Company Acquisitions - Pfizer Inc. has agreed to acquire Metsera, Inc. to enhance its portfolio in medicines targeting obesity and cardiometabolic diseases, introducing a range of oral and injectable therapy candidates [2] Stock Market Performance - U.S. stocks showed a mostly positive trend, with the Nasdaq Composite gaining over 50 points, while the Dow increased by 0.01% to 46,321.12, and the S&P 500 rose by 0.15% to 6,674.60 [1] - Information technology shares increased by 0.4%, while consumer staples stocks fell by 0.5% [1] Commodity Market - Oil prices decreased by 0.7% to $62.23, while gold prices increased by 1.3% to $3,752.30. Silver rose by 2.1% to $43.835, and copper fell by 0.4% to $4.6085 [5] Stock Movements - AgriFORCE Growing Systems Ltd. saw a significant increase of 157% to $6.20 following its announcement to rename and raise approximately $550 million [9] - Qualigen Therapeutics, Inc. surged by 141% to $6.86 after a $41 million investment from Faraday Future [9] - MBX Biosciences, Inc. rose by 134% to $23.43 after positive trial results for its product [9] - Chijet Motor Company, Inc. shares dropped by 38% to $0.1813 following the appointment of a new COO [9] - Cosan S.A. shares fell by 23% to $4.3850 after a downgrade from HSBC [9] - Quantum Computing Inc. experienced a decline of 14% to $19.97 after announcing a $500 million private placement [9]

Key Points Rigetti Computing is a leader in the quantum computing space. Rising long-term U.S. Treasury yields seemed to knock many stocks down earlier today. However, Rigetti also received a significant price target hike from a Wall Street analyst. 10 stocks we like better than Rigetti Computing › Shares of Rigetti Computing (NASDAQ: RGTI) traded close to 11% down earlier today before recouping much of those losses. As of 11:42 a.m. ET today, the stock traded close to 2% higher. Rising U.S. Trea ...

Group 1 - Oklo stock surged by 29% following the announcement of U.S.-U.K. agreements to accelerate development in AI, quantum computing, and nuclear energy sectors, although this partnership may not directly benefit Oklo and could favor a competitor, X-Energy [1][8] - On the following Monday, Oklo stock experienced a slight decline of 2% as momentum traders took profits after the previous surge [2][4] - Oklo is set to break ground on its first Aurora powerhouse, a sodium-cooled fast reactor at Idaho National Laboratory, which is one of three nuclear pilot projects awarded by the U.S. Department of Energy [5][6] Group 2 - Despite the positive news regarding the Aurora-INL project, Oklo is still several years away from generating revenue or profits, with analysts estimating a timeline of at least five years for profitability [6][7] - The recent stock performance indicates that even with good news, Oklo stock remains a sell recommendation, suggesting caution for potential investors [7][8]

Mortgage Market - The average qualifying mortgage rate has decreased to 6.49%, down approximately 20 basis points, leading to a significant increase in refinancing and new loan demand [1][2] - Refinancing activity surged by 34% compared to the same week last year and increased by 12% week over week, while new loans rose by 23% year-over-year and 7% from the previous week [2] - The increase in refinancing is primarily driven by lower mortgage rates, with many homeowners previously having rates above 7% [2] Oracle's Financial Performance - Oracle's market capitalization increased by $250 billion following a strong fiscal first quarter 2026 earnings report, marking its best day since 1992 [10][11] - The remaining performance obligations (backlog) surged by 359% to $455 billion, indicating significant future revenue potential [10] - Despite the impressive backlog growth, GAAP earnings per share were down year-over-year, suggesting that increased spending on infrastructure may delay profit growth [11][12] Investment Opportunities - Rocket Companies (RKT) is highlighted as a key stock to watch due to its acquisition of Redfin and its potential to benefit from a more active real estate market [5] - Upstart (UPST) is also noted for its significant growth in loan originations, which increased by 800% year-over-year in the second quarter of 2025, indicating a recovery in the housing market [6][7] - Seagate Technology (STX) is mentioned as a potential investment due to its essential role in data center infrastructure, especially in light of Oracle's backlog growth [13] - Advanced Micro Devices (AMD) is recognized for its growth opportunities in AI and data center chips, benefiting from the positive sentiment surrounding Oracle's performance [13]

Key Points D-Wave Quantum Computing stock soared by 52% last week. It opened Monday's trading session heading downward, despite winning a big price target hike from a Wall Street analyst. 10 stocks we like better than D-Wave Quantum › Point -- counterpoint. Last week, I highlighted the astounding share price rise of quantum computing company D-Wave Quantum (NYSE: QBTS), which gained a terrific 52% over the course of the week, ending with a nearly 12% rise on Friday alone. Unimpressed, I argued tha ...

Core Insights - Quantum Computing Inc. (QCi) ended Q2 2025 with a strong balance sheet, holding $349 million in cash, an increase of $270 million from the end of 2024, and total liabilities decreased to $30 million, down approximately $16 million from year-end 2024 [1][9] Financial Performance - The improvement in QCi's financial position was primarily due to a $200 million financing round completed in June, which generated $188 million in net proceeds, enhancing liquidity for hiring and scaling operations [2][9] - QCi's shares have experienced a remarkable increase of 2399.2% over the past year, significantly outperforming the industry growth of 39.5% and the S&P 500's growth of 18.7% [7] Strategic Positioning - The strengthened capital base allows QCi to pursue strategic acquisitions or partnerships to enhance its technology roadmap and revenue growth [3] - QCi's inclusion in the Russell 3000 and Russell 2000 indexes increases visibility among institutional investors, likely enhancing liquidity and broadening its shareholder base [4][9] Peer Comparison - D-Wave Quantum Inc. completed a $400 million At-the-Market equity offering, resulting in a cash balance of approximately $819.3 million, a 1900% increase from the previous year [5] - IonQ reported cash and investments of $656.8 million, boosted by a $1.0 billion equity financing, making it the most well-capitalized pure-play quantum provider [6] Valuation Metrics - QCi currently trades at a forward 12-month Price-to-Sales (P/S) ratio of 2268.90X, compared to the industry average of 5.51X, indicating an expensive valuation [10]

Group 1 - Quantum Computing Inc (NASDAQ: QUBT) experienced a decline of approximately 15% in premarket trading on Monday [1] - This decline has erased part of the gains that occurred last week, which were driven by investor enthusiasm following the company's announcement of a $500 million private placement [1]

Core Insights - Quantum computing stocks have experienced significant growth in 2025, driven by potential government support aimed at enhancing national security [1][2] - The Trump administration is considering executive actions to strengthen the quantum computing industry, including a national strategy similar to the AI Action Plan [3][4] - Major quantum computing stocks saw substantial gains last week, with some experiencing slight pullbacks, but the potential for further rallies exists if the government proceeds with anticipated executive orders [5] Industry Developments - The White House is signaling a possible expansion of efforts in quantum computing to bolster U.S. defenses against cyber threats [2] - There is an expectation of imminent announcements from the White House regarding support for the quantum computing sector [4] Stock Performance - Quantum Computing Inc. (QUBT) shares increased by over 26% - Rigetti Computing, Inc. (RGTI) rose by 16% - D-Wave Quantum gained 13.6% - IonQ Inc. (IONQ) was up by 5.7% on Friday [5]

Shares of the Hoboken, N.J.-based company fall sharply after the company unveils a $500 million private placement. ...

Company Overview - Quantum Corporation (NASDAQ: QMCO) was founded in 1980 and quickly became a leader in the market for 5.25-inch hard drives, maintaining its presence in the hard drive industry [1] Analyst Background - Ian Bezek, a former hedge fund analyst at Kerrisdale Capital, has spent a decade conducting on-the-ground research in Latin America, focusing on markets such as Mexico, Colombia, and Chile [2] - Bezek specializes in identifying high-quality compounders and growth stocks at reasonable prices in the US and other developed markets [2]