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A number of stocks fell in the afternoon session after the latest Consumer Price Index (CPI) report came in hotter than expected, signaling that inflation remained stubbornly high.

Kevin Warsh has put a fresh frame on the inflation debate, arguing that AI-driven productivity gains could allow the economy to grow faster without triggering inflation. If that supply-side view gains traction at the Fed, patience on rates becomes the base case, and the small-cap AI names that have been left for dead suddenly look ... Prediction. Kevin Warsh’s Fed View Could Unlock These 4 AI Stocks Under $10 That the Market Has Left for Dead

BBAI stock jumps 24.7% in a month, considering backlog growth and Ask Sage gains, but losses, valuation and federal reliance keep risks high.

C3.ai recently reported that federal, defense, and aerospace bookings rose very sharply year over year and now account for over half of total bookings, while also announcing plans to cut its workforce by about a quarter to realize roughly US$135,000,000 in annual operating expense savings. This combination of rapidly expanding government-related demand and aggressive cost reductions could meaningfully reshape C3.ai’s business mix and operating profile, especially as it pursues work tied to...

The Pentagon’s accelerating push to embed artificial intelligence across defense and national security operations has put a spotlight on a small group of pure-play federal AI vendors. With the U.S. Government’s AI Acceleration Strategy now driving real bookings, two NYSE-listed names trading well under $20 have moved from speculative bets to credible defense AI plays. ... After Pentagon Inks Deal With AI Firms, Buy These Under $20 Stocks