Founder of ‘Strategy’ and MIT grad who was the longest-serving American CEO before purchasing the world record amount Bitcoin, Michael Saylor says, “Quantum computing won’t break Bitcoin—it will harden it. The network upgrades, active coins migrate, lost coins stay frozen.” https://t.co/C92x51aOpE ...

JUST IN: Michael Saylor says Quantum computing won't break Bitcoin, "it will harden it." https://t.co/B27aSdK01W ...

Financial institutions, cloud providers and semiconductor giants have spent the past decade preparing for the moment when quantum machines will outperform classical hardware on real, economically valuable problems. ...

Core Viewpoint - D-Wave Quantum's stock has experienced significant volatility, gaining 2,470% from November 1, 2024, but is down 40% from its all-time high in October, raising questions about its current valuation and investment potential [1][2]. Company Overview - D-Wave Quantum operates in the quantum computing sector, which is considered one of the most exciting industries, with potential applications in financial analysis, medical research, cryptography, and process optimization [3]. - The company focuses on quantum annealing, a method that provides faster estimates rather than exact results, distinguishing it from competitors like IonQ and IBM, which emphasize gate-based quantum computing [4][5]. Financial Metrics - As of the latest data, D-Wave's stock is priced at $27.98, with a market capitalization of $9 billion and a gross margin of 82.82% [2][8]. - The stock is currently valued at 395 times its trailing sales of $24 million, indicating a high valuation relative to its revenue [8]. Market Position - The quantum computing field is still in its early stages, making it difficult to identify clear winners, and there is potential for increased competition in D-Wave's area of expertise [8].

Large holdings in stocks like Nvidia and Alphabet continue to propel this ETF to market-beating returns.The S&P 500 (^GSPC +0.67%) index is made up of 500 companies from 11 different sectors of the economy. Information technology is the largest sector, because it's home to three of the world's most valuable companies: Nvidia (NVDA 0.65%), Microsoft, and Apple, which have become artificial intelligence (AI) juggernauts in their own unique ways.The S&P 500 has delivered a total return of 17.8% this year, but ...

Finally, Confluent is tightly linked to Apache Kafka, which has become the de facto standard for real-time event streaming in many enterprises. Owning Confluent gives IBM influence over one of the key data backbones for modern apps, increasing IBM’s relevance to developers and data engineers, a group where IBM historically has trailed the hyperscalers.Moreover, Confluent’s revenue is expected to reach about $1.35 billion by 2026. Analysts estimate that it could add roughly 2% to IBM’s revenue growth once co ...

Discover which could be one of the most powerful semiconductor opportunities of the decade.In this deep dive, I reveal whether AMD (AMD 0.84%) or Intel (INTC 7.54%) has the strongest upside going into 2026. With AI infrastructure momentum, quantum computing breakthroughs, and major partnerships accelerating rapid growth, one of these two may be at the start of a powerful long-term expansion cycle that investors should not ignore.*Stock prices used were the market prices of Nov. 27, 2025. The video was publi ...

Economic Growth and Market Impact - The overall economy is showing weakness with real GDP growth at 2% year-on-year, employment growth at 0.8%, retail sales up only 1.3%, and industrial production increasing by 0.9% [2][3] - There is a concern that economic conditions will continue to deteriorate into the new year, prompting the Federal Reserve to implement more aggressive policy measures to avoid recession and support recovery [3][4] Government Debt and Inflation - Governments worldwide, including the US, are expected to face increasing deficits due to aging populations and demands for more services, which will likely lead to inflation [5] - The issuance of government bonds will necessitate money printing, contributing to inflationary pressures in the economy [6]

Core Insights - The race for advancements in quantum computing is intensifying, with Infinian being a key player in Europe [1][2] - Quantum computing is expected to revolutionize various industries by solving complex problems that current computers cannot handle [5][10] Company Overview - Infinian has a long history in semiconductor development and is now focusing on quantum computing components [2] - The company aims to scale up quantum computing capabilities, particularly in terms of qubit count and fidelity [6][9] Quantum Computing Fundamentals - Quantum computing utilizes qubits, which can represent multiple states simultaneously, unlike classical bits [3] - This capability allows quantum computers to perform parallel calculations, making them efficient for solving mathematically hard problems [4] Industry Applications - Industries such as chemistry, drug discovery, life sciences, logistics, and financial services show significant interest in quantum computing applications [5] - The integration of quantum computing with AI is expected to enhance problem-solving capabilities across various sectors [6] Future Outlook - While quantum computing is still in its early stages, experts predict that practical applications may emerge by the end of the decade [10] - The technology poses potential challenges, particularly regarding encryption and security, as its computing power could undermine current protocols [8][9]

Group 1: Market Trends and Innovations - Wall Street is witnessing signs of breakdown in several hyped trends and innovations that have historically driven stock market growth [1][3] - The internet's arrival in the mid-1990s significantly altered the growth trajectory for American businesses and retail investors [2] - Currently, three major trends are emerging simultaneously: Artificial Intelligence (AI), Quantum Computing, and Bitcoin treasury strategy, raising concerns about potential simultaneous market bubbles in 2026 [3] Group 2: Artificial Intelligence (AI) - AI is viewed as a transformative technology that could rival the internet, enabling software to make decisions without human oversight [4] - Despite high sales growth in AI infrastructure, there are concerns about the optimization of AI solutions and the return on investment for businesses [5] - AI stock valuations are difficult to justify, with companies like Palantir Technologies (PLTR) exhibiting a trailing-12-month price-to-sales (P/S) ratio of 102, which is unsustainable historically [6][8] Group 3: Quantum Computing - Quantum computing is identified as a second potential market bubble, with stocks like IonQ, Rigetti Computing, and D-Wave Quantum experiencing significant price increases [8][9] - These companies face challenges due to the untested nature of quantum technology and the long timeline required for practical business applications [11] - Current valuations for quantum computing stocks are extremely high, with P/S ratios of 130, 906, and 246, indicating bubble territory [12] Group 4: Bitcoin Treasury Strategy - The Bitcoin treasury strategy involves companies using cash or issuing stock to purchase Bitcoin, which is perceived as a hedge against inflation [14][15] - Companies adopting this strategy are generally losing money and diluting shareholder value, raising concerns about sustainability [18][19] - Bitcoin itself is facing scrutiny regarding its real-world utility, with potential implications for the valuation of companies holding Bitcoin on their balance sheets [20]