Core Insights - Investors are facing challenges in valuing pure-play quantum computing stocks, leading to high volatility in prices for companies like Rigetti, IonQ, D-Wave Quantum, and Quantum Computing Inc [1][2] - The potential of quantum computing could revolutionize various fields, with shares of these companies soaring by 100% or more this year [2] - The excitement around quantum technology raises questions about appropriate valuation, as seen with Rigetti's stock price surge from $1.06 to a recent high of $58 [3][4] Company Valuations - Rigetti's shares are currently priced around $38, reflecting a valuation over 1,000 times its sales, in stark contrast to Nvidia's 50 times sales [4] - Despite the soaring stock price, Rigetti remains unprofitable, although it reported a profit in Q1 2025 due to changes in the value of its securities [4] - The market capitalization of Rigetti stands at $13 billion, with forecast revenues of only $22 million, highlighting a significant disconnect in valuation [5] Market Dynamics - The "Quantum 4" includes Rigetti, IonQ, D-Wave, and Quantum Computing Inc, which have attracted significant trading interest [6] - Rigetti has become the fourth most actively traded stock among clients of Interactive Brokers, surpassing trading volumes of major companies like Apple and Amazon [3]

The parabolic ascent of quantum computing stocks is likely to be followed by an epic tumble.Artificial intelligence (AI) is a potentially game-changing technology that can add $15.7 trillion to the global economy by 2030, based on an estimate from PwC. But it's also a technology that's far from perfect and facing its fair share of headwinds.Yet when it comes to the prospect of bubbles forming and bursting on Wall Street, nothing screams frothy quite like trailing-12-month returns of up to 3,170% (as of the ...

You can catch Trader Talk on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts. Is Washington chaos really what’s moving your money, or is it just noise? On this episode of Trader Talk, Kenny Polcari breaks down how the 2026 midterm elections, government shutdown drama, and policy shocks surrounding tariffs, healthcare, EV credits, and rare earth metals can cause entire sectors to be slammed overnight, while long-term investors stay focused on fundamentals. Then Schwab Network lead market ...

Key Points Rigetti shares have more than doubled since its Q2 earnings report in August. The stock is being driven more on sentiment and less on actual financial results. Updates on Rigetti's progress preparing its quantum computing technology for commercialization will be more important than how much revenue it reports. 10 stocks we like better than Rigetti Computing › The past year has seen growing investor enthusiasm for the long-term prospects of leading quantum computing companies. Rigetti C ...

Key Points Rigetti Computing stock gained 48.6% in October following bullish analyst reports and industry-wide quantum computing enthusiasm. JPMorgan Chase's $1.5 trillion technology investment commitment specifically mentioned quantum computing as an area of interest. The stock is up over 3,000% in the past year but may be significantly overvalued today. 10 stocks we like better than Rigetti Computing › Shares of Rigetti Computing (NASDAQ: RGTI) rose 48.6% in October 2025, according to data from ...

Valued at a market cap of over $20 billion, IonQ (IONQ) develops quantum computers and networks, selling access to systems of varying qubit capacities through cloud platforms including Amazon's (AMZN) AWS, Microsoft's (MSFT) Azure, and Alphabet's (GOOG) (GOOGL) Google Cloud. The Maryland-based company also provides quantum-safe networking solutions, quantum key distribution systems, random number generators, and single-photon detectors. Additionally, IonQ offers hardware design, consulting services, and a ...

D-Wave Quantum (QBTS) is a global leader in quantum computing systems, software, and services. As the first commercial supplier of quantum computers, D-Wave uniquely develops both quantum annealing and gate-model quantum computers, targeting real-world industrial and research applications. With systems available both via cloud and on-premises, D-Wave’s technology addresses optimization, artificial intelligence, and complex research challenges. Founded in 1999 and headquartered in Palo Alto, California, th ...

Key Points JPMorgan Chase said it was investing in quantum computing, but didn't name D-Wave specifically. D-Wave scored a 10 million euro commitment from Swiss Quantum Technology. Reports surfaced that the government might invest in D-Wave, but the U.S. Commerce Department denied the rumor. 10 stocks we like better than D-Wave Quantum › Shares of the quantum computing company D-Wave Quantum (NYSE: QBTS) spiked in October on a wave of positive news for the company, including an innovation award, ...

CANADA - 2025/09/15: In this photo illustration, the IonQ logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty ImagesIonQ (IONQ) has been one of the market’s most closely watched quantum computing names — a company at the frontier of a transformative technology, but also one still searching for consistent profitability. After a strong run earlier in the year, investor sentiment has cooled amid broader p ...

Core Viewpoint - Palantir reported strong Q3 earnings and raised Q4 guidance, indicating robust AI adoption, yet shares fell over 4% post-earnings, suggesting high valuation concerns [1][6]. Financial Performance - Palantir's revenue and earnings per share exceeded expectations, particularly in the AI segment, which was a strong point for the company [3][6]. - Despite the positive earnings report, the stock experienced a decline, indicating that the market may have already priced in the strong performance [2][6]. Market Reaction - The post-earnings drop in Palantir's stock is attributed to its high valuation and the momentum surrounding the stock, leading to a situation where only extraordinary results could have sustained or increased the stock price [2][4]. - The timing of the stock's decline may also relate to year-end profit-taking strategies among investors, especially given the substantial gains already realized [4][5]. Industry Context - The AI sector remains under scrutiny, with concerns that a potential bubble could impact companies like Palantir if market corrections occur [4][5]. - Rigetti Computing, a competitor, is preparing to launch a 100-qubit quantum system, highlighting the competitive landscape within the tech and AI sectors [6].