Datavault AI Stock's Face-Melting 720% Rally—What To Know

Core Viewpoint - Datavault AI, Inc. (NASDAQ:DVLT) has experienced a significant stock price increase of over 720% in the past month, driven by strategic investments, partnerships, and expansion initiatives that have captured investor interest and market attention [1][7]. Group 1: Major Investments and Partnerships - Datavault AI secured a strategic investment of $150 million from Scilex Holding Co. in Bitcoin to support its Quantum Web 3.0 initiative [2]. - This investment has strengthened Datavault's balance sheet without immediate shareholder dilution and provided approximately $17 million in capital headroom due to Bitcoin price appreciation [3]. - IBM has committed multi-million-dollar resources to enhance Datavault AI's platform development and go-to-market strategy through engineering and quantum computing expertise [3][4]. Group 2: Data Exchange Launches - Datavault announced plans to launch four Delaware data exchanges focused on real-world assets, NIL, corporate data, and political donations, with two exchanges expected to launch before year-end [5]. - The expansion into data exchanges is anticipated to create new revenue streams and broaden market reach [5]. Group 3: Revenue Guidance and AI Expansion - Management updated revenue guidance for the second half of 2025, expecting to meet or exceed $12–$15 million [6]. - For 2026, revenue is projected to surpass the previous target of $40 million to $50 million, driven by tokenization trends, licensing opportunities, and partnerships [6]. Group 4: Market Sentiment - The recent rally in Datavault AI's stock is attributed to significant capital infusions, high-profile partnerships, and strong revenue momentum, alongside growing retail investor interest fueled by social media [7].