Drone makers and suppliers, including two companies with ties to the Trump family, rallied Friday after the White House said it's applying a tariff on imports of unmanned aircraft systems and their components.

Shares of UMAC and PUSA surged on the news. The move is seen as a boost for domestic drone manufacturers amid growing competition from Chinese imports. The tariff aims to protect the US industrial base and national security interests.

The Trump family connections have drawn scrutiny. UMAC (Unusual Machines) and PUSA (Pineapple Energy) have board members or investors linked to the former president's circle. Critics say the policy benefits politically connected firms.

Industry analysts say the tariff could reshape the drone supply chain. Domestic producers may gain market share, but costs could rise for buyers. The administration says the measure is necessary to counter unfair trade practices.