C3.ai is capturing strong demand for commercial AI solutions with tools to improve productivity and operational efficiency. BigBear.ai has carved out a niche supporting mission-critical intelligence for the defense sector while moving forward with a unique focus on vision-enabled AI.

The stock's fall snapped a two-day winning streak.

The popular phrase "reports of my death are greatly exaggerated," an adaptation of a famous Mark Twain quote, is a terrific way to describe Nvidia (NASDAQ: NVDA) after the DeepSeek bombshell (more on this below) sank its stock more than 20%.

BigBear.ai and C3.ai operate in the hot AI field, but neither are profitable companies. C3.ai relied on a partner network to deliver a 29% year-over-year revenue increase in its fiscal second quarter.