Key Points Alphabet has a lot to gain by developing its quantum technology in-house. The tech giant is already seeing real-world applications for its technology. 10 stocks we like better than Alphabet › Quantum computing is a difficult area to invest in. It's similar to investing in early-stage biotechs, where there are some promising results, but nothing indicative of true future success. Couple that with how many companies are competing for quantum computing dominance, and it turns into a very di ...

Core Viewpoint - MicroCloud Hologram Inc. has introduced a learnable quantum spectral filter technology for hybrid graph neural networks, marking a significant advancement in quantum-classical hybrid graph neural network architecture, which enhances graph signal processing capabilities and paves the way for practical quantum graph machine learning applications [1][12]. Technology Overview - The new technology integrates graph convolution and pooling operations into a quantum computing process, allowing for efficient processing of graph signals through a quantum circuit that performs spectral transformations based on graph structures [2][10]. - The quantum measurement process enables structured nonlinear mapping, addressing complex structural search challenges in classical graph neural networks (GNNs) [3][9]. - The quantum convolution layer can compress a graph of size N into log(N)-dimensional features, significantly reducing computational costs compared to classical methods [4][10]. Mathematical Foundation - The technology is based on the spectral structure of the graph Laplacian operator, which reflects key properties of the graph, such as connectivity and clustering [5][6]. - A mapping between the graph's adjacency matrix and quantum gates allows for the simulation of local adjacency relationships, while hierarchical rotation logic provides multi-scale filtering consistent with graph spectrum decoupling [6][7]. Implementation and Optimization - The training of the quantum circuit utilizes classical-quantum hybrid optimization, enabling the extraction of spectral features from high-dimensional input signals and outputting low-dimensional features for further processing by classical networks [8][10]. - The logarithmic encoding method reduces the number of qubits needed, allowing for efficient representation of the original feature space [7][10]. Industry Implications - The technology addresses the challenges of large-scale graph learning in various domains, such as social media and traffic networks, where classical GNNs struggle with memory and computational demands [9][10]. - Quantum spectral filters present a disruptive solution, as the qubit requirements grow logarithmically with the number of nodes, making them suitable for future quantum-classical GNNs [10][12]. Future Outlook - The introduction of this technology positions MicroCloud Hologram Inc. at the forefront of quantum computing and graph neural networks, establishing a foundation for future hardware development and practical applications in artificial intelligence and physical computing [11][13].

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].

Key Takeaways IonQ announced partnerships in healthcare, logistics, and academia to drive practical quantum computing use. IonQ partnered with CCRM to use hybrid quantum and quantum-AI for therapeutics, with projects in 2026. IonQ will launch a University of Chicago center, deploying a quantum computer and network to spur IP growth.IonQ (IONQ) has recently expanded its strategic footprint through a series of high-impact partnerships spanning healthcare, logistics, and academic research, underscoring its amb ...

Company Overview - Rigetti Computing, Inc. is a pioneer in full-stack quantum computing, operating quantum computers over the cloud since 2017 [2] - The company serves global enterprise, government, and research clients through its Rigetti Quantum Cloud Services platform [2] - In 2021, Rigetti began selling on-premises quantum computing systems with qubit counts ranging from 24 to 84 [2] - The company's 9-qubit Novera QPU was introduced in 2023, designed for high-performance, on-premises use [2] - Rigetti has developed the industry's first multi-chip quantum processor for scalable quantum computing systems [2] - The company designs and manufactures its chips in-house at Fab-1, the first dedicated and integrated quantum device manufacturing facility [2] Upcoming Events - CEO Dr. Subodh Kulkarni and CFO Jeff Bertelsen will host one-on-one meetings at the 28th Annual Needham Growth Conference on January 13, 2026 [1] - Dr. Kulkarni will participate in a fireside chat during the same event [1] - Investors can view a live webcast of the event and a replay will be available for 90 days following the conclusion [1]

Calgary, Alberta--(Newsfile Corp. - January 5, 2026) - SuperQ Quantum Computing Inc. (CSE: QBTQ) (OTCQB: QBTQF) (FSE: 25X) ("SuperQ Quantum", "SuperQ", or the "Company"), a leader in hybrid quantum-classical orchestration and advanced optimization platforms, is pleased to announce it has signed a formal Memorandum of Understanding (MOU) with Aegis Critical Energy Defence Corp. (CSE: QESS) (OTCQB: QESSF) (FSE: JG6) ("Aegis"), a leading developer and integrator of advanced energy storage systems for defence, ...

Core Insights - SEALSQ Corp is conducting a strategic roadshow in India to establish a post-quantum semiconductor personalization center and collaborate on post-quantum satellite initiatives with WISeSat.Space [2][3] Group 1: Strategic Initiatives - The roadshow will take place from January 5-9, 2026, visiting major cities including Mumbai, Ahmedabad, New Delhi, Hyderabad, and Bangalore, focusing on high-level meetings and strategic discussions [3] - A key focus is to strengthen long-term industrial partnerships, particularly with Kaynes Semicon and Skyroot Aerospace, to introduce advanced quantum technologies to the Indian market [4] - SEALSQ aims to leverage local distributors and industrial partners for sustainable market coverage [4] Group 2: Investment and Collaboration - The company plans to meet with leading Indian quantum startups and research ventures to make strategic investments through its $100 million Quantum Fund, aimed at supporting breakthrough technologies in quantum computing and related fields [5] - This initiative is part of fostering a resilient quantum ecosystem in India, which is rapidly emerging as a global leader in quantum technologies [6] Group 3: Market Context - India's National Quantum Mission (NQM) is driving the country's advancements in quantum technologies, with notable startups achieving significant milestones in quantum computing [6] - The Swiss-India relationship is reinforced by the Trade and Economic Partnership Agreement (TEPA), enhancing trade and technology transfer opportunities [7] Group 4: Future Plans - SEALSQ and WISeSat are exploring the possibility of launching satellites from India in 2026, aligning with India's growing capabilities in space manufacturing [8] - The CEO of SEALSQ emphasized the strategic importance of India as a partner in quantum security and advanced semiconductor infrastructure [9]

Core Insights - The 2025 Zhejiang University alumni innovation and entrepreneurship annual list was unveiled at the "Seeking Truth and Gathering Strength: New Start for Science and Technology" forum, highlighting significant advancements in various high-tech fields [1][3] Group 1: Overview of the Annual List - The list includes four categories: listed companies, unicorns, quasi-unicorns, and seed unicorns, with a total of 317 listed companies, 34 unicorns, 229 quasi-unicorns, and 100 seed unicorns [3] - The "2025 Zhejiang University Innovation and Entrepreneurship Annual Person" award was given to Liang Wenfeng, the founder of DeepSeek [3] Group 2: Featured Companies and Technologies - Ten companies were recognized in the "Seeking Truth Golden Eagle" list, covering fields such as artificial intelligence, quantum computing, integrated circuits, aerospace, embodied intelligence, and new materials [1][3] - In the new materials sector, Qingyun New Materials broke a 50-year monopoly in flash evaporation special materials, achieving large-scale commercial production and optimizing existing technology paths [3] - Tuokai Technology has also broken foreign monopolies in high-end optical and medical polymer materials, achieving self-controlled key materials [3] Group 3: Integrated Circuits and AI - In the integrated circuit field, Jindie Space focuses on high-performance processor core design based on the open-source RISC-V architecture, aiming to build a self-controlled CPU ecosystem in China [4] - Zhihe Computing is developing a "unified computing and AI reasoning" CPU chip based on the RISC-V architecture, collaborating with Jindie Space to accelerate the maturity and application of domestic chip architecture [4] Group 4: Robotics and Aerospace - In the embodied intelligence sector, Qianxun Intelligent is implementing its humanoid robot "Xiao Mo" in production lines, marking a significant step in the large-scale deployment of humanoid robots [4] - Diwei II is advancing the "Oriental Eye" space-time intelligent satellite constellation, consisting of 258 AI satellites, and is the first private company to participate in the Chang'e 8 lunar exploration program [5] - Logic Bit is focused on achieving low-error-rate scalable superconducting quantum computing, with its quantum chip having set three global records [5] Group 5: Industry Trends and Goals - The Zhejiang University alumni association emphasizes the importance of open-source technology and ecosystem building among "Zhejiang University system" hard-tech companies, aiming to reduce costs and enhance efficiency in technology applications globally [5]

Nuclear Power - President Trump signed four executive orders on May 23, 2025, aimed at initiating a nuclear renaissance to meet the energy demands of AI data centers and domestic manufacturing [2] - The orders required the Nuclear Regulatory Commission (NRC) to expedite reactor licensing timelines and mandated the Department of Energy to have at least three advanced pilot reactors operational by July 4, 2026 [3] - Following these announcements, uranium miners like Uranium Energy Corp. and Centrus Energy Corp. experienced over 20% stock price increases, while small modular reactor companies like Oklo, Inc. and NuScale Power Corp. saw triple-digit gains throughout the year [4] Space - A series of executive orders in 2025 led to a significant rally in the space sector, increasing the total market capitalization of leading U.S. space companies from approximately $450 billion to over $1.3 trillion by year-end [6] - The momentum began with an April 15 executive order promoting commercial solutions in federal contracts and peaked with the December 18 order focused on American space superiority [6] - Following the December announcement, stocks like Intuitive Machines, Inc. and Rocket Lab Corp. experienced double-digit single-day gains, while defense contractors like L3Harris Technologies, Inc. also saw upward trends [8] Quantum Computing - On January 23, 2025, an executive order was signed to prioritize quantum research alongside AI to maintain U.S. leadership over global competitors [9] - A subsequent order on May 23 directed the Department of Energy to address 20 specific technology challenges in the quantum sector [9] - The most significant market movement occurred in October 2025 when reports emerged about the administration considering direct equity stakes in domestic quantum firms, leading to a surge in shares of companies like IonQ, Inc. and Rigetti Computing, Inc. [10][11]

Core Viewpoint - Rigetti Computing has experienced a significant decline in stock price, dropping 60% from its peak of $56 in October, indicating that the hype surrounding the stock may not be supported by fundamental improvements in the business [2][10]. Company Overview - Rigetti Computing is a quantum computing start-up with a current market cap of $7.8 billion and a stock price of $23.60, which has fluctuated between $5.95 and $58.15 over the past year [3]. - The company is focused on the hardware side of quantum computing, aiming to provide essential components for other enterprises to leverage this emerging technology [4][9]. Industry Context - Quantum computing is still largely theoretical, with significant advancements needed before it becomes commercially viable. Industry leaders like Alphabet and IBM estimate that practical quantum computers are still four to five years away [11]. - The potential of quantum computing lies in its ability to solve complex problems, which could lead to substantial shareholder value through applications in drug discovery, logistics, and more [4]. Financial Performance - Rigetti's third-quarter earnings report showed an 18% year-over-year revenue decline to $1.95 billion, with operating losses increasing to $20.5 billion, highlighting the challenges the company faces in covering its R&D expenses [10]. - The company's price-to-sales (P/S) ratio stands at 843, significantly higher than the S&P 500 average of 3.4, suggesting that the stock may still be overvalued [12]. Future Outlook - The timeline for quantum computing readiness is uncertain, with Rigetti likely not advancing faster than larger competitors, which raises questions about its ability to generate shareholder value in the near term [11][13]. - The company is positioned to manufacture its own chips in the U.S., which could provide political protection and opportunities similar to those of Taiwan Semiconductor Manufacturing in traditional semiconductors [6].