Charles Hoskinson says the quantum threat to crypto is overstated and not an urgent issue today.He says blockchains can go quantum-resistant but current solutions are far too slow and costly, and real pressure to upgrade likely won’t come until the 2030s.Source: BeInCrypto ...

U.S. President Donald Trump’s new national security strategy makes no mention of cryptocurrency or blockchain, despite his previous calls to make the U.S. a crypto hub. The plan focuses on AI and quantum computing as core national interests, stating that the U.S. will ensure its technology and standards in AI, biotech, and quantum computing lead globally. https://t.co/pydtbvSMGI ...

RT Helius (@heliuslabs)Will quantum computing break Solana?How would the protocol need to change in a post-quantum world?Find out in our latest guest blog post from @PospisilAdam https://t.co/Hu3iXCc8VO ...

Core Viewpoint - Both Taiwan Semiconductor Manufacturing (TSMC) and ASML are positioned to benefit from the booming demand for chips driven by artificial intelligence (AI) data center buildout, but TSMC is expected to outperform in 2026 due to its pricing power and market position [2][14]. TSMC Overview - TSMC is the world's leading semiconductor contract manufacturer and one of only three companies capable of producing advanced chips at small node sizes, which enhances power efficiency [3][5]. - TSMC's market capitalization is $1,519 billion, with a current stock price of $296.51 and a gross margin of 57.75% [4][5]. - The company is expected to increase prices by 3% to 10% next year due to strong pricing power stemming from competitors' yield issues [6]. - TSMC projects a 40% compound annual growth rate (CAGR) for AI chip demand, particularly for graphics processing units (GPUs) [6]. ASML Overview - ASML holds a monopoly in the production of extreme ultraviolet (EUV) lithography machines, essential for manufacturing advanced chips, with no competitive alternatives available [8]. - ASML's market capitalization is $430 billion, with a current stock price of $1,107.46 and a gross margin of 52.70% [10][11]. - The company has developed next-generation High-NA EUV technology, which will further reduce node sizes, with new machines costing around $400 million each [11]. - A potential concern for ASML is the pull forward in demand for its older deep ultraviolet (DUV) machines from China, which may lead to fewer sales in 2026 [12]. Comparative Analysis - TSMC is trading at a forward price-to-earnings (P/E) ratio of under 23.5 times, while ASML's ratio exceeds 36.5 times, indicating TSMC is relatively cheaper [7]. - Both companies are expected to benefit from the proliferation of advanced chips, with AI being a current driver and future potential in areas like robotaxis and quantum computing [13]. - TSMC's stock is considered better positioned for 2026 due to its strong AI tailwind and competitive pricing, while ASML may face challenges due to earlier demand pull-forward [14].

Core Insights - IBM is significantly advancing in AI through its watsonx platform, generative AI tools, and strategic partnerships, aiming to enhance business automation and decision-making across over 175 countries [1][2] Company Overview - Founded in 1922, IBM is evolving from its legacy in mainframes and IT services to focus on hybrid cloud, quantum computing, and AI [2] - The company has a market capitalization of approximately $282.9 billion and has seen its stock rise 40.19% this year, outperforming the S&P 500 Index [6][7] Financial Performance - In Q3 of fiscal 2025, IBM reported revenue of $16.3 billion, a 9% year-over-year increase, and net income of $1.74 billion, a significant recovery from a loss in the same quarter last year [11][12] - Software revenue reached about $7.2 billion, up 10%, while the infrastructure segment grew 17% to $3.6 billion, driven by strong demand for IBM Z mainframes [13] - The company generated $3.1 billion in net cash from operating activities and $2.4 billion in free cash flow, with a cash position of $14.9 billion at quarter-end [14] Dividend Policy - IBM has maintained a consistent dividend payout since 1916, with a recent quarterly dividend of $1.68 per share, resulting in a forward annual dividend yield of 2.20% [8][9] Future Outlook - IBM raised its full-year 2025 revenue growth guidance to over 5% and increased its free cash flow forecast to $14 billion [16] - The company's AI business has expanded to over $9.5 billion, reflecting rising customer adoption of its technology [15] Market Sentiment - Despite concerns about an AI bubble, analysts remain optimistic about IBM, with Bank of America reiterating a "Buy" rating and a price target of $315 [20][21] - Among 22 analysts, the consensus rating is "Moderate Buy," with potential for further stock price increases [22]

Company Overview - SkyWater Technology (NASDAQ: SKYT) is the largest U.S.-based, pure-play semiconductor foundry, focusing on securing America's silicon foundation and supporting critical infrastructure [6][12] - The company operates state-of-the-art facilities in Minnesota, Florida, and Texas, specializing in foundational nodes and advanced packaging [6] NYC Summit Participation - SkyWater Technology will participate in the 14th Annual NYC Summit investor conference on December 16, 2025, alongside 14 other companies [1][4] - The summit will feature a "round-robin" format allowing investors and analysts to meet with management teams from the participating companies [3] Financial Performance - SkyWater Technology reported record revenues from multiple quantum computing customers for the third quarter of 2025, exceeding expectations across all metrics [12]

We've heard so much about the GPU Chip's A. I. needs, which have catapulted in video to the top of the leaderboard.But what about quantum computing. How are they different. And who's making them.Jerry Chow of IBM gave us a tour at the Thomas J. Watson Center in Yorktown, New York. So this is our IBM Quantum System two, which is the most recent one. Most recent one.It is also a infrastructure that is built with modularity and scalability in mind built for data centers. Right. So the way to think about it is ...

zcashKalshi (@Kalshi):JUST IN: Google CEO says quantum computing progress is entering same "acceleration" as early AI ...

Core Insights - Rising global defense budgets and the demand for modern military systems are benefiting major contractors like RTX Corp. and Lockheed Martin Corp. [1] - Both companies have substantial backlogs from government programs, providing steady revenue visibility and strong long-term growth prospects [1] RTX Overview - RTX has a diverse product base, including commercial jet engines, avionics, space sensors, military radars, and Satcom systems [2] - The company reported a revenue growth of 11.9% and a 17.2% increase in net earnings for Q3 2025 [7] - Recent contracts include a military avionics service center in the Netherlands and an expanded maintenance agreement with Emirates for A380 landing gears [8] - RTX has been selected by Qatar Airways to provide its Ascentia analytics solution for its Boeing 787 fleet [9] - RTX shows lower debt levels and improving estimates, positioning it as a stronger pick compared to its peer [10] Lockheed Martin Overview - Lockheed Martin is recognized for leading defense platforms such as the F-35 fighter jet and advanced missile systems [2] - The company reported an 8.8% revenue growth and a 2.2% rise in net earnings for Q3 2025 [4] - Recent contract wins include a deal for Sikorsky S-70 FIREHAWK helicopters and a collaboration with Diehl Defence for integrated air and missile defense capabilities [5][6] - Lockheed Martin's forward earnings multiple is 15.32, which is lower than RTX's 25.76, indicating a more attractive valuation [16] Comparative Analysis - The Zacks Consensus Estimate for Lockheed Martin's 2025 sales implies a 4.7% year-over-year rise, while earnings are expected to decline by 22% [11] - In contrast, RTX's 2025 sales and EPS estimates imply improvements of 7.8% and 7.9%, respectively [12] - Over the past year, RTX shares surged by 43%, while Lockheed Martin shares decreased by 14% [13] - Lockheed Martin has a total debt-to-capital ratio of 78.21, significantly higher than RTX's 37.05 [17] Final Assessment - Both companies are well-positioned due to strong global defense spending, but Lockheed Martin's higher debt levels and weaker stock performance limit its near-term appeal [18] - RTX offers a balanced mix of commercial and defense exposure, improving earnings expectations, and stronger contract momentum [20]

LATEST: ⚡ VanEck CEO Jan van Eck told CNBC that quantum computing poses a potential risk to Bitcoin's encryption, but that BTC should "for sure" still be a part of investor portfolios, at least for now. https://t.co/a05tQwLJ9K ...