I think SkyWater Technology (NASDAQ: SKYT ) is a strong investment, even if I am overly conservative in my assumptions. At this time, the market is pricing it like a typical chip foundry, while failing to re-rate theI am the founder and lead analyst at Golden Bear Capital (GB Capital), where I specialize in identifying asymmetric risk-reward opportunities through a unique blend of quantitative analysis and seasoned market intuition. My investment philosophy centers on exploiting market anomalies and emergin ...

D-Wave's share price has slipped amid a broader pullback in tech stocks.Tech stocks have been taking it on the chin lately, and D-Wave Quantum (QBTS 5.10%) is no exception. Shares of D-Wave Quantum are down 19% from Aug. 13 to Aug. 21 amid a broader market pullback. However, the stock has soared nearly 1,500% over the past 12 months as investors have piled into quantum computing and other emerging technologies.D-Wave bills itself as the world's first commercial supplier of quantum computers, and the company ...

IonQ has taken some pages out of Nvidia's winning playbook.Nvidia (NVDA 1.65%) has been one of the premier stocks to own over the past few years. Its graphics processing units (GPUs) have become the core computing hardware used to handle artificial intelligence (AI) workloads, and there is still a ton of computing capacity that needs to be built out to meet the expected demand. As such, the company is widely expected to produce phenomenal results for the rest of the decade.But what about in the 2030s? By th ...

Core Insights - Quantum computing is poised to be the next significant advancement in artificial intelligence, with the potential to solve complex problems much faster than classical computers [3][4] - Nvidia is currently the most valuable company globally, with a market capitalization of approximately $4.4 trillion, and is expected to maintain its leading position due to its advancements in quantum computing [2][12] - The quantum computing industry is still in its early stages, but it is projected to generate trillions in economic value over the coming decades [4] Nvidia's Role in Quantum Computing - Nvidia is not just a hardware provider; it is deeply integrated into the quantum ecosystem, utilizing its GPUs for advanced simulations in hybrid quantum-classical systems [7][9] - The company's CUDA computing platform is being adapted into CUDA-Q, which supports quantum applications, highlighting Nvidia's focus on software as a key differentiator [8][9] - By bridging hardware and software, Nvidia is positioning itself as a critical player in the quantum computing landscape, potentially leading to significant valuation growth [9] Competitive Landscape - Berkshire Hathaway is expected to remain a stable investment but lacks the explosive growth potential of Nvidia [13] - Tesla's high valuation is driven by ambitious AI projects, but its scalability remains uncertain, posing risks for future performance [13] - Palantir, while positioned as a key enterprise software provider, faces strong competition and may struggle to meet investor expectations, making its valuation vulnerable [13]

The next evolution of artificial intelligence technology is upon us. It will be driven by a whole new kind of hardware.There's no two ways about it: Artificial intelligence (AI) isn't just here to stay. It's changing... well, practically everything. Indeed, now that the world's gotten a taste of what's possible, it's recognizing how much more it could be doing with more powerful AI computers.Enter quantum computing, which makes use of quantum bits -- or qubits -- rather than conventional binary computer bit ...

Core Insights - The second quarter of 2025 showed a consistent trend among four U.S.-listed pure-play quantum companies, with all reporting net losses while enhancing their balance sheets through significant fundraising efforts [1][3]. Company Summaries IonQ - IonQ reported a net loss of $177.5 million but achieved a record institutional equity raise of $1.6 billion, which will support its quantum computing and networking roadmap, including acquisitions aimed at scaling to 800 logical qubits by 2027 [6][8]. - The company secured a $22 million deal to establish America's first commercial quantum hub and formed new partnerships in Japan, South Korea, Sweden, and Australia [6]. D-Wave Quantum - D-Wave experienced a net loss of $167 million, primarily due to non-cash warrant charges, but successfully raised over $500 million, increasing its cash balance to $819 million [9][10]. - The funds will be utilized for acquisitions and advancing its 100,000-qubit roadmap, alongside enhancing cryogenic packaging and error suppression [9]. Rigetti Computing - Rigetti launched its Cepheus-1-36Q quantum computer, achieving significant error rate reductions, while reporting a net loss of $39.7 million and revenues of $1.8 million [13][14]. - The company raised $350 million in equity financing, closing the quarter with $571.6 million in cash and no debt, providing a critical runway for R&D and strategic partnerships [13][14]. Quantum Computing Inc. - Quantum Computing Inc. reported modest revenues of $61,000 against a net loss of $36.5 million, largely due to non-cash warrant adjustments [15]. - The company raised $200 million, increasing its cash reserves to $349 million, which will support its growth initiatives and operations [15][16]. Industry Outlook - Despite ongoing losses, these companies are leveraging investor capital and government partnerships to transition from financial losses to potential future breakthroughs in quantum technology [3][20]. - The fresh funding is expected to facilitate acquisitions and support global expansion, positioning these companies as potential leaders in the evolving quantum sector [20].

Quantum stocks saw a much-needed boost on Friday as markets rallied following surprisingly dovish remarks from Fed Chair Jerome Powell. Lower interest rates would be positive news for quantum companies carrying significant debt. Here's a look at what's going on in the quantum computing sector. IONQ stock is racing higher. See the real-time price action here. Quantum Computing – QUBTQuantum Computing, Inc. QUBT reported disappointing Q2 results last week with quarterly losses of 26 cents per share and revenu ...

Core Viewpoint - Rigetti Computing Inc (NASDAQ:RGTI) is experiencing a decline in stock price amidst a broader market slump, currently trading at $14.26, marking a 3.3% drop and a potential fifth consecutive daily decrease, although the $14 level may provide support for the stock [1] Group 1 - The stock's recent pullback has brought it within one standard deviation of its 50-day moving average, having been above this trendline in at least eight of the last ten trading days and spending 80% of the past two months above it [2] - Historical data indicates that similar pullbacks have led to a 75% success rate of the stock being higher one month later, with an average gain of 14.6%, suggesting a potential rise back above $16 from its current position [3] - A reduction in market pessimism could further benefit RGTI, as the stock's put/call open interest ratio is in the low 21st percentile, indicating a put-bias, and short interest represents 15% of the stock's available float [7]

 Vancouver, BC – August 20, 2025 – TheNewswire - Quantum Critical Metals Corp. (TSX.V: LEAP | OTCQB: ATOXF | FSE: 86A1) ("Quantum" or the "Company") is pleased to announce that crews have been dispatched to complete site visits on its Babine copper projects north of Smithers, B.C. The objectives for the site visits are to establish access to the properties and to locate and verify previous Minfile showings while continuing geological mapping and undertaking grab samples where possible on the claims.Babine ...

Core Viewpoint - First Quantum Minerals Ltd. announced early results of its cash tender offer for its outstanding 9.375% Senior Secured Second Lien Notes due 2029, with a maximum aggregate principal amount of $250 million [1][5]. Group 1: Tender Offer Details - The tender offer was initiated to purchase up to $250 million of the Notes, with a total of $776,572,000 validly tendered by the Early Tender Time [3][5]. - The Company will accept the Notes on a prorated basis since the amount tendered exceeded the maximum tender amount [5]. - Holders who validly tendered their Notes by the Early Tender Time are eligible to receive a total consideration of $1,066.25 per $1,000 principal amount, which includes an Early Tender Premium [6]. Group 2: Settlement Information - The Company plans to make payment for the accepted Notes on August 21, 2025, which is the Early Settlement Date [4]. - All conditions for payment on the Early Settlement Date were satisfied or waived by the Company [4]. Group 3: Additional Information - The tender and information agent for the offer is Kroll Issuer Services Limited, and further details can be obtained from them [7]. - J.P. Morgan Securities LLC, Goldman Sachs & Co. LLC, BMO Capital Markets Corp., and Société Générale are serving as dealer managers for the tender offer [8].