Core Insights - Rigetti Computing has experienced a significant stock increase of 1,420% over the past 15 months, although it lags behind D-Wave Quantum's 1,910% rise [1] - Investors are optimistic about quantum computing's potential to disrupt various industries, including encryption, genetic analysis, and financial forecasting [2] - Rigetti aims to provide a comprehensive suite of quantum computing solutions, encompassing hardware, system design, management software, and cloud services, which may attract enterprise customers [3] Financial Performance - As of February 4, 2026, Rigetti's stock price is $2.73, with a market capitalization of $4.9 billion [4] - The stock has shown volatility, with a 52-week price range of $6.86 to $58.15, and a gross margin of -6849.48% [4] - The company has a high valuation ratio, trading at 757 times sales, making it appear expensive compared to peers like IonQ and D-Wave [7] Market Sentiment - The stock's trajectory is heavily influenced by market sentiment and technological advancements in the quantum computing sector, leading to unpredictable price movements [5] - Despite a 45% gain in 2025, the company is unprofitable and often issues more stock to sustain operations, raising concerns about its long-term viability [7] - A steep price correction is anticipated within the next one to two years, as commercial success in quantum computing may take over a decade [8]

Quantum computing is moving from theory to long term strategic consideration, and Strategy (MSTR) has made it clear it intends to be proactive rather than reactive during the company's Q4 earnings call on Thursday. Strategy, the largest corporate holder of bitcoin, plans to initiate a bitcoin security program to coordinate with the global cyber, crypto, and bitcoin security community. The company addressed growing discussion around quantum risk and reaffirmed its commitment to bitcoin security, framing ...

Core Insights - D-Wave Quantum's stock has experienced an 18.8% decline since the beginning of the year, but has surged over 150% since the start of 2025, indicating potential volatility and investment opportunities [1]. Group 1: Company Overview - D-Wave's quantum systems utilize quantum annealing, which differs from the gate-model quantum computing used by competitors like Rigetti Computing and IonQ. This approach allows D-Wave to excel in solving specific types of problems, such as optimizing data configurations [2][3]. - Quantum annealing, while not as accurate as gate-model quantum computing or classical computing, can provide faster and more cost-effective near-optimal solutions for certain problems, presenting a competitive edge for D-Wave in a less crowded niche [4]. Group 2: Recent Developments - D-Wave has completed the acquisition of Quantum Circuits, positioning itself as the "world's first and only dual-platform quantum computing company." This strategic move aims to address a broader range of complex computational problems, although its long-term impact remains uncertain [5].

Core Viewpoint - The European software sector is experiencing a sell-off due to fears of disruption from AI technologies, particularly following an announcement from AI startup Anthropic about new tools that could automate tasks in legal and data analysis fields [1][4]. Group 1: Market Reaction - The software sector in Europe and the U.S. is facing declines, with companies like Salesforce, Adobe, and ServiceNow showing lower pre-market performance, although not as drastic as previous days [2]. - The market is assessing the implications of Anthropic's announcement on customer services and various research sectors, leading to a broad sell-off across companies perceived to be vulnerable to AI disruption [4]. Group 2: AI Disruption Concerns - Anthropic's new tools are designed to automate legal drafting and research tasks, raising concerns about the potential impact on jobs and industries reliant on these services [3][5]. - The International Monetary Fund (IMF) has previously warned about significant job market disruptions due to AI, contributing to market apprehension [5]. Group 3: Industry Implications - The potential for AI to replace existing tools raises questions about the future of industries and the business models of companies that rely on traditional software solutions [6][9]. - The discussion highlights a "vicious doom loop" where the destruction of certain industries could lead to reduced revenue for AI providers like OpenAI and Nvidia, as these companies depend on software firms as major customers [10][11]. Group 4: Future Considerations - The software industry has been proactive in addressing potential AI disruptions, with leaders emphasizing the necessity of integrating technology into workflows to maintain effectiveness [14]. - There is speculation about the future role of proprietary systems and whether the current lock-in models will remain viable in the face of emerging technologies like quantum computing [15].

Key Takeaways IBM beat Q4 EPS and revenue estimates, sending shares up 5.1% following the earnings release.IBM expects annual revenue growth above 5% by 2026-end and projects free cash flow to rise by $1B.Several ETFs hold sizable IBM stakes, including TDIV and DJD, offering basket exposure. Shares of International Business Machines (IBM) jumped 5.1% on the bourses on Jan. 29, following the release of its better-than-expected fourth-quarter 2025 results. The company comfortably surpassed analysts’ estimates ...

SpeechIntroductionWhen I spoke to you last year, I reflected on a series of record-breaking highs we had seen in global equities markets, and the corresponding impact that had on prime brokers’ balance sheets. Those rising equities valuations mechanically translated into higher prime financing balances. As funding capacity became more constrained, spreads widened significantly in wholesale equities financing markets. In response to these unique supply and demand dynamics, we saw the emergence of new partici ...

Core Viewpoint - Investing in Bitcoin has yielded significant returns, with a price increase of 21,810% over the past decade, but there are substantial risks that investors must consider [1]. Regulatory Risks - The U.S. has shown support for Bitcoin, yet potential government actions, such as heavy taxation on transactions, could diminish its attractiveness as an asset [3]. - Future political changes could lead to legislation that makes Bitcoin ownership illegal, particularly if it is viewed as a tool for criminal activity [4]. Environmental Risks - Bitcoin mining is energy-intensive, raising concerns about its environmental impact. While some argue that the proof-of-work system is essential for network security and promotes clean energy investments, it remains a target for critics advocating against fossil fuel use [5]. Technological Risks - The emergence of quantum computing poses a threat to Bitcoin's security, as it could enable the extraction of private keys from public keys, undermining trust in the network. The Bitcoin community must proactively develop solutions to safeguard the blockchain against rapid advancements in quantum technology [6]. Economic Risks - Bitcoin's scarcity, capped at 21 million units, positions it as a potential store of value. However, its price volatility is evident, as it has decreased by 17% in the past year, contrasting with a 50% rise in gold prices, indicating that Bitcoin may still be perceived as too risky for traditional investment portfolios [7].

Quantum computing could very well be the next big thing in the tech world. With its immense computing capacity, this emerging technology could completely revolutionize entire industries. One of the companies at the forefront of this computing revolution is quantum processing unit (QPU) maker Rigetti Computing (NASDAQ: RGTI). The market seems to agree: The company's stock has soared 137.1% over the last five years. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 1 ...

Political chaos is driving investors to bet on gold as a safe haven asset, while Bitcoin fails to spark confidence, analysts say. Worries about a US federal government shutdown and fiscal volatility have “weighed on Bitcoin,” Gabe Selby, head of research at CF Benchmarks, told DL News. “Near-term bullish catalysts for Bitcoin remain intact but are increasingly political rather than monetary,” he said. Selby’s analysis comes as the top cryptocurrency is significantly trailing behind other asset classes ...

IonQ has announced its acquisition of SkyWater Technology in a cash-and-stock deal valued at approximately $1.8bn, setting the stage for the creation of a vertically integrated full-stack quantum platform company. SkyWater, a semiconductor foundry based in the US, will maintain its service to existing markets and incorporate IonQ's quantum technologies into its offerings. The company plans to continue its involvement in US technology infrastructure with facilities in Minnesota, Florida, and Texas. It wi ...