A number of stocks jumped in the afternoon session after investors appeared to buy the dip amid heightened uncertainty triggered by resurgent inflation fears and escalating geopolitical tensions.

When an entire sector gets beaten down, even modest buying pressure can create outsized moves as short sellers cover and value buyers step in. Following double-digit declines across most names, the rebound suggests investors are shifting from blind fear to a more nuanced view as they monitor the market for "AI Winners.".

The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks.

Among others, the following stocks were impacted:

Project Management Software company Atlassian (NASDAQ:TEAM) jumped 6%. Is now the time to buy Atlassian? Access our full analysis report here, it’s free.

Data Infrastructure company C3.ai (NYSE:AI) jumped 6.6%. Is now the time to buy C3.ai? Access our full analysis report here, it’s free.

Healthcare And Life Sciences Software company Doximity (NYSE:DOCS) jumped 4.3%. Is now the time to buy Doximity? Access our full analysis report here, it’s free.

Marketing Software company Braze (NASDAQ:BRZE) jumped 4.9%. Is now the time to buy Braze? Access our full analysis report here, it’s free.

Advertising Software company Zeta Global (NYSE:ZETA) jumped 5.1%. Is now the time to buy Zeta Global? Access our full analysis report here, it’s free.

C3.ai’s shares are extremely volatile and have had 36 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.

The previous big move we wrote about was 1 day ago when the stock gained 7.8% on the news that the company's position as a specialized defense contractor gained attention amid escalating geopolitical tensions in the Middle East. The company was seen as providing the “digital nervous system” for modern warfare, a role that became more significant with the rise of a “drone and missile war.” C3.ai's deep-rooted defense contracts were viewed as critical national security assets. This included a massive $500 million agreement with the Missile Defence Agency (MDA) to use AI for modeling new missile threats.

C3.ai is down 33.4% since the beginning of the year, and at $9.15 per share, it is trading 68.6% below its 52-week high of $29.16 from July 2025. Investors who bought $1,000 worth of C3.ai’s shares 5 years ago would now be looking at an investment worth $98.10.

WHILE YOU’RE HERE: The Next Palantir? One satellite company captures images of every point on Earth. Every single day. The Pentagon wants it. Hedge funds are using it to beat earnings. You’ve probably never heard of it.

This is what the early days of Palantir looked like before it became a $437 billion giant. Same playbook. Different technology. If you missed Palantir, you need to see this. Claim The Stock Ticker for Free HERE.