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 
