Core Viewpoint - Churchill Capital Corp X (CCCX) is considered an interesting investment opportunity, particularly in the context of quantum stocks, which have experienced significant market movements since the last analysis [1]. Group 1: Investment Thesis - The investment thesis for CCCX has been outlined in detail previously, emphasizing the SPAC structure and its potential benefits [1]. Group 2: Analyst Background - The analyst has a diverse professional background across multiple industries, including logistics, construction, and retail, which contributes to a comprehensive investment perspective [1]. - The analyst's international education and career experiences provide a global outlook, enhancing the ability to analyze market dynamics from various cultural and economic viewpoints [1]. Group 3: Investment Strategy - The investment strategy focuses on cyclical industries, which are believed to offer significant returns during economic recovery and growth phases [1]. - A diversified portfolio is maintained, incorporating bonds, commodities, and forex to balance risk [1].

BOULDER, Colo.--(BUSINESS WIRE)--Infleqtion, a global leader in neutral atom–based quantum technology, will participate in the quantum conference track at CES 2026, taking place January 7-10 in Las Vegas. [As the world's most influential technology event,] CES brings together tens of thousands of innovators, developers, and industry leaders to explore the latest breakthroughs shaping the future of consumer technology. Infleqtion plans to go public through a merger with Churchill Capital Corp X. ...

Financial Data and Key Metrics Changes - The company reported revenue of $17.1 million for Q2 fiscal 2026, representing a 24% sequential increase and the third highest quarterly revenue in the past decade [3][11] - Consolidated net income for the quarter was approximately $1.8 million, or $0.18 per share, compared to approximately $2.7 million, or $0.28 per share for the same period of the previous fiscal year [15] - The fully funded backlog at the end of October 2025 was approximately $82 million, up from approximately $70 million at the previous fiscal year-end [16] Business Line Data and Key Metrics Changes - Revenue from commercial and U.S. government satellite programs was approximately $4.6 million, down from $9.4 million in the same period of the prior fiscal year [11] - Revenue from non-space U.S. government and Department of Defense customers was $11.9 million, accounting for approximately 69% of consolidated revenue, compared to 37% in the prior fiscal year [11] - Other commercial industrial revenues were approximately $560,000, slightly down from approximately $591,000 in the prior fiscal year [12] Market Data and Key Metrics Changes - The company anticipates significant growth in non-space defense products, which contributed to the increase in backlog [45] - The company expects a reversal in backlog growth towards space-related contracts in the upcoming quarters [46] Company Strategy and Development Direction - The company is focusing on growth opportunities in quantum sensing, proliferated satellites, and alternative position navigation and timing (ALT-PNT) programs, which are expected to be additive to the current business [5][6] - The company has established a facility in Colorado focused on quantum technology and low-phase noise oscillator technology, aiming to attract talent from local research institutions [22][23] - The company maintains strong strategic partnerships with major prime contractors, enhancing its competitive position in the defense sector [6][7] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the growth trajectory, citing a strong core business and new market opportunities [9] - The company believes that defense spending will remain robust regardless of political changes, driven by global security concerns [68][69] - Management indicated that many delays in revenue recognition were due to customer-driven issues rather than the government shutdown, and they expect to see normalization of margins in the near term [30][39] Other Important Information - The company is debt-free and has a strong working capital position of approximately $31 million, with a current ratio of approximately 2.6 to 1 [16] - The company plans to continue investing in R&D to maintain its technological edge [14] Q&A Session Summary Question: Can you provide details on the Golden Dome Awards? - Management indicated that they anticipate participating in various aspects of the Golden Dome initiative, particularly in ground-based and space-based missile defense [20][21] Question: What activities are ongoing in Colorado? - The Colorado facility focuses on quantum technology and low-phase noise oscillator technology, with several senior scientists hired from NIST [22][23] Question: Will margins normalize in the near term? - Management confirmed that they expect margins to normalize as program requirements have been resolved and new contracts are anticipated [39] Question: How does the company view growth opportunities irrespective of political changes? - Management believes that growth in the space sector is largely independent of politics, and defense spending is expected to remain strong due to global security concerns [68][69] Question: Is there potential for Turbo in commercial drones? - Management sees potential for Turbo in both military and commercial applications, but anticipates more immediate opportunities in military [72][73] Question: What is the company's position on international business? - The company has some significant business overseas and is actively pursuing additional opportunities, though export controls present challenges [79][80]

MITCHEL FIELD, N.Y., Dec. 11, 2025 (GLOBE NEWSWIRE) -- Frequency Electronics, Inc. (“FEI” or the “Company”) (NASDAQ-FEIM) is pleased to announce its financial results for the second quarter and fiscal year 2026. Revenue for the three and six months ended October 31, 2025, was approximately $17.1 million and $30.9 million, respectively, compared to $15.8 million and $30.9 million, respectively, reported for the same period of fiscal year 2025. Operating income for the three and six months ended October 31, 2 ...

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Core Insights - IonQ has announced a strategic partnership with Heven AeroTech to integrate quantum technologies into Heven's hydrogen-powered drone platform, enhancing national security applications [1][2][3] Company Overview - IonQ is recognized as the world's leading quantum company, focusing on quantum computing, networking, sensing, and security technologies [1][8] - Heven AeroTech, founded in 2019, specializes in hydrogen fuel cell propulsion for drones, enabling long-range flights of up to 600 miles for over 10 hours [2][4] Partnership Details - The collaboration aims to redefine mission resilience, stealth, and operational performance in GPS-denied environments by leveraging IonQ's quantum technologies [1][3] - Heven AeroTech will gain access to IonQ's advanced quantum capabilities, enhancing its offerings in defense, intelligence, and aerospace markets [3][4] Technological Integration - Key initiatives include: - Quantum Networking and Security: Establishing ultra-secure links between drones using quantum communications [5] - Quantum Computing: Optimizing fleet routing and real-time fusion of drone and satellite imagery [5] - Quantum Sensing: Implementing quantum sensors for alternative positioning, navigation, and timing [5] Strategic Importance - This partnership aligns with IonQ's broader mission to develop a quantum-secure global communications network and strengthens its position in U.S. defense projects, including contracts with the U.S. Air Force [7][9]

Core Insights - IonQ has appointed Dr. Marco Pistoia as CEO of IonQ Italia, aiming to enhance the company's strategic initiatives in Italy's quantum sector [1][3] - The focus will be on expanding access to IonQ's quantum systems for various sectors, including finance, energy, and pharmaceuticals [2][3] - IonQ's commitment to Italy is part of a broader strategy to position the country as a leader in quantum innovation within Europe [3][4] Company Developments - Dr. Pistoia will lead efforts to drive innovation in quantum applications and will report directly to IonQ's Chairman and CEO, Niccolò de Masi [4][5] - IonQ Italia is expected to contribute to job creation and align with national and EU quantum strategies [3][4] - Dr. Pistoia has a strong background in quantum computing, having previously led initiatives at JPMorgan Chase and IBM [5] Technology and Market Position - IonQ is recognized as a leading quantum company, with its systems achieving significant performance metrics, including a world record of 99.99% two-qubit gate fidelity [6][7] - The company plans to deliver quantum computers with 2 million qubits by 2030, targeting advancements in various fields such as drug discovery and cybersecurity [7] - IonQ's technology is accessible through major cloud providers, enhancing its market reach and impact [8] Recognition and Growth - IonQ has been recognized in the 2025 Deloitte Technology Fast 500, highlighting its nearly 2000% revenue growth from 2021 to 2024 [13] - The company is actively participating in global forums to showcase the potential of quantum technologies in driving economic value and resilience [11]

Core Insights - Rigetti Computing (RGTI) has secured purchase orders totaling approximately $5.7 million for two 9-qubit Novera quantum computing systems, indicating a significant advancement in commercial traction for its hardware [1][6] - The orders are from an Asian technology manufacturer and a California-based AI startup, with deliveries expected in the first half of 2026, reflecting increasing global interest in small-scale, upgradeable quantum systems [1][6] Company Developments - The Novera platform utilizes Rigetti's Ankaa-class architecture, featuring a 9-qubit processor designed for high-fidelity operations, and includes advanced control systems and integration support for quantum research [2] - The recent orders validate Rigetti's Fab-1 manufacturing model and modular system design, positioning the company favorably in the expanding quantum R&D hardware market [2][6] Peer Updates - D-Wave Quantum has launched its Advantage2 system, enhancing qubit connectivity and coherence, and is expanding developer access with new hybrid toolkits [3] - Quantum Computing Inc. has shipped its first commercial entangled photon source to a research institution in South Korea, marking a significant step in its market transition [4] Financial Performance - RGTI shares have increased by 187.7% year-to-date, significantly outperforming the industry average growth of 18.7% [5] - Rigetti's current price-to-book ratio stands at 25.73, which is above the industry average, and the company has a Value Score of F [8] - The Zacks Consensus Estimate for Rigetti's 2025 earnings suggests an 86.1% increase compared to the previous year [10]

Core Insights - D-Wave Quantum's profits are driven by new technology and increasing customer adoption, with a strategic initiative for advanced cryogenic packaging formalized in July 2025 to enhance processor architectures and partnerships [1][7] - The company completed a $400 million at-the-market equity offering in July 2025, strengthening its financial position for acquisitions and capital expenditures [2][4] - D-Wave reported an 83% increase in bookings in the Asia Pacific region over the past 12 months, indicating strong demand and successful regional expansion [3][7] Financial Position - The $400 million equity offering executed at a strong average share price reflects investor confidence and provides a buffer for sustaining investments and absorbing short-term losses [4] - D-Wave's cash balance reached $819 million at the end of Q2 2025, positioning it with one of the strongest balance sheets among publicly held quantum firms [4] Market Expansion - D-Wave is enhancing its brand presence in the Asia Pacific, hosting its first Qubits Japan 2025 user conference to showcase customer success and technical updates [3][7] - The company is diversifying its commercial base and reducing regional concentration risk through prior successes in Europe and North America [3]

Financial Data and Key Metrics Changes - For the three months ending July 31, 2025, consolidated revenue was $13.8 million, a decrease from $15.1 million in the same period of the prior fiscal year [4] - Consolidated net income for the same period was approximately $634,000, or $0.07 per share, compared to approximately $2.4 million, or $0.25 per share for the same period of the prior fiscal year [5] - The company's operating income decreased to approximately $364,000 from approximately $2.4 million in the prior fiscal year due to lower revenue and gross margin [5] Business Line Data and Key Metrics Changes - Revenue from commercial and U.S. government satellite programs was approximately $6.5 million, or 47%, compared to $8.3 million, or 55%, in the same period of the prior fiscal year [4] - Revenues from non-space U.S. government and DOD customers were $6.9 million, an increase from $6.3 million in the same period of the prior fiscal year, accounting for approximately 50% of consolidated revenues compared to 42% for the prior fiscal year [4] - Other commercial and industrial revenues were approximately $439,000, down from approximately $544,000 in the prior fiscal year [4] Market Data and Key Metrics Changes - The fully funded backlog at the end of July 2025 was approximately $71 million, compared to approximately $70 million for the previous fiscal year ended April 30, 2025 [5] - The company maintains a strong working capital position of approximately $30 million at July 31, 2025, with a current ratio of approximately 2.3 to 1 [5] Company Strategy and Development Direction - The company is focused on investing in growth for the future, particularly in quantum sensing and defense technologies [2][3] - A new engineering facility was opened in Boulder, Colorado, to support ongoing programs and new technology efforts, with expectations for positive contributions to the bottom line by the third quarter of the fiscal year [3] - The company is actively bidding on new programs, anticipating meaningful new business opportunities in the near term, particularly in space and defense sectors [2][3] Management's Comments on Operating Environment and Future Outlook - Management noted that customer-driven delays in key programs affected revenue recognition in the first quarter, but these issues are now resolved, and significant progress is being made [2] - The company remains confident in its strong fundamentals and future growth potential, despite a temporary decline in revenue and earnings [3] - Management emphasized the importance of their technologies in addressing vulnerabilities in global timing systems, which are increasingly critical in the defense landscape [3] Other Important Information - The company announced a $20 million authorization for share repurchase, reflecting its commitment to returning cash to shareholders while investing in future growth [3] - The company is pursuing external government funding for research and development, particularly in quantum sensing, which is seen as a large emerging market [3] Q&A Session Summary Question: Update on various clock technologies and timelines for productization - Management confirmed that atomic clocks are available off the shelf and that prototypes for advanced technologies like the Mercury Ion atomic clock are being produced in collaboration with the Jet Propulsion Laboratory, with low-rate production expected in about a year [8][10] Question: Interest in applying quantum sensing technology outside of space applications - Management stated that while they are not directly investing in quantum computing, they are aware of its developments and are focusing on quantum sensing technologies that can be quickly applied [11][12]