AI platforms

MaxLinear beats Q1 earnings estimates and guides Q2 revenue significantly above expectations, fueled by 130% infrastructure segment growth from AI data center demand.

Peter Thiel's $55M PayPal exit contrasts sharply with his $10B Palantir stake, as PayPal faces 4-6% growth while Palantir projects 49-54% CAGRs through 2028.

Analyst Gene Munster dismisses Nvidia-Dell merger rumors, citing margin disparities and Nvidia's $80B investment plans making large acquisitions unlikely near-term.

Billionaire Michael Burry warns Anthropic's explosive $30B+ revenue run rate outpaces Palantir's $5B, citing superior plug-and-play AI tools in competitive threat assessment.

Palantir expands Bain partnership to accelerate enterprise AI adoption globally, granting clients access to AIP and Foundry platforms. Stock down 1.10% at $153.25 with Buy rating.

ARK Invest argues modern defense should prioritize space, semiconductors, drones, and AI over traditional contractors, repositioning defense sector investing around technology rather than capex-heavy platforms.

Gaxos.ai acquires 19.99% stake in defense tech firm America First Defense, expanding beyond AI content into counter-drone and robotics sectors.

Avalon GloboCare closed a $9.75M private placement offering, raising $3.25M immediately with potential for $6.5M more through warrant exercises. Proceeds will fund debt reduction and working capital.