Core Insights - SEALSQ Corp has entered into a non-binding Memorandum of Understanding for exclusive negotiations to invest in Quobly SAS, a French technology company specializing in silicon-based quantum computers, with the potential to acquire a majority stake [2][4][5]. Group 1: Transaction Details - The proposed transaction involves an initial minority investment followed by a potential majority stake acquisition, contingent upon definitive agreements and due diligence [2][3]. - SEALSQ plans to invest approximately $200 million in Quobly if the transaction is completed [4]. Group 2: Strategic Importance - This transaction aligns with SEALSQ's Quantum strategy and is supported by its dedicated Quantum Fund aimed at advancing secure quantum technologies in Europe [4][5]. - The collaboration between SEALSQ and Quobly, initiated in November 2025, aims to enhance market expansion in the EU and US and establish leadership in trustworthy quantum computing [5][6]. Group 3: Company Background - Quobly, founded in 2022, focuses on developing silicon-based quantum chips and has a strategic partnership with STMicroelectronics to industrialize its technology [8][9]. - The company has raised significant funding, including €19 million in 2023 and €21 million in 2025, to support its Q100T program, which is crucial for achieving fault-tolerant quantum computing [9].

Key Points IonQ believes it technology has use cases in drug development, medical device design, and even industrial materials science. IonQ's stock price has increased nearly 350% in the past five years. The commercial viability of quantum computing is still in its early stages. 10 stocks we like better than IonQ › Quantum computing is moving from the theoretical to the commercially applicable, but only one company has achieved 99.99% two-qubit gate fidelity (a measure of results accuracy). Tha ...

Core Insights - Rigetti Computing's update on its 108-qubit Cepheus-1-108Q system indicates a focus on performance discipline, delaying general availability to late Q1 2026 for further testing and optimization to achieve 99.5% median two-qubit gate fidelity [1][9] Company Updates - Rigetti has demonstrated 99% median two-qubit fidelity on the 108-qubit system and higher fidelities on its 9-qubit and 36-qubit platforms, indicating that the technical foundation is solid despite the delay [2][9] - The complexity of scaling modular quantum systems is highlighted, with the Cepheus-1-108Q system comprising 12 9-qubit chiplets connected via tunable couplers, leading to new engineering challenges [3] - Rigetti's decision to refine chiplet couplers suggests a commitment to launching a system that meets performance benchmarks rather than rushing to market [3][4] Market Position - The timeline adjustment may enhance Rigetti's credibility with partners and customers who value reliable quantum performance, positioning the update as a strategic recalibration for long-term value creation [4] - Rigetti's shares have increased by 99.9% over the last six months, contrasting with a 7.6% decline in the industry [8] Valuation and Earnings Estimates - Rigetti trades at a price-to-book ratio of 22.66, which is above the industry average, and carries a Value Score of F [11] - The Zacks Consensus Estimate for Rigetti's 2025 earnings indicates an 88.9% decline from the previous year [12]

*Real-time prices by Nasdaq Last Sale. Real-time quote and/or trade prices are not sourced from all markets. Ownership data provided by LSEG and Estimate data provided by FactSet. About Us Reviews Site Map Your Ad Choices Advertising Contact us IBD Stock Charts IBD Stock Checkup Stock Quotes Stock Market Today The Big Picture My Stock Lists Terms of Use Privacy Notice Accessibility About Us Reviews Site Map Your Ad Choices Advertising Contact us IBD Stock Charts IBD Stock Checkup Stock Quotes Stock Market T ...

Core Insights - The artificial intelligence (AI) sector is currently a leading market segment, with AI stocks driving market growth and showing potential for further advancements [1] - Investing in AI-focused exchange-traded funds (ETFs) may be a more strategic approach than selecting individual stocks, as these ETFs provide diversified exposure to companies involved in AI infrastructure and applications [2] Group 1: AI ETFs Overview - AI-focused ETFs offer a portfolio of companies that contribute to AI infrastructure or utilize AI in their products and services, including semiconductor firms like Nvidia and Advanced Micro Devices, as well as cloud computing and software companies [2] - The Roundhill's Generative AI ETF (NYSEMKT: CHAT) targets generative AI companies and includes major holdings such as Alphabet, Microsoft, Meta, and Amazon, while also investing in AI infrastructure firms like Nvidia and AMD [4][5] - The Global X Artificial Intelligence & Technology ETF (NASDAQ: AIQ) adopts a global investment strategy, with significant holdings in international stocks, including Samsung, which benefits from high demand for memory used in AI chips [6] Group 2: Investment Potential - Investing $1,000 monthly in select AI ETFs could potentially grow to $15 million over 30 years, assuming an average annual return of less than 15%, which is feasible in this high-growth sector [3] - The Roundhill's Generative AI ETF had a remarkable performance in 2025, with a nearly 50% increase in trading value [5] - Consistent dollar-cost averaging into AI ETFs is suggested as a strategy for achieving substantial long-term gains [7]

Core Insights - BTQ Technologies Corp. has been included in the VanEck Quantum Computing UCITS ETF, highlighting its growing presence in the quantum technology sector [1][3] - The ETF aims to track the MarketVector Global Quantum Leaders Total Return Net Index, which includes 30 companies involved in quantum computing [2][4] - BTQ's inclusion in the ETF is seen as a significant step in broadening investor access to its quantum security solutions [4][6] Company Overview - BTQ Technologies is a global quantum technology company focused on securing mission-critical networks and transitioning from classical networks to the quantum internet [1][6] - The company offers a full-stack quantum computing platform, including hardware, middleware, and post-quantum security solutions for various industries such as finance and telecommunications [6] ETF and Index Context - The VanEck Quantum Computing UCITS ETF is Europe's first quantum computing UCITS ETF, launched in May 2025, with total net assets of approximately $524.5 million as of January 8, 2026 [2][5] - The ETF is physically replicated and has a total expense ratio of 0.55%, providing diversified exposure to companies with significant quantum-related operations or patent ownership [5]

Core Insights - ZenaTech, Inc. has signed an offer to acquire a Florida-based power washing company, expanding its footprint in the Drone as a Service (DaaS) market [1][2] - The power washing sector is experiencing significant growth, with an annual growth rate of nearly 17%, and the global drone power washing market is projected to grow from approximately USD 4.36 billion in 2023 to USD 13.2 billion by 2030 [2] Company Overview - ZenaTech specializes in AI drone technology, DaaS, enterprise SaaS, and Quantum Computing solutions, focusing on mission-critical business applications [4] - The company has been operational since 2017, leveraging software development and drone design capabilities to enhance inspection, monitoring, and maintenance processes across various sectors [4] Business Strategy - The acquisition of established service companies allows ZenaTech to innovate within traditional, labor-intensive industries, transforming them into technology-driven businesses with improved margins and differentiation [2][3] - ZenaTech's DaaS platform offers clients on-demand access to drone services for various applications, eliminating the capital costs and operational burdens associated with ownership [3] Market Potential - The drone cleaning services market, which includes drone power washing, is part of a broader category expected to see substantial growth, indicating a strong market opportunity for ZenaTech's expansion strategy [2] - The integration of drone technology in power washing services is expected to enhance safety, efficiency, and sustainability, aligning with rising industry standards [2]

Core Viewpoint - The price target for Bitcoin has been revised from $130,000 to $150,000 or higher by year-end, reflecting an anticipated acceleration in value-generating processes in 2026 [1]. Group 1: Bitcoin's Development and Risks - Bitcoin is a decentralized cryptocurrency actively developed by a dedicated community that works autonomously to address issues and improve the asset without compromising its value [3]. - The security of Bitcoin relies on complex cryptographic methods that are currently difficult to breach with existing classical computers [4]. - There is a potential risk from quantum computing, which could theoretically break Bitcoin's encryption, leading to a significant decline in value if the blockchain is attacked before mitigations are implemented [5][6]. Group 2: Mitigation and Valuation - The existence of a quantum computing threat necessitates a discount on Bitcoin's valuation, as it poses a unique risk to ownership [7]. - Implementing safeguards against quantum threats could enhance Bitcoin's value by removing this risk, thus justifying the increase in the price target [8].

Market Overview - Dow Jones futures, S&P 500 futures, and Nasdaq 100 futures traded slightly lower ahead of Tuesday's open after a rise in the stock market on Monday [3] - Key movers during Monday's session included Broadcom, Nvidia, Palantir Technologies, Tesla, and Walmart [3] Company Highlights - Broadcom shares rallied by 2.1% on Monday, contributing to its strong performance [3] - Nvidia is partnering with biotech firms for AI drug discovery, indicating a strategic move into the healthcare sector [6] - Walmart is expanding its drone delivery services in partnership with an Alphabet unit, showcasing innovation in logistics [6] Stock Performance - The best-performing stock in the Dow Jones over the past year has increased by 77%, attributed to the ongoing AI boom [4] - The stock market closed at highs, with Alphabet reaching a market capitalization of $4 trillion [6]

Core Insights - D-Wave Quantum has established itself as a leading player in the quantum computing sector, with significant stock performance and positive analyst coverage driving investor interest [1][2]. Stock Performance - D-Wave's stock rose 15.4% in December, despite volatility in growth stocks, and continued to show bullish momentum into January with a 10% increase [1][6]. - The current stock price is $28.80, with a market capitalization of $9.8 billion [4]. Analyst Coverage - Mizuho initiated coverage on D-Wave with an outperform rating and a one-year price target of $46 per share, citing strengths in quantum-annealing technologies and growth potential through acquisitions [5]. - Jefferies also initiated coverage with a buy rating, emphasizing the rising demand for quantum-computing technologies as a benefit for D-Wave [6]. - Rosenblatt reiterated a buy rating and increased its one-year price target to $43 per share, highlighting the acquisition of Quantum Circuits as a strategic move [8]. Strategic Developments - D-Wave formed a U.S. government business unit, which could lead to significant government contracts and long-term sales growth [3]. - The company announced a breakthrough in scalable on-chip cryogenic control of qubits, indicating potential applications beyond its current technology [7]. - D-Wave is acquiring Quantum Circuits for $550 million, expected to close soon, which is anticipated to enhance its error-correction performance [7][9].