Core Insights - The article discusses the current trends in money flows among various stocks, particularly focusing on Rigetti Computing Inc (RGTI) and the broader market dynamics involving the "Magnificent Seven" stocks [4][5][6][13] - There is a notable shift where "smart money" is beginning to sell RGTI stock, while the "momo crowd" continues to buy aggressively, indicating a potential divergence in market sentiment [13] - The article highlights the significant potential in sectors like quantum computing, space, and nuclear stocks, despite the current overvaluation driven by speculative buying [13] Money Flows - Positive money flows are observed in Amazon.com, Meta Platforms, and NVIDIA, while negative flows are noted in Apple, Alphabet, and Tesla [5][6] - The SPDR S&P 500 ETF Trust and Invesco QQQ Trust are experiencing neutral money flows, indicating a stable interest in these broader market indices [7] Sector Analysis - The article mentions aggressive buying in rare earth mineral stocks following a deal between the U.S. and Australia, with notable increases in Australian stocks [13] - U.S.-based rare earth stocks are seeing selling pressure due to anticipated competition from Australia [13] Earnings and Economic Indicators - Approximately 20% of S&P 500 companies are set to report earnings this week, with strong early results from General Motors [13] - Investors are awaiting inflation data scheduled for release on October 24, which could impact market sentiment [13]

Company Overview - Rigetti Computing stock (NASDAQ: RGTI) has seen a significant decline of 23% in less than a month, dropping from $56 on October 15, 2025, to $43, reflecting a broader pullback in the quantum computing sector after a speculative rally [2] - The company's business model relies on limited revenue from research partnerships, specialized hardware sales, and government contracts, while incurring substantial cash burn for research and development [9] Stock Performance - The stock has historically shown a median return of 268% over one year and a peak return of 379% following sharp dips of over 30% within 30 days [4][7] - A price target of $30 is considered realistic, as the stock has previously traded near this level [3] Market Context - The quantum computing industry is still in its nascent stage, focusing on fundamental development and is years away from widespread commercial application, making traditional financial metrics less relevant [8] - Investor enthusiasm for the quantum industry has led to dramatic price swings in RGTI stock, which may continue as the market corrects [2][6]

Core Insights - D-Wave Quantum announced a warrant redemption that will lead to approximately 2% dilution for existing shareholders [1] - D-Wave's stock fell 10.3% to close at $34.39, while IonQ and Rigetti Computing also experienced declines of 4.7% and 6.6% respectively [2] - In 2025, D-Wave shares have increased by 301%, IonQ by 41%, Rigetti by 176%, and Quantum Computing by 5% [4] Market Performance - The Nasdaq composite rose by 1.5% on the same day that quantum computing stocks fell [3] - Major AI infrastructure companies, including CoreWeave and Nebius, also saw declines in their stock prices [3] Industry Developments - IonQ is planning to raise $2 billion through a new equity offering and has been actively acquiring other companies [4] - The volatility in quantum computing stocks in 2025 is partly due to comments from Nvidia CEO Jensen Huang regarding the timeline for commercially viable quantum technology [6] - Speculation about potential new U.S. quantum technology initiatives under the Trump administration may be contributing to the rise in quantum computing stocks [6]

Rigetti stock (NASDAQ: RGTI) has produced one of the market's most dramatic runs, up roughly 5,000% over the past year, and a growing number of Wall Street analysts are arguing the stock's momentum ca... ...

Core Insights - Quantum computing has overtaken artificial intelligence as the most attractive sector in the market, with significant investments in companies like Rigetti Computing, which has seen its stock price surge over the past year [1][4][6] - Rigetti Computing has nearly delivered a 100-bagger return, with an investment of $10,000 now worth approximately $700,000, indicating strong momentum in the quantum computing space [3][5] - The investment trend in quantum computing began in December last year, following Google's announcement of its successful Willow quantum computing chip, which led investors to explore other pure play quantum computing stocks like Rigetti [6][7] Company Performance - Rigetti Computing is a leading player in the quantum computing sector and has recently sold two Novera computing systems, marking a significant step in its business development [4][8] - The sales of the Novera systems, totaling $5.7 million, represent an initial foray into a market that is expected to grow substantially in the coming years [8] - Although the current demand for quantum computing is limited, primarily from research institutions, Rigetti estimates the annual market value to be between $1 billion and $2 billion, with projections of growth to $15 billion to $30 billion between 2030 and 2040 [9]

Core Insights - Rigetti Computing's stock has experienced significant growth, rising from under $1 to nearly $50 per share in a year, with a notable increase from about $15 at the start of September [1][2] - The company operates solely in the quantum computing sector, facing strong competition from major players like Alphabet and IBM, which have far greater resources [2][3] - Recent sales of quantum computing systems to two customers for approximately $5.7 million indicate Rigetti's competitive offerings in the market [3] Investment Landscape - JPMorgan's announcement of a $10 billion investment in various sectors, including quantum computing, has positively impacted Rigetti's stock, although it raises concerns about the overheated nature of the quantum computing market [4][5] - Rigetti's current market valuation stands at $15 billion, and even a hypothetical $1 billion investment from JPMorgan would represent a small stake [6] Market Projections - Rigetti estimates that the quantum computing market will be valued at $1 billion to $2 billion annually before 2030, with a significant increase to $15 billion to $30 billion from 2030 to 2040 [7] - If Rigetti captures a 90% market share by 2035, it could potentially generate $6.75 billion in annual profits, leading to a valuation of $270 billion based on a 40 times earnings multiple [8][9] Cautionary Notes - There is an expectation of a market drawdown before 2035, suggesting a prudent approach to investing in quantum computing stocks may be necessary [10]

Core Insights - The long-term prospects for quantum computing are promising, but historical trends indicate that early-stage innovations often face significant challenges [1][4][10] - Recent stock performance of quantum computing companies has been extraordinary, with IonQ, Rigetti Computing, D-Wave Quantum, and Quantum Computing, Inc. experiencing substantial price increases over the past year [2][12] - Despite the potential of quantum computing, current valuations of these companies are unsustainable based on historical price-to-sales ratios [13][14] Industry Overview - Quantum computing is expected to create significant economic value, with estimates ranging from $450 billion to $1 trillion by 2040 [5][6] - The technology has applications across various sectors, including AI, pharmaceuticals, weather forecasting, and cybersecurity [9] Company Performance - The stock prices of IonQ, Rigetti Computing, D-Wave Quantum, and Quantum Computing, Inc. have surged by 570%, 6,590%, 4,340%, and 2,830% respectively over the trailing 12 months [2] - Current price-to-sales ratios for these companies are extraordinarily high, with IonQ at 316, Rigetti at 1,803, D-Wave at 515, and Quantum Computing, Inc. at 10,005 [15] Historical Context - Historical patterns show that many technological innovations have gone through bubble phases, leading to eventual corrections [10][11] - The current market behavior suggests that investors may be overestimating the early adoption and utility of quantum computing technologies [12][13]

Core Insights - Rigetti Computing has experienced a remarkable 5,100% increase in share price over the past year, highlighting the potential for significant returns in the stock market [1] - The quantum computing industry is gaining traction, with recent technological advancements sparking optimism about its future [3][4] Company Overview - Rigetti Computing employs a comprehensive approach in the quantum computing sector, designing and manufacturing its own quantum processing units (QPUs) and offering cloud-based access through its Quantum Cloud Services (QCS) [7] - The company is in the early stages of commercialization, recently securing a $5.7 million order for two Novera quantum computing systems, expected for delivery in 2026 [8] Industry Context - Quantum computing has the potential to revolutionize various fields, including drug discovery and artificial intelligence, if the technology can be made reliable and cost-effective [5] - Despite the excitement, analysts suggest that scalable quantum devices may not be commercially viable until at least 2040 [9] Financial Performance - Rigetti reported a 24% year-over-year increase in operating losses, reaching $19.8 million, against revenues of $1.8 million [11] - The number of shares outstanding has surged by 74% to nearly 300 million, indicating potential dilution for current shareholders [11] Future Outlook - The company is currently reliant on cash from a $350 million stock offering but will need to continue seeking equity financing to sustain operations until profitability is achieved [11] - While viable quantum computers may be over a decade away, it may be premature to invest in Rigetti without waiting for a market correction or further technological breakthroughs [12]

​Rigetti Computing, Inc. (NASDAQ:RGTI) is one of the Hot Growth Stocks to Invest in Now. Rigetti Computing, Inc. (NASDAQ:RGTI) has surged by more than 20% since October 13, when JP Morgan announced to invest $1.5 trillion in the United States over the next decade. The list of critical industries mentioned by the bank also included quantum computing, thereby taking the stock to an all-time high. ​The company is making strides in the quantum computing space, as earlier on September 30, Rigetti Computing, In ...

Core Insights - Quantum stocks experienced a pullback after a strong rally earlier in the week, driven by significant investments and advancements in the quantum computing sector [1] Group 1: JPMorgan's Investment Initiative - JPMorgan Chase & Co. announced a direct equity investment of up to $10 billion as part of a $1.5 trillion initiative focused on national security needs, particularly in quantum computing [1] Group 2: Rigetti Computing (RGTI) - Rigetti Computing's stock surged 113% over the past month, supported by strong fundamentals and strategic wins, including a price target increase to $50 from Benchmark [2] - The company has secured $21 million in contracts for 2025 and holds $571 million in cash reserves, enhancing its financial stability [2] - Key partnerships, such as one with Nvidia, and a focus on a 1,000+ qubit roadmap have bolstered investor confidence [3] - Recent contracts with the U.S. Air Force and the UK's National Quantum Computing Centre validate its technology roadmap [3] Group 3: IonQ - IonQ shares rose after achieving a significant milestone in quantum chemistry simulations, demonstrating precise atomic-level force calculations using its QC-AFQMC algorithm [4] - Despite the initial rally, IonQ's stock pulled back, declining 11% over the past five days [5] Group 4: D-Wave Quantum (QBTS) - D-Wave Quantum's stock rallied 25% on Monday, making it the largest mover among quantum stocks, although it later experienced a nearly 5% decline on Friday [5][6] - The stock remained up by more than 16% over the week despite the pullback [6] Group 5: Quantum Computing, Inc. (QUBT) - Quantum Computing, Inc. shares slid 2.47% over the past five days, indicating a downward trend in the latter half of the week [7]