Gaxos.ai Acquires Stake in America First Defense Amid Market Optimism
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 03 2026
0mins
Should l Buy GXAI?
Gaxos.ai Inc. shares fell 7.41% as it crossed below the 5-day SMA, despite the broader market's positive performance with the Nasdaq-100 up 1.17% and the S&P 500 up 0.71%.
The decline in Gaxos.ai's stock comes amid strong market optimism following its recent acquisition of a 19.99% stake in America First Defense, which is developing advanced counter-drone technology. This strategic investment is expected to enhance Gaxos.ai's position in the rapidly growing defense sector, particularly in counter-UAS solutions. The market's positive sentiment towards defense technology has not translated into gains for Gaxos.ai, indicating a potential sector rotation.
Investors are closely watching Gaxos.ai's developments in the defense technology space, especially as the company aims to leverage its AI capabilities in collaboration with America First Defense. The long-term implications of this investment could provide new revenue streams, but the immediate market reaction suggests caution among investors.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy GXAI?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on GXAI
About GXAI
Gaxos.ai Inc. is a technology-based company. The Company is focused on addressing health, longevity, and entertainment, through artificial intelligence (AI) solutions. The Company's offerings include health, wellness and gaming. Its flagship product is its gaming platform called Gaxos (Gaxos Gaming), created to develop, design, acquire, and manage conventional games and to combine these games with unconventional game mechanisms, such as the ability for gamers and developers to utilize artificial intelligence to create and design in-game features, as well as to mint in-game features, such as skins, characters, weapons, gear, levels, and virtual lands, in the form of non-fungible tokens (NFTs) that allows users to have experiences and more control over in-game assets. Its Gaxos Health integrates AI-driven insights with individual biometric data and health goals to create Web and application based personalized wellness strategies for users.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Gaxos Labs Expands AI Toolset with New Features
- AI Toolset Expansion: Gaxos Labs has added AI Music Generation, AI Chat, and AI 3D Model Creation tools to enhance user engagement and content creation, positioning the company for greater market share in the rapidly growing AI sector.
- Increased User Engagement: The rollout of these new tools has significantly boosted user engagement, reflecting a growing demand for accessible and practical generative AI solutions, which further validates Gaxos's strategy to build a diversified AI portfolio.
- Retail Sentiment Shift: Retail investor sentiment on Stocktwits has flipped from neutral to 'extremely bullish', with message volumes surging 5,900% in the past 24 hours, indicating strong market interest in Gaxos stock.
- Strategic Investment Positioning: Gaxos's 19.99% stake in America First Defense, a firm focused on advanced drone and robotics systems, is expected to enhance its competitive edge in defense technology through collaboration with Anduril Industries.
See More
Gaxos.AI Subsidiary Accepted into Anduril's Program
- Significant Milestone: Gaxos.AI announced that its subsidiary America First Defense (AFD) has been accepted into Anduril's Lattice Partner Program, which is viewed as a crucial milestone for AFD aimed at enhancing its capabilities within the defense ecosystem to meet modern operational requirements.
- Growing Market Demand: The acceptance reflects AFD's efforts to develop capabilities in response to the increasing global demand for counter-unmanned aircraft systems, which is expected to further enhance its competitive position in the market.
- Positive Stock Reaction: Following the announcement, shares of Gaxos.AI surged over 13% on Wednesday, indicating a favorable market response to AFD's strengthened position in the counter-drone defense market.
- Support for Strategic Growth: Gaxos.AI CEO Vadim Mats stated that this acceptance not only validates AFD's direction within the counter-drone defense market but also supports its strategic growth trajectory, highlighting the increasing relevance of advanced counter-UAS technologies in today's defense landscape.
See More
Gaxos.ai Acquires Stake in AFD to Enhance Counter-Drone Technology
- Stock Surge: Gaxos.ai shares surged 75.40% to $2.17 on Thursday, reflecting strong market optimism regarding its counter-drone technology developments, which may attract further investor interest.
- Strategic Investment: Gaxos.ai announced the acquisition of a 19.99% strategic stake in America First Defense, enhancing its exposure to the rapidly growing counter-UAS market and laying the groundwork for future technological collaboration.
- New System License: America First Defense secured a license for the Detachable Drone Highjacker (DDH) system, originally developed by the Naval Postgraduate School, which effectively counters hostile drones through precise electronic warfare techniques, improving operational efficiency.
- Commercial Development Plans: Under the licensing agreement, America First Defense will continue to develop the DDH platform and plans to bring it to market as a scalable airborne counter-UAS solution, addressing the needs of defense, security, and critical infrastructure protection.
See More
U.S. Stocks Decline as Kroger Reports Mixed Q4 Results
- Market Performance: U.S. stocks traded lower this morning, with the Dow Jones index falling over 300 points, down 0.67% to 48,411.44, indicating weakened market sentiment that could impact investor confidence.
- Kroger Earnings: Kroger reported mixed fourth-quarter results, with adjusted EPS of $1.28 exceeding market expectations of $1.20, yet sales of $34.725 billion fell short of the $35.064 billion forecast, highlighting challenges in sales growth.
- Future Guidance: The company anticipates FY2026 adjusted EPS between $5.10 and $5.30, slightly below the $5.29 estimate, which may affect investor confidence regarding Kroger's future growth prospects.
- Sector Movements: Energy shares rose by 1.5%, while healthcare stocks dipped by 1.3%, reflecting varied market reactions across sectors that could influence investor asset allocation strategies.
See More
Gaxos.ai Shares Surge 85% on Drone Technology License News
- Stock Surge: Gaxos.ai shares soared over 85% in pre-market trading on Thursday, reflecting strong market optimism regarding the company's growth potential, particularly driven by the new technology licensing news.
- Licensing Agreement: America First Defense, in which Gaxos.ai holds a 20% stake, secured a license for the Detachable Drone Highjacker, a system designed to counter hostile drones through cyber operations, marking a significant advancement in the electronic warfare sector.
- Market Application Potential: The Detachable Drone Highjacker operates by attaching to friendly drones to effectively target and neutralize enemy unmanned aircraft systems, which not only enhances operational efficiency but also opens new market opportunities in defense and security sectors.
- Commercialization Plans: Under the licensing agreement, America First Defense plans to further develop and commercialize the technology, focusing on applications in defense, security, and critical infrastructure protection, which is expected to yield substantial long-term benefits for Gaxos.ai.
See More
Defense Manufacturers and Innovative Materials Gain Momentum
- Missile Supply Chain Opportunity: Mobix Labs has secured a significant production order for components used in the U.S. Navy's Tomahawk missile program, including high-reliability filtering components designed to protect sensitive electronics, reflecting ongoing demand for qualified components and enhancing Mobix's competitiveness in the defense market.
- Spider Silk Technology Breakthrough: Kraig Biocraft Laboratories' recombinant spider silk technology was featured on the cover of National Geographic, showcasing the tensile strength of its genetically enhanced silkworm platform, with plans to deploy approximately one million silkworm eggs in Vietnam, potentially making KBLB the second company to achieve commercial-scale production from a transgenic animal platform.
- Investment in Electronic Warfare: Gaxos.ai has acquired a 19.99% stake in America First Defense, which is developing a drone countermeasure system designed to neutralize hostile UAVs through cyber attacks, reflecting the growing demand for scalable, American-owned counter-autonomy solutions at the intersection of AI and defense innovation.
- Energy Capital Raise: Battalion Oil Corporation has reached an agreement to raise approximately $15 million with a new institutional investor, expecting net proceeds of about $14.1 million, aimed at enhancing financial flexibility amid price volatility in the small-cap energy sector.
See More
Gaxos Labs Expands AI Toolset with New Features
- AI Toolset Expansion: Gaxos Labs has added AI Music Generation, AI Chat, and AI 3D Model Creation tools to enhance user engagement and content creation, positioning the company for greater market share in the rapidly growing AI sector.
- Increased User Engagement: The rollout of these new tools has significantly boosted user engagement, reflecting a growing demand for accessible and practical generative AI solutions, which further validates Gaxos's strategy to build a diversified AI portfolio.
- Retail Sentiment Shift: Retail investor sentiment on Stocktwits has flipped from neutral to 'extremely bullish', with message volumes surging 5,900% in the past 24 hours, indicating strong market interest in Gaxos stock.
- Strategic Investment Positioning: Gaxos's 19.99% stake in America First Defense, a firm focused on advanced drone and robotics systems, is expected to enhance its competitive edge in defense technology through collaboration with Anduril Industries.
See More
Gaxos.AI Subsidiary Accepted into Anduril's Program
- Significant Milestone: Gaxos.AI announced that its subsidiary America First Defense (AFD) has been accepted into Anduril's Lattice Partner Program, which is viewed as a crucial milestone for AFD aimed at enhancing its capabilities within the defense ecosystem to meet modern operational requirements.
- Growing Market Demand: The acceptance reflects AFD's efforts to develop capabilities in response to the increasing global demand for counter-unmanned aircraft systems, which is expected to further enhance its competitive position in the market.
- Positive Stock Reaction: Following the announcement, shares of Gaxos.AI surged over 13% on Wednesday, indicating a favorable market response to AFD's strengthened position in the counter-drone defense market.
- Support for Strategic Growth: Gaxos.AI CEO Vadim Mats stated that this acceptance not only validates AFD's direction within the counter-drone defense market but also supports its strategic growth trajectory, highlighting the increasing relevance of advanced counter-UAS technologies in today's defense landscape.
See More
Gaxos.ai Acquires Stake in AFD to Enhance Counter-Drone Technology
- Stock Surge: Gaxos.ai shares surged 75.40% to $2.17 on Thursday, reflecting strong market optimism regarding its counter-drone technology developments, which may attract further investor interest.
- Strategic Investment: Gaxos.ai announced the acquisition of a 19.99% strategic stake in America First Defense, enhancing its exposure to the rapidly growing counter-UAS market and laying the groundwork for future technological collaboration.
- New System License: America First Defense secured a license for the Detachable Drone Highjacker (DDH) system, originally developed by the Naval Postgraduate School, which effectively counters hostile drones through precise electronic warfare techniques, improving operational efficiency.
- Commercial Development Plans: Under the licensing agreement, America First Defense will continue to develop the DDH platform and plans to bring it to market as a scalable airborne counter-UAS solution, addressing the needs of defense, security, and critical infrastructure protection.
See More
U.S. Stocks Decline as Kroger Reports Mixed Q4 Results
- Market Performance: U.S. stocks traded lower this morning, with the Dow Jones index falling over 300 points, down 0.67% to 48,411.44, indicating weakened market sentiment that could impact investor confidence.
- Kroger Earnings: Kroger reported mixed fourth-quarter results, with adjusted EPS of $1.28 exceeding market expectations of $1.20, yet sales of $34.725 billion fell short of the $35.064 billion forecast, highlighting challenges in sales growth.
- Future Guidance: The company anticipates FY2026 adjusted EPS between $5.10 and $5.30, slightly below the $5.29 estimate, which may affect investor confidence regarding Kroger's future growth prospects.
- Sector Movements: Energy shares rose by 1.5%, while healthcare stocks dipped by 1.3%, reflecting varied market reactions across sectors that could influence investor asset allocation strategies.
See More
Gaxos.ai Shares Surge 85% on Drone Technology License News
- Stock Surge: Gaxos.ai shares soared over 85% in pre-market trading on Thursday, reflecting strong market optimism regarding the company's growth potential, particularly driven by the new technology licensing news.
- Licensing Agreement: America First Defense, in which Gaxos.ai holds a 20% stake, secured a license for the Detachable Drone Highjacker, a system designed to counter hostile drones through cyber operations, marking a significant advancement in the electronic warfare sector.
- Market Application Potential: The Detachable Drone Highjacker operates by attaching to friendly drones to effectively target and neutralize enemy unmanned aircraft systems, which not only enhances operational efficiency but also opens new market opportunities in defense and security sectors.
- Commercialization Plans: Under the licensing agreement, America First Defense plans to further develop and commercialize the technology, focusing on applications in defense, security, and critical infrastructure protection, which is expected to yield substantial long-term benefits for Gaxos.ai.
See More
Defense Manufacturers and Innovative Materials Gain Momentum
- Missile Supply Chain Opportunity: Mobix Labs has secured a significant production order for components used in the U.S. Navy's Tomahawk missile program, including high-reliability filtering components designed to protect sensitive electronics, reflecting ongoing demand for qualified components and enhancing Mobix's competitiveness in the defense market.
- Spider Silk Technology Breakthrough: Kraig Biocraft Laboratories' recombinant spider silk technology was featured on the cover of National Geographic, showcasing the tensile strength of its genetically enhanced silkworm platform, with plans to deploy approximately one million silkworm eggs in Vietnam, potentially making KBLB the second company to achieve commercial-scale production from a transgenic animal platform.
- Investment in Electronic Warfare: Gaxos.ai has acquired a 19.99% stake in America First Defense, which is developing a drone countermeasure system designed to neutralize hostile UAVs through cyber attacks, reflecting the growing demand for scalable, American-owned counter-autonomy solutions at the intersection of AI and defense innovation.
- Energy Capital Raise: Battalion Oil Corporation has reached an agreement to raise approximately $15 million with a new institutional investor, expecting net proceeds of about $14.1 million, aimed at enhancing financial flexibility amid price volatility in the small-cap energy sector.
See More
