"Higher for Longer" Interest Rates and Inflation: As a growth company in a tech-driven sector (robotics, AI), Duke Robotics could face increased borrowing costs for expansion and higher operational expenses due to persistent inflation, potentially impacting profitability and access to capital for innovation.

Geopolitical Instability and Defense Spending: Given the company's involvement in defense markets with its robotic stabilization systems for weapons and collaboration with Elbit Systems, escalating global conflicts (like the Iran War Escalation and Strait of Hormuz closure) could lead to increased defense budgets and demand for its specialized technologies.

Global Infrastructure Modernization and Grid Resilience: Duke Robotics's IC Drone system for high-voltage insulator cleaning addresses critical needs in aging infrastructure. Increased focus and investment in grid modernization and resilience, driven by rising AI power demand and national security concerns, could significantly boost demand for their civilian drone solutions.