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Today is Tuesday, August 12, 2025.

The Early Bird Index today is 91.40

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BigBear.ai Faces "Disruptions"

BigBear.ai $BBAI ( ▼ 0.7% ) plunged 29.34% (ouch!) in after-hours trading on Monday after the company, which provides AI tech for the defense sector, reported bad financial results.

Financials: BigBear.ai reported a loss of 71 cents per share and revenue of $32.5 million in the past quarter. Both were lower than expected.

Powering the Story: The company pulled its adjusted EBITDA guidance for the year on Monday, citing “uncertainty on certain Army programs” and “disruptions in federal contracts from efficiency efforts this quarter.”

Early Bird’s Nest Egg Gains: Removing financial guidance in the face of contract disruptions indicates BigBear.ai faces unpredictable headwinds in its core business, magnifying concerns about its financial health and future growth prospects.

Final Thoughts: The stock had previously been up 72% this year.

Big investors are buying this “unlisted” stock

When the founder who sold his last company to Zillow for $120M starts a new venture, people notice. That’s why the same VCs who backed Uber, Venmo, and eBay also invested in Pacaso.

Disrupting the real estate industry once again, Pacaso’s streamlined platform offers co-ownership of premier properties, revamping the $1.3T vacation home market.

And it works. By handing keys to 2,000+ happy homeowners, Pacaso has already made $110M+ in gross profits in their operating history.

Now, after 41% YoY gross profit growth last year alone, they recently reserved the Nasdaq ticker PCSO.

Invest for $2.90/Share

_{Paid advertisement for Pacaso’s Regulation A offering. Read the offering circular at invest.pacaso.com. Reserving a ticker symbol is not a guarantee that the company will go public. Listing on the NASDAQ is subject to approvals.}

Notables

Notable Earnings Today: CoreWeave (Nasdaq: CRWV), Circle Internet Group (CRCL), CAVA Group (NYSE: CAVA), H & R Block (NYSE: HRB), Sea Ltd. (SE), eToro Group (Nasdaq: ETOR), MSG Sports (NYSE: MSGS), On Holding (NYSE: ONON), Luminar Technologies (Nasdaq: LAZR), Paysafe (NYSE: PSFE), Cardinal Health (NYSE: CAH), Anterix (Nasdaq: ATEX), Autolus Therapeutics (Nasdaq: AUTL), CAE (NYSE: CAE), DoubleDown Interactive (Nasdaq: DDI), Everus (NYSE: ECG), GRAIL (Nasdaq: GRIL), HUYA (NYSE: HUYA), KinderCare Learning Companies (NYSE: KLC), Kopin (Nasdaq: KPN), Liquidia (Nasdaq: LQDA), Lumentum (Nasdaq: LITE), Navigator Holdings (NYSE: NVGS), Pony AI (Nasdaq: PONY), Rekor Systems (Nasdaq: REKR), Rigetti Computing (Nasdaq: RGTI), Smithfield Foods (Nasdaq: SFD), TechTarget (Nasdaq: TTGT), Tencent Music (NYSE: TME), WEBTOON Entertainment (Nasdaq: WBTN).

Notable IPOs Today: Nusatrip Incorporated Common Stock (Nasdaq: NUTR), Magnitude International Ltd Ordinary Shares (Nasdaq: MAGH), McKinley Acquisition Corporation Units (Nasdaq: MKLYU).

Notable Equity Crowdfunding Campaigns Ending Today: N/A.

Notable Economic Events Today: Consumer Price Index / Core CPI (8:30 a.m. ET), EIA Short-Term Energy Outlook (12:00 p.m. ET), WASDE Report (12:00 p.m. ET), Federal Budget Balance (2:00 p.m. ET), API Weekly Crude Oil Stock (4:30 p.m. ET).

ZipRecruiter's New Stock Buyback

ZipRecruiter $ZIP ( ▼ 12.78% ) jumped 11.49% in after-hours trading on Monday after posting good financial results and increasing its stock buyback program by $100 million to boost the stock price.

Financials: ZipRecruiter reported revenue of $112.2 million in the past quarter. It was better than expected.

Final Thoughts: The stock had been down 50% this year. It is trying to turn things around.

Solana Left Out of Crypto Rally

It’s been a great week for cryptocurrency prices, with some double-digit percentage gains, except for Solana $SOL.X ( ▼ 4.33% ) .

Price: On Monday, Solana’s price fell about 4%. Despite the strong crypto rally over the last week, Solana is lagging behind other digital assets.

Powering the Story: Attention in the crypto market has recently swung toward Ethereum $ETH.X ( ▲ 0.47% ) , resulting in more investors buying ETH. This shift has left Solana in a holding pattern, with some traders diverting capital away from SOL and into ETH and other trending assets.

Final Thoughts: Can Solana catch up to the other cryptos?

Trends to Watch

The Mood of the Market: A New Generation of ‘Buy the Dip’ Investors Is Propping Up the Market (Wall Street Journal)

Refitting Things: Ford hits the pedal on EV production with $2 billion overhaul of Kentucky plant (Associated Press)

Crypto Goes to Space: Space tourism meets crypto as Blue Origin accepts Bitcoin, Ether, USDt (Cointelegraph)

Applause: AMC Pops After the Meme Stock Beats Earnings Expectations (Barron’s)

Winded: Orsted plunges 30% as it plans $9.4 billion rights issue after ‘adverse’ turn in U.S. market (CNBC)

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_{The contents of Early Bird are intended for informational and entertainment purposes only. They do not constitute trade or investment recommendations and they are not financial or legal advice. Readers are encouraged to consult licensed professionals for personalized guidance regarding their financial or legal situations.}