Core Insights - Rigetti Computing (RGTI) has delayed the general availability of its 108-qubit Cepheus-1-108Q system to the end of Q1 2026 due to the need for additional testing and performance optimization, impacting market sentiment [1][3] - The Cepheus-1-108Q system is the highest-qubit and largest modular quantum computing system available, built from 12 9-qubit chiplets using Rigetti's proprietary architecture [2] - RGTI's stock experienced a modest decline following the announcement, highlighting the importance of timelines in the quantum technology sector [3] Company Overview - Rigetti Computing, founded in 2013 and based in Berkeley, California, specializes in full-stack quantum computing solutions, including superconducting quantum processors and software platforms [3] - The company has a market capitalization of $8.4 billion, indicating growing investor interest despite challenges in technology scaling and profitability [4] Stock Performance - RGTI stock has shown significant volatility and speculative enthusiasm, with a notable growth phase in 2024, driven by increased investor appetite for quantum technology [5] - The stock reached a high of $58.15 on October 14, 2025, with a 128% gain over the past 52 weeks and an impressive two-year return of 2,436% [6]

Core Insights - SuperQ Quantum Computing Inc. has appointed Prof. Dr. Mathew Chandrankunnel and Tim Toole to its Advisory Board, aiming to enhance the commercialization of quantum technologies [1][2]. Group 1: Advisory Board Appointments - Prof. Dr. Mathew Chandrankunnel is a leading scholar in quantum theory and will focus on academic collaboration and ethical innovation at SuperQ [3]. - Tim Toole, with extensive experience in technology infrastructure, will concentrate on accelerating go-to-market strategies and forming enterprise partnerships [4]. Group 2: Company Strategy and Vision - The company aims to bridge the gap between complex quantum theory and real-world applications, emphasizing the need for both scientific insight and commercial execution [2][5]. - SuperQ is committed to reducing barriers to quantum and supercomputing commercialization, positioning itself as a partner for organizations seeking direct returns on investment [5][6]. - The flagship Super™ platform is designed to make advanced computational power accessible, targeting sectors such as finance, healthcare, and defense [6].

Core Insights - Quantum computing stocks currently lack staying power due to the technology's expected impact not materializing until around 2030, similar to biotech stocks in clinical trials [1] - If a quantum computing stock is perceived as undervalued, it may be due to negative market sentiment, company struggles, or excessive sell-offs by investors [2] Company Overview - Rigetti Computing, a prominent player in quantum computing, has a market cap of $8 billion but is down over 50% from its all-time high, raising questions about potential buying opportunities [3] - Rigetti employs superconducting technology, which, while not the most accurate, offers superior processing speeds compared to alternatives like trapped ion technology [4][5] Financial Performance - In Q3, Rigetti reported revenue of $1.9 million and an operating loss of $21 million, with approximately $600 million in cash reserves, indicating short-term survival capability [6][7]

Core Viewpoint - The Human-AI-T Manifesto aims to establish a global framework to ensure human control, trust, and ethical governance in the era of Artificial General Intelligence (AGI) and Quantum Computing [1][3][6]. Group 1: Human-AI-T Framework - The Human-AI-T framework is designed to ensure that technological intelligence evolves within a moral, legal, and cultural context defined by humanity [2]. - The manifesto emphasizes that human dignity, agency, and responsibility are essential and non-negotiable, regardless of technological advancements [2][3]. - It calls for robust oversight, impact assessment, audit, and due diligence mechanisms to ensure AI systems align with human rights norms and democratic values [4]. Group 2: Trust and Ethical Deployment - Trust is positioned as a cornerstone of a digital society, with the manifesto stating that ethical AI deployment relies on transparency and explainability [5]. - Trustworthy AI must be auditable, traceable, rigorously tested, and secure, especially as AGI and Quantum technologies increase scale and impact [5]. - The manifesto asserts that human values must be intentionally integrated into AI algorithms, rather than assumed to emerge from data alone [7]. Group 3: Global Responsibility and Governance - The presentation of the Human-AI-T Manifesto at Davos serves as a call to action for governments, industry leaders, and academia to adopt it as a shared global reference framework [6]. - The manifesto advocates for human oversight in AI systems, ensuring that AI supports rather than replaces human decision-making, particularly in critical areas affecting life and rights [7]. - It emphasizes the importance of preventing harm by design, addressing risks to health, security, human rights, and environmental well-being [7]. Group 4: About WISeKey - WISeKey International Holding Ltd is a global leader in cybersecurity, digital identity, and IoT solutions, operating through various subsidiaries focused on specific technology areas [8][9]. - The company has deployed over 1.6 billion microchips across IoT sectors, playing a crucial role in securing the Internet of Everything [9]. - WISeKey's technologies integrate to secure digital identity ecosystems using Blockchain, AI, and IoT technologies, ensuring the integrity of online transactions [9].

Core Insights - IonQ is a leading player in quantum computing, utilizing trapped-ion technology for stability, achieving 99.99% two-qubit gate fidelity, and investing in a quantum ecosystem [2][3] - UiPath is transitioning to an agentic AI orchestration platform, focusing on managing AI agents from various vendors, with accelerating revenue and significant market potential [6][8] - IBM is positioned as a less risky investment in quantum computing, leveraging AI growth and developing quantum technologies, including its Qiskit software platform and new quantum chips [10][11][12] IonQ - IonQ employs trapped-ion technology, which uses actual atoms, providing stability compared to traditional qubits [2] - The company has a market cap of $17 billion and is projected to generate around $110 million in revenue by 2025, indicating a high valuation relative to its revenue potential [4] - IonQ is investing in chip, software, and networking capabilities, along with having its own manufacturing and research center [3] UiPath - UiPath is focusing on the orchestration of AI agents, aiming to manage various AI solutions from different vendors [7] - The company is a leader in robotic process automation (RPA), which supports its transition to an agentic AI platform [7] - UiPath's revenue is accelerating, indicating a strong growth trajectory in the AI market [8] IBM - IBM has a market cap of $286 billion and is experiencing growth driven by AI and quantum computing initiatives [10][11] - The company has restructured by spinning off its low-gross-margin IT infrastructure service business, focusing on higher-margin AI and quantum solutions [10] - IBM's Qiskit software platform is a standard for quantum research, and it is developing quantum chips aimed at achieving fault tolerance [11][12]

Free Newsletter Get the hottest Fintech Switzerland News once a month in your Inbox Fujitsu Limited and SC Ventures have announced the launch of Qubitra Technologies. It is a joint venture aimed at advancing quantum computing applications and building a global quantum ecosystem.Previously incubated as Project Quanta in September 2025, Qubitra will operate from the UK.The company will focus on high-performance applications and a marketplace platform for quantum software and hardware providers.Vishal Shet ...

Group 1 - Investors are increasingly focused on quantum computing as a revolutionary technology that operates on the principles of quantum mechanics, utilizing qubits instead of classical bits [1] - Despite the challenges in building quantum computers, such as qubit fragility and error rates, both dedicated quantum companies and established tech giants are making significant progress [2] - Alphabet (NASDAQ: GOOG) is highlighted as a strong investment opportunity due to its established revenue streams from advertising and its growing cloud business, which recently surpassed $100 billion in quarterly revenue for the first time [5][6] Group 2 - Alphabet has made notable advancements in quantum computing, including the introduction of its quantum chip, Willow, which has shown the ability to significantly reduce errors as qubits scale [7] - The potential of quantum computing lies in its ability to solve complex problems that are currently beyond the capabilities of classical systems, presenting significant investment opportunities for early adopters [8]

Core Insights - The AI industry is projected to grow significantly, from $255 billion in 2025 to $1.7 trillion by 2031, indicating strong investment potential in AI stocks [2] - Investors need to be selective in choosing AI stocks, as not all sectors within the AI market will experience the same level of growth [3] AI Infrastructure - Tech infrastructure is a rapidly growing area within AI, with Nvidia's CEO predicting a shift towards AI-optimized data centers, termed "AI factories" [4] - The AI infrastructure market is expected to expand from $46 billion in 2024 to $356 billion by 2032, benefiting companies involved in this sector [7] - Companies like Credo Technology Group and Astera Labs provide essential components for the construction of these advanced data centers [5] Semiconductor Sector - Nvidia remains a key player in the semiconductor space, reporting record revenue of $57 billion in Q3 of fiscal 2026, a 62% year-over-year increase [6] - The demand for Nvidia's GPUs is driven by their necessity in powering AI systems, making them a critical investment in the AI landscape [6] AI Software Sector - The performance of AI software companies varies significantly, with Palantir Technologies reporting a 52% increase in government sales to $486 million, while BigBear.ai saw a 20% decline in revenue to $33.1 million [10][11] - The success of AI software firms depends on their technological superiority and ability to create an economic moat [9] Future of AI and Quantum Computing - The next frontier for AI may lie in quantum computing, which has the potential to solve complex calculations much faster than classical computers [14] - IBM aims to deliver a fault-tolerant quantum computer by 2029, which could facilitate the widespread adoption of quantum technology [15] - Nvidia's NVQLink platform is designed to bridge quantum and classical computing, addressing challenges like error correction [18]

Core Viewpoint - D-Wave Quantum has seen significant stock price appreciation, but its financial fundamentals raise concerns about its valuation and sustainability [1][5][6] Group 1: Stock Performance - D-Wave Quantum's stock price has increased by over 400% in the last year, reflecting strong investor interest in quantum technology [1] - The stock debuted at $10 per share in August 2022 but fell below $2 by mid-December of the same year [1] - Currently, the stock is trading around $28.83, with a market cap exceeding $10 billion [2] Group 2: Financial Metrics - D-Wave generated $24.14 million in sales over the last 12 months, indicating limited revenue generation relative to its market cap [5] - The company has a price-to-sales ratio exceeding 400, suggesting a high valuation compared to its sales [5] - D-Wave reported a net loss of nearly $400 million in the same period, highlighting ongoing financial challenges [5] Group 3: Investment Considerations - The company's rise has been largely driven by hype and speculation, with concerns about its long-term viability at current valuations [6] - D-Wave faced potential delisting 18 months ago, raising questions about its stability and future prospects [6] - While the quantum computing sector holds long-term potential, the technology is still considered experimental, warranting caution for investors [6]

Core Viewpoint - Quantum Computing stock experienced a dramatic surge of approximately 1,710% in 2024, followed by a significant pullback in 2025, resulting in a 38% decline over the year, contrasting with the S&P 500's 16.4% and Nasdaq Composite's 20.4% gains [1][2][3]. Stock Performance - The stock was one of the hottest in 2024 but faced volatility in 2025, particularly after comments from Nvidia's CEO indicated that commercially viable quantum machines were further away than anticipated [3]. - Despite a recovery later in 2025, the stock continued to experience volatility and significant declines, particularly in October and November, due to bearish trends in the quantum industry and concerns over inflated valuations in AI and growth stocks [5][6]. Financial Performance - In the first three quarters of the previous year, Quantum Computing reported revenue of $484,000, an increase from $311,000 in the same period of 2024, indicating growth but also highlighting the company's vulnerability to market sentiment regarding growth stocks [6]. Recent Developments - Quantum Computing's stock has shown signs of recovery in early 2026, with a year-to-date increase of 24%, driven by the acquisition of Luminar Semiconductor and positive analyst coverage [6]. - The company has made a bid of approximately $22 million to acquire additional assets from Luminar Technologies, with expectations for the deal to close in the current quarter if approved [7]. - Rosenblatt initiated coverage on Quantum Computing with a buy rating and a one-year price target of $22 per share, suggesting a potential upside of about 73% [8].