Core Insights - D-Wave Quantum (QBTS) is experiencing increased adoption of its quantum computing solutions, as evidenced by several new and renewed customer agreements across various industries during Q3 2025 [1][8] Group 1: Customer Agreements and Industry Engagements - D-Wave signed agreements with major players including a large U.S.-based international airline, SkyWater Technology, and Japan Tobacco's pharmaceutical division, indicating strong interest in quantum computing across aviation, semiconductors, and pharmaceuticals [1][2] - The company also entered into an agreement with Yapi Kredi, a leading Turkish bank, showcasing the relevance of quantum computing in financial services [2] - An engagement with Korea Quantum Computing was established to enhance D-Wave's presence in the Asia-Pacific region [2] - Collectively, these agreements contributed to $2.4 million in bookings for the third quarter [3][8] - A significant EUR 10 million agreement was highlighted for deploying a D-Wave Advantage2 annealing quantum computer in Europe shortly after the third quarter [3] Group 2: Peer Updates - Quantum Computing Inc. (QUBT) announced a purchase order from a top 5 U.S. bank for its quantum security solutions, marking a milestone for its platform [4] - Rigetti Computing (RGTI) formed strategic collaborations to advance quantum networking and integrate its QPUs with AI supercomputing environments [5] Group 3: Stock Performance and Valuation - QBTS shares have increased by 509.3% over the past year, significantly outperforming the broader Internet Software industry's growth of 6.2% and the S&P 500's gain of 22.1% [6] - The current forward Price-to-Sales (P/S) ratio for QBTS is 234.36X, compared to the industry average of 5.55X, indicating a high valuation [9] Group 4: Earnings Estimates - The loss per share estimate for D-Wave has narrowed by 1 cent to 20 cents for 2025 over the past 30 days [10]

Calgary, Alberta--(Newsfile Corp. - January 14, 2026) - SuperQ Quantum Computing Inc. (CSE: QBTQ) (OTCQB: QBTQF) (FSE: 25X) ("SuperQ Quantum", "SuperQ", or the "Company"), a leader in hybrid quantum-classical orchestration and advanced optimization platforms, today announced its strategic participation in two premier events. Dr. Muhammad Ali Khan, CEO and Board Chair, will represent the company at the AlphaNorth Capital Event in Nassau, Bahamas, followed by the Quantum Days 2026 conference in Victoria, B.C ...

Core Insights - Quantum computing stocks have seen significant price increases, with some rising by up to 5,400% in 2024, attracting investor interest despite skepticism from industry insiders [2][3][10] - The global addressable market for quantum computing is projected to reach $1 trillion by 2035, indicating substantial long-term growth potential [3] - High-profile partnerships with major companies like Amazon and Microsoft are enhancing the visibility and credibility of quantum computing firms [5][6] Company Performance - Quantum computing companies such as IonQ, Rigetti Computing, D-Wave Quantum, and Quantum Computing Inc. are expected to experience triple-digit annual sales growth, with Rigetti's revenue projected to increase from less than $8 million in 2025 to $152 million by 2029 [9] - D-Wave Quantum's revenue is anticipated to rise from less than $26 million in 2025 to $219 million by 2029, showcasing the growth trajectory of these firms [9] Insider Activity - Over the past three years, insiders of quantum computing companies have sold approximately $840 million more in stock than they have purchased, raising concerns about the companies' future prospects [12][13] - Notably, there has been minimal insider buying activity, with Quantum Computing Inc. and Rigetti Computing showing no insider purchases during this period, which may signal a lack of confidence in the stock's future performance [16][17] Market Dynamics - The surge in quantum computing stocks in 2025 was partly fueled by a report from JPMorgan Chase outlining a $1.5 trillion initiative that includes quantum computing as a critical area for investment [7][8] - Despite the excitement surrounding quantum computing, the high price-to-sales ratios of these stocks suggest they may be overvalued, indicating potential market corrections in the future [17][18]

Core Insights - The global economic landscape is shifting due to geopolitical tensions and trade frictions, with a projected global growth slowdown to 2.7% in 2026 [1] - Policymakers are forming coalitions to secure technology supply chains, focusing on semiconductors and AI infrastructure [2] - The investment thesis for 2026 emphasizes advanced technology sectors intersecting with national security, particularly AI, quantum technologies, and defense [3] Industry Trends - Global trade is being reshaped into technology blocs due to tariffs and export controls, particularly affecting advanced semiconductors and AI [5] - The Pax Silica initiative aims to enhance cooperation in the semiconductor and AI value chain among allied nations, highlighting the role of energy-rich countries in financing technology infrastructure [6] Investment Opportunities - AI, quantum technologies, and defense are identified as key equity themes for 2026, driven by government mandates and strategic competition [7] - Key stocks include NVIDIA, Lockheed Martin, and IBM, which are positioned to benefit from these trends [3] Company Highlights - **NVIDIA**: Reported record Data Center revenues of $51.2 billion in Q3 FY2026, driven by demand for AI infrastructure platforms. Projected earnings growth of 55.2% in FY2027 [9][10] - **Lockheed Martin**: Secured a $9.8 billion contract for PAC-3 MSE missiles, reflecting strong demand for defense systems. Projected earnings growth of 33.9% in 2026 [11][12] - **IBM**: Focused on enterprise AI and quantum computing, aiming for practical quantum advantage by late 2026. Projected earnings growth of 7.5% in 2026 [15][16]

Group 1 - A class action lawsuit has been filed on behalf of shareholders of Quantum Biopharma Ltd. regarding potential securities fraud or unlawful business practices by the company and its officers [1][2] - Investors have until February 23, 2026, to request to be appointed as Lead Plaintiff if they purchased Quantum securities during the Class Period [2] - The lawsuit alleges that certain financial institutions engaged in manipulative trading practices, specifically spoofing sell orders to create a false impression of Quantum's stock price decline [4] Group 2 - The defendants in the lawsuit include CIBC World Markets, RBC Dominion Securities, and Royal Bank of Canada, among others, who are accused of deceiving investors into selling shares at artificially low prices [4] - Pomerantz LLP is recognized as a leading firm in corporate, securities, and antitrust class litigation, with a history of recovering significant damages for victims of securities fraud [5]

Core Insights - BTQ Technologies Corp. has been included in the VanEck Quantum Computing UCITS ETF, highlighting its growing presence in the quantum technology sector [1][3] - The ETF aims to track the MarketVector Global Quantum Leaders Total Return Net Index, which includes 30 companies involved in quantum computing [2][4] - BTQ's inclusion in the ETF is seen as a significant step in broadening investor access to its quantum security solutions [4][6] Company Overview - BTQ Technologies is a global quantum technology company focused on securing mission-critical networks and transitioning from classical networks to the quantum internet [1][6] - The company offers a full-stack quantum computing platform, including hardware, middleware, and post-quantum security solutions for various industries such as finance and telecommunications [6] ETF and Index Context - The VanEck Quantum Computing UCITS ETF is Europe's first quantum computing UCITS ETF, launched in May 2025, with total net assets of approximately $524.5 million as of January 8, 2026 [2][5] - The ETF is physically replicated and has a total expense ratio of 0.55%, providing diversified exposure to companies with significant quantum-related operations or patent ownership [5]

Core Insights - D-Wave Quantum has established itself as a leading player in the quantum computing sector, with significant stock performance and positive analyst coverage driving investor interest [1][2]. Stock Performance - D-Wave's stock rose 15.4% in December, despite volatility in growth stocks, and continued to show bullish momentum into January with a 10% increase [1][6]. - The current stock price is $28.80, with a market capitalization of $9.8 billion [4]. Analyst Coverage - Mizuho initiated coverage on D-Wave with an outperform rating and a one-year price target of $46 per share, citing strengths in quantum-annealing technologies and growth potential through acquisitions [5]. - Jefferies also initiated coverage with a buy rating, emphasizing the rising demand for quantum-computing technologies as a benefit for D-Wave [6]. - Rosenblatt reiterated a buy rating and increased its one-year price target to $43 per share, highlighting the acquisition of Quantum Circuits as a strategic move [8]. Strategic Developments - D-Wave formed a U.S. government business unit, which could lead to significant government contracts and long-term sales growth [3]. - The company announced a breakthrough in scalable on-chip cryogenic control of qubits, indicating potential applications beyond its current technology [7]. - D-Wave is acquiring Quantum Circuits for $550 million, expected to close soon, which is anticipated to enhance its error-correction performance [7][9].

Core Insights - MKS Inc. will showcase its latest photonics technologies at Photonics West 2026, focusing on advancements in AI, quantum, biophotonics, and security applications [1][2] Group 1: Company Overview - MKS Inc. is a global provider of enabling technologies that transform various industries, delivering foundational technology solutions for semiconductor manufacturing, electronics, and specialty industrial applications [22] - The company employs a "Surround the Workpiece" strategy to provide end-to-end solutions, enhancing manufacturing precision and accelerating innovation [3][22] Group 2: Innovations and Technologies - MKS is unveiling next-generation photonics solutions that include ultrafast lasers and precision motion systems, which are essential for AI hardware and high-density interconnects [4] - The Newport™ HybrYX™ single plane air bearing XY hybrid stages are highlighted for their exceptional accuracy and reduced vibration, suitable for semiconductor inspection systems [5] - The Spectra-Physics Talon® Ace™ laser offers over 100 W UV power and programmable pulse capability for refined process control [7] Group 3: Applications in Key Industries - In quantum science, MKS provides lasers and ultra-stable motion systems that enable atomic-level precision in device fabrication and optical control, crucial for quantum computing and secure communications [8] - Biophotonics applications are transforming healthcare, with MKS enabling advanced imaging and optical diagnostics through intelligent automation and photonics solutions [11] - MKS's technologies support security and surveillance through infrared imaging, ensuring reliable performance in demanding environments [14] Group 4: Showcase Highlights - The Spectra-Physics Matisse® Continuous Wave Tunable Ring Lasers are noted for their high output power and broad tunability, ideal for quantum research [9] - The Newport Non-Magnetic Vibration Tables provide exceptional vibration isolation for quantum experiments, ensuring precise experimental control [10] - The Spectra-Physics InSight® X3+™ tunable fs laser is designed for deeper imaging and faster discovery in life sciences and materials research [12]

Core Insights - The reintroduction of the National Quantum Initiative Reauthorization Act in January 2026 indicates a renewed government commitment to advancing quantum technologies beyond research, setting the stage for significant investment opportunities in the quantum sector [2][4] Government Funding and Policy - Governments globally are increasing funding for quantum initiatives, with the U.S. Department of Energy committing $625 million to support five national quantum research centers, highlighting the importance of quantum technology for economic competitiveness and national security [4] - The momentum for quantum funding began in late 2025, focusing on aligning funding with industrial deployment and defense objectives, which is essential for long-term market growth [5] - Bipartisan support for quantum initiatives has been evident, with strategic partnerships and industrial engagement reducing commercialization risks for investors [6] International Investment Trends - The United Kingdom and Canada are also enhancing their investments in quantum technologies, with Canada committing part of a $334 million program to support domestic companies in developing fault-tolerant quantum computing [7] Investment Opportunities - IonQ is well-positioned for growth in 2026, having expanded its government partnerships and projected earnings growth of 65.8% on revenue growth of 83.3% [11] - D-Wave has formalized a U.S. government business unit and partnered with Carahsoft to enhance access to its quantum systems, with projected earnings growth of 7% on revenue growth of 61.1% in 2026 [14] - IBM's collaborations with U.S. Department of Energy centers and international governments position it to benefit from expanding public funding, with projected earnings growth of 7.5% on revenue growth of 5% in 2026 [16]

Industry Overview - Quantum computing is an emerging technology with the potential to surpass artificial intelligence, but it is still in its early stages and has not yet been fully developed [2] - The primary challenge in quantum computing is its error-prone nature, which must be addressed before achieving fault-tolerance [3] Company: IonQ - IonQ is a leading company in quantum computing, recently achieving a two-gate fidelity of 99.99%, which, while still error-prone, positions it as a leader in the field [5] - The company utilizes trapped-ion technology, which employs identical atoms for greater stability compared to lab-fabricated qubits [6] - IonQ is developing a comprehensive quantum ecosystem similar to Nvidia's approach with GPUs, focusing on acquisitions to enhance its technology and build a quantum internet [7] Company: D-Wave Quantum - D-Wave Quantum is a pure-play quantum computing company that is close to establishing a viable commercial business model through its quantum annealing technology [8] - The company has a growing customer base and is beginning to ramp up revenue and bookings, focusing on specialized tasks like supply chain optimization [9] - D-Wave is making a significant move into gate-based systems, with over $830 million in cash available for investment, including a recent acquisition of Quantum Circuits for $300 million in stock and $250 million in cash [11]