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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

BigBear.ai Holdings stock overview BigBear.ai Holdings (BBAI) has been catching investor attention after recent share price moves, with the stock closing at US$4.21 and showing mixed performance over the past week, month, and past 3 months. While the stock is up about 26% over the past month and modestly higher over the past 3 months, its year to date return is down roughly 28%, highlighting how volatile the ride has been for holders. See our latest analysis for BigBear.ai Holdings. Recent...

Can BBAI's generative AI push improve margins and reshape its long-term revenue mix?

One company posted eight straight quarters of rising revenue while the other faced sharp swings. Recent results reveal how their financial paths have diverged.

By Karen Roman Datavault AI Inc. (Nasdaq: DVLT) said it is deploying a distributed network of modular mini data centers across more than 100 metropolitan markets ahead of the U.S. […]

It's been a good week for BigBear.ai Holdings, Inc. ( NYSE:BBAI ) shareholders, because the company has just released...

BBAI's Q1 2026 gross margin jumps to 34% as Ask Sage GenAI platform revenue grows, but higher R&D and go-to-market spend still pressure EBITDA.

BigBear.ai Holdings, Inc. recently reported past first-quarter 2026 results, with revenue of US$34.44 million and a net loss of US$56.76 million, while gross margin improved to 34.0% on a greater mix of higher-margin technology contracts. The company’s backlog rose 14% to US$281.9 million, supported by a US$53 million sole-source prime classified award and contributions from its Ask Sage generative AI acquisition, underscoring its focus on national security and trade and travel...

BigBear.ai (NYSE:BBAI) executives highlighted stronger gross margins, growing backlog and recent contract wins in national security and travel and trade markets during the company’s first-quarter 2026 earnings call, while maintaining its full-year revenue outlook. Strategy centered on national secu

Moby summary of BigBear.ai Holdings, Inc.'s Q1 2026 earnings call

BigBear.ai Holdings (NYSE:BBAI) has secured a significant classified federal AI contract with the intelligence community. The company has acquired Ask Sage, expanding its generative AI capabilities and contributing to backlog growth. BigBear.ai is winning new contracts that apply its generative AI platforms in airport trade and travel use cases. Management is executing a transformative acquisition and organizational realignments to focus on federal AI spending. Recent results include strong...

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