Core Insights - Quantum Computing Inc. (QUBT) has successfully completed a series of oversubscribed private placements, indicating strong market confidence in its vision and technology [1][2]. Fundraising and Financial Position - QCi has entered into securities purchase agreements for 37,183,937 shares in a private placement, expected to generate $750 million in gross proceeds before expenses [2][8]. - Total capital raised since November 2024 has reached $1.64 billion, providing QCi with one of the strongest balance sheets among publicly traded quantum companies and funding visibility through 2028 [2][8]. - Previous fundraising efforts included a $500 million private placement for 26,867,276 shares and a $200 million offering for 14,035,089 shares at $14.25 per share, reflecting robust institutional investor demand [3]. Strategic Goals and Market Position - Management emphasized that investor enthusiasm validates QCi's strategy and accelerates its transformation into a leading quantum hardware manufacturer [4]. - The company plans to utilize the raised funds for commercialization, strategic acquisitions, expanding manufacturing capacity, and strengthening its workforce and operations [2][4]. Peer Comparison - Rigetti Computing (RGTI) raised $350 million through its equity offering to support the scale-up of its quantum computers [5]. - D-Wave Quantum (QBTS) completed a $400 million equity offering, enhancing its cash balance to approximately $815 million, positioning it as a leader in commercial quantum computing [6]. Stock Performance - QCi's shares have increased by 1362.4% over the past year, significantly outperforming the industry growth of 28.3% and the S&P 500's growth of 17.5% [7]. Valuation Metrics - QUBT currently trades at a forward 12-month Price-to-Sales (P/S) ratio of 2758.30X, compared to the industry average of 5.57X, indicating a high valuation relative to peers [9].

Industry Overview - Quantum computing stocks have seen significant price increases, with some companies doubling or tripling in value due to speculative momentum and investor enthusiasm [1][2] - The excitement is driven by the potential of quantum technology to transform sectors like drug discovery, cryptography, and artificial intelligence, despite most companies being pre-revenue [1] Rigetti Computing - Rigetti Computing has experienced a remarkable stock surge, up approximately 183% year-to-date and over 4,500% in the past 12 months, despite a recent 25% pullback from its 52-week high [4][5] - In Q2 2025, Rigetti reported revenues of $1.8 million, a decline of 41.9% year-over-year, with net losses of $39.7 million and an EPS of -5 cents [5] - The company's current valuation is nearly $14 billion, trading at over 1,700 times sales, indicating a highly speculative investment [6] BTQ Technologies - BTQ Technologies has rapidly gained attention since its Nasdaq debut in late September 2025, focusing on post-quantum cryptography [8][9] - The stock has surged 281% year-to-date and 122% in the past month, driven by retail speculation and interest in quantum-proof cybersecurity [9][10] - For Q2, BTQ reported sales of approximately $47,000, down from $65,000 a year ago, with a net loss of roughly $1.4 million [10] Churchill Capital Corp X - Churchill Capital Corp X is positioned as a credible entry point into quantum computing following its merger announcement with Infleqtion, valued at $1.8 billion [11][12] - Infleqtion generated nearly $29 million in trailing 12-month revenue, growing at an impressive 80% CAGR, providing a tangible revenue base for the future merged entity [14] - Citron Research has rated Infleqtion as "far superior to Rigetti," with a fair value estimate of $55 per share, indicating a favorable risk-reward profile for investors [15]

Core Viewpoint - Rigetti Computing's stock is experiencing an upward trend due to potential U.S. government investments in quantum computing firms, which serves as a significant near-term driver for the stock [2][10] Group 1: Government Investment Impact - Government investment improves access to capital, allowing Rigetti to secure future funding at favorable valuations, thus extending its operational runway and reducing shareholder dilution [4] - Government involvement validates Rigetti's technology, distinguishing it from speculative firms and mitigating existential risks for institutional investors [5] - Government endorsement unlocks institutional capital, attracting large investments from pension and hedge funds, which generates sustained momentum for the stock [5] - Federal contracts related to national security initiatives provide reliable revenue streams for Rigetti, enhancing its financial stability [5] Group 2: Competitive Positioning - Government endorsement strengthens Rigetti's competitive position in the quantum computing landscape, indicating its technology is strategically vital and attracting commercial clients [6] - The historical precedent shows that confirmed government funding often leads to significant stock appreciation, reinforcing the positive outlook for Rigetti's stock [7][10] Group 3: Future Growth Potential - The confirmation of government funding could lead to a high likelihood of 2x growth for Rigetti's stock, potentially pushing its price beyond the $80 threshold [10] - The convergence of technical readiness and governmental interest suggests that the market is beginning to take quantum computing seriously, enhancing Rigetti's growth prospects [10]

Group 1 - D-Wave Quantum Inc. (NYSE:QBTS) experienced a significant stock price increase of 13.81%, closing at $31.06, following news of potential equity investment talks with the US government [1][3] - The company, along with IonQ Inc. and Rigetti Computing, is in negotiations with the Commerce Department for a minimum funding of $10 million, reflecting the government's focus on critical industries for economic growth [2][3] - The discussions are part of a broader strategy by the government to enhance domestic production in key sectors, following successful investments in lithium and rare earth companies [3] Group 2 - D-Wave recently redeemed 5 million outstanding warrants, which can be converted into shares, cash, or both, until November 19, 2025, potentially leading to the issuance of approximately 7.2 million shares with less than 2.1% dilution to existing shareholders [4]

Group 1: Kratos Defense & Security Solutions, Inc. - Kratos Defense secured a $68.3 million contract for a hypersonic materials testing facility through the Defense Department's Industrial Base Analysis and Sustainment Program [1] - Jim Cramer described Kratos Defense as a "terrific" stock and suggested it is a good time to invest as the stock has come down a bit [1] - Kratos Defense shares increased by 6% to close at $89.32 [4] Group 2: Novartis AG - Novartis recently shared topline data from the Phase 3 REPLENISH trial of Cosentyx in patients with polymyalgia rheumatica [2] - Novartis shares rose by 0.2% to settle at $131.64 [4] Group 3: IonQ, Inc. - IonQ shares rose by 37.75% year to date, closing at $59.37, following news of potential equity stakes from the Trump administration in quantum-computing firms [2] - IonQ shares gained 7.1% to close at $59.37 [4] Group 4: Qfin Holdings, Inc. - Qfin Holdings reported worse-than-expected second-quarter results on August 14 [3] - Qfin shares gained 1.3% to settle at $26.51 [4] - Jim Cramer expressed that Qfin Holdings is not a preferred investment choice, while recommending Alibaba Group instead [3]

Group 1: Kratos Defense & Security Solutions, Inc. - Kratos Defense secured a $68.3 million deal for a hypersonic materials testing facility through the Defense Department's Industrial Base Analysis and Sustainment Program [1] - The company is recognized as a "terrific" stock by Jim Cramer, who suggests it is a good time to invest as the stock has come down a bit [1] Group 2: Novartis AG - Novartis recently shared topline data from the Phase 3 REPLENISH trial of Cosentyx in patients with polymyalgia rheumatica [2] - Novartis shares rose 0.2% to settle at $131.64 on Thursday [4] Group 3: IonQ, Inc. - IonQ shares rose 37.75% year to date, closing at $59.37, following news of potential equity stakes from the Trump administration in quantum-computing firms [2] - The stock gained 7.1% on Thursday [4] Group 4: Qfin Holdings, Inc. - Qfin Holdings reported worse-than-expected second-quarter results on August 14 [3] - The stock gained 1.3% to settle at $26.51 on Thursday [4] Group 5: Alibaba Group Holding Limited - Jim Cramer recommends sticking with Alibaba Group, indicating a positive outlook for the company [3]

Rigetti Computing, Inc. (NASDAQ:RGTI) is one of the stocks Jim Cramer recently answered questions about. When Cramer was asked about the company during the lightning round, he said: “You mean the one that just had a giant seller, a giant insider selling, a director. No, I don’t want to be there. Giant insider selling does not work for me.” Rigetti Computing, Inc. (NASDAQ:RGTI) develops and operates superconducting quantum computers and provides access to its systems through cloud-based quantum computin ...

Group 1 - Inverse or "bear" single-stock exchange-traded funds (ETFs) are gaining popularity, with an increase in new product launches, presenting opportunities for investors and traders who understand them [1][2] - Approximately 30 ETFs are designed to profit when specific stocks decline, but they are structured to work off a single day's performance, which can complicate long-term holding [3] - The investment math indicates that if a stock loses 10%, it requires an 11% gain to break even, highlighting the risks of holding inverse ETFs during stock price increases [3] Group 2 - MicroStrategy, now known as Strategy (MSTR), is identified as a stock that may be suitable for bearish bets due to its ties to the crypto business and a potential unwinding [5] - Rigetti Computing (RGTI) is noted for its high valuation despite not generating profits, drawing comparisons to the dot-com bubble, and is considered a candidate for bearish investment strategies [6]

Core Insights - SuperQ Quantum Computing Inc. is participating in the NVIDIA GTC DC conference from October 27-29, 2025, focusing on quantum computing and aligning with recent U.S. government support for the sector [1][4] - The U.S. government is reportedly considering equity stakes in quantum firms for federal funding, with the Department of Energy announcing up to $625 million for quantum research centers, indicating a long-term commitment to quantum technology [2][3] - SuperQ has successfully closed a multi-million dollar financing round, enhancing its balance sheet and enabling the acceleration of its commercial roadmap [3] Company Developments - SuperQ is expanding into quantum sensing and computing hardware development, complementing its existing software and platform business, thus reinforcing its hybrid quantum-classical offerings [3][8] - The Super™ platform serves as a gateway for the commercialization of various quantum hardware types, allowing integration of classical, high-performance computing, and quantum processing workflows [3][9] - The company aims to position itself as a leader in quantum and supercomputing solutions, targeting sectors such as finance, healthcare, and defense [11][12] Industry Context - The increasing government engagement in quantum technology signifies a shift from research to strategic infrastructure, with SuperQ's platform designed to facilitate this transition [5][6] - SuperQ's hybrid-platform model allows enterprises and public-sector entities to adopt quantum-enabled workflows without being restricted to a single hardware architecture, aligning with government and enterprise views on quantum computing as infrastructure [6][9] - The company's presence at NVIDIA GTC DC positions it at the forefront of discussions regarding quantum technology, GPU-accelerated high-performance computing, and enterprise-scale AI workflows [10]

Key Points Rigetti is a quantum computing company that generates limited revenue but has a lot of long-term potential. Meanwhile, its losses are substantial, and the business may remain in the red for the foreseeable future. The stock trades at close to 2,000 times its trailing revenue, which should give investors pause. 10 stocks we like better than Rigetti Computing › Quantum computing stocks have been rising at feverish levels this year. One of the hottest has been Rigetti Computing (NASDAQ: RG ...