BigBear.ai vs. SoundHound AI: One Is Surviving the AI Sell-Off. The Other Isn't.

SoundHound AI (NASDAQ: SOUN) and BigBear.ai (NYSE: BBAI) have both seen big valuation pullbacks this year as artificial intelligence (AI) stocks have broadly sold off. SoundHound AI is down roughly 35% so far in 2026, and BigBear.ai is down about 34%. Which of these formerly high-flying AI stocks looks like a better play as volatility roils the market? Despite the war with Iran and other factors creating demand catalysts for the defense industry, BigBear.ai has seen bearish stock performance. More importa ...