Interos deepens supply-chain risk partnership with NorthMark Strategies. A LinkedIn post from Interos highlights the company's expanding partnership with Paul Gosling and NorthMark Strategies, emphasizing supply-chain resilience. The post suggests a shared focus on visibility, insight, and proactive risk management across multi-tier supplier networks. * Unlock hedge fund-level data and powerful investing tools for smarter, sharper decisions * Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks According to the post, Interos is positioning its interos.ai real-time intelligence platform as a tool to strengthen global operations and long-term resilience. For investors, this emphasis on collaborative risk solutions could indicate deeper penetration into enterprise supply-chain risk management budgets and reinforce Interos's role in the growing market for AI-driven operational resilience tools. Intel's (INTC) chip business comes alive as Terafab revives the bull case. Story Highlights * Intel stock has been on a tear this month after the company secured a deal to participate in Elon Musk's Terafab project. * The company is focused on innovation while keeping R&D costs manageable. * The foundry segment is finally on the cusp of a major turnaround. Intel INTC +4.49% | is seeing renewed momentum in its foundry business, with the Terafab partnership marking a potential inflection point and supporting a bullish view. The stock has surged nearly 50% in April, driven in part by its involvement alongside Elon Musk's Tesla TSLA +0.99% |, SpaceX, and xAI in the large-scale chip manufacturing initiative. I am bullish on the American semiconductor giant as I believe its foundry business is now at the cusp of a turnaround, which eliminates a key argument highlighted by bears. Terafab partnership validates 18A node's foundry use case. One of the main reasons behind my bullish stance on Intel is that its involvement in the Terafab project validates the 18A node it developed, especially for the foundry use case. 18A is the most advanced node developed by Intel for now and is manufactured domestically. When deciding to mass-manufacture 18A at its Arizona and Oregon plants, Intel cited ambitious plans for its foundry division as the primary goal. The pilot chip production facility under this initiative is expected to be housed within Tesla's GigaTexas site in Austin. Until the Terafab announcement, Intel had not been able to land any major clients for the foundry segment to challenge the established giants in this space, such as Taiwan Semiconductor Manufacturing Company (TSMC) TSM -0.28%. The Terafab partnership meaningfully changes the narrative for 18A. Historically, Elon Musk's companies have relied on chips developed by TSMC and Nvidia Corporation NVDA +0.36%. The decision to partner with Intel to use its 18A node for the AI5 autonomous driving technology, Optimus robot, and for xAI - in and of itself - is a strong indicator that Intel is finally winning the trust of large-scale customers for advanced use cases after many years of trailing its competitors. Elon Musk's approval of Intel also strengthens the case for Intel's PowerVia technology. The foundry business is changing for the better. My bullish stance on Intel is strengthened by strategic changes to the foundry business introduced by CEO Lip-Bu Tan. Before this makeover, the foundry segment had come under significant criticism from investors due to high levels of resource underutilization and elevated capital expenditures. As part of his business reorganization decisions, CEO Tan scrapped facility buildout projects in Germany and Poland to slash capex. In addition, he confirmed that the infrastructure spending required to mass-produce the upcoming 14A node will not be approved until there is a strong indication of demand from large-scale customers. This strategy directly contrasts with Intel's previous strategy of building out infrastructure and focusing on customer acquisition later. Another strategic change introduced by CEO Tan is the focus on targeting customers' inference and agentic artificial intelligence (AI) workloads. Previously, Intel's strategy was focused on the hardware side of the business. On recent earnings calls, the CEO has confirmed that Intel will focus on designing custom silicon and systems, as he believes AI infrastructure should prioritize balanced systems. The Terafab project itself highlights that Intel has made progress with these efforts, given that autonomous driving chips and orbital computing chips require custom silicon buildouts. Intel's focus on yield improvement and innovation is impressive. In addition to the strategic changes discussed above, Intel seems focused on improving 18A yields as it enters mass production. This technology development strategy is led by Naga Chandrasekaran. The Terafab project gives its team a massive throughput opportunity to work on improving the yield learning curve, as high-scale production is very likely to create friction in the early stages, enabling permanent fixes that would then improve the chances of Intel winning other large-scale customers in the future. As part of this strategy, Intel is now focused on cost improvements at its manufacturing plants as well. In the past, Intel focused only on accelerating its semiconductor manufacturing throughput, not on maximizing efficiency. This strategic shift should enable the company to achieve higher yields in the future, potentially leading to a valuation re-rating. While keeping focused on yield improvement, Intel has not lost sight of innovation. This is a key differentiator between today's Intel and the Intel that struggled to keep up with competitors in the past. One of the biggest innovations expected from Intel is the commercial launch of the 14A node. This node represents a meaningful improvement across power and performance compared to 18A. According to estimates, turbo cells used in 14A are expected to boost the performance-per-watt by at least 15% compared to 18A. The interesting aspect is that customers can choose to prioritize power savings over performance. 14A is expected to deliver at least 25% power savings if customers opt for lower power consumption instead of improved performance. Is Intel a buy, According to Wall Street analysts? Based on 34 Wall Street analysts' ratings, the average Intel price target is $52.52, implying a downside of 19.43% from the current market price. Although analyst estimates suggest Intel is overvalued today, I am taking a contrarian stance, as I believe the market will reward the company handsomely for working to restore its past glory. So far, under CEO Lip-Bu Tan, Intel has made steady progress by delivering on both innovation and cost efficiency. When Intel wins more contracts from large-scale customers, I expect a wave of positive analyst revisions to boost the company's average price target. Takeaway. Intel's foundry business secured its first anchor customer win in Terafab, an initiative launched by Elon Musk's xAI, SpaceX, and Tesla to secure the semiconductor supply chain. Even with a strong market performance over the past 12 months, I still find Intel attractive, as I believe we are still in the early stages of the company's turnaround.

Interos highlights supply-chain risk capabilities at MODEX 2026. A LinkedIn post from Interos highlights the company's participation in MODEX 2026, where it plans to showcase its interos.ai platform focused on deeper supply-chain visibility beyond tier 1. The post positions this capability as important for anticipating risk and avoiding costly disruptions, and promotes on-site engagement through booth visits, a raffle, and an executive happy hour. * Unlock hedge fund-level data and powerful investing tools for smarter, sharper decisions * Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks The emphasis on multi-tier supply-chain risk management suggests Interos is targeting enterprises seeking more sophisticated resilience and risk-analytics solutions. For investors, this presence at a major industry event points to continued business development efforts in logistics and supply-chain verticals, potentially supporting pipeline growth and reinforcing the firm's positioning in supply-chain risk and resilience technology. SoundHound AI (SOUN) vs. BigBear.ai (BBAI): which small-cap AI stock has more upside? Story Highlights * SoundHound AI and BigBear.ai are small-cap pure-play AI stocks. * Here, we break down their strengths, potential upside, and which stock could deliver bigger gains for investors in 2026. The AI sector is growing rapidly but remains highly volatile, making it challenging for investors to pick the right stocks. In this article, we compare two popular small-cap AI names: SoundHound AI SOUN +1.50% | and BigBear.ai BBAI +4.68%. Using TipRanks' Stock Comparison Tool, we compared SOUN and BBAI to see which AI stock analysts favor. SOUN carries a Strong Buy rating with a potential upside of over 110%, while BBAI has a Moderate Buy rating and 48% upside, highlighting the differing growth prospects for these two AI players. * Unlock hedge fund-level data and powerful investing tools for smarter, sharper decisions * Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks Both SoundHound and BigBear.ai are AI-focused, but they serve very different markets, resulting in distinct investment profiles. SoundHound AI is best known for its voice and conversational AI technology, often used in cars and consumer applications. In contrast, BigBear.ai provides data-driven intelligence solutions, with a strong focus on national security and government contracts. Year-to-date, both stocks are down over 30%. SOUN and BBAI: valuation concerns and risks. SoundHound has seen strong revenue growth of almost 100% over the past year, fueled by rising demand for its voice AI technology. Yet the stock has struggled, as investors remain concerned about profitability, intense AI competition, and whether the company can maintain its rapid growth. Meanwhile, BigBear's heavy reliance on government contracts makes revenue unpredictable, and profit margins remain thin, adding a layer of risk for investors. In terms of valuation, both SOUN and BBAI trade at high price-to-sales multiples, reflecting strong growth expectations but leaving little room for error. Any slowdown or increased competition could significantly impact their stock prices. Notably, SOUN has a trailing twelve-month (TTM) price-to-sales ratio of 16.03, far above the sector average of 3.19. BBAI stock, on the other hand, appears cheaper with a price-to-sales ratio of 9.61. Is SOUN a good investment? H.C. Wainwright analyst Scott Buck keeps a Street-high $20 price target on SOUN stock, citing strong organic growth from new contracts and customer renewals across multiple industries. He noted the company aims for adjusted EBITDA break-even by late 2026 while continuing to prioritize growth - a strategy that may pressure near-term margins but supports long-term revenue expansion. Meanwhile, D.A. Davidson's four-star analyst Gil Luria pointed to SoundHound's healthy current ratio of 4.59. He said the company's core voice AI business remains solid and could be undervalued after the recent market selloff. Is BBAI a good stock to buy? BigBear.ai could be a buy for growth-focused investors, as analysts highlight its improving balance sheet, strong backlog growth, and upside potential. However, it's a volatile small-cap AI stock with execution risks, so it's best suited for investors comfortable with high-risk, high-reward plays. For BigBear.ai, Buck highlighted the company's improved balance sheet after its latest results, giving it greater flexibility to fund growth. Buck is currently the only analyst with a Buy rating on BBAI, projecting a 75% upside. Meanwhile, Cantor Fitzgerald's Jonathan Ruykhaver highlighted BigBear.ai's fiscal 2026 revenue guidance of $135 million to $165 million, implying approximately 17% growth at the midpoint. He has a Hold rating on BBAI stock. Conclusion. Overall, SoundHound AI (SOUN) appears stronger, supported by better financial performance, consistent execution, and solid analyst confidence. While BigBear.ai (BBAI) may seem cheaper, its slower growth and higher uncertainty make it riskier. Both are high-risk small-cap AI stocks, but SOUN currently presents the more attractive long-term opportunity.

Interos highlights ai-driven supply-chain labor risk monitoring at WEF event. According to a recent LinkedIn post from Interos, the company was featured at the World Economic Forum Strategic Intelligence Outlook 2025, where Chief Product & Technology Officer Yardley Pohl discussed its AI-driven approach to identifying unethical labor risks in global supply chains. The post indicates that the interos.ai platform is positioned to surface issues deep in value chains, including Tier 3 suppliers, by layering data and intelligence to provide a more connected view of labor practices. * Unlock hedge fund-level data and powerful investing tools for smarter, sharper decisions * Stay ahead of the market with the latest news and analysis and maximize your portfolio's potential The post suggests that this capability could be valuable for enterprises facing growing regulatory and reputational pressure around ESG and supply-chain transparency. For investors, increased visibility into labor risk may strengthen Interos's value proposition with large corporates and governments, potentially supporting pricing power, stickier contracts, and long-term demand as supply-chain risk management becomes more central to operational and compliance strategies. Bullish stock (BLSH) jumps as Cathie Wood makes 10th straight daily purchase. Here's why. Cathie Wood and her team at Ark Invest are doubling down on the future of digital asset exchanges. In a fresh disclosure from Friday, February 13, Ark revealed that it scooped up another $2 million worth of Bullish BLSH +3.78% | shares. This move marks the tenth business day in a row that Wood has added the exchange operator to her ETFs. Even though tech stocks have been up and down lately, Ark is using the low prices to buy a big stake in what they think is the future of money. * Unlock hedge fund-level data and powerful investing tools for smarter, sharper decisions * Stay ahead of the market with the latest news and analysis and maximize your portfolio's potential Why Ark is so Bullish on BLSH. Ark's plan for Bullish focuses on its unique spot in the market. Unlike exchanges that rely on regular people trading, Bullish focuses on big professional clients like hedge funds and banks. The exchange has already handled over $1.5 trillion in trades since it started. Beyond trading, the company owns CoinDesk, a crypto news and data site. This gives Bullish a stream of steady money that doesn't depend on whether crypto prices are high or low. The company also recently got a New York "BitLicense," which lets it grow in the U.S. and store assets for big American firms. Ark is especially excited about the company's new options platform, which already handles nearly 29% of all Bitcoin options trading. Robinhood and BitMine join the shopping list. Bullish wasn't the only crypto-friendly name in Ark's shopping cart this week. The firm also spent $12 million on Robinhood HOOD +6.88% | and $4 million on BitMine Immersion Technologies BMNR +7.60%. Robinhood has been a long-time favorite for Wood, who sees it as the main way new investors enter the market. Bitmine, a firm that manages Ethereum assets and hardware, gives Ark a way to bet on the actual gear and energy used to run the network. Cathie Wood is buying the dip in a tough year. It hasn't been a smooth ride for these stocks in 2026. Bullish shares are still down about 16% for the year, and Robinhood fell nearly 9% on Thursday as tech stocks took a hit. However, this is exactly when Cathie Wood usually steps in. She often talks about "averaging down," which just means buying more of a stock as the price drops so her average cost is lower. Her choice to buy BLSH for ten days straight shows she really believes the stock is a bargain right now. Is Bullish a good stock to buy? Bullish stock (BLSH) has a consensus Moderate Buy rating among seven Wall Street analysts. This rating is based on five Buy and two Hold recommendations issued in the last three months. The average 12-month BLSH price target of $48.17 implies 46.6% upside from current levels.