Core Insights - D-Wave Quantum Inc. (NYSE:QBTS) has seen a significant stock increase of 230% for the year, reaching a 52-week high [1] - Jim Cramer advises investors to take out their cost basis to allow the remaining investment to grow, emphasizing that this strategy minimizes risk [1] - Despite the stock's performance, Cramer notes that it may take time for D-Wave's business to fully develop, and both D-Wave and IONQ are currently incurring substantial losses [1] Company Overview - D-Wave Quantum Inc. specializes in quantum computing systems, software, and cloud services, including its Advantage platforms, Ocean developer tools, and Leap hybrid solver [1] - The company is positioned within the emerging quantum computing industry, which is still in its developmental stages [1] Market Context - The article suggests that while D-Wave has potential, other AI stocks may present better upside potential with lower downside risk [1] - There is a mention of a report highlighting undervalued AI stocks that could benefit from current market trends, including tariffs and onshoring [1]

We recently published 15 Stocks Jim Cramer Mentioned As He Said Quantum Computing Worried Him. Oracle Corporation (NYSE:ORCL) is one of the stocks Jim Cramer recently discussed. Oracle Corporation (NYSE:ORCL) has been the talk of the town recently after it revealed a whopping $455 billion in cloud backlog as part of its fiscal first quarter earnings release. In this episde, Cramer critically evaluated the announcement: Jim Cramer Shares Very Important Analysis About Oracle Corporation (ORCL) “[On shares ...

Group 1 - ARK Space Exploration & Innovation ETF (ARKX) is increasing its holdings in Honeywell (HON) and Deere (DE), both of which are industrial companies involved in space-related businesses [1] - The ETF added 4,230 shares of Honeywell, bringing its total holdings to 21,714 shares as of Tuesday [1] Group 2 - The article mentions a meeting called by War Secretary Pete Hegseth with military leaders, which includes President Trump [2] - The context of the meeting relates to missile production efforts, indicating a focus on defense stocks [2] Group 3 - Palantir faces competition from Lockheed Martin in the defense sector, highlighting the competitive landscape [4] - Kratos is experiencing growth due to wins in combat drone contracts and advancements in hypersonics [4] - L3Harris Technologies has achieved a technical benchmark with an 80-plus RS rating, indicating strong market performance [4]

Key Takeaways IonQ exceeded Q2 revenue guidance by 15%, underscoring strong project execution with existing customers.Acquisitions and partnerships target 800 logical qubits by 2027 and 80,000 by 2030.Collaborations with AstraZeneca, AWS and others showcase practical applications of IonQ's systems.IonQ’s (IONQ) path to profitability is anchored by both strong revenue performance and strategic capital allocation. In the last-reported second quarter of 2025, the company’s revenues surpassed the high end of th ...

Market Overview - The stock market is trading at or near record highs, indicating that bulls are in control and suggesting a potential for further upward movement [3][15] - The S&P 500 experienced a significant rally, increasing by 38% from its low in April 2025 to a record high in September 2025, driven primarily by technology and AI stocks [10] Economic Policies and Market Reactions - President Trump's return to the White House in January 2025 initiated a series of bold economic policies, including the most comprehensive tariff package in modern American history, which initially caused a sharp decline in stock prices [5][6][7] - The market rebounded after the tariffs were lowered and extended, with April 2025 being marked as "Liberation Day," showcasing the market's resilience and forward-looking nature [9] Federal Reserve Actions - The Federal Reserve cut interest rates for the first time in years, which is seen as a bullish sign for both Main Street and Wall Street, with expectations of further rate cuts [11] Geopolitical Factors - Geopolitical tensions, including ongoing negotiations with China and conflicts in Ukraine and the Middle East, did not deter market growth, highlighting the American market's adaptability [12] IPO and Small/Mid Cap Stocks - The IPO market has shown signs of improvement in 2025, with increased venture capital flow and a rise in new stock offerings [13] - Small and mid-cap stocks began to rally in Q3 2025 after a period of dormancy, with the Russell 2000 index showing a 9% increase year-to-date, primarily driven by the Fed's rate cut announcement [14]

Core Insights - ZenaTech is developing a proprietary quantum computing hardware platform to enhance its AI drone capabilities for real-time data applications and predictions, targeting both defense and commercial sectors [1][2][3] - The initial prototype will have a capacity of up to five qubits, serving as a foundation for future advancements in quantum computing integrated with AI drones [1] - The integration of quantum computing is expected to significantly improve the speed, accuracy, and predictive capabilities of drone systems, particularly in defense applications [2][3] Company Overview - ZenaTech specializes in AI drones, Drone as a Service (DaaS), enterprise SaaS, and quantum computing solutions for critical business and government applications [6] - The company has been expanding its drone design and manufacturing capabilities since 2017, focusing on sectors such as agriculture, defense, and logistics [6][8] - ZenaDrone, a subsidiary of ZenaTech, develops multifunctional AI drone solutions for various applications, including industrial surveillance and monitoring [7][8] Quantum Computing Initiatives - ZenaTech is advancing two dedicated quantum R&D initiatives: Sky Traffic and Clear Skies, aimed at optimizing weather forecasting, environmental monitoring, and traffic management [4] - Quantum computing is positioned as a transformative technology that can process complex data at unprecedented speeds, enhancing capabilities in various applications [5] Market Positioning - By developing its own quantum computing hardware, ZenaTech aims to reduce reliance on third-party providers and gain greater control over its innovation strategy, positioning itself as a leader in the defense and critical infrastructure technology sectors [3]

Core Insights - Rigetti Computing has secured purchase orders totaling approximately $5.7 million for two 9-qubit Novera™ quantum computing systems, with delivery expected in the first half of 2026 [1][2] Company Overview - Rigetti Computing is a pioneer in full-stack quantum computing, having operated quantum computers over the cloud since 2017 and began selling on-premises quantum computing systems in 2021 [5] - The company introduced the 9-qubit Novera™ QPU in 2023, designed for high-performance, on-premises quantum computing [5] - Rigetti manufactures its quantum devices at Fab-1, the industry's first dedicated and integrated quantum device manufacturing facility [4][5] Product Details - The Novera quantum computing systems are upgradeable, allowing customers to increase the qubit count for more complex computations [1] - The systems are designed to support research in key areas of quantum computing, including qubit operation, control system optimization, gate design, decoherence mitigation, and efficient quantum algorithm development [3][5] - The Novera QPU features a square lattice of qubits and tunable couplers for high fidelity two-qubit operations, along with a compatible dilution refrigerator and advanced control systems [7]

Core Insights - ASP Isotopes Inc. has received a purchase order for enriched Barium-137 from a U.S.-based customer, with delivery scheduled for Q1 2026 [1] - Enriched Barium-137 is becoming essential for ion-trap quantum computing, facilitating the development of large-scale quantum machines [2][5] - The material's stable qubit platform enhances the reliability of quantum processors, crucial for scaling from small systems to fault-tolerant quantum computers [3] Company Overview - ASP Isotopes Inc. focuses on developing technology and processes for isotope production across multiple industries, employing proprietary Aerodynamic Separation Process technology [8] - The company aims to produce highly enriched isotopes for healthcare and technology sectors, with plans to enrich isotopes for the nuclear energy sector using Quantum Enrichment technology [8][9] - ASP Isotopes is positioned to meet the growing demand for isotopes like Silicon-28 and Molybdenum-100, which are critical for emerging applications in quantum computing and healthcare [9] Market Dynamics - The demand for enriched Barium-137 is expected to rise as industries seek commercially viable quantum computing solutions [5] - The isotopes market is evolving rapidly, with applications spanning quantum computing, semiconductors, AI, and data center construction [7] - ASP Isotopes aims to establish itself as a leading supplier in this dynamic market, supporting breakthrough technologies that will shape the future [6][7]

Core Viewpoint - Rail Vision Ltd. has announced a strategic transaction to acquire 51% of Quantum Transportation Ltd., aiming to enhance railway safety and innovation through the integration of quantum computing and AI technologies [1][2][5]. Company Overview - Rail Vision is a development stage technology company focused on revolutionizing railway safety and the data-related market with AI-based technologies designed to improve efficiency and reduce costs for railway operators [6]. Acquisition Details - The acquisition involves Rail Vision issuing ordinary shares representing approximately 4.99% of its share capital to select Quantum Transportation shareholders in exchange for their full holdings, securing majority control post-closing [3]. - Rail Vision will also extend a convertible loan of up to $700,000 to Quantum Transportation at an 8% annual interest rate, to support ongoing operations and development [3]. Technology Synergies - Quantum Transportation's patented machine learning-based universal decoder addresses noise in qubits, enabling scalable quantum computing and enhancing error correction capabilities [4]. - The integration of this technology with Rail Vision's existing systems aims to unlock new capabilities in anomaly detection, predictive maintenance, and autonomous rail operations, capitalizing on the growing quantum computing market [4][5]. Strategic Importance - The CEO of Rail Vision emphasized that this acquisition would blend rail-focused AI expertise with quantum error correction, aiming to redefine safety and efficiency in the global railway sector [5]. - The transaction is expected to close within the next 60 days, subject to regulatory approvals and other conditions [5].

Group 1 - Wall Street analysts are closely monitoring quantum computing trends, indicating a growing interest in this sector [1][3] - S&P Global tracks analyst recommendations and price targets to assess Wall Street's views on quantum computing stocks, eliminating those with insufficient coverage [3][4] - Analysts show mixed sentiments towards major quantum computing stocks, with Honeywell receiving a "buy" or "strong buy" rating from only 13 out of 24 analysts, and IBM from 8 out of 21 [4] Group 2 - Alphabet has achieved significant milestones in quantum computing, but its consensus price target is below the current share price, leading to its exclusion from top considerations [5] - Rising quantum computing companies like D-Wave Quantum, Rigetti Computing, and IonQ received positive ratings, yet their average price targets are lower than current share prices [6] - The three companies with strong analyst support and solid upside potential in quantum computing are Amazon, Microsoft, and Nvidia [7][8]