Core Viewpoint - Rigetti Computing's stock experienced a significant increase of 25% following JPMorgan Chase's announcement of a $10 billion investment initiative that includes quantum computing as a key focus area [1][2]. Group 1: Stock Performance - Rigetti's shares surged by 25% on a day when the S&P 500 and Nasdaq Composite also saw gains of 1.5% and 2.2%, respectively [1]. - The stock has increased over 6,000% in the past year, reflecting growing enthusiasm for quantum computing technology [3]. Group 2: Investment and Market Context - JPMorgan Chase's "Security and Resiliency Initiative" aims to enhance U.S. economic and technological leadership, with quantum computing being one of the 27 targeted areas for investment [2]. - CEO Jamie Dimon emphasized that the strength of American security relies on a robust economy, and the investments will modernize infrastructure and fortify supply chains [3]. Group 3: Financial Metrics - Rigetti's current market capitalization stands at $17.8 billion, which is considered disconnected from its financial reality, as the company reported trailing-12-month revenue of less than $8 million and is experiencing cash burn [4].

Core Viewpoint - D-Wave Quantum Inc. has experienced significant stock price increases, with shares rising over 243% year-to-date and nearly doubling in the last month, although concerns about its commercial viability persist [1][4][11]. Financial Performance - D-Wave reported a year-over-year revenue increase of approximately 42% for the last quarter, amounting to just over $3 million, despite wider-than-expected losses per share and a 44% increase in adjusted EBITDA losses [9][10]. - The company has a notably high price/sales ratio of 1,279.8, indicating it may be overvalued compared to its earnings and sales history [2][11]. Technological Developments - D-Wave is focusing on developing gate model technology in addition to its quantum annealing technology, aiming for a more diversified technological approach [6]. - Successful partnerships with companies such as Verge Ag, Japan Tobacco, and North Wales Police demonstrate the practical applications of D-Wave's quantum annealing technology [8]. Market Position and Competition - The commercialization potential of D-Wave remains uncertain, with analysts predicting a potential share price correction of nearly 40% due to overvaluation concerns [4][11]. - Competitors like Rigetti Computing have also seen substantial stock price increases, with Rigetti's shares rising over 5,100% in the past year, intensifying competition in the quantum computing space [12]. Analyst Sentiment - D-Wave currently holds a Moderate Buy rating among analysts, but it is not included in the list of top stocks recommended by leading analysts, suggesting a cautious outlook [14].

Market Overview - The NASDAQ has experienced significant volatility in 2025, with a year-to-date increase of nearly 20% following a 25% decline from February to early April [1] - Initial market negativity was driven by concerns over economic and trade policy changes under the new administration, but focus has since shifted [1] AI and Sector Performance - AI remains a dominant theme in the market, expanding beyond chip makers to include companies that can leverage AI effectively or are potential takeover targets due to substantial investments from big tech [2] - The utilities and energy sectors have also seen growth, driven by anticipated future power demands related to AI and quantum computing [2] Federal Reserve Actions - On September 17th, the Federal Reserve cut rates by 25 basis points, despite inflation remaining around 2.7% [3] - The prevailing expectation is that the Fed will continue to ease monetary policy into 2026 to address a weakening labor market [3] Market Risks - Even strong fundamentals do not protect markets from becoming overextended, which can lead to sharp declines [4] - Historical context is provided by the internet boom of the early 2000s, where the NASDAQ lost over 75% of its value before recovering in 2002 [4]

Key Points A major bank announced plans to pour billions into areas it deems strategically important. Quantum computing technology was named as 1 of 27 such areas, benefiting stocks like Quantum Computing Inc. 10 stocks we like better than Quantum Computing › Shares of Quantum Computing Inc. (NASDAQ: QUBT) are jumping on Monday, up 11% as of 2:23 p.m. ET. The spike comes as the S&P 500 (SNPINDEX: ^GSPC) and the Nasdaq Composite (NASDAQINDEX: ^IXIC) are both moving vastly higher. The quantum comput ...

Core Insights - Quantum computing companies experienced a surge in share prices following JPMorgan Chase's announcement of a strategic investment plan aimed at industries vital for national economic security and resilience [1] Group 1 - JPMorgan Chase plans to invest in critical industries through direct equity and venture capital [1]

IonQ stock is moving higher. Here's why.Shares of IonQ (IONQ 18.39%) are jumping on Monday, up 19.3% as of 2:05 p.m. ET. The spike comes as the S&P 500 (^GSPC 1.34%) and the Nasdaq Composite (^IXIC 2.05%) both saw green.A leader in the quantum computing space, IonQ's stock is gaining after JPMorgan Chase announced this morning that it will invest $10 billion in industries and technologies it considers strategically important as part of its Security and Resiliency Initiative. Quantum computing is one of 27 i ...

Some pretty big news out of JP Morgan on Monday morning about how they plan to invest $10 billion as part of this decadel long initiative into areas they feel is necessary for national security as well as American economic resiliency. So what do they mean by that exactly. Well, they kind of break it into four key categories.The first is areas around supply chain and advanced manufacturing. They're also looking at defense and aerospace. Energy independence is the third bucket there.And then strategic technol ...

Group 1 - D-Wave Quantum's shares surged by 25.2% following JPMorgan Chase's announcement of a $10 billion investment in various industries, including quantum computing, as part of its Security and Resiliency Initiative [1][6] - CEO Jamie Dimon highlighted the importance of the investment program, stating that America's security relies on the strength and resiliency of its economy, emphasizing the need for increased speed and investment [2] - D-Wave's current market capitalization stands at $14 billion, which is difficult to justify given its sales of only $8.8 million last year, indicating a significant disconnect between valuation and actual performance [3] Group 2 - The Motley Fool Stock Advisor has identified ten stocks that they believe are better investment opportunities than D-Wave Quantum, suggesting caution for potential investors [4][6] - Historical performance of stocks recommended by the Motley Fool, such as Netflix and Nvidia, demonstrates the potential for substantial returns, with average returns of 1,060% compared to 187% for the S&P 500 [5]

Group 1: Broadcom and OpenAI Partnership - Broadcom announced a deal with OpenAI to develop 10 gigawatts of custom AI accelerators, leading to a surge in Broadcom's stock price [3] - OpenAI will design the accelerators and systems, embedding insights from its frontier models directly into the hardware to enhance capability and intelligence [4] - The partnership aims to meet the increasing global demand for AI, with deployments planned across OpenAI's facilities and partner data centers [4] Group 2: Warner Bros. Discovery and Paramount - Warner Bros. Discovery's stock rose following reports that Paramount Skydance is preparing a second bid for Warner, after a previous bid of $20 per share was rejected [5] - Current trading price for WBD shares is around $18 [5] Group 3: Beyond Meat's Convertible Debt Exchange - Beyond Meat's stock plummeted due to significant dilution from an exchange offer for convertible debt, with nearly all convertible noteholders agreeing to swap over $1.1 billion of 2027 notes for new notes and more than 300 million shares of common stock [6] Group 4: Rare Earth Stocks - Rare earth stocks are experiencing significant gains as traders anticipate benefits for alternative mineral suppliers due to China's import restrictions [7] - Albemarle and MP Materials are among the top gainers, with MP Materials reaching an all-time high [7] Group 5: Bloom Energy and Brookfield Partnership - Bloom Energy's stock surged after announcing a $5 billion strategic partnership with Brookfield Asset Management to become the preferred onsite power provider for Brookfield's global AI factories [8] - The collaboration includes the design and delivery of AI factories globally, with a site in Europe to be announced by year-end [8] Group 6: Market Overview - Stocks are higher in volatile trading following a selloff due to tariffs, with President Trump's conciliatory remarks attracting dip-buyers [9] - Major indexes trimmed gains after Treasury Secretary Scott Bessent criticized China's recent export restrictions [9] Group 7: Silver Market - Silver prices are experiencing a short squeeze, nearing a record of $52.50 per ounce, raising concerns about liquidity in London [10] Group 8: Equity Market Trends - Isolated pockets of froth in the equity market have been noted, particularly in sectors like quantum computing, cryptocurrency, and drones, which have surged over 50% in the past month [11] - A list of 30 Russell 3000 stocks with the highest trading volumes has been compiled, with Nvidia leading at over 4 billion shares traded [12]

The rally in quantum computing names continued on Monday after JPMorgan Chase announced it as one of the areas it would invest in as part of a new initiative.The bank said in a release that it would invest up to $10 billion in companies across four areas: supply chain and advanced manufacturing, defense and aerospace, energy technology, and frontier and strategic technologies — which includes quantum computing.Arqit Quantum, D-Wave Quantum and Rigetti Computing each rose about 20%, while IONQ gained 15% fol ...