Meta Experiences Stock Drop While LeCun Considers Google AI

The artificial intelligence sector is seeing a flurry of activity, from major acquisitions and significant investments to leadership changes and shifting investor sentiment. BigBear.ai, an AI solutions provider, is making headlines with its planned $250 million acquisition of Ask Sage, an AI solutions provider for the federal government. This strategic move aims to expand BigBear.ai's market reach and strengthen its defense business with a generative AI platform. While the expected closing dates for the deal have varied across reports, with the latest indicating the first quarter of 2026, BigBear.ai's stock surged by as much as 14% on the news, despite reporting mixed financial results including a Q3 net loss of $32.1 million and a Q4 2023 revenue of $133.6 million. The company also hired Nicolas Chaillan as its new Chief Technology Officer. Meanwhile, cloud provider CoreWeave, a key player for AI developers, reported a substantial increase in its Q3 revenue, reaching nearly $1.4 billion, and its revenue backlog more than doubled to $56 billion. However, the company's shares dropped by 6% and then another 10% following a JPMorgan downgrade, after CoreWeave lowered its full-year 2025 revenue guidance to between $5.05 billion and $5.15 billion. CEO Michael Intrator attributed this revision to temporary delays in data center construction caused by a third-party developer and supply chain issues. Despite these setbacks, CoreWeave is raising $1 billion in new funding to expand its infrastructure due to high demand for AI chips. In other significant developments, Meta Platforms experienced a stock drop of 2.5% after reports emerged that its Chief AI scientist, Yann LeCun, a Turing Award winner, plans to leave. LeCun, a pivotal figure in Meta's AI research, is reportedly considering joining Google AI or starting his own company, a move seen as a setback for Meta's AI ambitions, especially as CEO Mark Zuckerberg pushes for rapid deployment of new AI models, differing from LeCun's research focus. Funding continues to flow into innovative AI startups. Israeli cybersecurity firm Tenzai, founded by Pavel Gurvich, secured a $75 million seed round, valuing the company at $330 million in just five months. Tenzai develops AI agents using advanced models from Anthropic and OpenAI to identify and fix security vulnerabilities, aiming to create

Key Takeaways

• BigBear.ai plans to acquire Ask Sage for $250 million in cash and stock, aiming to boost its AI capabilities and federal government market reach, with the latest expected closing by Q1 2026.
• BigBear.ai's stock jumped up to 14% on the acquisition news, despite reporting a Q3 net loss of $32.1 million but Q4 2023 revenue of $133.6 million.
• CoreWeave's Q3 revenue nearly doubled to $1.4 billion, and its backlog reached $56 billion, but the company lowered its 2025 revenue guidance to $5.05-$5.15 billion due to data center delays, causing its stock to drop.
• CoreWeave is raising $1 billion in new funding to expand its infrastructure amidst high demand for AI chips, despite a JPMorgan downgrade to neutral.
• Meta Platforms' stock fell by 2.5% following reports that its Chief AI scientist, Yann LeCun, is leaving, potentially to join Google AI or start his own company.
• Israeli startup Tenzai raised a $75 million seed round, valuing it at $330 million, for developing AI hacking tools using models from Anthropic and OpenAI.
• Billionaire investor Stanley Druckenmiller sold all his fund's shares in Nvidia and Palantir, citing a belief that AI might be

  BigBear.ai buys Ask Sage for $250 million

  BigBear.ai announced a $250 million deal to acquire Ask Sage, an AI solutions provider. This acquisition will likely close in late 2025 or early 2026. Ask Sage expects to bring in $25 million in annual revenue in 2025. BigBear.ai also hired Nicolas Chaillan as its new Chief Technology Officer to lead innovation. The company plans to cross-sell products and use Ask Sage's platform for new AI offerings. BigBear.ai reported $33.1 million in Q3 2025 revenue and a net income of $2.5 million.

  BigBear.ai stock jumps on $250 million Ask Sage deal

  BigBear.ai shares rose 14% after the company announced its Q3 financial results and plans to buy Ask Sage. BigBear.ai reported a Q3 net loss of $32.1 million, but revenue increased to $13.4 million. The company expects to acquire Ask Sage, an AI solutions provider for the federal government, for $250 million in cash and stock. CEO Mark L. Gerhardt stated this acquisition will greatly expand their market reach. The deal is expected to close in the first quarter of 2024.

  BigBear.ai buys Sage AI for $250 million despite mixed earnings

  BigBear.ai announced its Q4 2023 earnings, reporting $133.6 million in revenue, which beat expectations. However, the company's sales outlook for the next quarter was lower than expected. BigBear.ai plans to acquire its Israeli partner, Sage AI, for $250 million to boost its AI capabilities and market reach. CEO Mark L. Gerencser expressed confidence that this acquisition will drive future growth. The deal is expected to close in the second quarter of 2024.

  BigBear.ai stock rises on Ask Sage acquisition news

  BigBear.ai stock increased by almost 6% on Tuesday, November 11, 2025, after announcing its plan to acquire Ask Sage. This acquisition aims to strengthen BigBear.ai's defense business with a generative AI platform. Ask Sage already serves over 100,000 users across government and commercial sectors. CEO Kevin McAleenan believes the deal will create a secure, integrated AI platform. The acquisition is expected to close by the first quarter of 2026.

  CoreWeave reports $56 billion backlog but lowers revenue forecast

  CoreWeave announced its third-quarter financial results, showing a nearly doubled revenue backlog of $56 billion. The company reported $1.4 billion in revenue for the quarter, an increase from last year, and a net loss of $110 million, which was better than expected. However, CoreWeave lowered its full-year 2025 revenue guidance to $5.05 billion to $5.15 billion. CEO Michael Intrator explained that delays in data center construction due to a third-party developer and supply chain issues caused this revision. The company's stock dropped 6% after the announcement.

  CoreWeave stock drops after JPMorgan downgrade

  CoreWeave shares fell 10% after JPMorgan downgraded the cloud AI company's stock to neutral. Analyst Mark Murphy also lowered the price target to $110 per share. This follows CoreWeave's third-quarter earnings, which showed better-than-expected revenue but a lower full-year guidance. A key reason for the lowered guidance is a delay from a third-party data center developer. While CEO Mike Intrator said the backlog is unaffected, JPMorgan remains concerned about supply chain issues.

  Meta stock falls on news of AI pioneer Yann LeCun leaving

  Meta Platforms stock dropped after reports suggested its Chief AI scientist, Yann LeCun, plans to leave. LeCun, a Turing Award winner and AI pioneer, may start his own company. This news comes as Meta CEO Mark Zuckerberg focuses on rapidly rolling out new AI models, shifting away from LeCun's research lab. Meta has faced challenges with its Llama 4 model and chatbot. LeCun reportedly wants to develop "world models" with human-level intelligence, differing from Zuckerberg's current AI approach.

  Meta shares fall as AI pioneer Yann LeCun joins Google

  Meta Platforms shares fell 2.5% on Tuesday due to the announced departure of AI pioneer Yann LeCun. LeCun, a key figure in Meta's AI research, will now join Google AI. This move is seen as a significant setback for Meta's AI goals and its ability to attract top talent. Meta is heavily investing in AI to power its metaverse vision, and investors are concerned about the impact of LeCun's exit on these plans.

  Israeli startup Tenzai raises $75 million for AI hacking tools

  Israeli cybersecurity startup Tenzai, founded by Pavel Gurvich and his team, raised a $75 million seed round, valuing the company at $330 million in just five months. Tenzai develops AI agents using advanced models from Anthropic and OpenAI to find and fix security weaknesses in applications. These AI tools offer "elite, nation-grade offensive capabilities" and aim to help create "unbreakable code." Major investors like Greylock Partners supported the funding. The founders previously had success with Guardicore, which sold for $600 million.

  CoreWeave sales double but stock drops due to data center delays

  CoreWeave, a cloud provider for AI developers, reported a 134% increase in Q3 revenue, reaching nearly $1.4 billion. The company's revenue backlog also more than doubled to $55 billion. However, CoreWeave's shares fell because of temporary delays in a third-party data center construction project. CEO Michael Intrator expects to resolve these delays by the end of the year. CoreWeave is also raising $1 billion in new funding to expand its infrastructure due to high demand for AI chips.

  BigBear.ai stock soars with high trading volume

  BigBear.ai stock, trading as BBAI, saw a significant surge on November 11, 2025, with its price reaching $6.42 and trading volume hitting 86.38 million shares. This increase reflects strong investor interest in AI-driven companies. Analysts currently rate BBAI as a "Buy." While some technical indicators show bearish momentum, long-term forecasts are optimistic, predicting prices up to $12.66 within three years. Investors should consider both the high risks and rewards in this competitive technology sector.

  Druckenmiller sells Nvidia and Palantir stock, shifts focus

  Billionaire investor Stanley Druckenmiller, head of Duquesne Family Office, sold all his fund's shares in AI giants Nvidia and Palantir. This move, which occurred between Q3 2024 and March 31, 2025, might be due to profit-taking or his view that AI is currently "a little overhyped." Nvidia is known for its AI GPUs, and Palantir for its Gotham and Foundry software platforms. Druckenmiller instead invested heavily in a drug developer. His actions are revealed through mandatory 13F filings, which show major fund managers' trading activity.

  Rightmove stock falls 12% after announcing AI investment

  Rightmove's shares dropped 12.3% after the British property portal announced a significant investment in AI for 2026. This £12 million investment, about 4% of next year's forecasted profits, will temporarily impact profitability and delay some revenue growth targets. CEO Johan Svanström stated that AI is crucial for the company's future and will create a stronger platform and higher-growth business over time. Rightmove plans to use AI for search, digital property valuations, and improved operations.

  Robinhood to let small investors access private AI companies

  Robinhood plans to launch a new closed-end fund, led by Robinhood Ventures, allowing small investors to access private artificial intelligence companies. CEO Vlad Tenev believes individual investors deserve to participate in the economic changes driven by AI. This initiative comes as private markets grow significantly, with over 1,000 private firms valued at over $1 billion by 2024, including AI developers like OpenAI and Anthropic. The fund will invest in about five early-stage AI companies, but investors should be aware of risks like limited withdrawal options and investment volatility.

  Qualcomm launches new AI chips and forecasts record revenue

  QUALCOMM announced its Q4 2025 earnings, reporting US$11.27 billion in revenue and a net loss of US$3.12 billion. However, the company provided strong guidance for Q1 2026, expecting record revenues between US$11.8 billion and US$12.6 billion. QUALCOMM also introduced new AI inference-optimized system-on-chips designed to boost AI capabilities in mobile and edge devices. Additionally, the company revealed new partnerships focused on edge AI, marking a significant move into the AI hardware and infrastructure market. These strategic steps aim to diversify revenue and ensure long-term growth.

  Sources

  • BigBear.ai Strikes $250M Deal for Ask Sage
  • Earnings Snapshot: BigBear.ai sales outlook disappoints, bets $250 million on Ask Sage buyout
  • Earnings Snapshot: BigBear.ai sales outlook disappoints, bets $250 million on Ask Sage buyout (BBAI:NYSE)
  • Why BigBear.ai Stock Popped Today
  • CoreWeave earnings: Data-center operator posts $56 billion in contracted future revenue, but revenue guidance drops
  • Once-hot cloud AI play CoreWeave is tanking. A JPMorgan downgrade is adding to the pressure
  • Meta Stock Drops as ‘AI Pioneer’ LeCun Gets Set to Quit Ahead of $100B Tech Spend
  • Why Meta Platforms (META) Shares Are Down Tuesday?
  • These Israeli Founders Built A $330 Million AI Hacking Startup In Just 5 Months
  • CoreWeave AI Cloud Sales More Than Double But Shares Fall After Data Center Delay
  • BBAI News Today, Nov 11: BigBear.ai Stock Soars Amid High Trading Volume
  • Billionaire Stanley Druckenmiller Sold His Fund's Entire Stakes in Nvidia and Palantir for a Scorching-Hot Drug Stock That's Up 218% Since Mid-2023
  • Rightmove Shares Tumble 12% After AI Investment Announcement
  • Robinhood’s New Bet: Opening Private AI to Retail Investors
  • How QUALCOMM’s (QCOM) AI Launches and Strong Guidance Could Reshape Its Long-Term Growth Path