BigBear.ai BBAI Earnings: Bullish to $4.38, Bearish to $2.37
The comfortable story about BigBear.ai is that the market has stopped believing in defence AI. The evidence says something narrower...
NEWS INDEX
Bloom Energy BE stock: $286 bull case vs $70 bear case
Bloom Energy just delivered the best quarter in its history and shareholders are poorer for it. Revenue rose 165.5% to...
Fed hold leaves Circle’s key profit question unanswered
Circle Internet Group (CRCL) issues USDC, a digital token backed by cash and short-term government securities and designed to maintain...
Mark Zuckerberg pulls no punches on Chinese AI
Every few months, someone in tech says something that shifts how Washington thinks about AI. Sometimes it's a Senate hearing....
Morgan Stanley delivers strong new verdict on RTX stock after earnings
Besides this second quarter, I had the chance to cover Morgan Stanley's note on RTX in April after their impressive...
