","BK4187","CHAT","IGM","VGT","BK4588","BZZ","SWMR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664007306","title":"Market Chatter: Apple Executive Phil Schiller Exits Role as Head of App Store, Product Events","url":"https://stock-news.laohu8.com/highlight/detail?id=2664007306","media":"MT Newswires Live","labels":["executive"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664007306?lang=en_us&edition=fundamental","pubTime":"2026-09-01 01:11","pubTimestamp":1788196291,"startTime":"0","endTime":"0","summary":"Apple  executive Phil Schiller stepped down from his role overseeing the App Store and Apple product events, Bloomberg reported Monday, citing people familiar with the matter.Schiller maintains his Apple Fellow title and will be working on unspecified initiatives, the report said.Apple is shifting responsibility for the App Store to the services division run by executive Eddy Cue, the report said.Apple did not immediately respond to a request for comment by MT Newswires.Price: 313.65, Change: -6.05, Percent Change: 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Stock Slips as Outlook Goes Down","url":"https://stock-news.laohu8.com/highlight/detail?id=2664007676","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664007676?lang=en_us&edition=fundamental","pubTime":"2026-09-01 01:04","pubTimestamp":1788195847,"startTime":"0","endTime":"0","summary":"Microsoft (NASDAQ:MSFT) stock is trading about 0.5% lower on Monday as the tech giant deals with an Outlook outage that has disrupted email access 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Stock (NASDAQ:MSFT) Slips as Its Magic Word for Data Centers Emerges","url":"https://stock-news.laohu8.com/highlight/detail?id=2664647007","media":"TIPRANKS","labels":["merge"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664647007?lang=en_us&edition=fundamental","pubTime":"2026-09-01 01:03","pubTimestamp":1788195835,"startTime":"0","endTime":"0","summary":"Tech giant Microsoft ($MSFT) faces plenty of concerns about data center proliferation. 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Update: Tech","url":"https://stock-news.laohu8.com/highlight/detail?id=2664007353","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664007353?lang=en_us&edition=fundamental","pubTime":"2026-09-01 01:02","pubTimestamp":1788195767,"startTime":"0","endTime":"0","summary":"Tech stocks were slightly higher Monday afternoon, with the State Street Technology Select Sector SPDR ETF  increasing 0.1% and the State Street SPDR S&P Semiconductor ETF  fractionally higher.The Philadelphia Semiconductor index added 0.3%.In corporate news, Nvidia  expanded its partnership with chip designer MediaTek, including a $3.5 billion investment, to support adoption of the company's proprietary interconnect technology for custom rack-scale AI chips. 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