$MXL

MaxLinear said Core Micro Systems (CMS) will adopt MaxLinear’s Panther platform, including the Panther Storage Accelerator and ZFlush, as the hardware basis for CMS’s next-generation OpenZFS storage for AI, cloud, hyperscale, and enterprise use. The companies cite acceleration of compression, encryption, and deduplication to reduce CPU use and costs. CMS plans deployments across Asia.

Core Micro Systems Inc. adopted MaxLinear’s Panther V platform to build next-generation, hardware-accelerated OpenZFS storage for AI, cloud, and hyperscale infrastructure. The companies say Panther Storage Accelerator plus ZFlush accelerates compression, encryption, and deduplication, reducing CPU use and improving throughput and latency. Core Micro plans deployments across Asia.

MaxLinear (NASDAQ:MXL) said it signed an MOU with Everspin to evaluate AI server architectures combining Everspin persistent MRAM with MaxLinear compression, encryption and hardware acceleration. Separately, Core Micro Systems selected MaxLinear’s Panther V platform for storage using ZFlush and OpenZFS. MXL shares were up 7.55% to $72.18, and the article cites technical levels and ETF exposure.

MaxLinear (NASDAQ: MXL) said Core Micro Systems (CMS) in Japan adopted its MaxLinear Panther platform (Panther V) to build next-generation OpenZFS storage for AI, cloud, and hyperscale infrastructure. The release describes CMS expanding storage capacity and performance using MaxLinear connectivity and data-movement solutions.

Everspin Technologies (NASDAQ:MRAM) shares rose 14% and MaxLinear (NYSE:MXL) gained 9% after both firms announced an MOU to evaluate next-generation memory architectures for AI servers. The plan combines Everspin’s persistent low-latency MRAM with MaxLinear’s storage compression, encryption and acceleration platform, targeting data-intensive workloads and market development for cloud and enterprise customers.

Simply Wall St reports MaxLinear (MXL) returned to positive net income in Q2 2026 and raised Q3 revenue guidance, citing its Panther Storage Accelerator for AI workloads. The article notes the stock is down 40.55% over 30 days but up 339.32% over 1 year. It cites a valuation view of $94.55 versus $66.82, implying 29.3% undervaluation.

Technology stocks fell at the start of the week. SanDisk (SNDK) dropped 11.02% to $1,278.23 and is down 45.71% from late-June highs; shares trade at a forward P/E of 6.2. MaxLinear (MXL) fell 9.4% after earnings, with 55% Y/Y revenue growth to $168.8M. Nvidia (NVDA) slid 4.99% after announcing a $500B partnership with SK Group for a 2-gigawatt AI cloud.

MaxLinear (MXL) said its infrastructure business became its largest revenue category in Q2 2026, rising 145% year over year, while total revenues grew 55% year over year. The company cited demand for its Keystone 5-nm PAM4 DSP and SerDes platform and raised its 2026 optical data center revenue outlook to $210-$230 million. It also faces competition from Marvell (MRVL) and Broadcom (AVGO).

The article discusses MaxLinear (MXL) after its Q2 2026 earnings, saying revenue rose to $168.8M, up 55.17% year over year, driven by optical data-center infrastructure. It notes AI optical revenue guidance revisions and a recent ~20% share price drop. It also cites insider sales and a median analyst price target of $75.

A weekly tech market roundup cites multiple company updates. Oracle won a nearly $7B, 10-year Navy enterprise software deal. IBM Q2 revenue was $17.16B and adjusted EPS $2.93. Alphabet revenue was $119.8B vs $116.93B expected. Other items include AMD AI partnerships, Amkor-Nvidia packaging, and workforce cuts at monday.com.