Rigetti Computing (RGTI -1.00%) stock got hit with substantial sell-offs in the first half of this year. The company's share price fell 22.3% across the stretch, according to data from S&P Global Market Intelligence. The stock lost ground even as the S&P 500 (^GSPC 0.26%) saw a 5.5% increase.After skyrocketing 1,449% across 2024's trading, the quantum computing specialist's share price saw a significant pullback in 2025's first half. On the other hand, the stock has been posting big gains in July's trading ...

Core Insights - ZenaTech, Inc. has launched the ZenaDrone IQ Nano, an indoor drone designed for inventory management and security, showcasing its capabilities in complex warehouse environments [1][3][4] - The drone is engineered for GPS-denied and high-risk environments, automating inventory management and integrating with SAP systems for real-time military stock tracking [3][4] - The company plans to demonstrate the IQ Nano in August as part of its go-to-market strategy, targeting the U.S. federal government and Department of Defense [4] Company Overview - ZenaTech specializes in AI drones, Drone as a Service (DaaS), enterprise SaaS, and Quantum Computing solutions, focusing on mission-critical applications [6] - The company has expanded its drone design and manufacturing capabilities since 2017, serving sectors such as law enforcement, government, and industrial applications [6] - ZenaTech operates globally with offices in North America, Europe, Taiwan, and the UAE, and is growing its DaaS business in the U.S. [6] Product Features - The IQ Nano drone features HD/thermal imaging, LiDAR, and AI-powered anomaly detection, providing secure surveillance and obstacle avoidance [3][4] - It has a compact design with a flight time of 20-25 minutes and automatic recharging capabilities [8] - The drone is part of the NDAA-compliant supply chain, excluding Chinese components, and is pursuing Green UAS certification for military procurement [4]

HAUPPAUGE, N.Y., July 17, 2025 (GLOBE NEWSWIRE) -- AmpliTech Group, Inc. (Nasdaq: AMPG, AMPGW), a designer, developer, and manufacturer of advanced signal processing components and systems for satellite communications, 5G/6G wireless networks, quantum computing, and defense applications, today announced that it has recognized preliminary, unaudited revenue of approximately $11 million for the second quarter of fiscal year 2025 ended June 30, 2025. Approximately 75% of this revenue is attributed to the conti ...

Core Insights - The quantum computing revolution has accelerated, with significant advancements occurring in a short timeframe, leading to strong stock performance in the sector since late 2024 [1][2] Company Overview - Rigetti Computing has achieved a notable milestone with a 99.5% median 2-qubit gate fidelity on its new 36-qubit modular system, marking a 2x reduction in error rates from previous benchmarks [6] - The company has developed the largest multichip quantum computer in the industry, utilizing a modular architecture that allows for scalability beyond single-chip designs [7] - Rigetti's superconducting qubits operate significantly faster than competing technologies, enhancing the potential for solving complex problems [8] Market Position and Contracts - Rigetti has secured several government contracts, including DARPA's Quantum Benchmarking Initiative worth up to $1 million and a $5.48 million consortium led by the Air Force Office of Scientific Research, indicating growing interest in its technology [10][11] - Strategic partnerships, such as with Nvidia and Quanta Computer, further validate Rigetti's approach and enhance its manufacturing capabilities [12] Financial Health - The company completed a $350 million equity offering, resulting in approximately $575 million in cash with zero debt, providing a solid financial foundation for operations [13] - Q1 2025 revenue was reported at $1.5 million, with operating expenses of $22.1 million quarterly, suggesting a runway of roughly six years at current burn rates [14][15] Industry Outlook - Quantum computing is viewed as a generational opportunity with potential applications across various fields, including drug discovery and financial modeling, which could be worth trillions [16] - Rigetti's modular architecture is one of the viable paths to achieving quantum advantage, although execution risks remain high amid competition from companies like IonQ and IBM [17] - Experts predict that true quantum advantage may be realized between 2026 and 2028, with Rigetti's current fidelity representing significant progress but still facing technical hurdles [18] Investment Considerations - For investors willing to accept substantial risk, Rigetti Computing presents an opportunity to engage with the quantum computing sector, supported by solid technology, adequate funding, and credible partnerships [19]

Core Viewpoint - Nvidia experienced a significant market value decline earlier in 2025, dropping to approximately $2.3 trillion, a 37% decrease from its peak, but has since rebounded to over $4 trillion following a strong earnings report in May [1][4]. Group 1: Factors Influencing Market Performance - The emergence of a Chinese start-up, DeepSeek, raised concerns among investors about the necessity of Nvidia's high-priced chipsets for AI infrastructure [2]. - New U.S. tariff policies and rising competition from Advanced Micro Devices, along with investments in custom silicon by major cloud providers, contributed to fears regarding Nvidia's growth prospects [3]. Group 2: Valuation Trends - Nvidia's current price-to-sales (P/S) and forward price-to-earnings (P/E) ratios are significantly lower than the highs seen during the AI revolution, indicating potential for future growth despite current multiples being down [5][7][8]. Group 3: Growth Catalysts - Nvidia's growth has primarily stemmed from its data center operations, but there are additional opportunities in sectors like autonomous driving, where it generated $567 million in sales from automotive services, reflecting a 72% year-over-year growth [9][10]. - The company is also involved in AI-powered robotics and quantum computing, with investments in companies like Figure AI and the development of the CUDA-Q platform for quantum applications [12][13]. Group 4: Investment Outlook - The technologies of autonomous driving, robotics, and quantum computing are still in nascent stages, presenting significant disruption potential across various industries, positioning Nvidia favorably to capitalize on these trends [15]. - Despite concerns about maturing operations and growth acceleration, the company's resilience and numerous growth opportunities suggest a positive long-term outlook for Nvidia stock [16][17].

Group 1: Market Overview - The convergence of artificial intelligence, quantum computing, and crypto-financial systems is driving a potential new bubble, reminiscent of past market phenomena [1][2] - Broad markets have performed well recently, particularly in thematic stocks related to AI and quantum computing, indicating a speculative enthusiasm [2][3] Group 2: Artificial Intelligence - AI is transforming daily life and driving massive demand for compute infrastructure, with significant growth in large language model (LLM) usage [4][5] - OpenAI's ChatGPT has reached over 1 billion weekly active users and is generating more than $10 billion in annual revenue, highlighting the rapid growth of AI applications [5] - Global hyperscaler spending on data infrastructure is projected to reach nearly $400 billion this year, driven by commercial demand and geopolitical competition [7] Group 3: Key Stocks in AI - Key stocks positioned to benefit from the AI wave include Nvidia, Palantir Technologies, and Vertiv, which are critical to AI hardware and infrastructure [9] Group 4: Quantum Computing - Quantum computing is entering its commercialization phase, with practical use cases emerging in logistics, pharmaceuticals, and material science [11][12] - Companies like Microsoft, Meta, and Alphabet are investing heavily in quantum computing and AI integration, indicating strong market potential [13] Group 5: Key Stocks in Quantum Computing - Promising public companies in quantum computing include IonQ, Rigetti Computing, and D-Wave Quantum, with varying levels of commercial traction and speculative potential [14] Group 6: Cryptocurrency and Digital Assets - Bitcoin has outperformed traditional assets, serving as a hedge against fiat instability and a portfolio diversifier [15] - The rise of tokenization and stablecoins is creating new speculative energy in financial markets, enabling real-time trading and increased liquidity [16][17] Group 7: Key Stocks in Cryptocurrency - Key stocks for exposure to cryptocurrency trends include Coinbase, Robinhood, and MicroStrategy, which are positioned to benefit from retail and institutional flows [19] Group 8: Market Predictions - If the current market trends continue, estimates suggest the Nasdaq 100 could double, the S&P 500 could approach 10,000, and Bitcoin might reach $300,000 or more in the next couple of years [20]

Core Insights - Rigetti Computing's shares have surged by 28.9% amid a generally flat market, indicating strong investor interest following a significant technological milestone [1] - The company has achieved a "99.5% median two-qubit gate fidelity" on its 36-qubit system, effectively halving its previous error rate, which is crucial for the viability of quantum computing outside laboratory settings [2] - Despite this progress, there are concerns that the technology is still a decade away from true commercial application, suggesting that current investor enthusiasm may be premature [4] Company Developments - Rigetti's improvement in gate fidelity represents a critical advancement in quantum computing technology, addressing a major barrier to practical applications [2] - The company is positioned as a leading player in the quantum computing sector, but the long-term viability of its technology remains uncertain [4][5] Investment Considerations - For investors with high risk tolerance, Rigetti is considered one of the more promising quantum computing stocks, but diversification across multiple quantum stocks is recommended due to the unpredictable nature of technology maturation [5] - Current valuations of Rigetti and similar quantum stocks may be too high given the nascent stage of the technology [6]

Group 1: Circle Internet Group - Circle Internet Group (CRCL) is the leading stablecoin issuer in the United States, managing USD Coin (USDC) in partnership with Coinbase Global (COIN) [1] - The company experienced a rise in early trading following President Donald Trump's announcement that 11 of 12 House representatives support the GENIUS Act, which aims to establish a regulatory framework for stablecoins [1] - The GENIUS Act vote is expected to take place on Wednesday afternoon, potentially impacting the regulatory landscape for stablecoins [1] Group 2: Unity Software - Unity Software (U) received an upgrade from Jefferies, with a new price target set at $35, driven by the launch of its AI platform 'Vector' [2] - The 'Vector' platform focuses on optimizing advertising and user acquisition in the mobile gaming industry by analyzing in-game behavior and user patterns [2] - Analysts expect robust double-digit EPS growth for Unity through 2026, indicating strong future performance [2] Group 3: Rigetti Computing - Rigetti Computing (RGTI) achieved a significant performance milestone in quantum computing, reaching a 99.5% median fidelity rate for two-qubit gates on its 36-qubit modular system [4] - This breakthrough represents a twofold improvement in quantum computing capabilities, crucial for developing reliable quantum systems [4] - RGTI shares are anticipated to rise to multi-month highs, potentially influenced by a short squeeze, as approximately 20% of the RGTI float is currently short [4]

Core Insights - Quantum Computing Inc. (QUBT) has seen a significant share price increase of 175.7% over the past three months, driven by operational milestones and a strategic push towards commercialization in the quantum sector [2][8] - The company has completed its Quantum Photonic Chip Foundry in Tempe, which allows for in-house production of thin-film lithium niobate circuits, and has secured its fifth customer order [4][8] - QUBT is planning to scale its foundry operations and expects meaningful revenue growth in 2026, with a focus on converting interest from sectors like automotive and aerospace into sales [5][8] Company Developments - The appointment of interim CEO Dr. Yuping Huang marks a leadership shift aimed at advancing QCi's goal of developing practical, low-power, room-temperature photonic quantum machines [3] - QUBT is in discussions for a second fabrication facility (Fab 2) to increase production capacity in response to rising demand across AI, telecom, and quantum markets [5][8] Competitive Landscape - D-Wave Quantum (QBTS) has reported a remarkable 509% year-over-year revenue increase, positioning itself as a strong competitor with its cloud-accessible Advantage2 system [6][9] - IonQ (IONQ) is enhancing its position in trapped-ion quantum computing through strategic acquisitions and partnerships, directly challenging QUBT in the photonics and communication technology space [10] Market Outlook - The average target price for QUBT suggests limited upside potential, as it is currently trading 2.3% above its average Zacks price target [11]

Core Viewpoint - 01 Communique Laboratory Inc. is proposing to change its name to 01 Quantum Inc. to better reflect its focus on enterprise-grade cybersecurity solutions for the quantum computing era [1][2][3] Company Summary - The name change has been unanimously approved by the board of directors and will be presented to shareholders for approval on September 17, 2025 [2] - The company will continue to trade under the ticker symbol ONE on the TSX Venture Exchange and OONEF on the OTCQB market [2] - The company has developed patented quantum-safe cryptography and is at an inflection point with its products now commercially ready [3] - The IronCAP™ platform is designed to protect data against emerging threats from quantum computing [3] Industry Summary - The global Post-Quantum Cryptography (PQC) market is projected to grow from USD 1.22 billion in 2024 to approximately USD 29.95 billion by 2034, with a compound annual growth rate of 37.72% from 2025 to 2034 [5] - The market growth is driven by increased R&D in quantum computing and rising concerns about data security [5] - Regulatory momentum is building, with agencies like NIST finalizing quantum-resistant standards and governments enacting legislation to mandate PQC adoption [6] - 01 Quantum is positioned to capitalize on this growth with its IronCAP™ and IronCAP X™ platforms already deployed in various security solutions [6]