Jeff Kilberg is founder and CEO of KKM Financial, a CNBC contributor. Jeff, it's great to speak with you and yeah, next week we're coming up on the end of the month. We're coming up on the end of the quarter.So, you think more volatility. There's a lot of inputs, Morgan, and great to join you here today. But we look at the VIX. Look at the VIX today down about 7%.Therefore, no one really seems in the options market that is Morgan, no one seems to be worried about the government shutting down. No one seems t ...

Market Volatility & Investor Sentiment - The options market, as indicated by the VIX, suggests a lack of concern regarding potential government shutdowns or a pause in the market rally [2] - KKM Financial anticipates increased market volatility at the end of the month and quarter [1][4] - A significant amount of cash, approximately $8 trillion, is sitting on the sidelines, potentially fueling a market chase at month-end [4] - The melting VIX and underinvested shorts are expected to push the market higher, regardless of high valuations [15] Economic Factors & Fed Policy - The upward revision of GDP is viewed positively [2] - Inflation numbers present a conundrum for the Federal Reserve, which is now shifting its focus more towards unemployment [3] - The market rally can resume, with the S&P 500 having risen nearly 35% from its April 8th low of 4802 [3] - An anticipated easing cycle with one or two more rate cuts by the end of the year is expected to power US equities [14] Sector Rotation & Emerging Technologies - A rotation is occurring within the "Magnificent Seven" stocks, with profit-taking in names like Nvidia and Microsoft, and gains in names like Google [6][7] - Quantum computing, particularly IBM's advancements, is expected to be a significant theme in Q4 and 2026, potentially revolutionizing crypto and electronic transactions [8][9][10] - IBM's quantum computing test case with HSBC has shown a nearly 34% improvement on their bond trading desk [11]

A potential government shutdown, earnings reports, and anticipation around inflation data made for a rocky start to the week, but all three major indexes still marked a third-straight record close on Monday. Nvidia's (NVDA) $100 billion investment in OpenAI pushed chips to the forefront, but it was not enough to stop stocks from snapping their win streaks.Profit-taking pushed the Dow Jones Industrial Average (DJI) to its first back-to-back daily drop in three weeks. Sentiment stayed grim despite cooler-than ...

Some quantum stocks pulled back from all-time highs this week as investors rotated out of speculative names and into more defensive positions. Other quantum names maintained the upward momentum as the sector remained in the spotlight. QBTS stock is climbing. See the real-time chart here. Here's a look at the latest news in the quantum computing sector. Read Next: Cipher Mining Grabs $1.1 Billion for Expansion—Zero Interest, All Growth Power Bullish Coverage Analysts from BofA Securities and B. Riley updated ...

Core Insights - Quantum computing is a rapidly evolving technology with the potential to transform various industries, presenting unique investment opportunities in companies like Rigetti Computing (RGTI) and D-Wave Quantum (QBTS) aiming to establish a trillion-dollar market [1] Company Strategies - Rigetti is focused on superconducting qubits and a modular chiplet architecture, striving for universal, gate-based quantum machines, while D-Wave specializes in quantum annealing, targeting optimization problems for enterprise clients [2][7] - Rigetti's recent advancements include the Cepheus-1-36Q system, which has improved two-qubit error rates and achieved a median gate fidelity of approximately 99.5% [5][6] - D-Wave's Advantage2 system emphasizes higher qubit counts and improved performance, with a focus on immediate enterprise adoption and practical applications [8][12] Financial Performance - RGTI shares have increased by 110.3% year-to-date, while QBTS shares have surged by 213.5% [3] - The Zacks Consensus Estimate for RGTI's 2025 sales indicates a year-over-year decline of 19.65%, with a projected loss per share of 9 cents [14] - Conversely, QBTS is expected to see a year-over-year sales growth of 181.5% for 2025, with a projected loss per share of 24 cents [17] Market Positioning - Rigetti relies heavily on government contracts for revenue, recently securing a $5.8 million contract with the U.S. Air Force Research Laboratory [9] - D-Wave focuses on enterprise adoption, implementing pilot programs across various industries, which provides more immediate revenue visibility [10] - Rigetti's roadmap includes plans for a 100+ qubit system by the end of 2025 and a $250 million partnership with Quanta Computer to scale production [11] Investment Considerations - Rigetti holds a stronger growth and momentum profile, with a Growth Score of 'C' and a Momentum Score of 'A', while D-Wave has a Growth Score of 'F' and a Momentum Score of 'D' [21] - Both companies currently carry a Zacks Rank 3 (Hold), indicating that investors may want to wait for clearer catalysts before making investment decisions [21][22]

Key Points HSBC has successfully used an IBM quantum chip to make better guesses at bond prices. Bond price predictions were 34% more accurate using IBM quantum chips than using ordinary computers. HSBC says "we are on the cusp of a new frontier of computing in financial services." 10 stocks we like better than International Business Machines › International Business Machines (NYSE: IBM) stock jumped 1.6% through 10:30 a.m. ET Friday after Morgan Stanley analyst Erik Woodring called it the "clear ...

Core Insights - The fusion of artificial intelligence (AI) and quantum computing is anticipated to generate trillions of dollars in economic value over the coming decades [2][9] - Nvidia and Alphabet are positioning themselves as leaders in the integration of AI and quantum computing technologies [2] Nvidia: GPUs, CUDA, and Infrastructure - Nvidia's dominance in the GPU market has been pivotal in the AI revolution, with its chips serving as the backbone for generative AI development [3] - The company is expanding its ambitions beyond just supplying accelerators for large language models (LLMs) and is laying the groundwork for a significant role in quantum computing [3][5] - Nvidia's CUDA software architecture is designed to connect classical computing systems with quantum-inspired research, with its CUDA quantum (CUDA-Q) platform already utilized by academic institutions and integrated with developers like IonQ and Rigetti Computing [4][5] Alphabet: Willow, Cirq, and DeepMind - Alphabet is making direct advancements in quantum computing through its Google Quantum division [7] - The company focuses on Willow, a processor aimed at efficiently scaling quantum workloads, and Cirq, an open-source framework for developing quantum algorithms on Google's infrastructure [8] - Alphabet's internal research lab, DeepMind, allows for rapid testing and refinement of quantum technologies, providing a unique advantage [8]

Core Insights - Quantum Computing Inc. (NASDAQ: QUBT) experienced a stock price increase of over 13% in early trading, later stabilizing at a 2% gain [1][3] Group 1: Stock Offering and Demand - QCi announced a $500 million stock offering for private investors, which was oversubscribed, indicating high demand [3] - The average price for the shares sold in the offering was $18.61, while the current trading price exceeds $21 [3] Group 2: Stock Dilution and Financial Health - The stock offering resulted in the issuance of 26.9 million new shares, increasing the total share count from 186.8 million to 213.7 million, leading to a 14.4% dilution for existing shareholders [4] - Despite the dilution, QCi's cash reserves have increased to $850 million, which is expected to sustain the company for years, even with a projected cash burn of $17 million next year [5][6] Group 3: Analyst Sentiment - Current analysts do not predict profitability for QCi in the foreseeable future [5] - The Motley Fool Stock Advisor has identified ten other stocks as better investment opportunities than Quantum Computing [7]

D-Wave Quantum Inc. (NYSE:QBTS) is one of the stocks Jim Cramer recently commented on. Cramer acknowledged it would take time before the company “starts to take off,” as he said: “There’s D-Wave, which impressed me when they were on too. It hit a 52-week high today, but it’s up 230% for the year. But again, it could be ages before the business starts to take off. I don’t even know if they disagree with that. Both IONQ and D-Wave are losing fortunes.” Photo by Anton Maksimov juvnsky on Unsplash D-Wave ...

IonQ, Inc. (NYSE:IONQ) is one of the stocks Jim Cramer recently commented on. Cramer mentioned that he talked with the management and liked what he saw. He commented: “Alright, let’s think about quantum computing, which is rife with money losers that could end up being terrific, but right now they don’t have much going for them other than hope. That includes IONQ, which we had on the other day. Boy, I liked what I saw, I really did, but only if you think very, very long-term. Stock’s up 77% for the year. ...