Industry Overview - Quantum computing is an emerging technology with the potential to perform computations beyond the capabilities of conventional supercomputers, potentially leading to breakthroughs across various industries [1] - The quantum computing market is projected to reach an annual value of $100 billion by 2035, according to research from McKinsey & Company [5] Company Analysis: D-Wave Quantum - D-Wave Quantum has experienced significant volatility in its stock price, ranging from $4 to $46 over the past year, and is currently trading in the middle of that range [2][3] - The company employs a unique approach called quantum annealing, which focuses on finding solutions that are close to optimal rather than perfectly optimal, making it suitable for complex real-world problems [6] - D-Wave Quantum is expanding its capabilities by acquiring a rival that develops gate-model quantum computing systems, aiming to develop both quantum annealing and gate-model systems concurrently to capture a larger market share [7] Financial Performance - D-Wave Quantum's financial outlook is modest, with Wall Street analysts expecting revenues of just under $40 million in 2025 and approximately $78 million in 2026 [8]

Core Insights - The long-term potential for quantum computing is overshadowed by the more immediate opportunities presented by artificial intelligence (AI) [1] - Despite significant short-term gains in quantum computing stocks, the outlook for 2026 is tempered by several challenges [3] Group 1: Market Performance - In mid-October, trailing 12-month returns for quantum computing stocks such as IonQ, Rigetti Computing, D-Wave Quantum, and Quantum Computing Inc. reached as high as 6,200% [2] - Investors are experiencing FOMO as Wall Street's major stock indexes hit new highs, leading to hopes for continued performance in quantum computing stocks [3] Group 2: Technological Challenges - Quantum computers are still years away from being able to solve practical problems cost-effectively compared to classical computers [4][8] - The technology is expected to mature over time, with analysts predicting a slow evolution rather than immediate breakthroughs [6][8] Group 3: Financial Viability - Pure-play quantum computing companies are currently relying on share-based dilution to raise capital, as traditional financial services are limited for early-stage companies [9][10] - In 2025, these companies collectively raised $4.15 billion through share offerings, which has implications for existing shareholders due to dilution [12][13] Group 4: Competitive Landscape - The barrier to entry in quantum computing is relatively low, which may threaten the first-mover advantage of companies like IonQ, Rigetti, and D-Wave [14][20] - Major tech companies, referred to as the "Magnificent Seven," are investing heavily in quantum computing, posing a competitive threat to smaller players [18][19]

Core Insights - IonQ has experienced significant stock performance, with shares up 5.3% year-to-date, outperforming the market, and an impressive increase of nearly 291% over the past five years [1] Company Overview - IonQ is recognized as a leader in the quantum computing sector, indicating a strong position in a rapidly evolving industry [1] Investment Focus - The investment strategy of Noah's Arc Capital Management emphasizes identifying 20th-century stocks undergoing transformation in the 21st century, with a particular interest in companies that drive innovation in traditional business models [2]

There are a few different ways to tap into the coming quantum computing revolution. You can invest in a pure-play stock like Quantum Computing Inc. (NASDAQ: QUBT) and hope that it is among the ones that break out and don't get gobbled up by a bigger fish or go out of business. Think of all the dot-coms there were before things started consolidating. Another option is to find an exchange-traded fund (ETF) that invests in a pool of cutting-edge quantum computing stocks for that diversification and active, ...

Core Viewpoint - Rigetti Computing has experienced significant stock volatility since its SPAC merger, with its stock price fluctuating from $9.75 at its debut to a low of $0.38 and a high of $56.34, currently trading around $22, reflecting a polarized investment sentiment in the quantum computing sector [1][2]. Group 1: Company Overview - Rigetti develops quantum computing chips and systems, utilizing qubits for data processing, which allows for faster performance compared to classical computers, although they are larger, more expensive, and less accurate [4]. - The company manufactures both modular and non-modular quantum processing units (QPUs) and offers a cloud-based platform, Forest, enabling developers to create quantum algorithms, positioning itself as a "full-stack" quantum computing provider [5]. Group 2: Product and Growth Potential - Rigetti has already launched two quantum systems: Ankaa-3, an 84-qubit system, and Cepheus-1-36Q, a 36-qubit system, with plans to introduce a 108-qubit system this year and further systems with over 1,000 qubits by the end of 2027 [6]. - If Rigetti meets its ambitious targets, analysts project a revenue increase of 168% to $20.4 million in 2026, followed by a 123% surge to $45.4 million in 2027, indicating strong growth potential that may justify its current valuation [7].

Nvidia Stock Holds Key Level As Microsoft Reveals New AI Chip| Investor's Business DailyMUST-VIEW FOR INVESTORS: [See The Best Online Brokers For 2026]---Nvidia (NVDA) remained above a key level as investors awaited earnings reports from some of the company's crucial Big Tech clients. Is Nvidia stock a buy or sell now? Meta (META) and Microsoft (MSFT) are scheduled to post quarterly results Wednesday, and their capital spending announcements hold implications for the demand outlook for Nvidia's chips. Meanw ...

PALO ALTO, Calif.--(BUSINESS WIRE)--D-Wave Quantum Inc. (NYSE: QBTS) ("D-Wave†or the "Company†), the only dual-platform quantum computing company, providing annealing and gate-model systems, software, and services, today announced a $10 million, two-year enterprise Quantum Computing as a Service (QCaaS) agreement with a leading Fortune 100 company. Under the agreement, the companies plan to collaborate to develop and deploy several quantum-powered applications. "This agreement marks a signific. ...

Core Insights - The quantum computing industry is experiencing significant growth, with projections indicating an average annual growth of over 30% through 2034, potentially generating up to $2 trillion in net collective value for users [4] - Companies like Quantum Computing, IonQ, and Rigetti Computing have seen erratic but positive stock performance since 2024, as the technology transitioned from theoretical to commercial [5] - Microsoft is positioning itself as a strong player in the quantum computing space, leveraging its established relationships with Fortune 500 companies and integrating quantum solutions into its Azure cloud platform [8][11] Company-Specific Insights - Microsoft is developing its Majorana 1 quantum chip, which is designed to be more error-resistant than conventional quantum computers, although it has not yet been demonstrated publicly [2] - The company has a strategic advantage due to its existing partnerships with organizations like NASA and Mastercard, which are already utilizing its AI solutions [9][10] - Microsoft's CEO expressed confidence in the potential of quantum computing as a significant future accelerator in cloud technology, with expectations for commercialization of its quantum chip before 2030 [12] Industry Dynamics - The quantum computing market is still in its infancy, with many companies yet to monetize their technologies, leading to a competitive landscape where early movers may benefit significantly [6][7] - The integration of quantum computing with AI is expected to revolutionize data processing capabilities, allowing for solutions to complex problems in a fraction of the time currently required [6] - Despite the promising outlook, there remains uncertainty regarding the reliability of developmental work and the specifics of companies' plans in the quantum space [13]

Core Insights - SEALSQ Corp is redefining vertical integration in the quantum era by creating a platform where trust begins in silicon, embedding security and trust at the hardware level from the outset [1][6] - The company has initiated a pilot Quantum Corridor linking strategic sites in Europe, which has evolved into the Quantum Highway, a globally scalable interconnection architecture [2][6] - SEALSQ's strategy includes a focus on acquisitions and investments in quantum and secure semiconductor technologies to align quantum processor development with its secure semiconductor roadmap [4][6] Group 1: Quantum Technology Integration - The Quantum Highway interconnects secure semiconductors, ASICs, post-quantum cryptography, and quantum computing systems within a single vertical platform, establishing immutable device identity through a hardware root key [3][5] - This integrated approach ensures end-to-end trust continuity across classical, post-quantum, and quantum environments [3][5] Group 2: Strategic Acquisitions and Investments - SEALSQ's acquisition of IC'ALPS SAS aims to strengthen ASIC and custom chip design for various applications, including medical and automotive [7] - The company is also investing in ColibriTD for R&D collaboration on quantum-enhanced solutions and is negotiating with Quobly to integrate post-quantum security into quantum microelectronics [7] - A $10 million investment in WISeSat.Space is aimed at developing a secure, post-quantum-ready satellite-based IoT communications offering [7] Group 3: Long-term Vision and Market Position - SEALSQ's long-term vision focuses on embedding trust, identity, and sovereignty in hardware, which will remain stable across decades of innovation [6] - The company is positioning itself as a leader in Post-Quantum Technology, addressing urgent security challenges posed by quantum computing [8][9] - SEALSQ's products are designed to safeguard critical systems across various industries, enhancing resilience and security against quantum threats [9]

VANCOUVER, British Columbia, Jan. 27, 2026 (GLOBE NEWSWIRE) -- ZenaTech, Inc. (Nasdaq: ZENA) (FSE: 49Q) (BMV: ZENA) ("ZenaTech"), a technology solution provider specializing in AI (Artificial Intelligence) drone, Drone as a Service (DaaS), enterprise SaaS, and Quantum Computing solutions, today announces that it has successfully conducted advanced testing of its proprietary ZenaDrone IQ Nano indoor inventory management drones and drone swarm technology. The tests incorporated four drones configured to fly s ...