Core Insights - Quantum computing is gaining traction in the tech industry, significantly impacting IBM's stock performance, which rose over 5% in one day, outperforming the S&P 500, which fell by 0.5% [1][2]. Group 1: Quantum Computing Demonstration - HSBC successfully conducted a trial using a combination of traditional and quantum computing for algorithmic bond trading analysis, showcasing IBM's quantum technology [2]. - The trial revealed a 34% improvement in prediction capabilities over classical methods, specifically in assessing the likelihood of bond trades being filled at quoted prices [3]. Group 2: Strategic Positioning - IBM's involvement in HSBC's technological advancements positions the company as a valuable partner for well-capitalized clients in a competitive market [4]. - Despite the positive developments, IBM is not currently viewed as a top investment choice in the quantum computing sector, indicating potential challenges in attracting investor interest [5].

What interests me so much is within your podcast. You've just been speaking to a founder. You've backed Logical all about the future of Quantum.You've been deep diving on this. So when you see these sorts of iterations and breakthroughs, what do you make of it. Where is the opportunity for you in the Seed in the series.First of all, great question. And as you know, I'm a long term early stage investor and I like to look for companies that can be worth ten, 20, $30 billion. There's very few of those in the w ...

The quantum computing market is seeing a strong increase in investments from both the government and private sectors, with significant money being poured into making the technology practical and expanding its real-world uses. Experts expect the market for quantum technology to reach about $4.24 billion by 2030, growing steadily at a rate of about 20.5% annually from 2025 to 2030. This growth follows a series of important advancements in the field, from better qubit stability to new partnerships focused on ...

MATT: FUTURES DOWN AGAIN TODAY, THIRD DAY IN A ROW OF LOSSES. I MATT MILLER. >> BLOOMBERG OPEN INTEREST STARTS RIGHT NOW. MATT: COMING UP, FED GOVERNOR STEPHEN MIRON SOUNDS THE ALARM ON U.S. VULNERABILITY WHEN FRESH DATA POINTS TO RESILIENT ECONOMIC GROWTH. DANI: A BID FOR A COMEBACK. INTEL SEEKS AN INVESTMENT FOR APPLE AS THEY FEEL THEY CAN WORK MORE CLOSELY TOGETHER. MATT: STARBUCKS CLOSING STORES AND CUTTING JOBS WHILE THE WHITE HOUSE ORDERS FEDERAL AGENCIES TO PREPARE FOR MASS FIRINGS. DANI: THOSE HEADL ...

Market Overview - U.S. stocks traded lower, with the Nasdaq Composite falling more than 1% on Thursday, Dow down 0.64% to 45,824.16, NASDAQ down 1.19% to 22,229.54, and S&P 500 down 1% to 6,571.28 [1] - Energy shares increased by 0.5%, while health care stocks decreased by 1.4% [1] Company Earnings - Accenture (NYSE: ACN) reported better-than-expected fourth-quarter 2025 results, with earnings of $3.03 per share, exceeding the analyst consensus estimate of $2.96, and sales of $17.60 billion, slightly above the consensus estimate of $17.36 billion [2] Stock Movements - PepGen Inc. (NASDAQ: PEPG) shares surged 89% to $5.03 after announcing a $100 million public offering at $3.20 per share [8] - SciSparc Ltd. (NASDAQ: SPRC) shares increased by 101% to $7.71 following the announcement of a quantum computing-enabled 3D protein modeling initiative [8] - Plus Therapeutics, Inc. (NASDAQ: PSTV) shares rose 30% to $0.5264 after a national coverage agreement with UnitedHealthcare [8] - Stitch Fix, Inc. (NASDAQ: SFIX) shares fell 14% to $4.88 after releasing fourth-quarter results [8] - CarMax, Inc. (NYSE: KMX) shares dropped 23% to $43.86 after reporting second-quarter EPS and sales below estimates [8] - Cemtrex, Inc. (NASDAQ: CETX) shares declined 31% to $0.4359 after a 1-for-15 reverse stock split approval [8] Commodity Prices - Oil traded down 0.2% to $64.88, gold down 0.2% to $3,761.50, silver up 1.2% to $44.725, and copper down 1% to $4.7660 [5] European Market Performance - European shares were lower, with the eurozone's STOXX 600 down 0.52%, Spain's IBEX 35 down 0.18%, London's FTSE 100 down 0.24%, Germany's DAX 40 down 0.62%, and France's CAC 40 down 0.46% [6] Asian Market Performance - Asian markets closed mostly lower, with Japan's Nikkei 225 gaining 0.27%, while Hong Kong's Hang Seng declined 0.13%, China's Shanghai Composite fell 0.01%, and India's BSE Sensex fell 0.68% [7] Economic Indicators - U.S. wholesale inventories declined by 0.2% month-over-month to $898.8 billion, against market estimates of a 0.1% increase [11] - U.S. durable goods orders increased by 2.9% month-over-month to $312.1 billion, compared to a revised 2.7% decline in July [11] - The U.S. trade deficit in goods shrank by $17.3 billion month-over-month to $85.5 billion, compared to market estimates of $95.65 billion [11] - Initial jobless claims decreased by 14,000 to 218,000, against market estimates of 235,000 [11] - The U.S. economy grew at an annualized rate of 3.8% in the second quarter, up from 3.3% in the second estimate [11]

In my previous breakdown of the quantum computing industry, I argued that the “Holy Grail” general-purpose quantum computer (the one that could crack every encryption and simulate molecules at a scale unimaginable for today’s machines) is still years, maybe decadesI’m passionate about finance and investing, focusing on business analysis, fundamental analysis, valuation, and long-term growth, especially in sectors like AI, fintech, finance and tech. I study finance and economy and have hands-on experience in ...

Economic Overview - The U.K. economy experienced volatility in early 2025 but has shown an upward trend since April, with the FTSE 100 up approximately 12% year to date and 5.2% from July to September 24, although it remained flat in September [1] - Following stronger-than-expected growth in the first half of 2025, S&P Global raised the U.K.'s growth projections for the year to 1.2% from 0.9%, with a further expected growth of 1.3% next year [2] Economic Challenges - High unemployment and inflation at 3.8% year on year in August are negatively impacting the U.K.'s economic outlook, with the flash PMI for September indicating a decline in business activity to 51.0, a four-month low [3] - The PMI survey highlighted slowing growth, falling trade, declining business confidence, and continued job losses [3] Inflation and Monetary Policy - The PMI's composite selling prices index suggests that inflation may begin to ease from the current 3.8%, with September's selling price index being the second lowest in 11 months [4] - S&P Global anticipates that the Bank of England (BoE) may adopt a more dovish approach, with expectations of two rate cuts over the next year, likely waiting until the first half of 2026 for further cuts [5] Investment Opportunities - The U.K. government secured £150 billion in U.S. investment through the "Tech Prosperity Deal," aiming to create 7,600 jobs and enhance cooperation in key sectors like AI and quantum computing [7][8] - Major contributions include £90 billion from Blackstone over the next decade, £5 billion from Google for data center expansion, and $30 billion (£22 billion) from Microsoft for AI infrastructure [9][10] ETFs to Consider - iShares MSCI United Kingdom ETF has an asset base of $2.83 billion, a dividend yield of 3.72%, and has gained 4.29% over the past month and 15.49% over the past year [14][15] - Franklin FTSE United Kingdom ETF has an asset base of $837.9 million, a dividend yield of 3.48%, and has gained 3.41% over the past month and 16.69% over the past year [16][17] - First Trust United Kingdom AlphaDEX Fund has an asset base of $71.6 million, a dividend yield of 3.35%, and has gained 3.44% over the past month and 20.35% over the past year [18][19] - iShares MSCI United Kingdom Small-Cap ETF has an asset base of $40.7 million, a dividend yield of 3.78%, and has gained 0.71% over the past month and 7.54% over the past year [20][21]

Core Insights - SciSparc Ltd. (NASDAQ: SPRC) is experiencing a significant stock surge, with a trading volume of 58.21 million compared to an average of 2.49 million [1] - The company is initiating an innovative project to advance 3D protein modeling using quantum computing technology, aiming to create new intellectual property [2] - The initial focus will be on refining quantum algorithms for simulating protein dynamics and binding interactions, particularly in drug discovery for neurological and rare diseases [3] Quantum Computing Initiative - SciSparc's new initiative will leverage quantum computing to improve the accuracy of predicting protein structures, which is challenging with traditional computing methods [4] - Quantum computing is expected to simulate the energy dynamics of proteins with greater precision, capturing complex movements and interactions more accurately [5] - The initiative aims to develop quantum-enabled tools to accurately predict protein folding, model protein-drug interactions, and accelerate drug discovery [6]

Core Insights - HSBC reported a 34% improvement in bond trade price prediction accuracy using IBM's Quantum Heron processors compared to traditional algorithms [2] - The application of quantum computing in financial markets is still in early stages, but it shows significant potential for advancements [3] - IBM's stock has increased by 29% year-to-date, outperforming the S&P 500, with a recent rally of over 5% [5][6] Company Developments - IBM plans to establish a large-scale quantum computing center in Poughkeepsie, N.Y. by 2029 [4] - IBM is collaborating with Advanced Micro Devices (AMD) to develop quantum-centric supercomputing technology [4] - The stock has formed a 13-week cup pattern, with a buy point identified at 296.16, indicating a potential return to previous high levels [6] Market Context - The interest in quantum computing has surged, with major tech companies like Amazon, Microsoft, and Alphabet announcing breakthroughs in the field [4] - IBM's recent stock performance reflects a strong recovery, advancing 16% since the beginning of September [6]

Core Insights - Quantum computing stocks have experienced significant gains over the past year, indicating a potential watershed moment as major investment banks recognize their long-term potential despite many being pre-revenue [1] Market Overview - The global quantum computing market is expected to grow from $3.52 billion in 2025 to approximately $20.20 billion by 2030, reflecting a compound annual growth rate (CAGR) of 41.8% [2] Company Highlights - **IonQ (IONQ)**: - Leading quantum computing startup developing trapped-ion quantum computers, with a price target raised from $75 to $100 by B. Riley analyst Craig Ellis, maintaining a "Buy" rating [4] - Stock has increased by 833% over the past year, supported by significant cash raises to expand its operations and partnerships with major cloud platforms like Amazon, Microsoft, and Google [6] - **D-Wave Quantum (QBTS)**: - Emerging as a frontrunner in quantum computing, particularly in quantum annealing systems, with a stock increase of 2,715% over the past year due to breakthroughs and effective public relations strategies [9]