JPMorgan Chase reported a 12% jump in profits Tuesday as the Wall Street giant raked in billions from a wave of deals and trades driven by Donald Trump’s tariffs and loosened regulations.The US’s biggest bank’s third-quarter revenue rose 9% to $47.12 billion, fueling earnings per share of $5.07 — blowing past analysts forecasts tallied by the London Stock Exchange Group, which predicted revenues of $45.4 billion and earnings per share of $4.48.The bank’s 69-year-old CEO Jamie Dimon pointed to the firm’s inv ...

We recently published 10 Stocks Stealing Wall Street’s Spotlight. D-Wave Quantum Inc. (NYSE:QBTS) is one of the best performers on Monday. D-Wave Quantum soared to a new all-time high on Monday, as investors snapped up shares following JPMorgan’s announcement that it would invest $1.5 trillion over the next 10 years to help finance and invest in industries critical to national economic security and resiliency, including quantum computing. In intra-day trading, D-Wave Quantum Inc. (NYSE:QBTS) jumped to it ...

Group 1 - Rigetti Computing Inc. (NASDAQ:RGTI) experienced a significant surge, reaching a record high of $55.23 before closing at $54.91, marking a 25.02% increase in one day [1] - The surge in Rigetti's stock price is attributed to JPMorgan's announcement of a $1.5 trillion investment plan over the next 10 years, which includes $10 billion earmarked for companies in 27 critical industries, including quantum computing [2] - Rigetti Computing received new orders worth $5.7 million for its 9-qubit Novera computing system, which is designed for research in quantum computing, focusing on areas such as qubit operation and developing efficient quantum algorithms [3] Group 2 - Rigetti's stock performance is positively correlated with other quantum computing companies, such as D-Wave Quantum Inc. and Quantum Computing Inc., following the investment news from JPMorgan [2]

Core Insights - Critical Metals Corp. (NASDAQ:CRML) experienced a significant stock surge of 55.41%, reaching an all-time high of $23.28, driven by positive investor sentiment following JPMorgan's announcement of a $1.5 trillion investment program [1][2]. Investment Program Details - JPMorgan's investment program spans 10 years, with $10 billion earmarked for financing and investments in industries crucial for economic security, including critical minerals, robotics, quantum computing, and artificial intelligence. Of this total, $1 trillion has already been planned for allocation [3]. Industry Context - The rally in Critical Metals Corp. stock is supported by the U.S. government's aggressive initiatives to expand domestic critical minerals production and reduce reliance on imports [4]. Strategic Agreements - Critical Metals Corp. has entered into agreements with REalloys and Ucore Rare Metals for the supply of 15% and 10% of minerals, respectively, from its Tanbreez project located in Southern Greenland [5].

We recently published Jim Cramer Discussed These 11 Stocks & The Market’s 3rd Bull Run Anniversary. IonQ, Inc. (NYSE:IONQ) is one of the stocks Jim Cramer recently discussed. IonQ, Inc. (NYSE:IONQ), a quantum computing hardware and software services provider, is a frequent feature of Cramer’s morning show. In this appearance, he discussed the firm’s recent $2 billion equity offering: “Well just because of, I was talking to Carl the other day, when you want to see a peak in this Sherwood Forest that I’m t ...

Core Insights - ZenaTech, Inc. has signed an offer to acquire a Jacksonville-based land surveying and inspection firm, marking its second strategic acquisition in the area to penetrate the growing Florida government and aviation markets [1][2] - The acquisition aims to enhance ZenaTech's Drone as a Service (DaaS) offerings, leveraging advanced geospatial technology for critical infrastructure and land development projects [2][4] - Florida's state budget allocates over $345.4 million for aviation infrastructure in the 2025/26 budget, indicating strong demand for drone-enabled surveying and inspection services [3] Company Strategy - ZenaTech has completed 11 acquisitions towards its goal of establishing 25 DaaS locations by mid-2026, providing flexible on-demand access to drone-based services [4] - The DaaS model allows businesses and government customers to avoid capital costs associated with drone operations, thus promoting innovation in various sectors [4] - The company is focused on acquiring land survey engineering and other businesses that can benefit from drone technology, aiming to create a scalable, tech-enabled multiservice drone business [4] Market Opportunity - Jacksonville is identified as an underserved market for advanced drone-based surveying and inspection services, with significant opportunities arising from the region's expanding public-works initiatives [2] - The Florida aviation market is experiencing substantial growth, driven by investments in airport expansion and modernization, which increases the demand for drone services [2][3] - The combination of ZenaTech's recent acquisitions positions the company to capture a strong foothold in the Southeast US market for drone services [2][4]

Core Points - SuperQ Quantum Computing Inc. has engaged Hampton Securities Limited as the sole lead agent for a minimum offering of 1,666,666 units at a price of $1.05 per unit, aiming for gross proceeds of at least $1,750,000 and up to $3,000,000 with a maximum of 2,857,142 units [1][2] - Each unit consists of one common share and one common share purchase warrant, allowing the holder to acquire an additional share at $1.40 for thirty-six months [2] - The company plans to use the net proceeds for quantum hardware development, including human resources, lab facilities, software, equipment, research, product development, and general working capital needs [4] Offering Details - The offering will be conducted under specific Canadian securities regulations, allowing for private placements without a hold period for Canadian subscribers [5] - An option has been granted to the agent to sell an additional 428,571 units for up to $450,000 in gross proceeds [3] - The expected closing date for the offering is around October 24, 2025, subject to regulatory approvals [6] Agent Compensation - The agent will receive a cash fee of 7.0% of the gross proceeds from the offering, along with compensation options equal to 7.0% of the total units issued [7] Company Overview - SuperQ Quantum Computing Inc. aims to lead in quantum and supercomputing solutions, targeting enterprise transformation and optimization for global organizations [9][10] - The company's flagship Super™ platform is designed to provide advanced computational power to various sectors, including finance, healthcare, and logistics [10]

Core Insights - JPMorgan Chase plans to invest $10 billion in companies critical to US national security, aiming to enhance America's defenses [1] - The investment strategy focuses on supply chain independence, energy independence, defense and aerospace technologies, and frontier technologies like quantum computing and artificial intelligence [3] Investment Plans - JPMorgan aims to facilitate and finance $1.5 trillion for national security-related companies over the next decade, which is a 50% increase from previous plans [5] - The bank's investment is seen as a response to the US's reliance on unreliable sources for critical minerals and products [2] Market Reaction - Following the announcement, shares in JPMorgan rose by 2.3%, indicating market confidence in the bank's strategic direction [5] - The investment has positively impacted US rare earth miners, with MP Materials shares rising by 21.3% and USA Rare Earth by 18.6% [4]

Core Insights - Liberty Park Fund, LP's value increased by 1.13% in Q3 2025, underperforming the Russell 2000's 12.40% increase, with long positions contributing positively and shorts detracting significantly [2][4][21] - Liberty Park Select Opportunities, LP's value increased by 14.27% in the same period, indicating a strong performance in its investment strategy [3][21] - The Federal Reserve's interest rate cuts are expected to stimulate the economy, but have also inflated a bubble in speculative stocks, reminiscent of the dot-com bubble [4][10] Performance Analysis - Long positions saw a 14.42% increase, contributing 12.38% on a weight-adjusted basis, while shorts increased by 18.60%, detracting 10.85% [2][4] - The gross exposure for Liberty Park Fund averaged 142.48%, while net exposure averaged 33.61% [2][21] - Gross Pure Alpha for the quarter was -3.11%, indicating challenges in stock selection [2] Long Performance - Best-performing long positions included Xometry Inc (61.20% return), BK Technologies Corp (79.25% return), and Napco Security Technologies (45.13% return) [5] - Worst-performing long positions included Limbach Holdings Inc (-30.68% return), DMC Global Inc (-20.84% return), and Whirlpool Corp (-24.49% return) [6] Short Performance - The short portfolio faced significant pressure, with seven companies accounting for over half of the negative contribution, surging an average of 170% without fundamental changes [7] - These companies collectively have a market cap of $100 billion, reflecting unrealistic valuations based on 2026 revenue estimates [7] Portfolio Outlook - The investment environment is complex, with interest rate cuts expected to boost consumption while speculation in certain sectors has risen dramatically [10] - The fund's strategy is to remain invested in real economy, non-bubble names while being short on profitless hype [11] Adaptation and Strategy - The fund is considering single-name equity shorts as a core competency, but currently finds few attractive traditional economy shorts [12] - Options have been introduced for risk management, including long call and put positions to hedge against potential market corrections [13][14] Communication Changes - The fund will no longer disclose top positions or highlight individual investments in quarterly communications to protect proprietary research and focus on new initiatives [15][17]

Core Insights - The current market environment exhibits similarities to the late 1990s, particularly in the context of investor behavior and valuation trends, especially regarding artificial intelligence (AI) investments [13][22][24] - Major technology companies are heavily investing in AI, with significant capital expenditures and expectations for future growth, but these valuations may be unsustainable [14][15][21] - The concentration of market capitalization among a few large tech firms raises concerns about potential market fragility and the impact of a correction on the broader economy [21][22] Market Performance - The S&P 500 has shown a year-to-date return of 13.7%, while the Nasdaq Composite has increased by 17.2% [4] - The stock indices have recovered from significant declines earlier in the year, with the S&P 500 previously down 19% and the Nasdaq down over 25% [3] Investor Behavior - Investor confidence can quickly shift to fear, often triggered by uncertainty, leading to rapid price declines [11][12] - The current speculative environment is characterized by a fear of missing out on AI advancements, reminiscent of the dot-com bubble [13][25] Valuation Concerns - Many stocks are trading at valuations that exceed reasonable expectations, particularly in the tech sector [7][22] - The venture capital landscape is experiencing a frenzy, with companies raising substantial amounts without clear business plans or products [16] Historical Parallels - The article draws parallels between the current market and the late 1990s, highlighting the potential for a similar correction as seen in the early 2000s [10][17] - Historical examples illustrate that markets often price in the promise of transformative technologies before their actual realization, leading to overbuilding and subsequent corrections [23]