All right, folks. Despite a temporary oil shock, post-war American economy is going to flourish. And that's the subject of the riff.It may not be great, but the US economy right now continues to expand even with war related energy prices spiking and a certain amount of anxiety in the air. I don't deny it. But today's S&P global composite remained in growth territory, above 50 on the index.manufacturing actually went up along with new orders. Input prices did go up too as the temporary effects of near $100 o ...

Key Takeaways IonQ and D-Wave Quantum stocks fell sharply in 2026 amid tech sell-off and geopolitical tensions.IonQ plans a 256-qubit system, SkyWater acquisition, and guided 2026 revenues of $225M-$245M.D-Wave Quantum is expanding a dual-platform strategy and expects stronger revenues in late 2026.Quantum computing stocks have struggled in early 2026 amid geopolitical tensions and a broader technology sell-off, with pure-play names like IonQ (IONQ) and D-Wave Quantum (QBTS) declining sharply year to date. ...

Investing in quantum computing companies has the potential to set investors up for massive returns in the long run. The quantum computing market is still in its infancy, with analysts at Grand View Research estimating it was worth just $1.4 billion in 2024. But with it growing at a compounded annual growth rate of nearly 21%, it's estimated to triple in value, to more than $4.2 billion by the end of the decade. Buying shares of quantum computing stocks can thus be a huge opportunity, but also a risky one ...

Download the Complete Report Here By Rayk Riechmann From experimentation to early commercialization, the industry backdrop for quantum computing looks increasingly attractive and this photonic specialist plans on capitalizing big time. Xanadu Quantum Technologies Inc. (Nasdaq proposed ticker: XNDU) is building proprietary photonic quantum computing solution for enterprise and government customers with combined hardware and software layers. For now, pre-commercialization XNDU remains steadily focused on te ...

📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium --- Quantum used to be crypto’s distant sci-fi problem. Justin Drake says it now has a clock. In this episode, we unpack what “Q-Day” actually means, why Justin thinks 2032 is the date the entire industry should be planning around, and why Ethereum is targeting 2029 to get post-quantum ready. --- BANKLESS SPONSOR TOOLS: 🔮POLYMARKET | #1 PREDICTION MARKET https://bankless.cc/polymarket-podcast 🪐GALAXY | INSTITUTIONAL DIGITAL ...

Navitas Semiconductor - Navitas Semiconductor's stock price surged 376% last year, reaching over $17 per share in late October, but has since fallen to approximately $9 per share as of March 19, still reflecting a 23% year-to-date increase and a 250% rise over the past 12 months [1][3] - The company's growth was driven by a partnership with Nvidia to supply gallium nitride (GaN) and silicon carbide (SiC) chips for AI data centers, which are expected to be utilized in Nvidia's next-generation data center architecture starting in 2027 [2] - Navitas is shifting focus from consumer markets to larger power markets, including data centers, electric vehicles, and industrial applications, which may lead to a revenue decline this year but is anticipated to recover in 2027 with the Nvidia contract [3] IBM - IBM has transitioned from a hardware company to an AI leader, emphasizing AI consulting through its watsonX platform and cloud computing, with a revenue growth of 8% and adjusted earnings growth of 12% in 2025 [5] - The company signed an agreement with Nvidia to enhance the performance of its watsonX AI platform, aimed at improving the extraction of large AI datasets [6] - IBM's acquisition of Confluent enhances its data streaming capabilities, allowing faster and more secure data access across hybrid cloud environments, which is crucial for AI model operations [7] - IBM is also a leader in quantum computing, having released a new blueprint for quantum supercomputing that integrates with GPUs and CPUs, while maintaining strong margins and cash flows [8] - Analysts are optimistic about IBM's stock, with a median price target of $340 per share, indicating a potential 36% upside, and a forward price-to-earnings ratio of 20 suggests reasonable valuation [9]

When it comes to investing in artificial intelligence (AI), growth investors are beginning to look beyond the usual suspects in data centers, semiconductors, enterprise software, and cloud computing. The newest pillar supporting the AI bull narrative is quantum computing.IonQ (IONQ 2.10%) has emerged as one of the most influential names powering the quantum AI narrative. Let's dive into the company's performance last year and assess if now is a good time to buy this hot stock hand over fist. IonQ had an imp ...

Core Viewpoint - IBM's stock has been negatively impacted by news regarding Anthropic's AI capabilities, particularly in COBOL coding, but long-term investors may find value in the company's position within the AI space [1] Group 1: IBM's Business Focus - IBM is focused on helping companies build hybrid cloud systems, which involve data storage on both external and internal cloud systems to protect vital information [2] - The company is benefiting from the growing importance of artificial intelligence, positioning itself as a key player in the AI sector, albeit in a business-to-business capacity [3] Group 2: Market Reaction and Valuation - The announcement regarding Anthropic's COBOL programming advancements has led to a negative market reaction, but it is unlikely that AI will fully replace the services IBM provides [4][5] - IBM's current price-to-earnings ratio is approximately 23x, below its five-year average of nearly 30x, which may attract growth investors despite not being appealing to value investors [7] Group 3: Future Prospects - Quantum computing is highlighted as a potential significant advancement for IBM, which could enhance computing power necessary for AI applications [8] - The overall market reaction may be overblown, and IBM is expected to remain a key player in AI while leveraging new technologies to better serve its customers [9]

Core Viewpoint - Quantum computing stocks have experienced significant volatility, with some stocks plummeting to penny stock levels in 2022 and 2023, but have seen a resurgence in late 2024 and 2025, driven by excitement over AI and the realization of quantum technology's potential [1][2] Group 1: Rigetti Computing - Rigetti Computing is projected to have a 162% upside according to Wall Street analysts, with expectations that quantum computing will be the next major iteration of computing [3][10] - The company is set to release its 108-qubit system by the end of Q1, achieving a two-qubit gate fidelity of 99%, indicating high accuracy [5][8] - Despite a 32% decline in stock value this year, 8 out of 10 analysts maintain a buy rating, with an average one-year price target suggesting a nearly 117% upside [7][8] Group 2: IonQ - IonQ is expected to have a 197% upside, having set a world record for error rate with a two-qubit gate fidelity of over 99.99% [10][11] - The company plans to demonstrate its 256-qubit system this year, and despite a 28% decline in stock value, 8 out of 10 analysts have a buy rating [11][12] - IonQ is projected to generate $130 million in revenue for 2025, representing over 200% year-over-year growth, and has a strong cash position of nearly $2.4 billion [14]

Core Insights - Quantum computing is emerging as a significant investment opportunity, potentially surpassing artificial intelligence in importance as the technology becomes viable for various applications [1] Group 1: Investment Opportunities - IonQ, D-Wave Quantum, and Alphabet are identified as key stocks in the quantum computing sector, with the potential for substantial growth as their technologies gain adoption [2] - IonQ and D-Wave Quantum are start-ups focused on creating viable quantum computing solutions, with high risks associated with their success or failure [3] - Investing in companies that prioritize accuracy in quantum computing is deemed a smart strategy, given the current challenges in delivering consistent and trustworthy results [4] Group 2: Company Performance - IonQ has a market capitalization of $11 billion and reported a 429% year-over-year revenue increase to $62 million in Q4 2025, with expectations of $235 million in revenue for 2026 [6] - D-Wave Quantum has a market capitalization of $5.8 billion and reported a 179% revenue increase to $25 million in Q4 [9] - Alphabet, valued at nearly $4 trillion, leverages its established resources to advance quantum computing, with a focus on integrating it into its cloud computing platform [10] Group 3: Risk and Strategy - A balanced investment approach involving IonQ, D-Wave, and Alphabet is recommended to maximize upside potential while minimizing risk exposure [12] - The timeline for commercial integration of quantum computing is projected to be around 2030, suggesting that early investment could yield significant returns as demand grows [12]