Core Viewpoint - D-Wave Quantum Inc. has received new Buy ratings from analysts, indicating growing confidence in the company's future despite upcoming earnings that will clarify its revenue and profitability outlook [1][2]. Group 1: Analyst Ratings and Market Response - D-Wave Quantum received two new Buy ratings from Canaccord Genuity and Rosenblatt Securities, along with a price target increase from B. Riley [1]. - The company's stock price has shown volatility, with a 15% decline in the days surrounding the announcement of its new strategic initiative [7]. Group 2: Technological Developments - D-Wave announced a strategic initiative focused on cryogenic packaging, which is crucial for maintaining the quantum states of qubits [3][4]. - Cryogenic packaging could potentially enhance D-Wave's gate-model technology, addressing criticisms regarding its previous focus on annealing technology [6][9]. Group 3: Market Position and Future Outlook - Analysts suggest that gate-model quantum computing may have broader market appeal compared to D-Wave's current annealing approach, as seen with major tech firms like IBM and Alphabet focusing on gate-model [5]. - The upcoming Q2 earnings report on August 7, 2025, will be critical in assessing D-Wave's innovation and financial performance [2][10].

Core Insights - Quantum Computing Inc. (QUBT) is anticipated to report second-quarter 2025 results soon, with revenues expected to decline by 44.4% year over year to $0.10 million, and a loss per share projected at 6 cents, consistent with the previous year [1][6]. Group 1: Financial Performance - The Zacks Consensus Estimate for QUBT's second-quarter revenues is $0.10 million, reflecting a significant decline of 44.4% compared to the same quarter last year [1]. - The consensus estimate for the bottom line remains unchanged at a loss of 6 cents per share, which is the same as the loss reported in the year-ago quarter [1][2]. Group 2: Operational Developments - QUBT completed the construction of its thin-film lithium niobate (TFLN) photonic chip foundry in Tempe, marking a significant milestone in its transition to in-house fabrication, with modest revenue contributions expected in 2025 [3]. - The company has received five purchase orders, including a notable one from a top-five research institute, and is preparing for volume production [3]. - QUBT has expanded its quantum solutions through partnerships, including a collaboration with the Sanders Tri-Institutional Therapeutics Discovery Institute and a subcontract with NASA [4]. Group 3: Innovation and Market Expansion - In 2025, QUBT is focusing on broadening its market reach through innovation, having delivered its first commercial entangled photon source and secured a $332,000 order from a major U.S. bank for a quantum communication system [5]. - The company’s recent inclusion in the Russell 2000 and 3000 indexes has generated positive sentiment in the market [5]. Group 4: Challenges and Market Performance - Despite operational advancements, customer adoption of the Tempe foundry is still in early stages, which may result in modest revenue contributions in Q2 [6]. - Gross margin has declined to 33% from 41% year over year, indicating ongoing cost pressures as the company scales production [6][7]. - QUBT shares outperformed the broader market, surging 147% in the second quarter compared to the S&P 500's 10.7% gain [8]. Group 5: Investor Sentiment - The average target price for QUBT suggests a strong upside, as the stock is currently trading 24.7% below its average Zacks price target [11]. - Investor sentiment remains mixed due to early-stage revenue growth, gross margin pressures, and expected increases in operating expenses [13].

Core Insights - The recent earnings from the Magnificent 7, particularly Meta Platforms and Microsoft, initially boosted the tech sector, but a subsequent selloff occurred due to tariff concerns, impacting the Nasdaq-100 Index [2][4] - Nvidia is anticipated to report its second-quarter earnings on August 27, and it has shown resilience, maintaining its position above the 20-day moving average even during market volatility [4][6] - Historical data indicates that August is typically a strong month for Nvidia, with an average monthly gain of 7% over the past decade, and a positive post-earnings trend [7] Company Performance - Nvidia's market cap surpassed $4 trillion earlier in July, and it has not shown signs of retreating from this level [4] - The stock has a favorable post-earnings history, averaging a 5.9% move in the two years leading up to the earnings report, with a notable 3.2% gain following its last report in May [7] Market Trends - Options trading indicates a leaning towards puts, with a Schaeffer's put/call open interest ratio of 0.94, suggesting cautious sentiment among traders [10] - Premium buyers are currently less active in pre-earnings positioning, focusing instead on shorter-term contracts [11] Industry Insights - Data center spending is on the rise, with Nvidia's CEO projecting over $1 trillion in spending by 2028, driven by demand for large language models [12] - The upcoming earnings reports from competitors in the data center space, such as Nebius Group and CoreWeave, will be critical to monitor [12] - Nvidia is also exploring quantum computing, which could become a significant area of interest for investors, similar to the previous excitement around AI [13][14]

Core Viewpoint - SkyWater Technology (SKYT) is expected to report second-quarter 2025 results on August 6, with anticipated revenues between $55 million and $60 million and a loss per share between 16 and 22 cents [1][8]. Revenue Expectations - The Zacks Consensus Estimate for second-quarter revenues is $57.3 million, reflecting a 38.6% decrease from the previous year [2]. - Advanced Technology Services (ATS) revenues are projected to be in the range of $49 million to $53 million, while Wafer Services revenues are expected to be between $5 million and $6 million [1][4]. Earnings Performance - The consensus estimate for loss is 17 cents per share, unchanged over the past 30 days, compared to earnings of 2 cents in the same quarter last year [2]. - SkyWater has consistently beaten earnings estimates in the past four quarters, with an average earnings surprise of 203.9% [2]. Market and Competitive Position - SkyWater shares have declined 36.4% year-to-date, underperforming the broader Zacks Computer and Technology sector, which has returned 9.1% [6]. - The company is trading below its 50-day and 200-day moving averages, indicating a bearish trend [10]. Product and Market Developments - The strong adoption of the ThermaView platform is expected to support Wafer Services, contributing significantly to revenues [4][8]. - The ATS segment is anticipated to face challenges due to budget delays and sluggish federal spending, but a recovery is expected in the second half of 2025 [5][18]. Strategic Acquisitions - The acquisition of Fab 25 is expected to enhance SkyWater's capabilities, adding approximately 400,000 wafer starts annually and generating immediate revenues supported by a four-year supply agreement valued at over $1 billion [19][18]. Future Growth Potential - SkyWater's prospects are bolstered by its strong portfolio and growing presence in the quantum computing market, with over 90% of revenues from advanced computing related to quantum technology development [17]. - The company aims to capture a significant share of the projected $9 billion global thermal imaging market by 2027, driven by the ThermaView platform [16].

A Wall Street firm maintained its buy rating on the stock and raised its price target. Shares of Rigetti Computing (RGTI 5.52%) traded nearly 10% higher, as of 10:49 a.m. ET today, after a Wall Street analyst raised his price target on the stock and reiterated a buy rating on the name. Industry momentum is building Needham analyst Quinn Bolton increased his price target on Rigetti by $3 to $18 per share, implying about 15% upside from current levels. Bolton believes there is momentum in the quantum computin ...

Group 1 - The quantum computing sector experienced a significant increase in stock prices on Monday, with Rigetti Computing (RGTI.US) rising over 11% [1] - D-Wave Quantum (QBTS.US) saw an increase of more than 5% [1] - Arqit Quantum (ARQQ.US) rose by over 6.6% [1] - Quantum Computing (QUBT.US) experienced a rise of more than 4% [1]

Core Insights - The acquisition of 42 Telecom Ltd. by Spectral Capital Corporation is expected to transform 42 into a powerful enterprise-scale CRM and messaging platform, leveraging AI and quantum technologies [1][3][4] - The deal guarantees 42 Telecom will generate at least $16 million in profitable revenue for the fiscal year 2025 [2] Company Overview - Spectral Capital Corporation focuses on the convergence of artificial intelligence and quantum computing, with a robust intellectual property portfolio nearing 500 patents [7][8] - 42 Telecom Ltd. is a global provider of carrier-grade international messaging services, known for its fraud mitigation infrastructure and integration of blockchain frameworks [10] Acquisition Details - Spectral acquired 100% of 42 Telecom's shares in exchange for 8 million shares of Spectral common stock, with an additional 8 million shares held in escrow [2] - The acquisition closed on August 3, 2025, following the satisfaction of all conditions in the Definitive Share Exchange Agreement [1] Strategic Implications - The integration of Spectral's 31 patent-pending innovations into 42's messaging infrastructure is expected to enhance intelligent automation, fraud prevention, and predictive engagement [3] - This strategic move positions 42 to capture market share in the high-margin U.S. enterprise segment, differentiating itself from legacy providers [3][4]

Quantum computing developments have huge implications for artificial intelligence (AI). Quantum computing is the next big technology that could change the world. It has massive implications for artificial intelligence (AI), as we're currently using traditional computing methods to train these models. While the results we've seen are impressive, they pale in comparison to what quantum computing can do. Finding solid quantum computing stocks can be difficult, as there are multiple approaches and the technolog ...

Core Insights - Alphabet is predicted to surpass the combined market cap of Berkshire Hathaway, Palantir, and Tesla by 2030, driven by its advancements in quantum computing and cloud services [2][4][5]. Company Analysis - Alphabet's current market cap is approximately $2.3 trillion, slightly below the combined market cap of its competitors, which totals around $2.4 trillion [5]. - The company is expected to achieve strong growth, particularly through its Google Cloud segment, which reported a 32% year-over-year revenue increase in Q2 2025, the highest among major cloud providers [10]. - Alphabet's advertising platforms, including Google Search and YouTube, are anticipated to maintain their market dominance despite concerns regarding generative AI [11]. Quantum Computing Potential - Alphabet is recognized for its quantum computing initiatives, having achieved two out of six milestones on its quantum computing roadmap, with the goal of building a useful quantum computer within the decade [9]. - The success of Alphabet's Waymo unit in the self-driving car market is expected to contribute positively to its growth trajectory [12]. Competitive Landscape - Berkshire Hathaway's potential for a significant acquisition under new CEO Greg Abel could pose a risk to Alphabet's growth prediction, although it is believed that Abel will avoid high-risk moves early in his tenure [6]. - Palantir's high valuation, with a forward price-to-earnings ratio of nearly 278, raises concerns about its growth justifying this premium [7]. - Tesla faces increasing competition in the electric vehicle market, which may hinder its growth and market cap projections [8]. Regulatory Considerations - Antitrust actions against Google could impact Alphabet's growth, but the legal process is expected to take years, and the company is appealing unfavorable rulings [13].

Core Viewpoint - Stock splits can be used by companies to manipulate share prices and outstanding shares, and Rigetti Computing may be on stock-split watch due to its significant stock price increase and interest in quantum computing [2][3][10]. Group 1: Stock Splits Overview - Stock splits allow companies to change their share price and outstanding shares without affecting market capitalization, maintaining investors' equity positions [3][6]. - Traditional stock splits lower share prices while increasing the number of outstanding shares, whereas reverse stock splits do the opposite [3][5]. Group 2: Rigetti Computing's Performance - Rigetti Computing has gained attention in the quantum computing sector, with a market cap of $4.7 billion after a 1,370% increase in stock price over the past year [10]. - The company achieved a significant milestone with its 36-qubit system, which had a two-times lower gate error rate, and aims to replicate this success with a 100-qubit system [9]. Group 3: Stock Split Considerations - Rigetti previously faced potential delisting due to trading below $1 but has since complied with Nasdaq's requirements, reducing the need for a reverse stock split [10][11]. - Despite the stock's rise, there is no immediate necessity for Rigetti to conduct a stock split, as the current price of $15 is not seen as unattainable [10][12].