Core Insights - The U.S. Department of Commerce denied reports that the Trump administration was negotiating equity stakes in quantum computing companies [1][2] - The initial report suggested discussions with companies like IonQ, Rigetti Computing, and D-Wave Quantum, with a minimum investment of $10 million per company [1][2] Group 1: Government Position - The Commerce Department spokesperson clarified that there are currently no negotiations regarding equity stakes with quantum computing firms [1][2] - The Trump administration is considering alternative forms of investment, such as warrants or loans, rather than direct equity stakes [2] - The interest from companies in equity investments stems from previous government actions, including acquiring a 10% stake in Intel and "golden share" rights in other transactions [2] Group 2: Quantum Computing Industry - Quantum computing is viewed as a strategic industry, similar to rare earth minerals, with significant government funding committed [3] - The U.S. government has pledged $1.2 billion for quantum research under the National Quantum Initiative Act signed in December 2018 [3] - Major tech companies, including IBM and Microsoft, are heavily investing in quantum computing, with Google claiming its quantum computer is 13,000 times faster than classical supercomputers [3] - Companies like Quantum Computing, Rigetti, and D-Wave have expressed interest in potential government funding opportunities [3]

Core Insights - New sanctions on Russian oil are imposed on major companies Lukoil and Rosneft, restricting their ability to conduct business internationally, particularly affecting sales to India and China [7] - The sanctions are expected to reduce oil supply, potentially increasing prices, but there is a risk of Russian oil being sold at a discount in the black market [7] - The U.S. dollar's status as the reserve currency enables the enforcement of these sanctions, impacting global transactions involving Russian oil [7] Oil Market Analysis - The VUD indicator shows a strong net demand for oil, with the market sentiment indicating that oil is currently undervalued compared to other assets like stocks and gold [7] - Investors should be cautious as rising oil prices could lead to increased inflation, complicating the Federal Reserve's ability to cut interest rates [7] - Airlines and cruise lines may face negative impacts from rising oil prices, affecting their operational costs [7] Quantum Computing Sector - Government interest in quantum computing stocks has led to initial spikes in stock prices, but gains have diminished due to the small scale of potential government investments and lack of high-level discussions [7] - Companies like IONQ, Rigetti, and D-Wave are highlighted as key players in this sector [7] Sentiment and Market Trends - The sentiment among the "momo crowd" has shifted from extremely positive to negative, impacting stock performance [5] - Money flows in major stocks like Amazon, Alphabet, and Microsoft are positive, while flows in NVIDIA and Tesla are negative [6][8] - The overall market sentiment remains in the positive zone, influenced by the momo crowd's activities [7]

Why This Matters to Investors Reports that the Trump administration was considering government stakes in quantum computing firms moved markets today. Allison Robbert/Bloomberg via Getty Images Close Key Takeaways A new White House trade is here. President Donald Trump's hands-on approach to publicly-traded companies—sometimes called "state capitalism" or "national capitalism" now reportedly includes quantum computing firms. The Wall Street Journal reported that the Trump administration is involved in discus ...

Group 1 - Quantum computing stocks surged on Thursday, with D-Wave Quantum rising nearly 22%, Rigetti Computing up over 15%, IonQ Inc increasing by nearly 12%, and Quantum Computing up 11% [1] - Several quantum computing companies are negotiating to transfer equity to the U.S. Department of Commerce in exchange for federal funding support, indicating an expansion of government intervention in key economic sectors [1] - Companies including IonQ, Rigetti Computing, and D-Wave Quantum are discussing making the U.S. government a shareholder in return for a minimum funding of $10 million per company, with other tech firms expected to join this funding competition [1]

Core Viewpoint - Quantum computing stocks surged in the US market, indicating strong investor interest and potential government support for the sector [1] Group 1: Stock Performance - D-Wave Quantum (QBTS.US) rose nearly 22% - Rigetti Computing (RGTI.US) increased over 15% - IonQ Inc (IONQ.US) gained nearly 12% - Quantum Computing (QUBT.US) climbed 11% [1] Group 2: Government Involvement - Several quantum computing companies are negotiating to transfer equity to the US Department of Commerce in exchange for federal funding support [1] - Companies like IonQ, Rigetti Computing, and D-Wave Quantum are in discussions to make the US government a shareholder for access to specialized funding [1] - Other firms, including Quantum Computing Inc and Atom Computing, are also considering similar arrangements [1] Group 3: Funding Details - The companies are seeking a minimum funding amount of $10 million from the government for each enterprise [1] - Other technology companies are expected to join the competition for these funds [1]

Core Insights - Critical Infrastructure Technologies Ltd. (CiTech) has signed a Non-Disclosure Agreement (NDA) with H. Cegielski – Poznań S.A. (HCP), a subsidiary of Polska Grupa Zbrojeniowa S.A. (PGZ), to facilitate the exchange of confidential information related to the manufacture of CiTech's Nexus Tower [1][2] - This collaboration is a significant step in CiTech's strategy for European industrial expansion, aiming to establish localized manufacturing and engineering partnerships across Europe [3] - The Nexus Tower Project involves the design and production of a 20-meter autonomous, relocatable tower system for rapid deployment in communications, surveillance, and integrated mission systems [4] Company Overview - CiTech is focused on developing autonomous, high-capacity mobile communications and security platforms, targeting sectors such as mining, defense, border security, and emergency services [8] - The company has completed the research and development phase of its first product, the Nexus 16, which aims to provide critical mobile telecommunications [8] - HCP, founded in 1846, specializes in large-scale mechanical manufacturing and defense production, making it a suitable partner for CiTech's Nexus Tower program [6]

Core Insights - Quantum computing stocks have experienced a significant downturn, with an average decline of over 30% in the past week, although they remain up year-over-year [1] Group 1: Investment Opportunities - Beyond the Wall Investing offers a subscription service that provides access to high-quality equity research reports, potentially saving investors thousands of dollars annually [1] - The investing group features a fundamentals-based portfolio, weekly analysis from institutional investors, and regular alerts for short-term trade ideas based on technical signals [1] Group 2: Market Trends - Despite the recent decline, quantum computing stocks have shown substantial year-over-year growth, indicating potential long-term investment opportunities [1]

Core Insights - The U.S. government is exploring diversification of its investment portfolio, particularly in quantum computing, with discussions ongoing with at least five funds for potential equity stakes in exchange for federal funding [1][2] - The government has previously made significant investments, including a 10% stake in Intel and a 15% stake in a major rare earths miner [1] - The initial investment discussions with quantum computing companies are expected to start at $10 million, which is considerably lower than the $9 billion in grants converted to equity for Intel [2] Company Developments - Companies such as IonQ, Rigetti Computing, and D-Wave Quantum are in talks to add the government as a shareholder, with Quantum Computing Inc. and Atom Computing also considering similar arrangements [2] - Shares of IonQ and D-Wave saw a 9% increase in pre-market trading, while Rigetti and Quantum Computing stocks rose by 7% and 11% respectively, indicating positive market sentiment towards these companies [3] Industry Outlook - Quantum computing is viewed as a transformative technology, comparable to artificial intelligence, with the potential to perform complex simulations much faster than current computers [3] - Bank of America has expressed a highly optimistic view on quantum computing, suggesting it could be the most significant revolution since the discovery of fire, although practical applications are still years away [4] - Despite the enthusiasm, experts indicate that it may take until the end of the decade for useful quantum computers to be developed, with commercial breakthroughs potentially another decade away [4] Government Investment Strategy - No investment deals have been finalized with the current administration, and specific terms for potential investments remain undefined [5] - By acquiring equity stakes, the government could gain more control over the rollout of quantum technology and benefit financially if the stock prices of these companies increase [5]

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Former hedge fund manager and renowned CNBC TV host Jim Cramer is sounding the alarm on certain speculative pockets of the market, urging investors to sell into the “snapback” momentum if they haven’t already done so. Speculators Will ‘Not Go Down Without A Fight’ On Tuesday, Cramer cautioned investors that certain speculative plays in quantum computing, data centers, and nuclear energy, alongside gold an ...

When 74% of traders on X say they believe quantum computing stocks are in a bubble… it’s probably worth paying attention. That was the question Twitter Tom posed during our latest Market on Close livestream — and when Senior Market Strategist John Rowland pulled up the data, his verdict was clear: More News from Barchart “Yeah, I think this is definitely a bubble.” Let’s unpack why John says so — and which other corners of the market may be showing the same warning signs. The Quantum Boom – and Burn ...