Market Overview - Retail investors are becoming more active as major indices recover and reach new highs, shifting from safer investments to riskier options-driven strategies [1][2] - Quantum computing is emerging as a significant investment theme among retail investors [1][4] Retail Investor Behavior - Retail investors have consistently engaged in buying the dip across various sectors, demonstrating learned investment strategies such as dollar-cost averaging [3] - Speculation remains a key driver for retail investors, particularly in small-cap markets [4] Quantum Computing Stocks - Stocks in the quantum computing sector are experiencing increased retail interest, characterized by headline-driven rallies and heightened options activity [5][4] - Rigetti Computing (RGTI) has seen a dramatic increase of over 4,000% in stock price over the past year, despite generating only $1.8 million in revenue in Q2 2025 [6][9] - D-Wave Quantum (QBTS) has achieved a market cap of $9 billion with a 2,500% stock gain in the last year, despite annual sales of less than $9 million [10][12] - IonQ (IONQ) has a market capitalization of nearly $20 billion and reported an 81.6% year-over-year revenue growth in Q2 2025, with significant institutional investment [13][15] Trading Signals and Market Sentiment - Increased trading volume and options activity are indicators of retail interest in stocks, with social media sentiment playing a crucial role in driving stock activity [7][4] - The technical signals for RGTI indicate strong support, while D-Wave's stock chart suggests a potentially risky trading environment due to overbought conditions [9][12]

Paul Tudor Jones and Ken Griffin just turned a bold quantum bet into a windfall. Rigetti Computing Inc (NASDAQ: RGTI), a small-cap quantum computing company, has surged 162.9% since June 30, delivering huge gains for the billionaire investors who got in early.Track RGTI stock here.Paul Tudor Jones' $17.5M ScoreTudor Investment's Paul Tudor Jones initiated a position of 905,700 shares at $11.86 per share on June 30. Today, those shares are worth $28.24 million, netting a $17.5 million gain in just 88 days. F ...

Key Points The market is willing to take on more risk with lower interest rates. Quantum computing is one area that some investors are exploring. There are multiple approaches to this still-novel field of technology. 10 stocks we like better than IonQ › As interest rates fall, it becomes harder for investors to produce an acceptable return. Instead of risk-free assets like bonds, they must turn to riskier investments to produce better returns. This increases the potential attractiveness of high-r ...

Some quantum stocks pulled back from all-time highs this week as investors rotated out of speculative names and into more defensive positions. Other quantum names maintained the upward momentum as the sector remained in the spotlight. QBTS stock is climbing. See the real-time chart here. Here's a look at the latest news in the quantum computing sector. Read Next: Cipher Mining Grabs $1.1 Billion for Expansion—Zero Interest, All Growth Power Bullish Coverage Analysts from BofA Securities and B. Riley updated ...

Core Insights - Quantum computing is a rapidly evolving technology with the potential to transform various industries, presenting unique investment opportunities in companies like Rigetti Computing (RGTI) and D-Wave Quantum (QBTS) aiming to establish a trillion-dollar market [1] Company Strategies - Rigetti is focused on superconducting qubits and a modular chiplet architecture, striving for universal, gate-based quantum machines, while D-Wave specializes in quantum annealing, targeting optimization problems for enterprise clients [2][7] - Rigetti's recent advancements include the Cepheus-1-36Q system, which has improved two-qubit error rates and achieved a median gate fidelity of approximately 99.5% [5][6] - D-Wave's Advantage2 system emphasizes higher qubit counts and improved performance, with a focus on immediate enterprise adoption and practical applications [8][12] Financial Performance - RGTI shares have increased by 110.3% year-to-date, while QBTS shares have surged by 213.5% [3] - The Zacks Consensus Estimate for RGTI's 2025 sales indicates a year-over-year decline of 19.65%, with a projected loss per share of 9 cents [14] - Conversely, QBTS is expected to see a year-over-year sales growth of 181.5% for 2025, with a projected loss per share of 24 cents [17] Market Positioning - Rigetti relies heavily on government contracts for revenue, recently securing a $5.8 million contract with the U.S. Air Force Research Laboratory [9] - D-Wave focuses on enterprise adoption, implementing pilot programs across various industries, which provides more immediate revenue visibility [10] - Rigetti's roadmap includes plans for a 100+ qubit system by the end of 2025 and a $250 million partnership with Quanta Computer to scale production [11] Investment Considerations - Rigetti holds a stronger growth and momentum profile, with a Growth Score of 'C' and a Momentum Score of 'A', while D-Wave has a Growth Score of 'F' and a Momentum Score of 'D' [21] - Both companies currently carry a Zacks Rank 3 (Hold), indicating that investors may want to wait for clearer catalysts before making investment decisions [21][22]

Core Insights - Rigetti Computing (RGTI) has gained attention after B. Riley analyst Craig Ellis raised the price target to $35, significantly above the consensus forecast of $21, reflecting confidence in the company's market potential and execution [1][4]. Company Developments - Rigetti recently launched the Cepheus-1-36Q, a 36-qubit processor that achieved 99.5% fidelity and halved two-qubit gate errors, validating its chiplet-based scaling approach [3]. - The company aims to deliver a 100+ qubit chiplet system by the end of 2025, indicating strong growth potential while maintaining performance [3]. Financial Performance - RGTI's market cap is valued at $10 billion, with a one-year price performance increase of over 4100%, significantly outperforming the sector's 15% [4]. - The stock's price-to-sales (P/S) ratio has reached 893, far exceeding the sector median of 4, suggesting that the stock may be overpriced compared to peers [5]. Market Behavior - RGTI's stock has exhibited extreme volatility, with sharp price swings linked to funding developments, partnerships, and advancements in quantum computing technology [4].

Group 1 - Quantum computing stocks, particularly Rigetti Computing, have seen significant gains, with Rigetti's stock surging about 100% year to date due to technical milestones and government contracts [1] - Rigetti recently launched a 36-qubit modular system achieving 99.5% median 2-qubit gate fidelity, a notable improvement from six months ago [4] - The company secured a $5.8 million contract with the Air Force, enhancing its credibility and highlighting the strategic importance of its technology [5] Group 2 - Despite the stock surge, Rigetti's fundamentals are concerning, with revenue dropping to $1.8 million last quarter from $3.1 million a year earlier, and the company burning nearly $40 million quarterly [2] - The stock is valued at 990 times trailing sales, indicating that investors are anticipating a rapid transition of quantum computing from experimental to commercial viability [2][7] - Rigetti's commercial traction remains minimal, despite the technical achievements and government contracts, raising questions about the sustainability of its growth [6][7]

Core Insights - A small group of quantum computing stocks has generated remarkable returns, with some stocks increasing by over 2,200% in the past year [1][3] Quantum Computing Industry Overview - Quantum computing represents a significant innovation in computing technology, utilizing qubits instead of traditional bits, allowing for more complex data processing [2] - The potential applications of quantum computing include drug development and addressing major societal issues like climate change, which could significantly increase stock valuations [3] Company Highlights Rigetti Computing - Rigetti Computing has seen a staggering increase of 2,847% in its stock price over the past year [5] - The company builds its quantum machines in-house using superconducting qubit-based processors, achieving a median two-qubit gate fidelity of 99.5% and reducing its gate error rate by 50% [6][7] - Rigetti has secured a three-year contract worth $5.8 million with the Air Force Research Laboratory to develop advanced superconducting quantum networking [7][8] - Despite its high growth potential, Rigetti currently generates minimal revenue and operates at a loss, with a market cap of $7.8 billion [9] D-Wave Quantum - D-Wave Quantum has also experienced significant growth, with its stock up 2,278% in the past year [10] - The company utilizes annealing quantum computing technology, with its Advantage2 prototype featuring over 1,200 qubits and plans for a system with 7,000 qubits [11] - Analysts have noted the Advantage2's performance improvements over classical supercomputers, particularly in optimization problems, although its applicability is limited to specific problem types [12] - Similar to Rigetti, D-Wave is not yet profitable and has a market cap of $7.85 billion [12]

Key Takeaways Rigetti won $5.8M AFRL contract, $5.48M AFOSR award and a 3.5M pound Innovate UK grant in 2025.AFRL funds quantum networking, AFOSR targets qubit defects and Innovate UK drives error correction.RGTI shares jumped 10.9% on AFRL news and are up 106.1% year to date, outpacing industry gains.Rigetti Computing (RGTI) has secured a series of significant grants over the past six months, underscoring both government confidence and the commercial relevance of its quantum roadmap. Most recently, in Sept ...

Rigetti Computing (RGTI) stands out for its quantum-classical computing infrastructure and has surged 4,024% over the past year. RGTI is trading above key moving averages and has a Trend Seeker “Buy” signal. Fundamentals show projected revenue growth of 160% next year and earnings increases, but analyst opinions are mixed. Strict risk management and stop-loss strategies are recommended for any investment consideration. Today’s Featured Stock Valued at $10.2 billion, Rigetti Computing (RGTI) is ...