Group 1 - Jim Cramer frequently discusses Alphabet Inc. (NASDAQ:GOOGL) and its various business segments, particularly its cloud computing and quantum operations, positioning it as a key player in the AI race alongside Amazon and Microsoft [2][3] - Cramer expressed confidence in YouTube's acquisition of the Sunday Ticket, stating that the team involved in the purchase has seen significant financial success, although the exact profits are difficult to quantify [3] - While GOOGL is viewed as a potential investment, there is a belief that other AI stocks may offer higher returns with lower risk, suggesting a competitive landscape in the AI sector [3] Group 2 - Cramer has recommended that investors interested in quantum computing consider either Alphabet Inc. or IBM as their primary options [2] - The article hints at the potential for significant growth in AI-related stocks, indicating a broader trend in the market that could impact investment strategies [3]

Group 1: Company Performance - Advanced Micro Devices (AMD) shares surged 9% after the chipmaker issued upbeat targets at its first analyst day [1] - On Holding (ONON) shares jumped 20% following better-than-expected results and a raised full-year outlook for the third consecutive quarter [2] - International Business Machines (IBM) shares gained about 2% after announcing several quantum-computing breakthroughs [2] - Paramount Skydance (PSKY) was the worst-performing stock in the S&P 500 with a 6.5% decline after a previous surge of nearly 10% [3] - AppLovin (APP) shares registered a further decline of 1.5% after a nearly 9% drop the previous day [3] Group 2: Market Trends - Major U.S. equities indexes were mixed, with the Dow Jones Industrial Average reaching a record high while the Nasdaq and S&P 500 were lower [1] - Oil futures sank more than 3%, while gold futures advanced nearly 2% [4] - The yield on the 10-year Treasury note fell, and the U.S. dollar rose against the pound and yen but slipped against the euro [4]

Core Idea - The article discusses two distinct investment approaches centered around the growth of quantum computing, highlighting its unique characteristics compared to traditional computing [1]. Group 1: Investment Focus - The analysis emphasizes the potential of small- to mid-cap companies in the quantum computing sector, which are often overlooked by many investors [1]. - Occasionally, the analysis also includes large-cap companies to provide a comprehensive view of the broader equity markets [1].

Industry Overview - Quantum computing is projected to create $450 billion to $850 billion in economic value globally by 2040, indicating strong growth potential for the industry [1] - The industry is expected to provide sustained tailwinds for early movers to capitalize on emerging opportunities [1] Company Profile: D-Wave (QBTS) - D-Wave identifies itself as the world's first commercial supplier of quantum computers and is well positioned to benefit from industry growth [1] - The company has submitted 200 million problems to its quantum systems and has over 100 revenue-generating customers [3] - D-Wave's established products include the world's largest quantum computers, and it operates in a significant addressable market, allowing for healthy growth [3] Stock Performance - QBTS stock has rallied by 222% year-to-date but has corrected by 42% from recent highs of $46.75, presenting a potential accumulation opportunity [2] - The stock has surged by 152% in the last six months, supported by a robust growth trajectory and an expanding client base [4] Innovation and Intellectual Property - D-Wave has a strong focus on innovation, holding over 280 granted patents in the United States and more than 550 granted or pending patents globally [5] - The company employs a team of 50 PhD scholars, positioning it well for meaningful advancements in quantum computing [5] Financial Performance - For the first nine months of 2025, D-Wave reported $21.8 million in revenue while spending $37 million on R&D, indicating cash burn typical for early-stage companies [6] - As of Q3 2025, D-Wave reported a cash balance of $836.2 million, providing a robust cash buffer that mitigates the risk of equity dilution in the near future [6] Analyst Ratings - Benchmark has reaffirmed its "Buy" rating for QBTS stock with a price target of $35, supported by positive business developments that are expected to drive continued growth momentum [2]

Core Insights - IBM has announced its new advanced quantum processor, IBM Quantum Nighthawk, which has led to a rally in its shares [1] - The company is positioned to rapidly innovate and scale quantum technologies, according to Jay Gambetta, Director of IBM Research [2] Quantum Processor Developments - Alongside Quantum Nighthawk, IBM introduced the experimental Quantum Loon processor, aimed at validating a new architecture for high-efficiency quantum error correction [3] - The Loon processor demonstrates all hardware elements necessary for fault-tolerant quantum computing [3] Market Performance - Following the announcement, IBM's shares increased by more than 2.5%, indicating a potential breakout from the recent trading range [3] - The conservative bull flag measurement suggests a target price of around $345, with a more aggressive target of $365 based on recent trading activity [4]

Core Insights - Rigetti Computing (RGTI) reported a third-quarter 2025 adjusted loss per share of 3 cents, which is an improvement from the 8 cents loss per share in the same quarter last year and exceeded the Zacks Consensus Estimate by 40% [1][7] - The company's total revenues were $1.9 million, reflecting an 18.1% decline year over year and missing the Zacks Consensus Estimate by 18.5% [3][10] - RGTI's gross profit decreased by 66.5% year over year to $0.4 million, with a gross margin contraction of 2990 basis points to 20.7% [5][10] Revenue and Financial Performance - The decline in quarterly revenue was attributed to the expiration of the U.S. National Quantum Initiative (NQI) and reduced government contract activity [4][10] - Selling, general and administrative expenses rose by 2.3% year over year to $5.9 million, while research and development expenses increased by 17.8% to $15 million, leading to total operating expenses of $20.9 million, a 12.9% increase year over year [8][10] - The operating loss for the quarter was $20.5 million, compared to $17.3 million in the prior-year quarter [8] Financial Position - RGTI ended the third quarter of 2025 with cash, cash equivalents, and short-term investments totaling $446.9 million, up from $425.7 million at the end of the second quarter [9] - The company has no debts on its balance sheet, with cumulative net cash used in operating activities at $43.6 million, slightly higher than $42.1 million a year ago [9] Strategic Developments - Rigetti is advancing its chiplet-based roadmap, targeting 1,000 qubits and 99.8% fidelity by 2027, with ongoing interest in its 9-qubit Novera systems [7][11] - The company is collaborating with QphoX and the U.S. Air Force Research Laboratory to enhance microwave-to-optical conversion, a key step for quantum networking [12] - Rigetti has joined NVIDIA's NVQLink initiative, aiming to integrate quantum processing units with AI supercomputing platforms, reinforcing its hybrid computing vision [12][15] Future Outlook - Management has updated its technology roadmap, expressing confidence in scaling superconducting gate-based systems, with plans to deliver a 100-plus qubit chiplet-based system by year-end [13] - By 2026, Rigetti expects to deploy a 150-plus qubit platform, and by 2027, it aims for over 1,000 qubits using larger 36-qubit chiplets [14]

On Holdings - On Holdings reported a strong quarterly performance, with earnings per share (EPS) of 54 cents, significantly exceeding the expected 20 cents per share [2] - Revenue surged over 20% year-over-year, surpassing $990 million, driven by strong demand from the Asia-Pacific region where sales more than doubled [2][3] - Gross margins exceeded 65%, benefiting from efficiency gains and favorable currency movements [3] - For fiscal year 2025, On Holdings raised its guidance for net sales growth to at least 34% year-over-year, up from a previous estimate of 31% [4] - Apparel sales increased nearly 87%, indicating strong traction beyond footwear [4] - Analysts are optimistic, with most rating the stock as a buy, and the company plans to adopt a premium pricing strategy without discounts for the holiday season [5][6] Eli Lilly - Citi Group raised its price target for Eli Lilly to $1,500 from $1,250, indicating a potential 50% upside from current levels [8] - The optimism is driven by expectations of FDA approval for a new oral weight loss drug in 2026, which could provide an alternative for patients who prefer pills over injectables [8][9] - Eli Lilly's agreement with the US government to make its obesity and diabetes drugs available through Medicare and Medicaid is seen as a positive catalyst for prescription growth [10] IBM - IBM's shares increased as the company focuses on quantum computing, unveiling a new processor called Quantum Nighthawk [12][14] - The company aims to achieve full quantum computing capabilities by 2029, with the new processor expected to enhance power by over 20% [14] - IBM is collaborating with partners to develop a quantum advantage tracker, which will measure progress in the quantum computing race [14][15] - The stock has risen 5% this week, contributing to a strong performance for the Dow [15][16]

Group 1 - Growth investors have increasingly focused on artificial intelligence (AI) and its related sectors, including semiconductors, enterprise software, and sustainable energy [1] - Quantum computing has emerged as a new pillar in the AI movement, utilizing qubits for faster and more efficient computations compared to classical computing [2] - IonQ has positioned itself as a leader in quantum computing, with its stock price surging nearly 300% over the past year, approaching $60 [3] Group 2 - IonQ's marketing emphasizes partnerships with major cloud providers like Amazon Web Services, Microsoft Azure, and Google Cloud Platform, showcasing its integration capabilities [5] - Despite the impressive sales figure of $80 million over the past year, much of IonQ's growth is attributed to acquisitions rather than organic demand, raising questions about the true market demand for its technology [6][7] - IonQ has a substantial cash reserve of $3.5 billion, which is noteworthy given its reliance on acquired growth, indicating potential funding strategies for future acquisitions [8] Group 3 - Quantum computing stocks, including IonQ, are gaining popularity as part of the AI revolution, but historical trends suggest the potential for significant market corrections [9]

As the interest in blockchain companies has significantly increased rather than investing into #Crypto tokens.The same can be concluded for Quantum Computing, which means that my interest is also getting broader than crypto alone.$BTQ is interesting.They are the first vertically integrated quantum company.Through their acquisition of QPerfect, they can to design, test and deploy proprietary quantum-secure infrastructure.Overall, the chart has seen a hype run in the previous month and has been going down in ...

Core Insights - SEALSQ Corp has inaugurated the Grenoble Node of the SEALSQ Quantum Corridor, marking a significant step in creating a transnational innovation infrastructure that connects quantum computing, AI, cybersecurity, and semiconductor ecosystems across multiple countries [2][3][10] - The initiative aims to enhance technological sovereignty and accelerate the integration of post-quantum cryptography, semiconductor engineering, and quantum computing [4][10] Group 1: SEALSQ Quantum Corridor Overview - The SEALSQ Quantum Corridor is designed to connect leading deeptech hubs in Europe and the U.S., fostering collaboration in advanced technologies [3][4] - The initiative began in Spain with a €40 million Quantix EdgeS Hub focused on post-quantum chip personalization and testing, now expanding with the new node in Grenoble [4][5] Group 2: Technical Capabilities and Goals - The Grenoble Node will serve as SEALSQ's European center of excellence for Quantum ASIC design and semiconductor integration, focusing on developing secure, low-power, post-quantum integrated circuits [5][6] - Future plans include the co-design of ASICs optimized for post-quantum cryptography acceleration and the integration of cryo-compatible semiconductors and quantum key distribution modules by 2028 [9][10] Group 3: Strategic Importance - The SEALSQ Quantum Corridor connects various hubs, including the Quantix EdgeS Hub in Spain, the Grenoble Node in France, and nodes in Switzerland and the U.S., creating a comprehensive ecosystem for secure innovation [6][8] - The initiative positions SEALSQ at the forefront of semiconductor sovereignty and post-quantum resilience, reinforcing Europe's leadership in trusted technology infrastructure [10]