Futures for the Dow Jones Industrial Average and the other major stock indexes rallied Thursday ahead of the Labor Department's weekly jobless claims and in the wake of the Federal Reserve's first rate change of the year. Meanwhile, Nvidia (NVDA) and Intel (INTC) were early winners on the stock market today, thanks to a partnership deal. Ahead of the opening… Related news Quantum Computing Stocks Rally. D-Wave Hits Record High Amid Tokyo Conference. BREAKING: Futures Rise; Nvidia To Buy Intel Stake Get inst ...

Group 1 - Uber Technologies is partnering with Flightrex to launch autonomous drone deliveries for Uber Eats in the US by year end, integrating Flightrex's FAA certified drones and 200,000 delivery track record with Uber's global logistics platform [1] - The deal aims to cut delivery times, costs, and emissions while expanding its multimodal network beyond cars, bikes, and sidewalk robots [2] - Lyft and Whimo will launch a fully autonomous ride-hailing service in Nashville in 2026, with rides available first through the Whimo app and later integrated into Lyft's network [3] Group 2 - Lyft's Flex Drive unit will handle end-to-end fleet management, including a new AV facility to maximize vehicle uptime and provide a seamless experience for riders on both platforms [3] - Ballard Power Systems will debut its SC Move SC fuel cell module in October, offering 30% more end-of-life power, higher power density, and improved durability for city buses [3] - The 75 kW system simplifies vehicle integration, cuts life cycle costs, and is designed for a 25,000-hour service life to rival diesel performance [4]

Core Insights - SEALSQ Corp is focused on developing and selling semiconductors, PKI, and post-quantum technology hardware and software products [2] - The company will present its new post-quantum chip, Quantum Shield "QS7001", at the IQT Quantum + AI 2025 event [3][7] - The QS7001 chip features post-quantum cryptography with NIST-standardized algorithms and is designed for various applications including IoT and automotive systems [4][5] Company Developments - CEO Carlos Moreira will deliver the keynote titled "AI Meets Quantum: Building Unbreakable Post-Quantum Security" at the upcoming event [2][7] - The QS7001 has successfully completed the cryptographic toolbox validation stage, confirming the performance of post-quantum cryptographic algorithms [3] - SEALSQ is pursuing Common Criteria EAL5+ certification for the QS7001 with Serma labs [3] Product Features - The QS7001 is a RISC-V-based secure hardware platform that offers flexibility and quantum-resistant security [4] - Key features include low-power design, hardware accelerators for encryption, and tamper-resistant security measures [4] - The chip aims to provide quantum-resistant protection across various industries, ensuring regulatory compliance and cost efficiency [5] Future Plans - SEALSQ is also developing the QVault TPM, targeting PCs, laptops, and IoT devices, expected to launch in H1 2026 [6] - The company emphasizes the importance of building a security foundation to protect critical infrastructure and data against future threats [6][8]

Core Insights - IonQ (NYSE: IONQ) has experienced a 67% increase since the last coverage, highlighting its position as a leader in quantum computing [1] - The company's ion-trapped approach offers higher fidelity, lower error rates, and greater scalability compared to competitors like IBM, Google, and Rigetti [1] Leadership & Management Analysis - IonQ demonstrates a proven track record in scaling businesses, showcasing smart capital allocation and insider ownership [1] - The company has shown consistent revenue growth and provides credible guidance [1] Market Disruption & Competitive Positioning - IonQ possesses a strong technology moat and first-mover advantage in the quantum computing sector [1] - The company benefits from network effects that drive exponential growth and has achieved market penetration in high-growth industries [1] Financial Health & Risk Management - IonQ maintains sustainable revenue growth with efficient cash flow [1] - The company has a strong balance sheet and a long-term survival runway, avoiding excessive dilution and financial weakness [1] Valuation & Asymmetric Risk/Reward - IonQ's valuation is assessed through revenue multiples compared to peers and DCF modeling [1] - The company has institutional backing and positive market sentiment, ensuring downside protection with significant upside potential [1] Portfolio Construction & Risk Control - IonQ's investment strategy includes core positions (50-70%) in high-confidence, stable plays, growth bets (20-40%) in high-risk, high-reward opportunities, and speculative investments (5-10%) in moonshot disruptors with massive potential [1]

Core Insights - IonQ, Inc. has experienced a 67% increase in stock price, highlighting its position as a leader in quantum computing [1] - The company's ion-trapped technology offers higher fidelity, lower error rates, and greater scalability compared to competitors like IBM, Google, and Rigetti [1] Company Analysis - Leadership & Management: IonQ demonstrates a proven track record in scaling businesses, effective capital allocation, and insider ownership [1] - Financial Health: The company shows sustainable revenue growth, efficient cash flow, and a strong balance sheet, ensuring long-term viability [1] Market Positioning - Competitive Advantage: IonQ possesses a strong technology moat and first-mover advantage, which contribute to its exponential growth potential [1] - Market Penetration: The company is well-positioned in high-growth industries, leveraging network effects to enhance its market presence [1] Investment Methodology - Valuation: The analysis includes revenue multiples compared to peers and DCF modeling to assess the company's financial standing [1] - Portfolio Construction: The investment strategy includes core positions (50-70%), growth bets (20-40%), and speculative investments (5-10%) to balance risk and reward [1]

Group 1: Quantum Computing Developments - The U.S. Department of Energy (DOE) is partnering with IonQ, Honeywell, and the Electric Power Board of Chattanooga to develop quantum technology use cases in space, indicating a shift from demonstration to deployment with commercial partners [1][2] - IonQ has completed the $1 billion acquisition of Oxford Ionics and is also purchasing Vector Atomic, a startup focused on advanced quantum sensors, with significant government contracts [4] - D-Wave hosted a user conference in Tokyo, with its stock surging over 18% to 22.54, reflecting a 168% increase in 2025 [6] Group 2: Market Performance and Stock Movements - IonQ's stock rose more than 5% to 65.44, marking a 56% increase in 2025 [5] - D-Wave's stock performance has been notable, with a significant rise of 168% in 2025, while Rigetti Computing's stock increased by 10% [6] - Quantum Computing stocks have shown volatility in 2025, influenced by Nvidia's CEO's initial skepticism about the commercial viability of quantum technology, although Nvidia has increased investments in quantum startups [8]

BREAKING: Futures Rise; Nvidia To Buy Intel Stake Dow Jones futures rose solidly early Thursday, along with S&P 500 futures and Nasdaq futures, signaling a positive day two reaction to the Federal Reserve meeting. On Wednesday, the stock market whipsawed but ultimately closed mixed after the Fed cut rates and predicted more. Nvidia (NVDA) said it will take a $5 billion stake in Intel (INTC) as part of… Related news Stock Market Today: Dow Rallies Ahead Of Jobless Claims; Nvidia Surges On Intel Stake (Live C ...

Core Insights - 01 Quantum Inc. has reported its third quarter fiscal 2025 results, highlighting significant advancements in its business and a focus on quantum-safe cybersecurity solutions [1][2] - The company anticipates revenue growth in Q4 2025, driven by commercial applications of its IronCAP™ technology and strategic partnerships [3][8] Business Developments - The rebranding to 01 Quantum Inc. was overwhelmingly approved by shareholders, reflecting the company's commitment to quantum-resilient cybersecurity [4] - A strategic alliance with qLABS was established to develop quantum-safe tokens, with the company receiving development fees and a share of token sale proceeds [5][6] - The company is co-developing a post-quantum cryptography (PQC) zero-trust remote access solution with a major Japanese systems integrator, expecting revenue recognition in Q4 2025 [9] - A partnership with Turnium Technology Group Inc. aims to commercialize IronCAP X™, enhancing the reach of quantum-safe cybersecurity solutions [10] Financial Performance - For Q3 2025, the company reported revenue of $143,957, an increase from $126,103 in Q3 2024, primarily from legacy remote access services [21] - The net loss for Q3 2025 was $351,411, compared to a loss of $40,173 in Q3 2024, with increased expenses attributed to product development and marketing efforts [14][21] - Cash operating expenses for Q3 2025 were $407,292, significantly higher than $119,335 in Q3 2024, reflecting investments in growth initiatives [14][21] Market Context - The global cryptocurrency market is valued at $3.8 trillion, presenting a substantial opportunity for quantum-safe solutions as the industry faces vulnerabilities from quantum computing advancements [8][6]

Core Viewpoint - MicroCloud Hologram Inc. has made significant advancements in quantum holographic technology, addressing limitations in traditional quantum metasurfaces and enabling precise control over the phase of quantum photonic states, which has broad applications in quantum communication, computing, and sensing [1][4]. Group 1: Technological Breakthrough - The company has developed a quantum holographic technology that integrates electromagnetically induced transparency (EIT) and long-range Rydberg interactions to control the phase of quantum photonic states [2]. - The process involves two main steps: hologram preparation using high-resolution lithography and the synergistic regulation of EIT and Rydberg interactions to achieve precise phase modulation [3]. Group 2: Applications and Prospects - The technology has potential applications in quantum communication, enhancing the security and efficiency of quantum key distribution through precise phase encoding [4]. - In quantum computing, it allows for the construction of complex and stable quantum logic gates, facilitating the execution of quantum algorithms [4]. - The technology also enables ultra-high-precision detection in quantum sensing, providing tools for both scientific research and engineering applications [4]. Group 3: Company Commitment and Investment - MicroCloud is committed to advancing holographic technology services, including high-precision LiDAR solutions and holographic digital twin technology [6][7]. - The company plans to invest over $400 million in sectors such as quantum computing, quantum holography, and artificial intelligence [7].

Company Overview - ZenaTech, Inc. specializes in AI drones, Drone as a Service (DaaS), Enterprise SaaS, and Quantum Computing solutions for business and government applications [4] - The company has been innovating in drone design and manufacturing since 2017, focusing on improving operational efficiencies and cost savings across various sectors [4] Acquisition Announcement - ZenaTech has signed an offer to acquire a land surveying and mapping firm in Washington, enhancing its DaaS business and establishing a presence in the Northwest [1][2] - This acquisition is expected to unlock significant opportunities in drone-based land and marine surveys, aligning with the company's vision to deploy AI-powered drones in traditional services [2] Market Potential - The US land surveying services market was valued at approximately USD 8.5 billion in 2024 and is projected to reach USD 12.3 billion by 2033, indicating strong demand for technology-enabled survey solutions [2] - The acquisition is part of ZenaTech's strategy to embed AI-powered drone technology into critical survey workflows, creating new opportunities for scalable recurring revenue [2][3] Growth Strategy - ZenaTech has completed nine acquisitions towards its goal of establishing 25 DaaS locations by mid-next year, focusing on flexible, on-demand access to drone services [3] - The company aims to eliminate the need for customers to invest in drone hardware, software, and regulatory compliance, thereby advancing its vision for a tech-enabled multiservice drone business [3] Product Offerings - ZenaDrone, a subsidiary of ZenaTech, develops multifunctional AI drone solutions for various applications, including agriculture, defense, and logistics [5] - The ZenaDrone 1000 and IQ Nano drones are utilized for crop management and inventory management, respectively, showcasing the company's diverse product capabilities [5]