BBAI BigBear.ai’s Q4 results showed mixed performance: • Revenue: $43.8M (+10% YoY), below analyst expectations (58M). • Net Loss: Widened significantly due to a one-time, non-cash derivative charge of $93.3M, resulting in EPS of -$0.43 (vs. expected -$0.05). • Operational Improvements: Gross margin rose to 37.4%, reflecting better cost management. • Strong Backlog: $418M (+13% YoY), indicating healthy future demand. • Balance Sheet: Significantly improved financial position due to debt restructuring, reducing net debt sharply from $150M to $27M.
Guidance:
The company guided FY2025 revenue growth (5–14%), highlighting stable prospects despite short-term challenges.
Market Reaction:
Immediate stock reaction may be negative due to the earnings miss, although investors could focus positively on improved operational margins, substantial backlog, and enhanced financial health as long-term strengths.
BTCUSDT Stripe has acquired Bridge for $1.1B in crypto's largest purchase
Payments company Stripe has acquired stablecoin platform Bridge in a $1.1B deal, according to TechCrunch founder Michael Arrington. Stripe’s largest acquisition to date, and the largest acquisition in the crypto industry’s history, Bridge had raised 58M from investors (Sequoia, Ribbit Capital, Haun Ventures and Index Ventures) and was previously valued at $200M. Bridge offers software that helps businesses accept payments in stablecoins, signalling an expansion of Stripe’s crypto adoption efforts.
NVDA this and the next weeks after should be interesting . Today we had a call for $4.1 M at a buy price of $127.00 come in at 4:53am. The influx of buys and sells has remained pretty steady giving us 58M call flow to $28.5M put flow. I honestly believe institutional and whale investors have bought up as much stock as their Heart desires thus a slow down in buying. Bears are looking for $120-$90 ; bulls $130-$150
Other stocks to keep an eye out for: COIN , MRVL, LLY( overwhelmingly bullish) NKE(bullish), MCD, SMCI, BABA
BBAI 
58M).
