BBAI vs. VRT vs. SMCI: Wall Street’s AI Stock Showdown
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June quarter earnings separated AI contenders from pretenders. Vertiv Holdings and Super Micro Computer delivered results justifying their premiums, while BigBear.ai's 18% revenue decline and guidance cut erased 31% of its value despite a 301% annual gain.
Defense-focused AI plays like BBAI face heightened scrutiny after contract disruptions exposed execution risks. The sector's bifurcation reflects a maturing market where fundamentals now outweigh hype.
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