Core Viewpoint - Rigetti Computing's stock is experiencing a significant decline due to disappointing Q2 earnings and broader economic concerns affecting investor sentiment [1][2][5]. Financial Performance - Rigetti reported Q2 revenue of $1.8 million, which is a decrease of nearly 42% year-over-year [2]. - The company's net income fell nearly 220%, resulting in a loss of approximately $40 million for the quarter [2][3]. Market Valuation - Despite the poor financial performance, Rigetti's market capitalization remains close to $5 billion, indicating a substantial disconnect between its financials and market valuation [3]. Economic Context - Recent economic data, including a slowing job market and higher-than-expected inflation, is contributing to the decline of riskier stocks like Rigetti [5]. - Investors are increasingly cautious as macroeconomic conditions worsen, leading to a sell-off in high-risk investments [1][5]. Technological Outlook - Although Rigetti provided some positive updates regarding its operational and technological advancements, the industry may still be years or decades away from achieving viable quantum computing solutions [6].

As AI demand has ramped up exponentially, trillions of dollars have been committed to building data centers. But now a different technology is emerging and it could drive the next leg of real estate growth. Diana Ol joins us now.She has the details in today's property play. Diana. Well, David, until now quantum computers have mostly lived at academic or government facilities because they had limited practical applications, but quantum computing is fast becoming commercially viable.And as a result, it needs ...

Q2 Earnings AUGUST 6, 2025 SkyWater Technology Forward-Looking Statements This presentation contains "forward-looking" statements within the meaning of the Private Securities Litigation Reform Act of 1995, including statements that are based on the Company's current expectations or forecasts of future events, rather than past events and outcomes, and such statements are not guarantees of future performance. Forward-looking statements include all statements other than statements of historical fact contained ...

Semiconductor and quantum computing stocks have been all the rage lately, but robotics is another tech-adjacent sector savvy traders should consider. Boasting attractive entry points, shares of NXG Cushing Midstream Energy Fund (NYSE:SRV) and Symbotic Inc (NASDAQ:SYM) are worth watching during the coming months.SRV was last seen up 1.7% to trade at $42.23, while sporting a roughly 7% three-month lead. Though the stock is pacing for its third gain in the last four sessions, it has remained below $43 since it ...

Group 1 - IonQ has appointed Marco Pistoia, former head of applied research at JPMorgan Chase, as senior vice president of industry relations to assist corporate clients in adopting quantum technology [1] - JPMorgan has recently restructured its research group, which focused on quantum computing and advanced technologies, indicating a shift in strategy within the largest U.S. bank by assets [2] - IonQ is recognized as a significant player in the pure-play quantum computing sector, alongside competitors like Rigetti Computing and D-Wave, with shares experiencing substantial growth due to increasing interest in the field [3] Group 2 - In his new role, Pistoia will report directly to IonQ CEO Niccolo de Masi and will concentrate on facilitating the adoption of quantum computing and quantum-safe encryption for corporations [3]

Quantum Computing Threat Assessment - Bitcoin Policy Institute estimates a 10% probability of fault-tolerant quantum computing by 2028 [1] - Quantum computing poses a threat to Bitcoin, impacting consensus on handling potentially exposed coins, including Satoshi's [1] - There is a 30-50% chance of quantum computing posing a threat by 2030-2032 [2] - Best-case scenario suggests the quantum threat is 10+ years away [2] Mitigation Strategies - Removing the taboo around discussing quantum-resistant upgrades is crucial and must be done now [2] - Proactive discussion is necessary to avoid being forced into emergency decisions [2]

2025 FIRST-HALF BUSINESS FULL-YEAR REVENUES EXPECTED TO EXCEED €40M Bezons, July 23, 2025 - 8:00am - RIBER, the global leader in Molecular Beam Epitaxy (MBE) equipment for the semiconductor industry, reports its revenues for the first half of 2025. Business developments At June 30 (€m)20252024ChangeSystems7.89.4-17%Services and accessories3.04.3-31%Total half-year revenues 10.713.7-22% ...

Core Viewpoint - Palantir Technologies is considered significantly overvalued despite its recent stock price surge, with potential competitors likely to surpass it in market capitalization in the coming years [1][3][8]. Valuation Concerns - Palantir's stock has risen nearly 800% since the start of 2024, while its revenue grew only 39% year-over-year in Q1, indicating a disparity between stock price and business growth [3][6]. - The company's valuation stands at 113 times sales and 244 times forward earnings, which is exceptionally high compared to industry standards [3][7]. - Even under optimistic assumptions of 40% annual growth and a 30% profit margin, Palantir would still be valued at 67 times its hypothetical 2030 earnings, suggesting it remains overvalued [5][6][7]. Share Dilution - Palantir's management has increased the share count by 7.3% since the beginning of 2024, indicating significant dilution for existing shareholders [6]. Competitor Analysis - ASML Holding, valued at $292 billion, is a key player in chip manufacturing with a technological monopoly, expected to grow significantly as AI demand increases [9][11]. - IBM, currently valued at $266 billion, is transitioning towards AI and quantum computing, which could lead to substantial upside if it becomes a leader in these technologies [11]. - Salesforce, a leader in customer relationship management software, is integrating AI into its products and is currently valued lower than the S&P 500, making it a relatively cheaper investment [12][14]. Investment Outlook - The three mentioned companies (ASML, IBM, Salesforce) are trading at significantly lower valuations compared to Palantir's hypothetical future valuation, indicating they may present better investment opportunities [14].

Group 1: Joby Aviation Inc (JOBY) - Joby Aviation's stock is up 15.3% to $16.08, with a weekly increase of 34.5% and a year-over-year rise of over 117% [2] - The company announced plans to double production at its facilities in Dayton, Ohio, and Marina, California [2] - There is significant contrarian potential, with six out of nine brokerages maintaining "hold" or "strong sell" ratings, and 12.6% of JOBY's total available float sold short [3] Group 2: Rigetti Computing Inc (RGTI) - Rigetti Computing's stock is up 30% to $16.57, marking its best single-session gain since January 14, and is now 1,183% higher year-over-year [4] - The company reported that its 36-Qubit system achieved a mid-year performance of 99.5% median two-qubit gate fidelity, indicating significant progress in quantum computing technology [4] - Despite positive analyst sentiment, options traders are showing pessimism, with a 10-day put/call volume ratio of 0.85, higher than 96% of readings from the past year [5] - 18% of RGTI's total available float is sold short, suggesting that an unwinding of these bearish bets could support the stock's upward momentum [6]

Group 1: Carvana - Carvana has shown significant recovery after a debt restructuring in 2023, increasing total retail units sold and improving per-vehicle gross profit while reducing per-vehicle expenses [3][4] - The company aims to sell 3 million retail vehicles annually within 5 to 10 years, requiring a sixfold increase in its current retail unit annual run rate [4] - Carvana's current stock valuation is around 110 times earnings, which are inflated by gains on certain warrants, necessitating substantial growth in unit sales and profit margins to justify this valuation [5][6] - The used car market is cyclical and sensitive to economic conditions, raising concerns about Carvana's aggressive financing strategies, which could lead to vulnerabilities in an economic downturn [6][7] Group 2: IonQ - IonQ operates in the speculative quantum computing sector, which is seen as a potential future technology but faces significant competition from established players like IBM and Alphabet [8][9] - Commercially viable quantum computing systems are estimated to be four to five years away, with IonQ needing to survive until the technology matures [9] - IonQ recently announced a $1 billion equity offering, providing financial resources despite reporting a free cash flow loss of nearly $130 million in 2024 and a net loss of $332 million [10] - With only $43 million in revenue last year and a market capitalization exceeding $12 billion, IonQ represents a high-risk investment in the quantum computing space [11]