Yahoo Finance·2026-01-29 14:38Group 1: BigBear.ai Overview - BigBear.ai has gained significant attention on Wall Street for its AI data analytics platform, serving both the U.S. government and private companies, with some investors comparing it to Palantir [1] - The company's share price has increased by 152% over the past three years, driven by excitement around AI and its prospects [2] - However, BigBear.ai reported a 20% revenue decline in the third quarter, is not profitable, and is experiencing widening losses [2] - The stock is considered expensive, with a price-to-sales ratio of nearly 13, compared to the tech sector's average of less than 9, leading to concerns about its investment thesis [2] Group 2: Alternative Investment Opportunities - Micron Technology is highlighted as a strong investment opportunity, with high demand for its NAND flash and DRAM products as tech companies build AI data centers [4] - Micron's sales are increasing, with a 57% revenue rise to $13.6 billion in the first quarter of fiscal 2026, and non-GAAP earnings per share increased by 167% to $4.78 [6] - Alphabet is also presented as a solid AI investment, with its Gemini chatbot reaching 650 million monthly active users, up from 400 million eight months ago, and an expected annual revenue of $1 billion from Apple for integrating Gemini into Siri [8]