Key Takeaways RGTI surged 69.4% in three months, outpacing IONQ's 13.6% gain and the S&P 500's 5.7% growth.IONQ posted Q3 revenues of $39.9M, up 222% YoY, beating guidance by 37% and boosting commercial footprint.2025 EPS estimates fell 229.5% for IONQ and 88.9% for RGTI, highlighting diverging investor sentiment.As 2025 draws to a close, quantum computing is entering a major transition, from scientific research and development to early commercial traction. There are only a few companies that embody this sh ...

IonQ is down 40% from its all-time high, set a few weeks ago.There have been few hotter investments in 2025 than quantum computing stocks. However, that ship seems to have sailed. As the market becomes a bit more risk-averse, the first holdings to be sold are quantum computing stocks. Anyone who started investing in these companies at the beginning of 2025 is up big-time, so taking some gains off the table isn't a bad idea.However, the question that long-term investors are now asking is if now is a good tim ...

Key Points The quantum computing market could expand rapidly over the next decade. IonQ has established an early mover’s advantage in that nascent market. However, its stock is expensive, and it hasn’t proven its business model is sustainable. 10 stocks we like better than IonQ › Over the past 10 years, Nvidia's (NASDAQ: NVDA) stock skyrocketed 22,660%. That massive rally was driven by its soaring sales of data center GPUs for processing complex machine learning and artificial intelligence (AI) t ...

Key Takeaways IonQ posted Q3 revenues of $39.9M, rising 222% year over year while raising its 2025 sales guidance.The company hit #AQ 64 performance, 99.99% two-qubit fidelity, and expanded via strategic acquisitions. IonQ's DOE partnership and quantum networking efforts bolster its growing full-stack quantum platform.IonQ, Inc. (IONQ) is making significant strides in quantum computing, potentially mirroring how NVIDIA Corporation (NVDA) made the most of the artificial intelligence (AI) boom. However, the c ...

Core Insights - Amazon has sold its entire position in IonQ stock, indicating a strategic shift in its investment priorities [3][10] Investment Details - Amazon initially purchased 854,207 shares of IonQ during the second quarter, viewing the investment as strategic due to IonQ's technology integration with Amazon Bracket within AWS [4][5] - The sale occurred after IonQ's stock price increased by 165% between April 1 and September 30, suggesting Amazon capitalized on this momentum to realize profits [6][8] Strategic Focus - Amazon's current focus is on infrastructure investments in artificial intelligence, including data center expansions and custom silicon designs, rather than pursuing speculative investments like IonQ [8][9] - The value of Amazon's stake in IonQ was approximately $37 million, a minor amount relative to Amazon's $728 billion balance sheet, reflecting a deliberate approach to capital allocation [9][10] Market Context - IonQ's stock is characterized by high volatility and speculative trading, with a price-to-sales (P/S) multiple of 191, which is considered unsustainable [12][14] - The technology behind IonQ remains exploratory and not yet commercially viable, raising concerns about its long-term growth potential [11][15]

Core Insights - IBM anticipates building a fault-tolerant quantum computer on a large scale by the end of the decade, but the full potential of the technology may not be realized until 2033 at the earliest [1] - Alphabet's CEO compares the current state of quantum computing to artificial intelligence in the 2010s, suggesting a timeline of five to ten years for useful quantum computers [1][6] Group 1: Company Developments - IonQ has announced a roadmap aiming for interconnected systems by 2028 and applications requiring large logical qubit counts by 2030, claiming it will have the most logical qubits and lowest manufacturing costs [2] - IonQ utilizes trapped-ion technology, which produces more stable qubits than D-Wave's superconducting technology, although it is more challenging to scale due to engineering complexities [3][4] - D-Wave's annealing systems currently have more use cases than IonQ's systems, but they are limited to optimization problems [7][9] Group 2: Market Valuation and Analyst Opinions - Analysts have set target prices for D-Wave and IonQ, with D-Wave at $48 per share (128% upside) and IonQ at $100 per share (132% upside) from their current prices of $21 and $43, respectively [5] - The market shows significant enthusiasm for quantum computing, with expectations of triple-digit returns for IonQ and D-Wave in the next 12 months [6] - Despite the potential for high returns, both companies are facing absurd valuations, with IonQ trading at 130 times sales and D-Wave at 246 times sales, alongside significant shareholder dilution [8][11]

Some of Wall Street's most-hyped trends and innovations are showing signs of breaking down.For decades, game-changing technologies and innovations have played a big role in sending the benchmark S&P 500 (^GSPC +1.55%), growth-fueled Nasdaq Composite (^IXIC +2.69%), and mature stock-driven Dow Jones Industrial Average (^DJI +0.44%) to new heights.The arrival and mainstream proliferation of the internet in the mid-1990s is a perfect example of an innovation that completely altered the growth trajectory for Am ...

Core Insights - The quantum-computing industry gained significant momentum in 2025, with both private and public sectors accelerating hardware development and policy support [1] - Investor interest surged, as evidenced by the Defiance Quantum Computing ETF crossing $2 billion in assets under management and delivering approximately 25% year-to-date returns [2] - Major technology companies like IBM, Google, Amazon, and NVIDIA made substantial advancements in quantum technology, indicating a strategic focus on this frontier [3] Industry Developments - IonQ reported $39.9 million in revenues for Q3 2025, exceeding guidance by 37% and achieving 222% year-over-year growth, alongside a world-record two-qubit gate fidelity of 99.99% [4] - D-Wave reported $3.7 million in Q3 revenues, doubling year-over-year, and secured a €10 million sale, showcasing increasing commercial adoption [5] - IBM introduced the Quantum Nighthawk processor with 120 qubits and advanced its fault-tolerance roadmap, targeting quantum advantage by 2026 [8] Investment Opportunities - Pure-play companies like IonQ and D-Wave present high upside potential but come with significant risks, including high cash burn and reliance on technical progress [5][11] - Large-cap technology firms provide a more stable investment avenue, supported by diversified cash flows and robust R&D capabilities, making them attractive for risk-adjusted performance [11] - Investors seeking asymmetric returns may consider modest positions in pure-plays, while those prioritizing stability should focus on established tech giants [11]

Why does quantum tech need to be introduced to drones. Niccolo. Well, it's part of our broader field, actually, of driving the quantum Internet and our full solutions of quantum computing in quantum networking and quantum sensing into every theater.So we have quantum sensors that work on submarines for inertial navigation and on ships on the top of the ocean. We, of course, have quantum networks and quantum computers on the land, and we're building quantum economies in various jurisdictions in states around ...

This quantum computing stock has shot up significantly in the past year or so.The quantum computing craze has supercharged IonQ (IONQ +13.02%) stock in the past year or so, with shares of the company gaining more than 500% since September 2024. This rapid rise in IonQ stock is being driven by sunny prospects for the quantum computing market, as well as the impressive growth that the company has been clocking.What's worth noting is that the quantum computing market is still in its early phases of growth. Doe ...