Since my last coverage on D-Wave Quantum (NYSE: QBTS ), the stock is up 8%, in line with the broader market performance. Unlike rivals waiting for error-corrected gate-model breakthroughs, D-Wave's Advantage2 quantum annealer already delivers tangible results: 4,400+ qubits, 20-wayHi, I'm Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ...

Core Insights - Quantum computing is expected to become commercially viable around 2030, with potential for stocks in this sector to experience rapid growth if the technology gains relevance [1] - The article highlights two companies, IonQ and D-Wave Quantum, as prime candidates for significant growth in the quantum computing space [2] Industry Overview - The quantum computing landscape is competitive, with established tech giants like Alphabet, Microsoft, and IBM having substantial resources, creating a significant funding advantage [4] - Startups in quantum computing, referred to as "Davids," focus solely on becoming relevant in the field, relying on research contracts or public market funding, which fosters a scrappy competitive spirit [5][6] Company Analysis - IonQ and D-Wave Quantum are positioned as "pure plays" in quantum computing, with potential for massive upside compared to larger tech companies [7] - IonQ employs a trapped ion technique that operates at room temperature and boasts high accuracy, while D-Wave utilizes quantum annealing to solve optimization problems, making both companies' approaches distinct from the prevalent superconducting method [9][10][11] Market Potential - The different methodologies of IonQ and D-Wave could allow them to carve out niche markets, potentially leading to increased market share and prominence in the quantum computing sector [12] - Both companies are viewed positively for their innovative approaches, with the potential to become significant players if they achieve quantum computing supremacy [14]

Group 1: Company Developments - D-Wave Quantum launched its Advantage2 quantum computer in Q2 2025, featuring significant performance improvements such as double the qubit coherence time, a 40% increase in energy scale, and expanded connectivity from 15-way to 20-way [1] - The Advantage2 processor is designed for complex problems in optimization, material simulation, and artificial intelligence, and is integrated with a quantum AI toolkit that supports hybrid quantum-classical workflows [1] - D-Wave is investing in scalable quantum architecture and advanced cryogenic packaging, collaborating with NASA's Jet Propulsion Laboratory to demonstrate superconducting interconnects between chips [2] Group 2: Market Adoption - D-Wave's technology is being utilized by various customers, including E.ON, GE Vernova, Nikon, NTT Data, Sharp, the University of Oxford, and North Wales Police, to address real-world optimization challenges [3] - The Leap Quantum LaunchPad program has received over 1,300 applications, indicating strong adoption and the growth of D-Wave's ecosystem [3] Group 3: Competitive Landscape - IBM is advancing its quantum leadership with plans for the world's first large-scale, fault-tolerant quantum computer and partnerships to integrate quantum processors with classical supercomputing architectures [4] - Honeywell's subsidiary, Quantinuum, raised $600 million, increasing its valuation to $10 billion, and is progressing towards the launch of its next-generation quantum computing system, "Helios" [5] Group 4: Financial Insights - D-Wave's shares have decreased by 7% over the past 30 days [8] - Analysts project a 37.5% near-term price upside for D-Wave Quantum, with an average price target indicating an increase from the last closing price of $15.42 [10][11]

Group 1 - D-Wave Quantum Inc. (NYSE:QBTS) is recognized for its potential in quantum computing, providing systems, cloud services, and developer tools [1] - Jim Cramer highlighted the company's ambitious goals in quantum computing but expressed skepticism about the current market enthusiasm, labeling it as "irrational" and "frothy" [1] - The company has raised funds primarily by selling stock, which has attracted speculative investors, raising concerns about its valuation [1] Group 2 - Cramer suggested that while D-Wave has potential, other AI stocks may offer better upside potential with less downside risk [1] - The article hints at a broader trend in the market where certain undervalued AI stocks could benefit from economic factors such as tariffs and onshoring [1]

Key Takeaways QBTS outperformed rivals and the S&P 500 in 1H25 with a 74.2% share rally.Advantage2 launch, NASA JPL tie-up, and 1,300 tested apps highlight QBTS' progress.QBTS ended Q2 with $300M cash, strong margins and narrowed EBITDA loss.D-Wave Quantum’s (QBTS) first half of 2025 was marked by scientific validation, commercial traction and steady progress toward financial stability. The company delivered a strong first quarter, driven by a landmark system sale to the Jülich Supercomputing Center and the ...

Group 1: Quantum Computing Market Outlook - Quantum computing is expected to become a significant theme in the market by 2026, with increasing popularity in investments [1] - The technology has the potential to generate substantial returns for investors if successful, but competition among companies is fierce [1] Group 2: Investment Opportunities in Quantum Computing - Five stocks have been identified as solid picks in the quantum computing space, presenting great buying opportunities [2] - Pure-play companies like IonQ and D-Wave Quantum are highlighted for their focused approaches in quantum computing, making them high-risk but high-potential investments [4] Group 3: Company Profiles - IonQ utilizes trapped ion technology, which is cost-effective and precise, while D-Wave Quantum employs quantum annealing, differentiating them from competitors using superconducting technology [5] - Both IonQ and D-Wave Quantum are positioned to succeed by not directly competing with larger companies that have extensive resources [6] Group 4: Legacy Competitors - Alphabet and Microsoft are developing in-house quantum computing solutions to avoid dependency on external suppliers, having already invested billions in traditional computing hardware [8][9] - Growth from quantum computing for these companies is likely to come through their existing cloud computing services, potentially leading to significant profitability [10][11] Group 5: Hybrid Approach - Nvidia focuses on traditional computing hardware while providing a hybrid solution for quantum computing, connecting existing infrastructure with future quantum systems [12] - Nvidia is considered a smart investment due to its strong position in traditional computing and the anticipated growth from quantum computing deployment [13]

Industry Overview - Quantum computing has emerged as a significant narrative in the market, with stocks like D-WAVE QUANTUM, IonQ, and Rigetti Computing experiencing substantial gains ranging from 500% to 1,600% over the past year as investors anticipate breakthrough innovations [1] - Recently, momentum in the quantum computing sector has cooled, with stocks trading sideways throughout much of 2025, indicating a shift in market dynamics [2] Company Insights D-WAVE QUANTUM - D-Wave Quantum is a pioneer in quantum computing, focusing on annealing-based quantum systems for optimization problems, and has established a strong base of commercial partnerships while expanding its cloud-accessible quantum services [4] - The stock price of D-WAVE QUANTUM (QBTS) is currently at a critical support level around $14.75; a drop below this level may signal caution, while a rise above $16.70 could lead to a bullish trend [6] IonQ - IonQ specializes in trapped-ion quantum computing, recognized for its scalability and has formed partnerships with major cloud providers like AWS and Microsoft Azure, positioning itself as a top choice for long-term quantum adoption [9] - The stock price of IonQ (IONQ) is currently in a trading range, with support at $36.50 and resistance at $45; breaking these levels will determine the next price movement [10] Rigetti Computing - Rigetti Computing focuses on superconducting qubit technology and aims to provide full-stack quantum computing solutions, competing with larger companies like Google and IBM [12] - The stock price of Rigetti Computing (RGTI) is consolidating, with support at $14.30 and resistance between $18 and $18.50; movements beyond these levels will indicate market direction [13] Investment Considerations - The quantum computing sector presents exciting opportunities, but the stocks remain highly speculative and subject to volatility; successful investment will depend on effective risk management and timing [15]

Key Takeaways D-Wave launched an open-source Quantum AI toolkit integrated with PyTorch.IBM advanced quantum-AI with Qiskit upgrades and its 133-qubit Heron processor.Google's Willow chip hit an error correction milestone, outperforming classical systems.D-Wave Quantum (QBTS) is advancing the intersection of quantum computing and artificial intelligence. In August, the company introduced an open-source Quantum AI toolkit, which is part of D-Wave’s existing Ocean software suite and integrates directly with P ...

D-Wave Quantum TodayQBTSD-Wave Quantum$15.12 -0.50 (-3.21%) 52-Week Range$0.80▼$20.56Price Target$19.27Add to WatchlistThe mid-year earnings season for D-Wave Quantum Inc. NYSE: QBTS has come and gone, with the quantum computing firm posting mixed results but seeing a share price spike in the days following the announcement. But while D-Wave was up about 20% in the month leading to mid-August, as of the start of September 2025, shares have slumped by 9% in the same 30-day time period. While there were some ...

Quantum Computing Sector Overview - Quantum stocks experienced a quiet week at the end of August, with notable movements in specific companies [1] Rigetti Computing (RGTI) - Rigetti Computing was awarded a $5.8 million contract from the Department of the Air Force for hybrid superconducting-optical quantum network nodes [2] - CNBC host Jim Cramer highlighted Rigetti as a speculative investment with potential for significant returns [3] - Rigetti announced a collaboration with Montana State University to establish the Quantum Core Research and Education Center, featuring a 9-qubit Rigetti Novera quantum processing unit [3] - RGTI stock increased by 9.5% over the past five days [4] IonQ (IONQ) - Personal finance expert Suze Orman recommended IonQ as a stock to individual investors, noting its prominence alongside major companies like Apple, AMD, and Meta [5] - IONQ shares rose approximately 7% over the past week and have increased more than 70% over the past six months [5] D-Wave Quantum (QBTS) - D-Wave Quantum shares declined over 11% in the past month, with rising short interest [5] - Currently, D-Wave has 59.84 million shares sold short, representing 18.13% of all available shares for trading [6] - It would take an average of 1.31 days for traders to cover their short positions based on trading volume [6] Quantum Computing, Inc. (QUBT) - Quantum Computing, Inc. had a quiet week with no specific news, ending the week mostly flat but up over 150% in the past six months [7]