[Music] Good Tuesday morning from YA finds his New York City headquarter studios and now finds executive editor Brian Sazi. Lots happening in markets right now to say the very least. Of course, we stop earning season and that continues on.To that end, Palanteer stock is getting drilled uh in the pre-market despite a blowout third quarter. And who said stock valuations don't matter. Suddenly they do.Uber stocks also coming under pressure following a solid quarter of its own. Gross bookings popped 21% and cam ...

Core Insights - D-Wave Quantum Inc. (NYSE:QBTS) is recognized for its development of quantum computing systems, software, and cloud services that integrate quantum and classical computing for complex problem-solving [1] - Jim Cramer highlighted QBTS during a stock analysis segment, noting the competitive landscape with IBM and Google as the leading players in quantum technology [1] - Cramer expressed a speculative interest in QBTS, suggesting it could be a worthwhile investment for those looking to explore quantum computing opportunities [1] Company Overview - D-Wave Quantum Inc. focuses on quantum computing, offering systems and services that aim to solve complex problems through a combination of quantum and classical computing [1] - The company is positioned in a competitive market, with major competitors like IBM and Google leading advancements in quantum technology [1] Market Context - The discussion around QBTS reflects a broader interest in quantum computing, particularly in the context of national competitiveness and technological leadership, especially concerning China [1] - Cramer’s commentary indicates a growing interest in quantum technologies among investors, despite the dominance of established players like IBM and Google [1]

Core Insights - ZenaTech, Inc. is expanding its drone manufacturing operations in Sharjah, UAE, to enhance production and R&D capabilities, addressing anticipated demand in commercial and defense markets [1][2] Company Overview - ZenaTech specializes in AI-driven drones, Drone as a Service (DaaS), Enterprise SaaS, and Quantum Computing solutions, focusing on mission-critical business applications [3] - The company has been operational since 2017, leveraging software development expertise to innovate in drone design and manufacturing [3] Expansion Details - The new facility will include 12,000 sq. ft. for manufacturing and R&D, and an additional 3,000 sq. ft. for Drone as a Service operations, complementing the existing 10,000 sq. ft. facility [1][2] - The expansion aims to improve production capabilities and enhance R&D for new product development and technology performance [2] Product Offerings - ZenaTech's product lineup includes: - ZenaDrone 1000: A multifunction VTOL platform for precision agriculture and defense logistics [4] - IQ Square: A mid-range drone for land surveys and outdoor inspections [4] - IQ Nano: An ultra-compact indoor drone for inventory management and security [4][5] Workforce Expansion - The company plans to increase its local workforce by 15 to 20 skilled employees in manufacturing, engineering, and operations in the coming months [2]

Core Viewpoint - Beijing aims to enhance Hong Kong's status as a global financial hub through increased openness and cooperation in key sectors, as stated by senior officials from Chinese regulatory bodies [1]. Group 1: Financial Collaboration - The National Financial Regulatory Administration (NFRA) plans to deepen financial collaboration between the mainland and Hong Kong, promoting Hong Kong's integration into national development and leveraging its strengths as an international financial center [2]. - The NFRA will facilitate mainland insurers in issuing bonds and securities in Hong Kong and support banks and insurers in the overseas expansion of Chinese businesses [3]. Group 2: Regulatory Support - The China Securities Regulatory Commission will streamline filing procedures for Chinese companies seeking to list overseas and expand the scope of stocks within the mainland-Hong Kong Stock Connect programs [4]. - The commission will also enhance Hong Kong's offshore yuan risk-management tools, reinforcing its role in the international financial landscape [4]. Group 3: Capital Market Development - Hong Kong is positioned as a crucial bridge linking the mainland capital market with the global market, leveraging its unique strengths in institutions, capital, and talent [5]. - The recent five-year plan emphasizes technology self-reliance and innovation, which may influence the capital market dynamics and investment opportunities in Hong Kong [6].

Core Insights - O'Reilly Automotive's decision to implement a 15-for-1 forward stock split has made its shares more accessible to retail investors, dropping from nearly $1,400 to around $90 [1][2] - The company is benefiting from a favorable macro trend, with the average age of vehicles on U.S. roads reaching an all-time high of 12.8 years, indicating that consumers are keeping their vehicles longer [7] - O'Reilly's hub-and-spoke distribution model, with 31 regional distribution centers and over 6,000 retail locations, enhances its ability to meet customer demand efficiently [9] - The company's share repurchase program has been significant, with over $26.9 billion spent to retire 60% of its outstanding shares since 2011, which is expected to boost earnings per share over time [10][11] Company Performance - O'Reilly Automotive's stock has increased approximately 58,000% since becoming publicly traded over 32 years ago, suggesting strong long-term growth potential [11] - The company is positioned well in the auto parts sector, as higher auto loan rates have led consumers to maintain their vehicles longer, increasing demand for parts and services [8] Market Trends - Stock splits, particularly forward splits, tend to attract retail investors, as they make shares more affordable and are often associated with companies that are outperforming their peers [3][5] - The current bull market has been influenced by technological innovations and stock splits, with notable examples like Netflix experiencing significant price increases following their split announcements [6]

Group 1 - Quantum Computing Inc. (QUBT) has established a foundry to process thin film niobate, which may have future applications in quantum technology and optical copackaging [1] - The involvement of Bram de Haas, who has 15 years of investment experience and over 5 years managing a Euro hedge fund, adds credibility to the company's strategic direction [1]

Market Sentiment - Investors express confusion and concern over a 35% decline in an unspecified asset or investment [1] - The market's downturn is perceived as severe, prompting questions about underlying causes [1] Technological Disruption - Speculation arises regarding quantum computing potentially compromising cryptography [1] - The potential impact of quantum computing on cybersecurity and related markets is a concern [1]

Physics vs. Code: Why Google’s ‘Quantum Money’ Could Make Blockchain Obsolete► https://t.co/E03QCg5FqK https://t.co/E03QCg5FqK ...

Core Insights - Infleqtion's 12-month sales through the first half of 2025 surpassed those of D-Wave Quantum, Rigetti Computing, and Quantum Computing Inc, indicating strong market performance [1][9] - The company plans to go public via a reverse merger with Churchill Capital Corp X, expecting to receive over $540 million in gross proceeds and a valuation of $1.8 billion [8][10] - Infleqtion is positioned as a leader in neutral atom-based quantum technology, which is distinct from the technologies used by other publicly traded quantum companies [6][7] Company Overview - Infleqtion, founded in 2007 as ColdQuanta, has over 230 issued and pending patents and is led by Chief Science Officer Dana Anderson and CEO Matthew Kinsella [8][10] - The company has commercial sales, having sold three quantum computers and hundreds of quantum sensors, with a revenue of approximately $29 million as of June 30 [9][14][10] - Infleqtion's product portfolio includes quantum computers and various quantum sensors optimized with proprietary software, which have real-world applications [11][17] Financial Performance - Infleqtion has about $50 million in booked and awarded business, with a $300 million-plus identified pipeline of potential customers [14] - The company had $88 million in cash on hand at the end of the first half of 2025, with a cash burn of $33 million for the trailing 12 months, indicating a stable liquidity position for a startup [15] - Revenue from quantum sensing products is expected to support the growth of its quantum platform and reduce the need for new segment investments [16][17]

Core Insights - The quantum computing sector is experiencing significant volatility, with many quantum ETFs declining while some, like Defiance Quantum ETF (QTUM), remain resilient [1][4][6] - Rigetti Computing Inc (RGTI) and D-Wave Quantum Inc (QBTS) have seen substantial stock declines, with RGTI down 11.63% and QBTS down 10.71% on a recent trading day [2][3] - The market's initial excitement over quantum computing is shifting towards a more cautious and strategic investment approach, focusing on established players rather than speculative stocks [5][7] Company Performance - Rigetti Computing's stock has dropped significantly after a brief rally fueled by speculation about U.S. government investment, which was later denied [2] - D-Wave Quantum has faced a more severe decline, losing nearly 50% of its market cap in two weeks due to disappointing earnings and increasing losses [3] - The Defiance Quantum ETF (QTUM) has shown resilience, only falling 1.02% recently, and has crossed $3 billion in assets under management, indicating strong investor confidence [4] Investment Strategies - QTUM's diversified portfolio, including established tech companies like NVIDIA and Microsoft, has helped mitigate losses from more volatile quantum stocks [5] - The Defiance Daily Target 2X Short RGTI ETF (RGTZ) has gained over 23% in a single day, serving as a tactical hedge against the downturn in the quantum sector [6] - The evolving investor sentiment reflects a shift from blind optimism to a more nuanced approach, focusing on tangible results rather than speculative promises [7]