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BigBear.ai

BBAI

BigBear.ai sells decision software into defense and government. Small, listed, and noisy on the tape.

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November 4, 2026 · Morning Brief
The ballot box just met the data center
Axios reports that voters showed deep distrust of the AI race on Tuesday, approving dozens of data center restrictions and electing a wave of candidates who favor slowing the buildout.
November 3, 2026 · Closing Time
Closing Time: The AI borrowing binge is back
CNBC reports that Meta is selling $20 billion to $25 billion of bonds to pay for its AI buildout, days after S&P lowered the outlook on its credit rating to negative over heavy spending.
October 30, 2026 · Morning Brief
The cloud is growing faster than the cash
CNBC reports that Amazon Web Services grew 39% last quarter to $45.98 billion in sales, beating Wall Street’s forecast.
October 29, 2026 · Closing Time
Closing Time: Wall Street sends Google the bill
Alphabet shares fell 12.6% after the company reported negative free cash flow of $9.07 billion for the third quarter, far worse than the $2.70 billion analysts expected.
October 28, 2026 · Morning Brief
Google’s chips are leaving the building
The Information reports that OpenAI plans to buy Google’s AI chips, known as tensor processing units, instead of only renting them as it has since last year.