Group 1 - The Trump administration has denied current negotiations for equity stakes in quantum computing companies such as IonQ, Rigetti Computing, and D-Wave Quantum, yet shares in these companies rose [1] - The term "currently" in the statement leaves room for future discussions, and "equity" may indicate alternative deal structures, such as warrants allowing the government to purchase shares at a predetermined price later [2] - Rigetti Computing emphasized ongoing engagement with the U.S. government regarding funding opportunities, highlighting the importance of U.S. leadership in quantum breakthroughs for national security [3]

Key Takeaways Rigetti secured $5.7M in QPU and services orders, marking its strongest commercial traction to date.A $5.8M Air Force Research Lab award with QphoX advances Rigetti's role in quantum networking.Despite uneven revenue, RGTI's technology adoption hints at a turning point toward sustained growth.Rigetti Computing (RGTI) is showing early signs of commercial traction as its quantum systems begin finding paying customers. In the third quarter of 2025, the company announced approximately $5.7 million ...

Well, a Trump administration official now denying an earlier report from the Wall Street Journal that said the Commerce Department is in talks with some quantum computing companies for equity stakes in exchange for funding. Quantum stocks took a dip but still higher today despite that denial. Christina Parts and Levis Partzene has more in today's tech check.Hi, Christina. >> It's been a roller coaster with this story, but like you said, the Trump administration is really pouring cold water on a report about ...

Quantum Computing & Cybersecurity - BTQ Technologies partnered with Bonsol to perform the first quantum-safe signature verification on Solana [1] - The signature verification uses NIST-standard cryptography [1] Technology & Partnerships - BTQ Technologies partnered with Bonsol [1] - The partnership focuses on post-quantum cryptography [1] Cryptocurrency & Blockchain - The quantum-safe signature verification was performed on Solana [1] - The development is relevant to $SOL [1]

Packages of Beyond Meat burgers and Beyond Beef. The resurrection of Beyond Meat Inc.’s meme status not only lifted the producer of meatless burger patties from record lows, but also incited a frenzy of retail trading activity. Most Read from Bloomberg Do-it-yourself investors traded furiously in Beyond Meat, quantum computing stocks, crypto-linked firms and more this week. On Tuesday, retail was responsible for 16% of total single-stock trading volume, the most on record in data stretching back to 2018, ...

Rigetti Computing (RGTI) shares soared more than 15% at one point in Thursday trading following reports President Donald Trump’s administration wants to take equity stakes in the quantum technology companies. However, investors should note that the Trump admin has since said it is not negotiating equity stakes with any quantum-tech companies. Despite a sharp increase on Thursday, RGTI stock remains down over 30% versus its recent high. More News from Barchart www.barchart.com Is Government Interest Bul ...

Core Insights - The Defiance Quantum ETF (NASDAQ: QTUM) combines speculative quantum computing stocks with established tech companies, providing a balanced investment approach in a high-risk sector [2][3][8] - Quantum computing holds significant potential across various industries, but current technology is still in its infancy, akin to classical computing in the 1950s [5][6] - The ETF has gained 38% year-to-date, reflecting growing investor interest, but high valuations in pure-play quantum stocks necessitate caution [9] Group 1: ETF Structure and Strategy - The Defiance Quantum ETF tracks the BlueStar Quantum Computing and Machine Learning Index, consisting of 80 positions with varying degrees of quantum exposure [7] - The fund includes both pure-play quantum companies, such as IonQ and Rigetti Computing, and profitable tech giants like Nvidia and AMD, which are investing in quantum infrastructure [7][8] - This diversification aims to mitigate risks associated with high revenue multiples and cash burn rates of pure-play quantum stocks [8] Group 2: Market Potential and Challenges - Quantum computing has potential applications in drug discovery, financial modeling, artificial intelligence, and cryptography, with markets worth hundreds of billions of dollars [5] - Current quantum computers face significant technical challenges, including the need for near-absolute-zero temperatures and high error rates, making them commercially unproven [6] - The ETF's expense ratio of 0.4% is considered reasonable for thematic exposure, but investors should be aware of the long timeline for commercialization of quantum technology [9]

Group 1: Tesla - Tesla shares fell after reporting mixed earnings for Q3, despite record vehicle deliveries [7][28] - Profits were impacted by tariffs and lower emissions credit revenue, but CEO Elon Musk emphasized the expansion of the robo taxi initiative and progress on the Optimus robot [8][28] - Analysts remain optimistic about Tesla's long-term potential in robotics and autonomous technology, with Morgan Stanley maintaining an outperform rating and a $410 price target [28] Group 2: AT&T - AT&T reported a profit in Q3, but adjusted earnings and revenues fell short of expectations due to a competitive pricing environment [37][40] - The company added over 400,000 high-quality post-paid subscribers, attributing this growth to promotional campaigns [40] - AT&T is launching a new campaign to address competitive pricing claims, particularly targeting T-Mobile's advertising practices [41][45] Group 3: Market Overview - The Dow is up about 54 points, with the S&P 500 and Nasdaq also showing gains, driven by earnings-related news [3][4] - Crude oil futures spiked following new sanctions on Russian oil companies, benefiting energy stocks [3][4] - The overall market is experiencing a rally, although Tesla's decline is holding back some gains in the Nasdaq [6][103] Group 4: Blackstone - Blackstone reported a 48% increase in distributable earnings, with $54 billion in inflows for the quarter, marking the fourth consecutive quarter above $50 billion [112][114] - The company is optimistic about future earnings due to a cyclical upturn in deal activity and strong performance in digital and energy infrastructure investments [114][115] - Analysts noted potential disappointment in management fees, which may have affected stock performance despite strong earnings [117]

Core Insights - The U.S. government is considering acquiring equity stakes in major quantum companies, prompting an update on the investment thesis for Arqit Quantum Inc. (NASDAQ: ARQQ) [1] Group 1: Investment Strategy - The focus is on identifying high-quality companies with a market capitalization of less than $10 billion that can reinvest capital for impressive returns [1] - The ideal companies should demonstrate a long-term capability of capital compounding with a high compound annual growth rate, potentially delivering tenfold returns or greater [1] - A long-term investment perspective is emphasized to generate higher returns compared to market indices, especially in a rapidly evolving investment landscape [1] Group 2: Risk Management - A conservative investment strategy is primarily adopted, with occasional pursuit of opportunities that present a favorable risk-reward ratio [1] - Careful consideration is given to ventures with substantial upside potential and limited downside, ensuring overall portfolio stability [1]

Shares of Quantum Stock surging today after a report that some are in talks with the Trump administration to exchange equity stakes for federal funding. Christina Parsons Neville has more in today's tech check. Christina, >> thanks Mike.Well, the Trump administration is reportedly in talks to take equity stakes. And I say reportedly because uh you you are seeing the stock reaction in INQ, Regetti, Dwave, they're all up double digits. But we do have one outlet that is denying any of this is true at the momen ...