All right. So, talk to me about this bounceback. How are you viewing this bounce back and the sell-off on Friday.Was Friday proof that the market was priced to perfection and that it was priced to have no more issues even though there were a lot of uh things on the quote unquote wall of worry or overhangs and obviously USChina trade tensions were one of them. >> Yeah. What China what what China is doing right now is showing investors that they're still around and they're not haven't really decided what they ...

Core Insights - ASP Isotopes Inc. has made significant advancements in its business development, including a major supply agreement for enriched silicon-28 and the acquisition of a radiopharmacy in Florida to enhance its operations in nuclear medicine [1][2][3] Supply Agreement for Enriched Silicon-28 - The company has entered into its largest supply contract for enriched silicon-28 with a U.S.-based customer, with deliveries expected in Q1 2026 [2][4] - Enriched silicon-28 is crucial for solid-state quantum computing and advanced semiconductor technologies, providing a noise-free environment for qubits, which enhances device performance [5][6] - The growing demand for high-purity silicon-28 is driven by increased global investment in quantum computing and advanced electronics [6][7] Acquisition of Radiopharmacy - The company has acquired an independent radiopharmacy in Florida, marking PET Labs' first expansion outside South Africa [3][8] - This acquisition aims to enhance PET Labs' nuclear medicine business and is expected to be accretive to revenues, EBITDA, and EPS in 2026 [3][8] - The Florida facility currently offers SPECT services, with plans to introduce PET services by 2027, which is anticipated to boost future revenues and profits [8] Strategic Expansion Plans - The company is pursuing further expansion of PET Labs in the U.S. and other regions to meet the rising demand for radiodiagnostics and radiotherapeutics [9][10] - PET Labs aims to establish a vertically integrated radiopharmacy network capable of producing stable isotopes for radioisotope production, providing a competitive edge in the market [10] - The CEO of PET Labs has indicated plans for both brownfield and greenfield expansions to position the company as a global leader in radioisotope production for oncology treatments [11]

Core Insights - MicroCloud Hologram Inc. proposes a feasible path for achieving computational advantages in quantum computing through collaborative utilization of QPUs, error control, and algorithm optimization [1][2]. Quantum Computing Strategy - The company emphasizes the importance of circuit knitting technology to combine multiple QPUs, allowing for larger-scale quantum computing tasks by distributing complex quantum circuits into sub-circuits for parallel processing [2]. - Error suppression and mitigation techniques are highlighted as essential for reducing the impact of errors on computational results, enhancing the quality of solutions through optimized quantum gate operations and classical post-processing [2]. - The focus on heuristic quantum algorithms with asymptotic speedup aims to provide efficient solutions to practical problems, making them suitable for immediate applications despite not guaranteeing optimal solutions [2]. Quantum-Centric Supercomputing Architecture - MicroCloud proposes a "quantum-centric supercomputing" architecture that integrates quantum and classical processors, redefining their relationship to enhance computational efficiency [3]. - This architecture assigns tasks based on the characteristics of computing tasks, facilitating a collaborative working mode between quantum and classical processors [3]. Future Development and User Experience - The company acknowledges the increasing complexity of quantum computing systems and the need for higher levels of automation and intelligence in quantum software to simplify user interaction [4]. - The proposed "frictionless" user experience aims to lower the application threshold for quantum computing, promoting its adoption across various fields such as finance and healthcare [4]. Investment and Technology Focus - MicroCloud is committed to investing over $400 million in cutting-edge technology sectors, including quantum computing, quantum holography, and artificial intelligence [6].

By Nupur Anand NEW YORK (Reuters) -JPMorgan Chase on Monday unveiled a plan to hire more bankers and invest up to $10 billion in U.S. companies considered critical to U.S. national security and economic resilience. The move is part of a broader 10-year $1.5 trillion initiative to facilitate, finance and invest in industries central to the growth of the American economy, including defense, energy and advanced manufacturing. Shares of the largest U.S. bank were last up 1.1% before the bell. JPMorgan said ...

COLLEGE PARK, Md.--(BUSINESS WIRE)--IonQ (NYSE: IONQ), a leading quantum company, today announced a significant advancement in quantum chemistry simulations, demonstrating the accurate computation of atomic-level forces with the quantum-classical auxiliary-field quantum Monte Carlo (QC- AFQMC) algorithm. This demonstration – in collaboration with a top Global 1000 automotive manufacturer – proved more accurate than those derived using classical methods and marks a milestone in applying quantum c. ...

By Nupur Anand NEW YORK (Reuters) -JPMorgan Chase launched a $1.5 trillion plan on Monday to facilitate, finance and invest in industries deemed critical to the U.S. national security and economic resilience, including defense, energy and advanced manufacturing. As part of the 10-year initiative, the largest U.S. lender also plans to hire more bankers and invest up to $10 billion into U.S. companies through direct equity and venture capital investments, focusing on fast-growing businesses and key manufac ...

Jamie Dimon, chief executive officer of JPMorgan Chase & Co., during a Bloomberg Television interview at the JPMorgan Chase & Co. Capital Markets conference in Paris, France, on Thursday, May 15, 2025.JPMorgan Chase on Monday said it is launching a decade-long plan to help finance and take direct stakes in companies it considers crucial to U.S. interests.The bank said in a statement it would invest up to $10 billion into companies in four areas: defense and aerospace, "frontier" technologies including AI an ...

Core Insights - Investors are showing significant interest in quantum computing, which is seen as a transformative technology alongside artificial intelligence [1][2] - IonQ and Rigetti Computing have experienced extraordinary stock performance, with returns of 712% and 5,940% respectively over the past year [3] - Analysts express skepticism regarding the sustainability of these stock prices, with potential declines of up to 62% predicted for both companies [10][12] Company Performance - IonQ and Rigetti Computing have market capitalizations of $25.5 billion and $15.3 billion respectively [4] - The practical applications of quantum computing, such as accelerating drug discovery and enhancing AI capabilities, are driving investor excitement [5][6] - Partnerships with major companies, like Amazon, have further elevated the profiles of IonQ and Rigetti [8] Analyst Perspectives - Morgan Stanley's Joseph Moore set a price target of $32 for IonQ, indicating a potential 59% decline from current levels [11] - Cantor Fitzgerald's Troy Jensen raised Rigetti's price target to $18, suggesting a possible 62% downside from its current price above $47 [12] - Both analysts highlight concerns about the slow adoption of quantum computing technology and the historical tendency for investors to overestimate early-stage innovations [14][15] Market Valuation - IonQ and Rigetti Computing have extremely high price-to-sales (P/S) ratios of 337 and 1,506, respectively, which are unsustainable compared to historical norms [16] - The potential entry of larger companies into the quantum computing space could further pressure the stock prices of these smaller firms [17]

Core Viewpoint - The article critiques the speculative nature of quantum computing stocks, particularly IonQ, while highlighting the potential of companies like Remitly Global and Portillo's that are currently creating value in the market [2][12]. Group 1: Quantum Computing Stocks - IonQ has seen a significant increase in stock price, up hundreds of percent in the last year, reaching a market cap of $25 billion despite generating less than $100 million in revenue [2]. - The company is characterized as highly speculative with little to no viable business model, making it a risky investment [2][12]. Group 2: Remitly Global - Remitly has experienced a 34% year-over-year revenue growth last quarter, with a 40% increase in send volume, indicating strong performance despite concerns over immigration policies affecting cross-border payments [6][5]. - The company generated $1.46 billion in trailing revenue with an EBIT of $27 million, showcasing its path to profitability and operational leverage compared to IonQ's significant losses [7]. - Remitly is positioned to capture market share from traditional players due to its low fees and user-friendly mobile application [6]. Group 3: Portillo's - Portillo's is expanding its restaurant chain into new markets like Texas and Florida, despite facing challenges from a slowdown in consumer spending [8]. - The company reported a modest 3.6% annual revenue growth, with plans for significant expansion in the coming years as new store openings are scheduled for the latter half of 2025 [9]. - Portillo's generated $65 million in EBIT on $728 million in revenue over the last 12 months, contrasting sharply with IonQ's $53 million in revenue and $351 million in losses [11].

Core Insights - Quantum computing is emerging as a significant trend alongside artificial intelligence, enhancing the speed and efficiency of existing computing infrastructure [1] Investment Opportunities - Two notable companies in the quantum computing space are IonQ and D-Wave Quantum, both of which are high-risk investments focused solely on quantum computing [2][3] - Nvidia is also highlighted as a key player, benefiting from AI spending while bridging the gap between traditional and quantum computing [2] Company Approaches - IonQ employs a trapped-ion approach, which offers advantages in accuracy over traditional superconducting techniques, although it may sacrifice some processing speed [4] - D-Wave focuses on quantum annealing, targeting optimization problems, which could capture a significant portion of the quantum computing market [5] Market Outlook - Viable quantum computing options are expected to be commercially available around 2030, with the potential for significant stock price increases for successful companies in this space [6] - Nvidia is positioned to maintain its leadership in AI computing hardware while integrating quantum computing into its infrastructure through its CUDA-Q software [7] Growth Projections - Nvidia anticipates data center capital expenditures to grow from approximately $600 billion this year to between $3 trillion and $4 trillion by 2030, indicating substantial growth in the computing sector [8] - Investing in Nvidia allows for exposure to both current AI developments and future quantum computing advancements, presenting a lucrative opportunity for investors [9]