Core Viewpoint - IonQ Inc's stock has seen a significant increase of 7.2% to $49.41 following Jefferies' initiation of coverage with a "buy" rating and a price target of $100, indicating strong investor interest in the quantum computing sector as potential growth stocks are sought for 2026 [1]. Group 1 - IonQ's stock has recently experienced a decline due to a tech selloff, moving away from its record high of $84.64 on October 13, but today's price action may signal a short-term bounce as it found key technical support [2]. - The stock is currently within 0.75 of the 200-day moving average's 20-day average true range (ATR), having remained above it 80% of the time in the past two weeks and 80% of the last 42 trading sessions, with historical data suggesting a 75% chance of a price increase one month later, averaging a 26.3% gain [3]. - A potential short squeeze could benefit IonQ, as short interest has risen to 19.2% of the stock's available float, requiring over two days for shorts to cover based on the average trading pace [4]. Group 2 - IonQ's Schaeffer's Volatility Index (SVI) is at 83%, which is in the lowest percentile of its annual range, indicating that near-term option traders are expecting extremely low volatility, making current premiums the cheapest in the past year [4].

Core Insights - IonQ stock experienced an -8.5% drop due to insider sales and a Canadian government quantum funding initiative, breaching the psychological $50 level [2][10] - The decline appears to be sentiment-driven rather than indicative of a fundamental shift in IonQ's business operations or near-term prospects [2][6] - Canada announced up to C$92 million in funding for domestic quantum firms, indicating increased competition in the quantum computing sector [2] Market Reaction - The selling pressure was likely amplified by a high short interest base, making the market structure vulnerable to negative headlines [3][11] - The selling footprint suggests a retail-driven reaction rather than coordinated institutional distribution, exacerbated by the breach of the $50 psychological level [4][12] - Trading volume was 22.5 million shares, slightly below the recent daily average of 24.2 million, with 20% of the public float sold short as of late November 2025 [11] Future Outlook - The -8.5% drop is viewed as an overreaction to non-fundamental catalysts, with insider selling being procedural and the Canadian investment representing long-term competitive pressure [6][10] - A key level to watch is the potential reclaiming of the $50 price point, which would indicate that the selling pressure has been absorbed [6] - Failure to reclaim this level may suggest further distribution and control by overhead supply [6]

Core Insights - Rigetti Computing (RGTI) is strategically positioning itself at the intersection of quantum hardware, AI supercomputing, and public-private research ecosystems, focusing on hybrid computing environments [1] - The support for NVIDIA's NVQLink platform is a significant advancement, facilitating low-latency, high-throughput integration between quantum processors and AI supercomputers, which is crucial for near-term quantum utility [1] - RGTI is enhancing its academic and government collaborations to bolster R&D and workforce development, with Michigan State University hosting its first on-premises quantum computer [2] - The company has signed an MOU with India's C-DAC to co-develop hybrid quantum computing systems, expanding its global footprint and aligning product development with real research and enterprise use cases [2] - RGTI's roadmap includes deploying a 150+ qubit system by late 2026 and a 1,000+ qubit system by 2027, targeting high fidelity rates [3] Industry Updates - IonQ has expanded its partnerships, including deploying Slovakia's first national quantum communication network and entering a partnership with CCRM to accelerate quantum applications in regenerative medicine [4] - D-Wave Quantum is building momentum through application-led partnerships with various commercial and research customers, focusing on near-term utility and practical quantum applications [5] Financial Performance - RGTI shares have increased by 105% over the last six months, contrasting with a 4.5% decline in the industry [6] - The company trades at a price-to-book ratio of 20.59, which is above the industry average, and carries a Value Score of F [9] - The Zacks Consensus Estimate for Rigetti's 2025 earnings indicates a significant 88.9% decline from the previous year [10]

The Bitcoin Quantum Leap: Quantum computing won’t break Bitcoin—it will harden it. The network upgrades, active coins migrate, lost coins stay frozen. Security goes up. Supply comes down. Bitcoin grows stronger. ...

Group 1: Quantum Computing Market - The global quantum computing market is projected to grow from $1.6 billion in 2025 to $7.3 billion by 2030, indicating a compound annual growth rate of 34.6% over the next five years [2] - Analysts at Jefferies predict that D-Wave Quantum (NASDAQ: QBTS) could see a price surge of 90% by 2026, supported by roadmap execution, commercial traction, and technical proof points [3] - Mizuho analysts estimate that D-Wave Quantum accounts for approximately 20% of the total quantum computing market, with a price target of $46 for QBTS stock [4] Group 2: Roku Inc. - Roku (NASDAQ: ROKU) has been upgraded to an overweight rating with a price target of $135 by Morgan Stanley, citing potential for sustained double-digit platform revenue growth [5] - Jefferies also upgraded Roku to a buy rating, highlighting it as a strong revision story in the Internet sector heading into 2026, with an expected 20% upside potential [6] - Technical analysis suggests that if Roku can break above the double top resistance at around $116.66, it could potentially retest $150 per share [8]

Core Viewpoint - Quantum computing stocks in the U.S. experienced a collective rise on Tuesday, indicating positive market sentiment towards the sector [1] Group 1: Stock Performance - IonQ Inc (IONQ.US) saw an increase of over 4% [1] - D-Wave Quantum (QBTS.US) rose by more than 2.9% [1] - SEALSQ Corp (LAES.US) increased by over 3% [1] - Quantum Computing (QUBT.US) experienced a rise of more than 2% [1]

Core Insights - The individual has retired after over 43 years in investment research, now operating independently to provide actionable investment insights [1] - The focus is on rules/factor-based equity investing strategies, emphasizing the use of numbers to inspire human intelligence-driven investment stories rather than serving the numbers themselves [1] - A combination of factor analysis and classic fundamental analysis is employed to understand the true story of a company and its stock, with an emphasis on future potential rather than past performance [1] Background and Experience - The individual has extensive experience covering a wide range of stocks, including large cap, small cap, micro cap, value, growth, and income [1] - Previous roles include managing a high-yield fixed-income fund and conducting research on quantitative asset allocation strategies, contributing to the development of Robo Advising [1] - The individual has authored two books on stock selection and analysis and has a passion for investor education, having conducted numerous seminars [1]

Core Insights - ZenaTech, Inc. is enhancing its engagement with US defense stakeholders through its subsidiary ZenaDrone, focusing on AI-powered drone solutions and aiming for pilot agreements in 2026 [1][2] Group 1: Company Developments - ZenaTech is actively discussing opportunities for technical field demonstrations and pilot programs with US defense agency program managers, expecting announcements in Q1 2026 [2] - The company has expanded its US operations, including a new office in the Washington, D.C. area to facilitate closer coordination with military and congressional leaders [3] - ZenaTech is also expanding its Arizona operations for drone assembly and testing, with plans to be operational by Q1 2026, ensuring compliance with US and NATO standards [4] Group 2: Strategic Initiatives - The establishment of Zena AI, Inc. in Baton Rouge, Louisiana, aims to develop next-generation AI solutions for defense and homeland security, focusing on autonomous navigation and real-time decision-making [5] - ZenaDrone's advanced multi-mission drone systems are undergoing testing and cybersecurity certification, aligning with the US military procurement cycle for drone solutions [6] Group 3: Product Offerings - The ZenaDrone 1000 is a medium-sized VTOL drone capable of lifting approximately 40 kg, designed for various applications including inspection and cargo delivery [7] - The IQ Nano is a compact indoor drone for inventory management in GPS-denied environments, featuring obstacle avoidance and AI-driven capabilities [7] - The IQ Square is a VTOL drone engineered for land surveys and defense reconnaissance tasks [7] Group 4: Market Positioning - ZenaDrone aims to position itself as a trusted partner for US defense and homeland security agencies, aligning with national security priorities and federal policy directives [8]

Core Viewpoint - Viewbix Inc. has entered into a definitive share purchase agreement to acquire up to 100% and not less than 85% of Quantum X Labs Ltd.'s share capital, which includes Quantum's proprietary intellectual property portfolio and innovative patents related to AI-Quantum Error Correction [1][3]. Group 1: Acquisition Details - The acquisition will include Quantum's four portfolio companies, each focusing on different quantum segments such as transportation, drug discovery, and security [2]. - Quantum's intellectual property includes a patent for quantum error correction, which can reduce computational overhead by up to 50% compared to traditional methods, thus supporting scalable fault-tolerant quantum computing [3]. - The completion of the acquisition is expected within 90 calendar days, subject to final due diligence, regulatory approvals, and the approval of Viewbix's stockholders [5]. Group 2: Financial Considerations - At closing, Viewbix will issue shares of its common stock and pre-funded warrants representing up to approximately 40% of the Company's issued and outstanding capital stock as of the date of the Definitive Agreement [9]. - Additional consideration of up to approximately 25% of the Company's issued and outstanding capital stock may be issued upon Quantum achieving certain milestones post-closing [9]. Group 3: Company Background - Viewbix operates in the field of digital advertising through subsidiaries Gix Media Ltd. and Metagramm Software Ltd., focusing on automation and optimization of internet campaigns and grammatical error correction software [7].

Core Viewpoint - Investing in dividend-paying AI companies provides a way to gain passive income while participating in the rapidly expanding AI market [1] Group 1: Company Overview - Three notable AI stocks with attractive dividend yields are IBM, Cisco, and Nokia, offering diversification within the AI ecosystem [2] - IBM has a dividend yield of 2.2% and has shifted its focus to AI and cloud computing, resulting in significant sales growth [4][5] - Cisco's dividend yield is 2.1%, and the company is positioned to meet the demands of AI-driven networking with new products [10][12] - Nokia offers the highest dividend yield at 2.5% and is focusing on AI-supported 6G technology through a partnership with Nvidia [15][16] Group 2: Financial Performance - IBM's revenue rose 9% year-over-year to $16.3 billion in Q3, with its software division growing 10% to $7.2 billion [5] - Cisco reported a 5% year-over-year revenue growth to $56.7 billion for the fiscal year 2025, with an 8% increase in Q1 [12] - Nokia experienced a 4% year-over-year revenue growth to 13.8 billion euros in the first three quarters of 2025, following a decline in 2024 [18] Group 3: Future Prospects - IBM aims to achieve quantum advantage by the end of 2026, which could enhance its AI capabilities significantly [9] - Cisco expects revenue to continue rising in fiscal 2026, forecasting between $60.2 billion and $61 billion [12] - Nokia's partnership with Nvidia is expected to accelerate the development of AI-RAN technology, with testing set to begin in 2026 [16]