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]

Quantum Computing Sector - Quantum computing stocks, including IonQ, Rigetti Computing, and D-Wave Quantum, have seen significant premarket gains following reports of the Trump administration negotiating equity stakes in these firms [3][4] - IonQ shares rose by 14.3%, Rigetti Computing by 13.8%, and D-Wave Quantum by 13.6% in premarket trading [5] Oil Industry - Crude oil prices have increased after the U.S. imposed sanctions on Russia's two largest oil producers, Rosneft and Lukoil, marking a direct economic response to the war in Ukraine [9][10] - The sanctions could restrict foreign entities from engaging in business with these Russian companies, potentially isolating them from the international financial system [10] - Rosneft and Lukoil account for nearly half of Russia's crude oil exports, approximately 2.2 million barrels per day in the first half of the year [10]

特朗普政府正就入股多家关键企业展开谈判，受此消息影响，量子计算板块个股在周四盘前交易中大幅 上涨。包括IonQ(IONQ.US)、Rigetti Computing(RGTI.US)和D-Wave Quantum(QBTS.US)在内的公司，正 与美国政府协商让其成为股东，这是获取专项资金协议的一部分，此类资金专门用于扶持具有发展前景 的科技公司。此举表明，特朗普政府正扩大对其视为经济关键领域的干预。 量子计算公司Quantum Computing(QUBT.US)、Atom Computing等其他企业，也在考虑类似的合作安 排。 截至发稿，盘前数据显示，IonQ股价上涨11.7%，Rigetti Computing上涨9.8%，D-Wave Quantum上涨 11.8%，Arqit Quantum(ARQQ)上涨7.75%，Quantum Corp(QMCO)上涨9.7%。 ...

特朗普政府正计划深度介入关键科技领域，考虑以联邦资金换取IonQ等多家量子计算公司的股权。此举延续了其"政府即股东"的产业政策，旨在让纳税 人分享高科技发展的红利，此前已通过类似方式入股芯片巨头英特尔。 特朗普政府或计划将其对关键经济领域的干预提升至新高度，通过谈判获取多家量子计算公司的股权，以换取联邦资金支持。 10月22日，据媒体援引知情人士消息，包括IonQ、Rigetti Computing和D-Wave Quantum在内的多家公司，正在与美国商务部就此展开谈判。作为获 得专项技术资金的协议的一部分，政府将成为这些公司的股东。据悉，讨论中的最低资金额度为每家公司1000万美元。 这一动向是特朗普政府一系列"政府即股东"举措的最新例证。特朗普与商务部长卢特尼克此前已明确表示，既然纳税人的资金为企业提供了财务支持和 官方背书，政府就理应分享其上行收益。此前的案例包括今年8月，政府同意将向芯片巨头英特尔提供的近90亿美元拨款转为股权，从而获得其近10% 的股份。 对于投资者而言，政府的潜在入股为高速发展的量子计算行业带来了双重信号。一方面，这被视为对该行业战略价值的强力认可，可能吸引更多资本关 注；另一方 ...

特朗普政府或计划将其对关键经济领域的干预提升至新高度，通过谈判获取多家量子计算公司的股权， 以换取联邦资金支持。 10月22日，据媒体援引知情人士消息，包括IonQ、Rigetti Computing和D-Wave Quantum在内的多家公 司，正在与美国商务部就此展开谈判。作为获得专项技术资金的协议的一部分，政府将成为这些公司的 股东。据悉，讨论中的最低资金额度为每家公司1000万美元。 这一动向是特朗普政府一系列"政府即股东"举措的最新例证。特朗普与商务部长卢特尼克此前已明确表 示，既然纳税人的资金为企业提供了财务支持和官方背书，政府就理应分享其上行收益。此前的案例包 括今年8月，政府同意将向芯片巨头英特尔提供的近90亿美元拨款转为股权，从而获得其近10%的股 份。 对于投资者而言，政府的潜在入股为高速发展的量子计算行业带来了双重信号。一方面，这被视为对该 行业战略价值的强力认可，可能吸引更多资本关注；另一方面，这种深度的政府介入也可能改变行业的 竞争格局与投资回报逻辑，为市场带来新的不确定性。 将政府资金与股权挂钩，正成为本届美国政府产业政策的一个突出特点。其核心逻辑在于，通过直接持 股，让政府（即纳 ...

凤凰网科技讯 北京时间10月23日，据《华尔街日报》报道，多家量子计算公司正在洽谈向美国商务部 出让股权，以换取联邦资金支持。这表明，特朗普政府正在扩大对其认为是关键经济领域的干预力度。 据知情人士透露，包括IonQ、Rigetti Computing和D-Wave Quantum在内的多家公司正在讨论让美国政府 成为股东，以换取政府为有潜力的科技公司提供的专项资金。Quantum Computing Inc和Atom Computing等其他企业也在考虑类似安排。 知情人士称，这些公司正在争取美国政府为每家企业提供的最低1000万美元资助额度。其他科技公司预 计也将加入这场资金角逐战。 知情人士称，美国商务部副部长保罗·达巴尔(Paul Dabbar)正牵头负责政府与该行业公司的资金洽谈。达 巴尔曾是量子计算行业高管，并担任过能源部官员。商务部的一名官员表示，由达巴尔联合创立并担任 四年CEO的Bohr量子科技公司不在此次资助候选名单之列。 今年8月，美国政府同意利用89亿美元的联邦补助资金收购英特尔近10%的股份，这一安排将使得美国 政府成为英特尔的最大股东。此前，美国已与某稀土材料生产商达成了类似协议， ...

Core Viewpoint - Former hedge fund manager Jim Cramer warns investors to sell into the "snapback" momentum in speculative markets, particularly in quantum computing, data centers, nuclear energy, and precious metals [2][3]. Speculative Market Trends - Cramer highlights that speculators in quantum computing, data centers, and nuclear energy will resist declines, indicating a potential for a recovery or "snapback" in these sectors [2]. - Investors are advised to be cautious of rallies that may not be supported by fundamentals and to consider selling during these moments [2]. Performance of Specific Stocks - Significant declines were noted in speculative stocks, with quantum computing stocks like Rigetti Computing Inc. down 7.64%, Quantum Computing Inc. down 7.41%, and D-Wave Quantum Inc. down 6.42% [4]. - Nuclear energy company Oklo Inc. experienced a drop of 12.33%, while data center stocks IREN Ltd. and CoreWeave Inc. fell by 6.80% and 1.57%, respectively [4]. Precious Metals Decline - Gold and silver saw their largest single-day drops in years, with gold decreasing by 5.2% and silver by 6.7% [3]. Market Indices Overview - Despite the declines in speculative stocks, major indices remained relatively flat, with the S&P 500 up 0.003%, Nasdaq Composite down 0.16%, and Dow Jones Industrial Average up 0.47% [5].

Core Insights - A significant portion of traders (74%) believe quantum computing stocks are in a bubble, prompting attention to this market trend [1] - Senior Market Strategist John Rowland identifies quantum computing stocks as experiencing a speculative bubble, with other sectors showing similar signs [1][4] Quantum Computing Sector - Quantum computing stocks have seen explosive growth in 2024-2025, with companies like IonQ, Rigetti Computing, and Quantum Computing leading the surge, reporting gains of 1,000% to over 3,000% in a year [2] - Despite the impressive stock performance, these companies are facing substantial cash burn, with IonQ generating $50 million in revenue but incurring a loss of $170 million, Rigetti with $11 million in revenue and a loss of over $200 million, and D-Wave Quantum earning $22 million while losing $167 million [3][6] - The volatility in quantum stocks is highlighted by IonQ's 16% spike followed by a 27% drop in subsequent sessions, indicating a pattern of rapid price fluctuations [3] Broader Market Trends - The speculative behavior observed in quantum computing is not isolated; it is also present in other sectors such as rare earth metals, drone stocks, and battery technology, with similar patterns of sharp price increases followed by quick reversals [4][5] - Lithium Americas, for example, experienced gains of 12% and 19% before losing most of those gains within three trading sessions, exemplifying the volatility across these sectors [4] - This phenomenon of "micro-bubbles" has been seen previously in markets like electric vehicles in 2021 and artificial intelligence in 2023, suggesting a recurring cycle of rapid inflation in speculative pockets when liquidity is high and narratives are strong [7]

Core Insights - The article discusses the potential upside for quantum computing stocks, highlighting the significant price targets set by Wall Street analysts, which suggest further growth opportunities in this sector [4][17]. - Despite the excitement surrounding quantum computing, historical trends indicate that such high valuations may not be sustainable, as the technology is still in its infancy and profitability remains elusive for key players [9][14]. Quantum Computing Stocks Performance - As of October 17, trailing-12-month gains for quantum computing pure-play stocks have been substantial, with some analysts believing that these stocks are just beginning their upward trajectory [2][4]. - The four main quantum computing stocks discussed are IonQ, Rigetti Computing, D-Wave Quantum, and Quantum Computing Inc., each with significant price targets indicating potential upside: IonQ (412%), Rigetti Computing (4,940%), D-Wave Quantum (3,590%), and Quantum Computing Inc. (2,310%) [4][12]. Analyst Price Targets - IonQ's price target was raised from $75 to $100, indicating a potential upside of 59% [5]. - Rigetti Computing's price target increased from $20 to $50, suggesting an 8% upside from its closing price on October 17 [5]. - D-Wave Quantum's target was raised from $20 to $50, indicating a 30% upside [12]. - Quantum Computing Inc.'s price target was increased from $22 to $40, suggesting a potential rally of 118% [12]. Market Dynamics and Historical Context - The article notes that while quantum computing has transformative potential across various industries, its commercialization and practical applications are still years away [10]. - Historical patterns indicate that new technologies often experience a bubble, with investors overestimating their utility and adoption, leading to eventual corrections [9][14]. - Current price-to-sales ratios for these quantum computing stocks are significantly higher than historical norms for game-changing technologies, raising concerns about sustainability [16]. Profitability and Future Outlook - None of the discussed quantum computing companies are currently profitable, with estimates suggesting that D-Wave Quantum may achieve profitability by 2029, while IonQ and Rigetti Computing may continue to incur losses until at least the end of the decade [14]. - The global addressable market for quantum computing is promising, but there is little evidence of widespread commercialization or ongoing success at present [13].

Group 1 - Rigetti Computing, Inc. (NASDAQ:RGTI) has experienced significant losses, falling for three consecutive days as investors shift their focus from quantum computing stocks to larger earners during the third quarter earnings season [1][2] - The decline in Rigetti's stock is part of a broader trend affecting other quantum computing companies such as Quantum Computing Inc., IonQ Inc., and D-Wave Quantum Inc., indicating a decrease in investor appetite for the quantum computing sector [2] - Despite receiving $5.7 million in new orders for its 9-qubit Novera computing system, Rigetti remains in a pre-profit stage, relying heavily on fundraising to support business expansion [3][2] Group 2 - The quantum computing industry is characterized by rising valuations and government support, yet it continues to struggle with profitability, which may deter investors in favor of more established sectors [2] - There is a belief that certain AI stocks present better investment opportunities compared to Rigetti, suggesting a potential shift in investment strategies among market participants [4]