Core Insights - IBM and AMD are collaborating to develop next-generation computing architectures that integrate quantum computers and high-performance computing, termed quantum-centric supercomputing [1][3] - The partnership aims to create scalable, open-source platforms that leverage IBM's expertise in quantum computing and AMD's strengths in high-performance computing and AI accelerators [1][3] Quantum Computing Overview - Quantum computing represents information using qubits, allowing for a richer computational space compared to classical bits, which can only be zero or one [2] - This technology is expected to solve complex problems in various fields, including drug discovery, materials discovery, optimization, and logistics [2] Hybrid Computing Model - The proposed quantum-centric supercomputing architecture will utilize quantum computers alongside high-performance computing and AI infrastructure, enabling different components of a problem to be addressed by the most suitable paradigm [3] - Future applications may include quantum simulations of atomic and molecular behavior, while classical supercomputers handle large-scale data analysis [3] Integration of Technologies - AMD and IBM are exploring the integration of AMD CPUs, GPUs, and FPGAs with IBM quantum computers to accelerate emerging algorithms that are currently beyond the capabilities of either technology alone [4] - This collaboration could advance IBM's goal of delivering fault-tolerant quantum computers by the end of the decade, with AMD's technologies providing real-time error correction capabilities [4] Demonstration and Ecosystem Development - An initial demonstration is planned for later this year to showcase the collaboration between IBM quantum computers and AMD technologies in hybrid quantum-classical workflows [5] - The companies will also investigate how open-source ecosystems, such as Qiskit, can facilitate the development and adoption of new algorithms leveraging quantum-centric supercomputing [5] Current Initiatives - IBM has initiated steps to integrate quantum and classical computing, including a partnership with RIKEN to connect IBM's modular quantum computer with Fugaku, one of the fastest classical supercomputers [6] - Collaborations with industry leaders like Cleveland Clinic and Lockheed Martin aim to demonstrate the combined capabilities of quantum and classical resources for solving complex problems [6] AMD's Achievements - AMD powers the first supercomputer to break the exascale barrier, Frontier, and also drives El Capitan, making it the provider for the two fastest supercomputers globally [7] - Beyond high-performance computing, AMD's technologies support numerous generative AI solutions for leading enterprises and cloud providers [7]

Core Viewpoint - Rigetti Computing's stock is experiencing a significant decline due to disappointing Q2 earnings and broader economic concerns affecting investor sentiment [1][2][5]. Financial Performance - Rigetti reported Q2 revenue of $1.8 million, which is a decrease of nearly 42% year-over-year [2]. - The company's net income fell nearly 220%, resulting in a loss of approximately $40 million for the quarter [2][3]. Market Valuation - Despite the poor financial performance, Rigetti's market capitalization remains close to $5 billion, indicating a substantial disconnect between its financials and market valuation [3]. Economic Context - Recent economic data, including a slowing job market and higher-than-expected inflation, is contributing to the decline of riskier stocks like Rigetti [5]. - Investors are increasingly cautious as macroeconomic conditions worsen, leading to a sell-off in high-risk investments [1][5]. Technological Outlook - Although Rigetti provided some positive updates regarding its operational and technological advancements, the industry may still be years or decades away from achieving viable quantum computing solutions [6].

Financial Performance - MicroCloud Hologram Inc. anticipates a significant turnaround to profitability for the first half of 2025, expecting a net profit exceeding $33 million compared to a net loss of approximately $17 million in the same period of 2024 [1] - The anticipated profit for the first half of 2025 is expected to positively impact the company's full-year net profit for 2025 [1] Cash Reserves and Investment Strategy - The company currently holds a cash reserve of $421 million and plans to allocate up to $200 million for investments in Bitcoin and other cryptocurrencies, as well as related securities derivatives [2] - The realization of these investment returns is expected to validate the company's judgment of digital asset value and provide financial support for technology research and development [2] Technology Development Focus - MicroCloud is committed to providing leading holographic technology services, including high-precision holographic LiDAR solutions and holographic digital twin technology services [4] - The company plans to invest over $400 million in cutting-edge technology sectors, including Bitcoin-related blockchain, quantum computing, quantum holography, and artificial intelligence [4]

Group 1 - Nvidia's stock has rebounded significantly, increasing by 93% from its lows earlier this year, with a current market capitalization of $4.4 trillion, making it the most valuable company globally [2][17] - The primary revenue source for Nvidia is its computing and networking business, which includes data center services and GPUs [3] - Major tech companies are increasing their spending on Nvidia's chips, driven by the rising demand for AI infrastructure [6][10] Group 2 - The evolution of AI infrastructure spending is broadening, with new opportunities emerging in areas such as robotics, autonomous driving, and quantum computing [8][9] - Nvidia is scaling up its chips and CUDA software platform to capitalize on these emerging opportunities, indicating strong future growth potential [10][16] - The forward price-to-earnings (P/E) ratio for Nvidia is expected to remain between 24 and 30, suggesting a valuation floor that supports long-term growth despite market fluctuations [13][14] Group 3 - If Nvidia's forward P/E expands to historical highs by the end of the year, the stock price could exceed $200, potentially reaching $220, indicating a projected increase of 10% to 20% [17]

As AI demand has ramped up exponentially, trillions of dollars have been committed to building data centers. But now a different technology is emerging and it could drive the next leg of real estate growth. Diana Ol joins us now.She has the details in today's property play. Diana. Well, David, until now quantum computers have mostly lived at academic or government facilities because they had limited practical applications, but quantum computing is fast becoming commercially viable.And as a result, it needs ...

Q2 2025 Financial Performance - Total revenue for Q2 2025 was $591 million, a decrease of 37% year-over-year[59] - ATS development revenue in Q2 2025 was $526 million, a 15% decrease year-over-year[59] - Wafer Services revenue in Q2 2025 was $54 million, a 6% decrease year-over-year[59] - Tools revenue in Q2 2025 was $11 million, a 96% decrease year-over-year[59] - GAAP gross margin for Q2 2025 was 185%, a 20 basis points increase year-over-year[62] - Non-GAAP gross margin for Q2 2025 was 195%, a 60 basis points increase year-over-year[62] - Adjusted EBITDA for Q2 2025 was $23 million, a 72% decrease year-over-year[63] Fab 25 Acquisition and Outlook - The acquisition of Infineon's Fab 25 in Austin, TX was completed on June 30, funded by a $350 million credit facility[11] - The final purchase price of Fab 25 was approximately $93 million, including cash payment and working capital adjustment[11] - Fab 25 is expected to approximately double the company's annual revenue and adjusted EBITDA[11] - Q3 2025 Wafer Services revenue from Texas (Fab 25) is forecasted to be $75 million to $80 million[56]

Core Insights - NeOnc Technologies Holdings, Inc. is a clinical-stage biotechnology company focused on developing treatments for brain and central nervous system cancers, recently featured in a podcast discussing its innovative approaches and market achievements [1][2]. Company Overview - NeOnc Technologies is advancing transformative treatments for brain cancer through its NEO drug development platform, which includes novel drug candidates and delivery methods with patent protections extending to 2038 [2]. - The company has two therapeutics, NEO100 and NEO212, currently in Phase II human clinical trials, both under FDA Fast-Track and Investigational New Drug (IND) status [2]. - NeOnc has secured a $50 million partnership in the Middle East and successfully joined the Russell Microcap Index shortly after its IPO, indicating strong market interest and investor confidence [1]. Technological Focus - The company specializes in intranasal drug delivery methods aimed at overcoming the blood-brain barrier, a significant challenge in treating central nervous system conditions [2]. - NeOnc's partnership with USC's medical school enhances its research capabilities and clinical trial reach, further solidifying its position in the biotech industry [1]. Industry Context - The podcast discussion highlighted the potential impact of AI and quantum computing on the biotech sector, suggesting that these technologies could revolutionize drug development and treatment methodologies [1].

Core Viewpoint - 01 Communique Laboratory Inc. has signed a strategic alliance with a quantum-native crypto foundation to develop quantum-safe cryptocurrencies, marking a significant step in addressing the security risks posed by quantum computing to digital assets [1][4][5]. Group 1: Strategic Partnership - The project is set to begin immediately, with the foundation's official launch expected in the fall, and updates on the quantum-resistant token and wallet will be provided as development progresses [2]. - 01 Communique will receive compensation through development fees, a percentage of token sale proceeds, and a share in the quantum-safe tokens issued by the foundation [2][9]. Group 2: Quantum Threat and Solutions - The crypto foundation aims to develop solutions that protect blockchain-based digital assets from quantum threats, with a focus on cryptocurrencies like Bitcoin (BTC), Ethereum (ETH), and Solana (SOL) [3][5]. - The partnership will integrate patent-pending technologies to create a quantum-safe token designed for the post-quantum era, addressing the emerging threat of quantum computing to traditional cryptographic systems [5][10]. Group 3: Technological Innovation - 01 Communique's IronCAP™ technology will be utilized to develop quantum-safe tokens that can run on existing blockchains, ensuring both security and reliability [10]. - The first quantum-resistant token will include a suite of commercial-grade components, such as a software wallet and API compatibility for third-party wallets, facilitating seamless integration with crypto exchanges [10]. Group 4: Industry Context - The urgency for quantum-resilient solutions is underscored by the practice of "harvest now, decrypt later," which highlights the potential risks of quantum attacks on current cryptographic systems [6][7]. - Major technology companies are already transitioning to quantum-resistant solutions, emphasizing the need for the crypto industry to act promptly to safeguard digital assets [5][6].

Semiconductor and quantum computing stocks have been all the rage lately, but robotics is another tech-adjacent sector savvy traders should consider. Boasting attractive entry points, shares of NXG Cushing Midstream Energy Fund (NYSE:SRV) and Symbotic Inc (NASDAQ:SYM) are worth watching during the coming months.SRV was last seen up 1.7% to trade at $42.23, while sporting a roughly 7% three-month lead. Though the stock is pacing for its third gain in the last four sessions, it has remained below $43 since it ...

Group 1 - IonQ has appointed Marco Pistoia, former head of applied research at JPMorgan Chase, as senior vice president of industry relations to assist corporate clients in adopting quantum technology [1] - JPMorgan has recently restructured its research group, which focused on quantum computing and advanced technologies, indicating a shift in strategy within the largest U.S. bank by assets [2] - IonQ is recognized as a significant player in the pure-play quantum computing sector, alongside competitors like Rigetti Computing and D-Wave, with shares experiencing substantial growth due to increasing interest in the field [3] Group 2 - In his new role, Pistoia will report directly to IonQ CEO Niccolo de Masi and will concentrate on facilitating the adoption of quantum computing and quantum-safe encryption for corporations [3]