**NVIDIA Corporation (NVDA) has seen its shares increase by 36.8% this year, led by strong demand for its cloud graphics processing units (GPUs) and Blackwell chips, resulting in a fiscal third-quarter 2026 revenue of $57 billion, a 62% year-over-year increase. The company projects the fourth-quarter revenue to reach about $65 billion. Meanwhile, BigBear.ai Holdings, Inc. (BBAI) has seen its shares surge 48.5% despite reporting a 20% decline in third-quarter revenues to $33.1 million, attributed to federal spending cuts.**
**BigBear.ai’s acquisition of Ask Sage for $250 million aims to bolster its revenue potential, as the platform serves 100,000 users in defense and national security sectors. The deal is expected to help achieve a full-year sales guidance of $125 million to $140 million. As of September 30, 2025, BigBear.ai holds $456.6 million in cash, positioning it for scalability, despite its current lack of profitability. In contrast, analysts project a short-term price target of $252.67 for NVIDIA, reflecting a 36.6% increase from its last closing price of $184.97.**
