Accessibility StatementSkip Navigation Inclusion in Samsung Asset Management's actively managed quantum computing ETF increases BTQ's visibility with Asia-based institutional and thematic investors VANCOUVER, BC, Oct. 28, 2025 /PRNewswire/ - BTQ Technologies Corp. ("BTQ" or the "Company") (Nasdaq: BTQ) (CBOE CA: BTQ) (FSE: NG3), a global quantum technology company focused on securing mission-critical networks, is pleased to announce its common shares have been added to the SAMSUNGACTIVE KoAct Global Quantu ...

Core Insights - ZenaTech, Inc. is actively participating in two major Asia-Pacific defense conferences in November 2025 to showcase its AI-driven drone solutions and build relationships with military and security decision-makers [1][2][3] Company Overview - ZenaTech specializes in AI-driven drones, Drone as a Service (DaaS), Enterprise SaaS, and Quantum Computing solutions, focusing on mission-critical applications [5][8] - The company operates globally with offices in North America, Europe, Taiwan, and the UAE, and is expanding its DaaS business model through acquisitions [7] Conference Participation - ZenaTech will exhibit at the Defense and Security 2025 conference in Bangkok, Thailand, which attracts over 25,000 participants from over 40 countries, including high-ranking military officials [2][3] - The Secure Australia Conference 2025 in Canberra will also feature ZenaTech, focusing on advancements in AI, robotics, and autonomous systems [3][4] Product Offerings - ZenaTech's drone portfolio includes the ZenaDrone 1000, IQ Square, and IQ Nano, designed for various applications such as ISR, land surveys, and inventory management [6][8] - The ZenaDrone 1000 is a medium-sized VTOL drone capable of lifting approximately 40 kg, equipped with AI-enabled autonomy and secure communications [6] - The IQ Square and IQ Nano drones are tailored for specific tasks in defense and commercial sectors, including infrastructure inspections and operations in GPS-denied environments [6][8] Manufacturing and Compliance - ZenaTech is committed to a compliant supply chain, with its Taiwan-based factory establishing assembly lines for NDAA-compliant components [4] - All US defense and NATO-designated drones will be manufactured and assembled at ZenaTech's facility in Mesa, Arizona, ensuring compliance with regulations and high-quality standards [4]

Core Insights - Nvidia remains the leader in AI investing, but competition is emerging from traditional computing companies, not quantum computing firms like IonQ [1] - The recent sell-off in quantum computing stocks has made them more attractive for potential investment [1] Quantum Computing vs Traditional Computing - IonQ's CEO predicts that quantum processing units will eventually replace GPUs in accelerated computing applications, similar to how GPUs replaced CPUs [3] - If IonQ succeeds in this transition, it could lead to significant returns for investors, potentially turning small investments into substantial profits [4] Market Potential and Growth Projections - The AI computing market is projected to grow significantly, with Nvidia estimating global data center capital expenditures to reach $600 billion by 2025 and $3 trillion to $4 trillion by 2030 [4] - IonQ and other quantum computing companies anticipate that 2030 will be a pivotal year for the commercial viability of quantum computing, but significant sales are unlikely until then [5] - Rigetti Computing estimates a $15 billion to $30 billion annual market for quantum computing between 2030 and 2040, while IonQ projects a total addressable market of about $87 billion by 2035 [6] - In contrast, Nvidia generated $41 billion in data center GPU sales in Q2 alone, indicating that it will likely continue to outperform quantum computing companies in revenue for the foreseeable future [6]

Core Viewpoint - Quantum computing stocks have recently experienced significant losses as investors adjust their expectations regarding the technology's viability as a competitive alternative [1] Group 1: Quantum Computing Stocks - Pure play quantum computing stocks like IonQ, Rigetti Computing, and D-Wave Quantum have gained popularity but are considered long-shot investments [2] - Alphabet is suggested as a more stable investment alternative in the quantum computing sector, despite being a well-known company [3] Group 2: Alphabet's Leadership in Quantum Computing - Alphabet has demonstrated leadership in quantum computing, recently showcasing its Willow quantum computing chip, which ran a verifiable algorithm 13,000 times faster than traditional computers on a 105-qubit system [5][6] - The company is positioned to outperform its pure-play competitors in the quantum computing space [7] Group 3: Financial Strength and Investment Capability - Alphabet possesses substantial financial resources, generating approximately $66 billion in free cash flow over the past year, allowing for significant investment in quantum computing [9][11] - In contrast, competitors like IonQ reported only $20.7 million in revenue for Q2 and have limited cash reserves, highlighting Alphabet's competitive advantage [11][12] Group 4: Investment Risk Profile - Unlike pure-play quantum computing companies, which represent high-risk, all-or-nothing investments, Alphabet's diversified business model reduces overall investment risk [13][14] - Alphabet's strong advertising and cloud computing businesses provide a safety net, making it a more reliable investment choice in the quantum computing sector [14]

Investment & Funding - The European Union is in discussions with anchor investors for a fund [1] - The fund will invest in European companies working on quantum computing, artificial intelligence, and other strategic technologies [1]

Core Insights - JPMorgan Chase plans to allocate approximately $1.5 trillion over the next decade as part of its Security and Resiliency Initiative, which includes up to $10 billion in direct equity investments to enhance national security in the US [1][2] - The initiative aims to support US-based firms across 27 identified sub-areas, focusing on capital deployment and financing strategies [2] - A new class of industrial AI startups is emerging to rebuild the nation's productive capacity in key sectors such as manufacturing, materials, and mobility [2] Investment Focus - Startups like Skild AI, Charge Robotics, and Cartken are working to reduce costs for onshore production through automation in physical work and logistics [3] - Earth AI and Periodic Labs are leveraging AI to accelerate materials discovery and ensure domestic access to critical minerals and battery inputs [3] - Material development platforms are gaining investor interest as AI and quantum computing unlock new capabilities, marking them as a hot emerging market in manufacturing [3] Security and Infrastructure - As AI becomes integral to critical systems, the attack surface for cyber threats expands significantly [3] - Emerging startups are integrating AI-native security, quantum-safe encryption, and infrastructure hardening to enhance the security of the intelligent economy [3] - Companies like TXOne Networks and Xage Security focus on protecting industrial and energy assets using zero-trust architectures, while TrustLogix and Concentric AI safeguard sensitive enterprise data [3] M&A Activity - TrustLogix is identified as a potential acquisition target among AI security startups, as larger cyber players are actively pursuing M&A opportunities to integrate AI security features [3] - Quantum Xchange provides secure data transmission with quantum-resistant encryption, and HiddenLayer protects AI models from various attacks [3] Overall Objective - The collective aim of these emerging technologies is to establish a secure AI infrastructure that encompasses digital, data, and physical domains, ensuring that as intelligence scales, trust scales with it [3] - Investment in this layer is not solely about cybersecurity; it is also about safeguarding the "nervous system" of the digital economy [3]

Core Insights - The upcoming earnings reports from major tech companies, including Amazon, Alphabet, Apple, Microsoft, and Meta, are crucial for market performance in the next few months, as they collectively represent nearly 35% of the S&P 500 [1] Group 1: Company Earnings Expectations - Alphabet's advertising business, particularly YouTube and search, is a key focus, with significant attention on its cloud business, which has shown strong growth [3] - Meta is expected to provide metrics on daily users and average revenue per user, with emphasis on its competitive advantage in AI and updates on artificial intelligence glasses [4] - Microsoft is viewed as being in a challenging position, with a focus on growth in its Azure business and the need for positive commentary from its CFO [5] Group 2: Amazon and Apple Insights - Amazon's earnings report will be closely watched for updates on its web services division, particularly its collaboration with Nvidia to develop new chips for AWS [6] - Apple's performance will hinge on the reception of the new iPhone 17, with potential stock boosts if sales increase in China and the U.S., and interest in partnerships for AI systems similar to its deal with Alphabet [7]

Market Overview - US stock markets are experiencing a rally, with the Dow up 271 points, S&P 500 up 1%, and NASDAQ up 1.7% [1][2] - The tech sector is leading the gains, particularly semiconductor stocks, with Qualcomm up over 11% [7][8] - The bond market shows the 10-year Treasury yield flat at 4% and the 30-year down about one basis point to 4.57% [4][5] Amazon Layoffs - Amazon is reportedly planning to lay off 30,000 corporate employees, which represents about 10% of its corporate workforce [10][58] - This move is part of a broader trend in big tech to flatten organizational structures and improve decision-making speed [11][12] - The layoffs are not expected to affect logistics or warehouse staff, focusing instead on corporate operations [10] US-China Trade Relations - Optimism in the markets is fueled by potential progress in US-China trade negotiations, with President Trump set to meet with President Xi Jinping [13][14] - Key provisions being discussed include the removal of potential tariff increases, delays on China's export controls on rare earth minerals, and substantial Chinese purchases of American soybeans [15][16][17] - However, confirmation from China regarding these developments remains less optimistic [18][19] Federal Reserve Rate Decision - The Federal Reserve is expected to announce rate cuts, with market expectations indicating two cuts by the end of the year [26][28] - Analysts suggest that the Fed is in a tough position due to unclear economic data, but cuts are anticipated despite inflation remaining above target [30][31] Big Tech Earnings Expectations - Major tech companies are set to report earnings, with Microsoft expected to show respectable growth driven by Azure [72] - Amazon's layoffs may enhance its margins and earnings growth potential, as it aims to double revenues without increasing staff [73][74] - Apple is under scrutiny for its iPhone 17 demand and AI integration plans, with analysts noting strong lead times for the new model [47][48][52] Qualcomm's AI Chip Launch - Qualcomm has unveiled new AI accelerator chips, the A200 and A250, aimed at data centers, marking its re-entry into this competitive space [90][91] - The company is diversifying away from its smartphone dependency, targeting growth in the PC and automotive markets as well [93] - Investors in Nvidia may not be overly concerned about Qualcomm's entry, as competition in the AI chip market is already robust with established players like AMD [96][97] Whirlpool's Earnings Report - Whirlpool reported third-quarter results with revenue of approximately $4 billion, exceeding expectations [85] - The company experienced a 250 basis point hit to margins due to tariffs, but saw growth in small domestic appliances and major domestic appliances [88][89]

Core Insights - The equities landscape is being analyzed through a thematic lens, focusing on sectors like AI and decentralized energy grid technology [1][2] - There is a notable increase in correlations between AI and decentralized energy transition metals, indicating a rising interdependence in these sectors [3] - The themes related to decentralized energy and transition metals are experiencing higher volatility, particularly during market pullbacks [4] Market Trends - Significant investment opportunities exist in the aging power grid and related retrofits, highlighting the need for modernization [5] - A comparison is being made between the current market conditions and the correction seen in 2021, which serves as a reference point for potential future trends [7][8] - The market capitalization of major tech companies during the dot-com era is contrasted with current valuations, suggesting a more stable outlook moving forward [8] Economic Indicators - Anticipation of rate cuts is noted, which differs from the rising rates experienced during previous market corrections [9] - There is a shift in tech investment towards industrial materials and energy sectors, which may lead to increased volatility due to longer build cycles [10]

Core Insights - Defiance ETFs' Defiance Quantum Computing ETF (QTUM) has exceeded $3 billion in assets under management, highlighting growing investor interest in quantum computing and AI technologies [1][3] - QTUM has received a 5-star Overall Morningstar Rating™, indicating strong performance in the technology category based on risk-adjusted returns over 3-year and 5-year periods [1][3] Company Overview - Defiance ETFs, founded in 2018, specializes in thematic, leveraged, and income-focused exchange-traded funds [5] - QTUM was launched in September 2018 and tracks the BlueStar Quantum Computing and Machine Learning Index, providing access to a diversified portfolio of leading global companies in quantum innovation [2][5] Market Potential - The quantum computing market is projected to grow significantly, with estimates suggesting a valuation between $90 billion and $170 billion by 2040, driven by its capability to address complex problems beyond classical computing [3]