Core Insights - Quantum computing stocks have experienced a significant downturn, with an average decline of over 30% in the past week, although they remain up year-over-year [1] Group 1: Investment Opportunities - Beyond the Wall Investing offers a subscription service that provides access to high-quality equity research reports, potentially saving investors thousands of dollars annually [1] - The investing group features a fundamentals-based portfolio, weekly analysis from institutional investors, and regular alerts for short-term trade ideas based on technical signals [1] Group 2: Market Trends - Despite the recent decline, quantum computing stocks have shown substantial year-over-year growth, indicating potential long-term investment opportunities [1]

Core Viewpoint - Shares of U.S. quantum computing firms experienced significant increases in premarket trading due to reports of the Trump administration negotiating equity stakes in these companies in exchange for federal funding, similar to a previous deal with Intel [1][2]. Company Developments - At least three quantum computing firms, IonQ, Rigetti Computing, and D-Wave Quantum, are in discussions to provide equity to the Commerce Department for funding awards [2][4]. - Quantum Computing and Atom Computing are also considering similar arrangements [2]. - In premarket trading, IonQ's shares rose nearly 8% to $59.76, Rigetti Computing's shares surged 8.3% to $39, D-Wave Quantum's shares increased by 12.3% to $30.64, and Quantum Computing's shares were up by 9.21% [2][3]. Funding and Equity Structure - The federal funding awards for these companies are intended for "promising technology companies," with each company potentially receiving at least $10 million [4]. - The specifics regarding the amount of equity each company must relinquish and the structure of the deal remain unclear, particularly in comparison to the government's stake in Intel, which does not include board representation [4]. Industry Context - Quantum computing is recognized as a significant advancement in computing technology, with capabilities far exceeding those of current supercomputers. Google recently claimed its Willow quantum chip performed a complex physics simulation 13,000 times faster than existing supercomputers [6]. - Other major players in the quantum computing space, such as Microsoft and IBM, have also reported substantial progress, although practical deployment of quantum computers is still considered years away [6].

Core Insights - SciSparc Ltd. has initiated a new program to advance 3D protein modeling using quantum computing technology, aiming to enhance drug discovery accuracy and potentially lead to breakthroughs in structural biology and personalized medicine [1][3] Company Overview - SciSparc Ltd. is a clinical-stage pharmaceutical company focused on developing therapies for central nervous system disorders, with a portfolio that includes cannabinoid pharmaceuticals [4] Initiative Details - The new Initiative will leverage quantum computing to improve the accuracy of predicting protein structures and their interactions with ligands, addressing the limitations of traditional computing methods [3][6] - A dedicated research team will be formed to integrate quantum computing algorithms into 3D protein modeling, with initial efforts focusing on refining these algorithms for drug discovery applications in neurological and rare diseases [3][6] Collaboration and Development - The company plans to collaborate with leading experts in quantum computing and structural biology to build its capabilities in this area [3] - A new wholly owned Israeli subsidiary will be established to operate the Initiative, further enhancing the company's research and development efforts [3]

US equity futures are flat and European stocks headed for a record high as third-quarter earnings continued to flow in.  As of 8:20am, S&P and Nasdaq futures are little changed. Pre-market, Mag 7 are mostly flat except for a -3% selloff in TSLA given the underwhelming earnings release last night which saw profits tumble despite record revenues (pulled forward due to expiration of tax credits) on sharply higher costs. Quantum-computing stocks rallied on a WSJ report the US Is mulling buying stakes (Rigetti C ...

Shares Of Quantum Computing Firms Surge After Reports Trump Administration Could Take A Stakehttps://t.co/ahUt9FrN96 https://t.co/K1JE2lEB4K ...

Core Viewpoint - The market behavior in the quantum computing sector is characterized by a significant divergence between legacy company IBM and its pure-play rivals, with IBM's stock declining despite having advanced quantum products, while other companies in the sector are experiencing substantial gains [1][2][3]. Company Performance - IBM's stock fell by 6.54% in premarket trading, despite being recognized for having the "most advanced quantum product" [2][3]. - In contrast, stocks of IonQ Inc. increased by 9.74%, Rigetti Computing Inc. rose by 7.52%, and D-Wave Quantum Inc. surged by 10.77% following reports of potential equity stakes from the Trump administration [3]. Valuation Metrics - Rigetti Computing has an extraordinarily high Price-to-Sales (P/S) ratio of 1,136, while IonQ and D-Wave have P/S ratios of 241 and 313, respectively [5][7]. - IBM, despite its advanced product, has a much lower P/S ratio of 4.159, highlighting a disconnect between its fundamentals and the market's speculative behavior [6][7]. Market Sentiment - The recent rally in quantum stocks is attributed to retail investors, with indications that the momentum may be overheating, as suggested by The Arora Report [4][5]. - The report describes these quantum stocks as "poster children of several excesses," indicating that they are trading significantly above their intrinsic values [5].

Core Insights - The U.S. government is exploring diversification of its investment portfolio, particularly in quantum computing, with discussions ongoing with at least five funds for potential equity stakes in exchange for federal funding [1][2] - The government has previously made significant investments, including a 10% stake in Intel and a 15% stake in a major rare earths miner [1] - The initial investment discussions with quantum computing companies are expected to start at $10 million, which is considerably lower than the $9 billion in grants converted to equity for Intel [2] Company Developments - Companies such as IonQ, Rigetti Computing, and D-Wave Quantum are in talks to add the government as a shareholder, with Quantum Computing Inc. and Atom Computing also considering similar arrangements [2] - Shares of IonQ and D-Wave saw a 9% increase in pre-market trading, while Rigetti and Quantum Computing stocks rose by 7% and 11% respectively, indicating positive market sentiment towards these companies [3] Industry Outlook - Quantum computing is viewed as a transformative technology, comparable to artificial intelligence, with the potential to perform complex simulations much faster than current computers [3] - Bank of America has expressed a highly optimistic view on quantum computing, suggesting it could be the most significant revolution since the discovery of fire, although practical applications are still years away [4] - Despite the enthusiasm, experts indicate that it may take until the end of the decade for useful quantum computers to be developed, with commercial breakthroughs potentially another decade away [4] Government Investment Strategy - No investment deals have been finalized with the current administration, and specific terms for potential investments remain undefined [5] - By acquiring equity stakes, the government could gain more control over the rollout of quantum technology and benefit financially if the stock prices of these companies increase [5]

Core Insights - ZenaTech has established Zena AI, Inc. in Baton Rouge, Louisiana, focusing on developing next-generation drone technologies for US defense and homeland security applications [1][2] - The company plans to hire up to eight AI software and engineering specialists by the end of the year to support its R&D efforts [1][2] - The initiatives align with the White House's AI Action Plan and recent Executive Orders aimed at promoting domestic AI innovation [4] Company Overview - ZenaTech specializes in AI drones, Drone as a Service (DaaS), enterprise SaaS, and Quantum Computing solutions, serving various sectors including law enforcement, health, government, and industrial applications [5][6] - The company has been expanding its drone design and manufacturing capabilities since 2017, with a focus on improving operational efficiencies and cost savings for its customers [5] - ZenaDrone, a subsidiary of ZenaTech, develops autonomous drone solutions that incorporate advanced technologies such as machine learning and quantum computing [6] Development Focus - The Baton Rouge facility will host a multidisciplinary team working on advanced applications such as autonomous navigation, drone fleet coordination, and real-time decision-making [2][3] - The Eagle Eye project aims to integrate AI drones with historical and real-time data, leveraging quantum computing for predictive insights and optimized battlefield performance [3]

Core Viewpoint - ASP Isotopes, Inc.'s subsidiary, Quantum Leap Energy LLC, has acquired assets from One 30 Seven Inc. to enhance its capabilities in nuclear waste decontamination, particularly focusing on water-soluble nuclear waste [1][8]. Acquisition Details - Quantum Leap Energy acquired substantially all assets of One 30 Seven, including an international patent application for treating radioactively contaminated water [2][8]. - The acquisition aims to increase vertical integration in the nuclear fuel cycle, allowing QLE to operate in critical segments such as Conversion, Deconversion, Enrichment, and Nuclear Waste processing [6][8]. Technology and Development - The technology acquired will enable the development of Creber Units, which accelerate the beta decay of high-level waste isotopes like Cesium-137 and Strontium-90, converting them into stable isotopes [3][6]. - Creber Units will be available in four sizes (Micro, Mini, Midi, and Maxi), designed for modular deployment and rapid revenue generation [4][8]. Market Context - The Department of Energy's estimated liability for failing to dispose of commercial spent fuel was $44.5 billion in 2024, highlighting the urgent need for effective nuclear waste management solutions [3][6]. - There are approximately 390,000 Metric Tons of radioactive waste globally, with over 90,000 Metric Tons located in the United States [6]. Financial Aspects - The upfront purchase price for the assets was $150,000 and 266,113 shares of ASPI common stock, with potential additional payments based on the successful completion of Creber Units [9][10]. - QLE has entered into a royalty agreement with One 30 Seven, agreeing to pay a 6.0% royalty on net revenues from product sales for 15 years [11].

Market Overview - Dow Jones futures, S&P 500 futures, and Nasdaq futures experienced slight declines on Thursday [1] - Crude oil futures saw a significant spike [1] Company Performance - Tesla (TSLA) shares fell following mixed earnings results and comments from CEO Elon Musk regarding self-driving technology and the Optimus robot [1] - Quantum computing stocks, including IonQ (IONQ) and Rigetti Computing (RGTI), surged due to reports of the Trump administration considering equity stakes in these companies [1][2] Industry Insights - The interest from the Trump administration in quantum computing stocks indicates potential government support and investment in the sector, which could lead to increased market activity and innovation [2]