The quantum computing investment thesis is relatively young, and its related stocks embraced at a fever pitch by some retail investors. Perhaps that explains its often dramatic emotional swings, both positive and negative. Focusing on Foundations Another advantage offered by WQTM is the ETF's focus on important pillars of quantum computing investing. Those being breadth, purity and relevance — attributes that can be hard to come by when selecting individual securities. "If the sector rallies, whether from a ...

Core Insights - ZenaTech, Inc. has acquired Casado Design Ltd., enhancing its Drone as a Service (DaaS) offerings in the UK and expanding into telecom infrastructure [1][2] - The acquisition aligns with the growing demand for advanced drone solutions in the telecom sector, particularly for 5G infrastructure modernization [2][3] - ZenaTech aims to leverage Casado's expertise in 3D modeling and scanning to provide safer, faster, and more cost-effective telecom infrastructure solutions [2][3] Company Overview - ZenaTech specializes in AI-driven drone solutions, DaaS, enterprise SaaS, and Quantum Computing, focusing on mission-critical business applications [5] - The company has been expanding its DaaS network through acquisitions, targeting established service companies ready for drone innovation [4][5] - ZenaTech operates globally with offices in North America, Europe, Taiwan, and the UAE, and serves various sectors including law enforcement, agriculture, and logistics [5] Industry Context - The UK telecom sector is undergoing significant transformation, driven by mergers like Vodafone–Three and substantial investments in 5G infrastructure [3] - There is a growing need for scalable, data-rich inspection and design workflows, making drone technology an attractive solution for telecom companies [3] - The trend of drone-enabled tower design and maintenance is also gaining traction across Europe, creating a favorable environment for drone-based services [3]

Core Viewpoint - Quantum Computing Inc. (NASDAQ: QUBT) presents an exciting investment trend in quantum computing, but it is not considered a safe investment option due to various risks involved [1] Company Overview - Quantum Computing Inc. is developing quantum computers that operate at room temperature, which may offer a more practical long-term solution compared to competitors relying on cryogenic cooling [2] - The company has a strong balance sheet with over $1.5 billion in cash and investments, providing liquidity to support its operations for the next three years [3] Financial Performance - For the third quarter of 2025, Quantum Computing Inc. reported revenue of $384,000, with total revenue over the last 12 months being less than $1 million, indicating it is still in the research phase [4] Business Strategy - The company aims to fabricate its own quantum computing hardware, currently using facilities for testing and delivering prototypes, with plans to scale production to a commercial level over the next three years [5] Risks - Execution risk is significant, as scaling production is challenging, and the company may fall behind competitors who are already advancing in production capabilities [6] - Competition risk is heightened due to the rapid developments in the quantum computing space, with established players like Intel already scaling their operations [6] - Shareholder value dilution is a concern, as the company's cash position has been bolstered by issuing new shares, leading to an increasing outstanding share count [7]

Market Analysis - The recent prolonged market consolidation with low trading volume is attributed to stable behavior from institutional investors and profit-taking by some investors due to expectation disturbances [1][3] - Low trading volume is not necessarily a negative signal; historically, low points in trading volume often represent good buying opportunities during bull markets, as seen in periods from 2005-2007 and 2019-2021 [4] - The year-end typically experiences a correction of about 5%-10% due to trading funds speculating on economic and policy expectations, with a potential for a cross-year market rally in 2026 [4][5] Industry Tracking - Quantum computing is predicted to become mainstream within two years, according to former Intel CEO Pat Gelsinger, who believes it will accelerate the decline of AI hype and that GPUs will be replaced by quantum computing by 2030 [6] - Gelsinger emphasizes that the next decade will be transformative for technology, with quantum computing moving from laboratory settings to commercial applications, impacting various sectors including finance, chemicals, pharmaceuticals, transportation, and logistics [6] - The quantum computing industry is currently in its early development stage, but its market value is gradually being recognized [7]

Bubble or no bubble, this quantum computing stock should be a long-term winner.Share prices sometimes soar more than the underlying businesses of companies warrant. Buying is intensified as a result of hype and investors' fear of missing out (FOMO). These are the tell-tale signs of a stock market bubble. There's a good case to be made that quantum computing stocks are in a bubble. And all bubbles end negatively, often in spectacular fashion. What's the best quantum computing stock to own if the bubble burst ...

Core Insights - The article discusses the potential for a significant decline in the S&P 500 index in 2026, driven by historical valuation metrics, particularly the Shiller P/E Ratio [4][20]. Valuation Metrics - The Shiller P/E Ratio, which averages 17.32 since 1871, currently stands at 40.46, indicating that the market is significantly overvalued [8][9]. - Historical data shows that when the Shiller P/E exceeds 30, it has consistently predicted declines of 20% or more in the S&P 500 [11]. - A potential retracement of the Shiller P/E to 27 could imply a loss of nearly one-third of the S&P 500's value, suggesting a target level around 4,600 [12]. Market Performance - As of December 5, 2025, the S&P 500 has increased by nearly 17% year-to-date, with the Nasdaq Composite and Dow Jones Industrial Average showing gains of 22.1% and 12.7%, respectively [6][7]. - The article notes that significant sell-offs in major indexes can create opportunities for long-term investors [15]. Historical Context - The article references a study by Bespoke Investment Group, indicating that bear markets have historically lasted an average of 286 days, while bull markets have persisted for about 1,011 days [17]. - Crestmont Research found that all rolling 20-year periods since 1900 have yielded positive annualized total returns for the S&P 500, suggesting long-term growth potential despite short-term volatility [19].

Core Insights - Quantum computing is gaining significant attention from investors, with an estimated addressable market of up to $850 billion by 2040, surpassing the hype surrounding artificial intelligence [3][6] - Several billionaire investors have shown interest in quantum computing stocks, particularly Alphabet, which has been added to the portfolios of multiple prominent asset managers [14][16] - Despite the excitement, pure-play quantum computing stocks like IonQ, Rigetti Computing, D-Wave Quantum, and Quantum Computing Inc. face substantial risks, including high capital burn rates and unprofitable operations [10][20] Quantum Computing Market - Quantum computing stocks have seen substantial price increases, with some rising as much as 810% over the past year [2] - The technology is still in its early commercialization stages, and it may take years before quantum computers become a viable alternative to classical computers [9][10] - The excitement around quantum computing is driven by its potential applications in drug development, cybersecurity, and AI algorithm optimization [6][9] Institutional Investment Trends - Institutional investors with over $100 million in assets filed Form 13F, revealing their stock purchases during the September-ended quarter [5] - Notably, Warren Buffett and other billionaires have purchased shares of Alphabet, indicating a preference for established companies with quantum computing initiatives over pure-play stocks [14][16] Alphabet's Position - Alphabet is recognized as a leading player in quantum computing, with its quantum processing unit, Willow, demonstrating significant performance advantages [21][23] - The company has a strong financial foundation, closing September with $98.5 billion in cash and generating over $112 billion in cash flow in the first nine months of 2025 [22][23] - Alphabet's diverse revenue streams, including its dominance in internet search and growth in Google Cloud, provide stability while quantum computing technology matures [17][19][23]

D-Wave Quantum's stock got crushed in November's tech sell-off.While it was far from the only quantum computing company stock to see red in November, D-Wave Quantum's (QBTS +5.09%) 38.8% drop was one of the worst -- only Rigetti Computing's shares fell further. Thankfully for investors, shares of D-Wave have recovered somewhat in the first few days of December, but they remain more than 36.5% off their October high. Here's what's going on and what might be in store for the quantum company.November was a rou ...

Core Insights - The year 2025 has seen significant advancements in quantum computing, with clearer engineering roadmaps and major capital commitments from key players like IBM and Amazon [1][2] - Investor expectations have shifted towards near-term commercialization, with increased capital deployment anticipated in 2026 [3] Company Developments - IBM launched a new quantum data center and outlined a multi-year plan for fault-tolerant systems, boosting market confidence [1] - Amazon's AWS introduced the Ocelot quantum chip, which aims to reduce error-correction overhead by up to 90% [1] - Honeywell's Quantinuum raised approximately $600 million, achieving a valuation close to $10 billion, supported by a DARPA contract [2] - Google's 105-qubit Willow chip achieved a significant milestone by demonstrating a quantum advantage, reportedly 13,000 times faster than classical supercomputers for molecular simulations [2] - IonQ reported a remarkable 222% year-over-year revenue growth in Q3 2025, achieving a world-record 99.99% two-qubit gate fidelity [7][10] - D-Wave's Advantage2 system, a 4,400+ qubit quantum computer, became available for real-world applications, with revenues increasing by 100% year-over-year [11][12] Market Trends - The momentum in quantum computing suggests a rise in customer engagements and collaborations between industry and government, particularly in materials science and pharmaceuticals [3] - Both IonQ and D-Wave are projected to experience strong earnings and sales growth in 2026, reflecting the active progress made in 2025 [9][13] Financial Performance - IonQ's stock has gained 26.1% year-to-date, with expectations of 66.2% earnings growth and 69% sales growth in 2026 [10] - D-Wave's stock surged 221.4% year-to-date, with projected earnings growth of 9.3% and sales growth of 61.3% in 2026 [13]

D-Wave logo overlaying a quantum computing chip. Key Points After more than a month of sharp declines, shares of D-Wave Quantum suddenly spiked 22% in the first few days of December. The company announced a new government-focused business unit, sparking speculation about future U.S. defense contracts. High R&D costs and a long path to profitability continue to make D-Wave a speculative investment despite short-term rallies. Interested in D-Wave Quantum Inc.? Here are five stocks we like better. D-W ...