BigBear.ai Holdings, Inc. (BBAI): Project Linchpin Partnership Advances Defense AI Solutions
We recently published a list of 10 AI Stocks Getting Wall Street's Attention Right Now. In this article, we are going to take a look at where BigBear.ai Holdings, Inc. (NYSE:BBAI) stands against other AI stocks that are getting Wall Street's attention right now.
Investors in the artificial intelligence trade have been frantic ever since the tariff frenzy started. Particularly on April 2, dubbed Liberation Day by President Donald Trump, the administration announced sweeping tariffs that led to significant market volatility and a sharp downturn in stock indices.
While the President may strive to make the United States the 'world capital' of artificial intelligence, the aggressive trade and tariff moves that have since followed have been threatening the crucial technology and weakening competition with China.
Executives and experts in AI and data center construction have been worried about how trade levies would significantly increase the cost of constructing, equipping, and operating the data centers that will, in turn, power AI development.
READ NEXT: 10 AI Stocks in the News Today and 10 AI Stocks in the Spotlight This Week.
Fast forward to earnings reports from some of the Big Tech, and it can be noted how investors have been worried more than necessary about the AI trade. Meta and Microsoft, in particular, reported strong quarterly results that demonstrated how artificial intelligence progress won't necessarily slow amid economic turmoil.
'Few stocks are truly immune to Trump tariffs [and] trade war, but AI is a lot less impacted than investors currently believe. We're early in a very steep growth curve right now, and that goes for AI infrastructure.'
What happens next to AI stocks largely depends on what's next for tariffs. If it's better than expected, these and other AI stocks may climb and lift valuations. On the other hand, if tariffs seem high, these stocks could fall further.
Nevertheless, strong companies, particularly the likes of Nvidia and Palantir, are likely to win over the longer term due to their smart innovations. According to Wells Fargo's Christopher Harvey, it may be time for investors to reenter the trade.
'The group's risk/reward today is much more attractive than a year ago. We remain in a durable AI investment super cycle.'
For this article, we selected AI stocks by going through news articles, stock analysis, and press releases. These stocks are also popular among hedge funds. The hedge fund data is as of Q4 2024.
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Yahoo
15 minutes ago
- Yahoo
Philip Morris International Declares Regular Quarterly Dividend of $1.35 Per Share
STAMFORD, CT, June 13, 2025--(BUSINESS WIRE)--Regulatory News: The Board of Directors of Philip Morris International Inc. (PMI) (NYSE: PM) today declared a regular quarterly dividend of $1.35 per common share, payable on July 15, 2025, to shareholders of record as of June 27, 2025. The ex-dividend date is June 27, 2025. For more details on stock, dividends and other information, see Philip Morris International: A Global Smoke-Free Champion Philip Morris International is a leading international consumer goods company, actively delivering a smoke-free future and evolving its portfolio for the long term to include products outside of the tobacco and nicotine sector. The company's current product portfolio primarily consists of cigarettes and smoke-free products, including heat-not-burn, nicotine pouch and e-vapor products. As of December 31, 2024, PMI's smoke-free products were available for sale in 95 markets, and PMI estimates they were used by 38.6 million adults around the world. The smoke-free business accounted for 42% of PMI's first-quarter 2025 total net revenues. Since 2008, PMI has invested over $14 billion to develop, scientifically substantiate and commercialize innovative smoke-free products for adults who would otherwise continue to smoke, with the goal of completely ending the sale of cigarettes. This includes the building of world-class scientific assessment capabilities, notably in the areas of pre-clinical systems toxicology, clinical and behavioral research, as well as post-market studies. Following a robust science-based review, the U.S. Food and Drug Administration has authorized the marketing of Swedish Match's General snus and ZYN nicotine pouches and versions of PMI's IQOS devices and consumables - the first-ever such authorizations in their respective categories. Versions of IQOS devices and consumables and General snus also obtained the first-ever Modified Risk Tobacco Product authorizations from the FDA. With a strong foundation and significant expertise in life sciences, PMI has a long-term ambition to expand into wellness and healthcare areas and aims to enhance life through the delivery of seamless health experiences. References to "PMI", "we", "our" and "us" mean Philip Morris International Inc., and its subsidiaries. For more information, please visit and View source version on Contacts Philip Morris International Investor Relations:Stamford, CT: +1 (203) 904 2410Lausanne: +41 (0)58 242 4666Email: InvestorRelations@ Media: David FraserLausanne: +41 (0)58 242 4500Email: 擷取數據時發生錯誤 登入存取你的投資組合 擷取數據時發生錯誤 擷取數據時發生錯誤 擷取數據時發生錯誤 擷取數據時發生錯誤
Politico
25 minutes ago
- Politico
Wanted: One NASA administrator
Presented by WELCOME TO POLITICO PRO SPACE. Thanks to everyone who read our inaugural issue. The excitement continues this week with speculation on the next NASA administrator, Congressional Golden Dome talk, and a Florida push to snag NASA HQ. Who do you think the next NASA chief should be? Email me at sskove@ with tips, pitches and feedback, and find me on X at @samuelskove. And remember, we're offering this newsletter for free over the next few weeks. After that, it will be available only to POLITICO Pro subscribers. Read all about it here. The Spotlight Now that Donald Trump has pushed NASA administrator nominee Jared Isaacman through the airlock, the search is on to find the space agency's next boss. We spoke to 12 insiders and analysts about who could get the nod. The conclusion? They'll probably be retired military. Starship Troopers: At least three former two- and three-star generals with space ties could be in the mix, according to four industry officials, who like others were granted anonymity to discuss internal discussions. These include retired Space Force Maj. Gen. John Olson, Lt. Gen. John Shaw, and Air Force Lt. Gen. Steve Kwast. Olson served in the Space Force and in NASA. Shaw retired as deputy commander of Space Command in 2023. Kwast last served in the Air Force, but supporters pushed for him to lead the Space Force. (Notice a theme?) The industry buzz follows Trump's decision two weeks ago to rescind the nomination amid a feud between SpaceX founder and Isaacman ally Elon Musk. The president then made the head-turning announcement that Joint Chiefs Chair Gen. Dan Caine would weigh in on the search for the next administrator for NASA — an agency that is not part of the military. Starfleet: Retired service members rarely lead the civilian agency, whose employees are known more for studying the stars than working with weapons. It has some people worried. Other potential names floating in the stratosphere include NASA's Kevin Coggins and astronaut Mike Hopkins. Coggins is a former military official who serves as head of NASA's Space Communications and Navigation program. Hopkins is a former NASA astronaut who joined the Space Force — from space — and was the first astronaut for the U.S.'s newest military service. Former Rep. Mike Garcia (R-Calif.), who served on the House science subcommittee on space before Rep. George Whitesides (D-Calif.) unseated him this year, is yet another name circulating. Under Pressure: Both industry and lawmakers are eager to fill the role amid the White House's proposed budget cuts to NASA, competition with China to return to the moon, and Trump's plans to land astronauts on Mars. 'I had thought we would have [an administrator] by now,' Sen. Ted Cruz (R-Texas), chair of the Senate Commerce Committee, which oversees NASA, told my colleague Joe this week. 'I don't know what their timing is, but I hope that the White House moves swiftly.' Some senators were even willing to swallow their concerns about Isaacman, a billionaire who had no experience in government, to speed up the process. 'In this landscape of getting back [to the moon] quickly, usurping China, I was ready to give a technology entrepreneur a chance,' Sen. Maria Cantwell (D-Wash.), the ranking member of the Senate Commerce committee, told Joe. Twilight Zone: But industry officials were not aware of any candidates the White House had spoken with yet, a sign that no one has emerged as a frontrunner. A White House spokesperson declined to comment. The physics of the nomination process is also working against the space industry, thanks to a nomination backlog. Isaacman, who Trump tapped early relative to past NASA administrators, took six months to even get on the roster for a Senate vote. And we all know how that turned out. Galactic Government THE NASA HQ RACE TRAILS ALONG: States have spent months duking out who will snag NASA's headquarters once its Washington lease expires in 2028. Florida has just upped the ante. Much of the Florida congressional delegation sent a letter this week to Trump urging him to consider moving NASA headquarters to Florida's Space Coast. It looks remarkably like a letter sent in April by Texas Republicans making a similar plea to relocate NASA to Houston, aka the 'Space City.' All in? But only two of Florida's eight Democratic representatives stamped their approval. None of Texas' 12 Democrats did. 'Both states could rally their delegations if it was important,' an industry official said. Military GOLDEN GANG: The Trump administration may not know how it will build the president's 'Golden Dome' defense shield, but that hasn't stopped lawmakers from creating a caucus for it. Reps. Jeff Crank (R-Colo.) and Dale Strong (R-Ala.) launched the House Golden Dome caucus this week to complement its counterpart in the Senate, created in May by Sen. Tim Sheehy (R-Mont.). The highly nebulous plan involves placing interceptors in space to shoot down enemy missiles, a scheme that could cost more than $500 billion. Crank, a first time lawmaker, represents Colorado Springs, home of Space Command. Strong represents Huntsville, a space hub and possible future home of Space Command — over the opposition of his colleague. What Next: Trump announced in May that he had selected a design for the multi-layered system and tapped Space Force Gen. Michael Guetlein to lead development. But senators from both parties have said the plan is opaque, and the Pentagon canceled a major conference with industry on its plans just two weeks before the meetings were set to take place. The Reading Room House appropriators call for new Space Force acquisition pilot: Breaking Defense How Private Space Drives Space Force's Intel Delivery: Payload Space Force's first next-gen missile warning launch pushed to 2026: Defense News Voyager raises $383 million from upsized IPO: SpaceNews Event Horizon MONDAY: The Washington Space Business Roundtable holds a discussion on 2025 priorities for the FCC's Space Bureau. The Paris Air Show starts Monday and runs through Sunday. TUESDAY: The Lunar and Planetary Institute holds a virtual and in-person discussion of NASA's Europa Clipper mission. WEDNESDAY: The National Security Space Association hosts a classified forum on the Space Force's strategic plans. The Senate Armed Services Committee holds a hearing on the Defense Department's 2026 budget request. Photo of the Week
Bloomberg
25 minutes ago
- Bloomberg
Options Signal Emerging-Market Stock Outperformance Could Fade
For US traders, developing-country stocks have been a surprising source of returns as Donald Trump's trade war roiled the S&P 500 Index. But if options are any guide, that outperformance may soon be a thing of the past. With President Trump's 90-day pause on reciprocal tariffs slated to end in early July, speculators are now bracing for more turbulence in emerging markets. An ETF tracking the segment has rallied 14% this year, beating the S&P 500 by the most since 2009. Open interest in put options on the iShares MSCI Emerging Markets ETF (EEM) is hovering close to the highest since December relative to bullish call contracts. Rising open interest means new positions are being added in a particular contract.
