Primer: BigBear.ai Holdings (BBAI US) - Oct 2025
BigBear.ai is a specialized provider of AI-powered decision intelligence solutions, with a primary focus on the U.S. defense, intelligence, and...
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AI Industry Primer A Survey of 50 Under-Covered Companies in Artificial Intelligence (AI)
Methodology. We reviewed 50 under-covered, AI-involved public companies (~$2.7 billion average market cap; about five analysts each) and their...
351 Views
High Growth Areas Re-Emerging as Leadership; Remain Overweight Growth; Bullish Outlook Intact
High Growth Areas Re-Emerging as Leadership; Remain Overweight Growth; Bullish Outlook Intact on $SPX $QQQ $IWM. $ARKK $URA $HYDR $IONQ $OKLO $BBAI...
239 Views
Upgrading Consumer Discretionary (XLY) To Overweight; 5700-5785 SPX Gap Support Holding as Expected
Upgrading Consumer Discretionary $XLY to Overweight; 5700-5785 $SPX Gap Support Holding as we expected/discussed last week. 4.7-4.8% on 10y...
313 Views
SPAC Talk : SPACs and the AI Wave
YTD, there have been only 15 IPO pricings, of which six came in February, and only nine new S-1 registrations have been filed thus far.
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