Core Insights - Quantum computing is a high-stakes frontier with potential to revolutionize various industries, presenting early investment opportunities in a potentially trillion-dollar market [1] Company Analysis Rigetti Computing (RGTI) - Rigetti's shares have surged 142.9% year-to-date, significantly outperforming IonQ's 36.8% gain [5][8] - The company is advancing a superconducting-qubit, modular chiplet architecture, targeting a 100+ qubit system by the end of 2025, with a recent achievement of a 36-qubit system and a median two-qubit gate fidelity of approximately 99.5% [6][12] - Rigetti's revenue model is heavily reliant on government and research contracts, including a $5.8 million contract with the Air Force Research Laboratory [10] - The Zacks Consensus Estimate for Rigetti's 2025 sales implies a year-over-year decline of 19.65%, with a projected loss per share of 9 cents [15] IonQ (IONQ) - IonQ is focusing on trapped-ion quantum systems, recently achieving a two-qubit gate fidelity exceeding 99.99%, which reduces error-correction burdens [7][13] - The company is executing a platform-expansion strategy through acquisitions, including the $1.07 billion acquisition of Oxford Ionics, aimed at enhancing its capabilities [11] - The Zacks Consensus Estimate for IonQ's 2025 sales implies a year-over-year growth of 115.1%, with a projected loss per share of 97 cents [18] Comparative Analysis - Rigetti's approach emphasizes near-term milestones and government backing, while IonQ's strategy focuses on long-term platform vision and ecosystem expansion [14][22] - Rigetti holds a Growth Score of C and a Momentum Score of A, indicating improving sentiment, whereas IonQ has a Growth Score of F and a Momentum Score of D, reflecting cautious expectations [22] - Both companies currently carry a Zacks Value Score of F, indicating premium pricing in the emerging quantum sector [21]

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Jameson Lopp, co-founder and chief security officer at self-custody platform firm Casa, raised concern about Bitcoin (CRYPTO: BTC) users repeatedly using old public addresses, a practice he viewed as a serious vulnerability in the wake of the growing quantum threat. Users Ignoring Satoshi’s Guidelines? Speaking to Benzinga on the sidelines of the Trezor TBD event on Oct. 21 in Prague, Czech Republic, Lopp ...

Key Points Investors have been worried about a slowdown in AI adoption. Nvidia dispelled some of those fears at the company's annual GTC conference. Positive sentiment from Wall Street and the White House helped fuel today's rise. 10 stocks we like better than Nvidia › Shares of Nvidia (NASDAQ: NVDA) charged sharply higher Wednesday, climbing as much as 5.6%. As of 11:41 a.m. ET, the stock was still up 3.9%. The artificial intelligence (AI) chipmaker unveiled a host of developments during the ke ...

Group 1 - Quantum concept stocks experienced a rise on Wednesday, with IONQ Inc (IONQ.US) and Rigetti Computing (RGTI.US) both increasing by over 6.4% [1] - D-Wave Quantum (QBTS.US) also saw a significant increase of over 6.4%, while Quantum Computing (QUBT.US) rose by more than 3% [1]

Core Insights - Nvidia's stock surged nearly 4% to $208.82, reaching an all-time high of $212.19 following a significant presentation by CEO Jensen Huang in Washington, D.C. [1] - The company has achieved a market capitalization of $5.1 trillion, becoming the first to reach this milestone [2]. Group 1: Market Reactions - At least six Wall Street firms raised their price targets for Nvidia stock after the GTC conference, where the company announced numerous deals and projects in AI data centers, quantum computing, wireless infrastructure, and robotaxis [2]. - Melius Research analyst Ben Reitzes increased his price target for Nvidia from $275 to $300, praising Huang's presentation as a "home run" and noting stronger-than-expected orders for Blackwell and Rubin graphics processing units [3]. - Evercore ISI analyst Mark Lipacis maintained an outperform rating and raised the price target from $225 to $261, emphasizing Nvidia's competitive edge in the AI computing ecosystem [4]. Group 2: Industry Position - Nvidia is viewed as the "gold standard" in the AI sector, leading the industry with its comprehensive chip, hardware, software, and networking solutions [4]. - The company's stock is featured on five IBD lists, including IBD 50 and Tech Leaders, indicating strong market interest and performance [5].

Security & Technology - Trezor 可能能够帮助应对量子计算带来的安全威胁 [1] Cryptocurrency - 讨论 Trezor CEO 关于加密货币安全性的观点 [1]

Welcome to The Protocol, CoinDesk's weekly wrap of the most important stories in cryptocurrency tech development. I’m Margaux Nijkerk, a reporter at CoinDesk. In this issue: Ethereum’s Fusaka Upgrade Completes Final Hoodi Test Ahead of Mainnet Launch BOB Unveils Bitcoin Vault Liquidation Engine to Power BTC-Backed Stablecoin Lending Ledger Unveils $179 Nano Gen5, Built for Identity in an AI-Driven World Google Claims Quantum Breakthrough to Reignite Bitcoin Ramifications Debate Unknown block ty ...

We haven't gotten AI to sort of being the revenue producer. We've got it the to be the cost center savings. I think AI as we move down this field and we're heading really quickly into the quantum space.When we get into the quantum space, AI will go from, you know, the costsaver to the revenue creator >> because what what happens then. >> The machine actually can think. machine actually goes from doing something that you've taught it to do because it's looked at the way you've done it and the machine says, " ...

Core Insights - D-Wave Quantum Inc. (NYSE:QBTS) experienced a significant decline in share price, dropping 8.68% to close at $32 due to profit-taking after three consecutive days of gains [1][3] - The initial surge in quantum firm shares, including D-Wave, was driven by optimism regarding potential government investment, which was later dampened by the Commerce Department's denial of negotiations with quantum computing companies [2][3] Company Performance - D-Wave Quantum's stock performance on Tuesday was notably poor, marking it as one of the worst performers in the market [1] - The company is scheduled to release its third quarter earnings results in the second week of November, which may impact future stock performance [4] Market Context - The optimism surrounding quantum firms was linked to a report suggesting the Trump administration's interest in investing in the quantum computing sector, with firms reportedly seeking $10 million in funding for government equity stakes [2][3]

International Collaboration - The U S inked Technology Prosperity Deals (TPD) with Japan and South Korea to foster collaboration on advanced technologies [1] Technology Focus - The TPD aims to stimulate cooperation in areas including AI, semiconductors, quantum computing, biotech, space, and 6G [1]