Rigetti Computing's (RGTI) 112% surge over the past month blends quantum breakthroughs with meme stock fever. ...

Core Insights - SuperQ Quantum Computing Inc. has launched Super™ PQC Analyst, the first component of its upcoming Super™ PQC Module, aimed at assessing post-quantum readiness of various infrastructures [1][3] - The urgency for quantum-safe solutions is emphasized, with warnings from industry leaders about the imminent risks posed by quantum computing to current cryptographic systems [2][3] - The global cybersecurity market is projected to grow significantly, with quantum-safe upgrades being a rapidly expanding segment, while the cryptocurrency market is also expected to see substantial growth [3] Company Overview - SuperQ Quantum is positioned as a leader in quantum and supercomputing, aiming to provide solutions that deliver direct ROI for global organizations [7][8] - The company is expanding its network of Super™ Hubs and collaborations with universities to validate and scale its solutions globally [6] Product Features - Super™ PQC Analyst includes a deep analysis engine that scans for quantum vulnerabilities and provides readiness scoring against established guidelines [5] - The product offers a mitigation strategy generator that recommends specific upgrades and pathways for implementation through SuperQ's professional services [5] Market Context - The global cybersecurity spending is forecasted to reach USD $272 billion in 2025 and exceed USD $500 billion by 2030, with quantum-safe upgrades being a key growth area [3] - The cryptocurrency market cap is currently USD $3.9 trillion and is projected to grow to USD $25 trillion by 2030, driven by a significant increase in users and transaction volumes [3]

The quantum computing industry is among the fastest growing corners of the tech space—analysts at McKinsey predict it could skyrocket from $4 billion in revenue in 2024 to up to $72 billion in 2035. With a growing field of competitors specializing in developing quantum tech that are becoming increasingly competitive with legacy tech firms expanding into the space, investors have the difficult job of assessing which quantum stocks may be most likely to thrive in the coming years. D-Wave Quantum TodayQBTSD-Wa ...

Core Insights - The Trump administration's renewed focus on quantum policy through executive actions and the potential reauthorization of the National Quantum Initiative Act (NQIA) could significantly benefit both dedicated quantum firms and major tech companies investing in this sector [1][2]. Quantum Industry Developments - The White House is preparing up to three executive orders aimed at quantum information sciences and the transition to post-quantum cryptography (PQC), extending the momentum from the 2018 NQIA which expired in 2023 [2]. - Government mandates for PQC migration and increased R&D funding are expected to accelerate the adoption of quantum technologies, moving startups from research phases to practical applications [3][10]. Major Players in Quantum Technology - Companies like IBM, Google, and NVIDIA are already heavily invested in quantum technology, and the new directives validate their strategies, enhancing procurement pipelines and positioning them as key providers for a government-led quantum transition [5]. - IBM announced plans for the "Quantum Starling," a fault-tolerant system targeted for 2029, while Google introduced its Willow quantum chip, aiming for commercial applications within five years [6]. Stock Performance and Market Sentiment - Quantum-related stocks have seen a significant rally, with the Defiance Quantum ETF (QTUM) gaining 12.2% month-to-date as investors anticipate stronger federal support and faster adoption cycles [7]. - D-Wave reported an 83% year-over-year increase in APAC bookings, with its Advantage2 system now generally available, indicating strong market demand [11]. Company-Specific Insights - IonQ has expanded through acquisitions, targeting 2 million physical qubits by 2030, positioning itself to benefit from government PQC mandates [13]. - Rigetti has made advancements in its modular multi-chip systems and aims to deliver over 100 qubits by year-end, enhancing its potential for government contracts [15]. - D-Wave and IonQ both carry a Zacks Rank 3, with expected earnings growth of 68% and 37.88% respectively for 2025, alongside significant revenue increases [12][14].

We recently published 10 Stocks Lost This Big While Wall Street Celebrates. Quantum Computing Inc. (NASDAQ:QUBT) is one of the worst performers on Monday. Quantum Computing snapped a four-day winning streak on Monday, losing 13.15 percent to end at $20.21 apiece after announcing a $500 million share sale that could result in the potential dilution of existing shares. In a statement, Quantum Computing Inc. (NASDAQ:QUBT) said it entered into a share purchase agreement with institutional investors for the p ...

Group 1 - Super Micro Computer (SMCI) stock's Relative Strength Rating increased from 63 to 74, indicating improved market leadership [1] - IBD's proprietary rating system measures stock price behavior over the trailing 52 weeks, with scores ranging from 1 (worst) to 99 (best) [1] - IonQ, a leading company in quantum computing, announced advancements in long-distance communications networks, highlighting its aggressive acquisition strategy [2][4] Group 2 - Quantum computing stocks are experiencing a rally, with D-Wave reaching a record high during a conference in Tokyo [4] - Nvidia is actively investing in startups, including a recent investment in Honeywell's Quantinuum, which positively impacts quantum computing stocks [4] - European leaders are making progress in the global quantum computing race, indicating a competitive landscape [4]

Core Insights - Quantum Computing Inc (NASDAQ: QUBT) achieved a significant 308% gain following a call recommendation made on September 17, highlighting the potential of quantum computing investments [1]. Group 1: Stock Performance - At the time of the recommendation on September 13, QUBT had surpassed its 50-day moving average and year-to-date breakeven level, indicating a positive trend [2]. - The stock had retraced 38% from its 2025 low and high, and found support at the $14 level, which was previously a resistance point [2]. Group 2: Market Sentiment - Short interest in QUBT had been declining since July, yet 19.5% of the stock's total float was still sold short, suggesting a potential for upward movement [3]. - There was significant call open interest in the options market, which could act as a magnet for the stock price, and the premium was considered cheap based on QUBT's Schaffer's Volatility Index (SVI) being in the 18th percentile of its annual range [3]. Group 3: Recent Developments - Following the recommendation, QUBT initiated a rally with four consecutive gains, including a notable 26.8% increase to a peak of $23.98 after the Federal Reserve cut interest rates, which led to a rotation back into the tech sector [4]. - Subscribers closed their positions after the surge, realizing the 308% gain [4].

Core Insights - D-Wave Quantum (QBTS) is making significant advancements in quantum computing technology, particularly with the release of its Advantage2 system, which has demonstrated quantum supremacy in solving complex materials simulation problems [1][9] Technology Development - The Advantage2 system features longer coherence times, a higher energy scale, and improved qubit connections compared to its predecessor [1] - D-Wave is aiming to develop systems with 100,000 qubits, utilizing multichip designs and advanced cryogenic packaging to enhance quantum performance [2] - Collaboration with NASA's Jet Propulsion Laboratory is focused on creating superconducting interconnects to support both annealing and gate-model quantum systems [2] Quantum AI Initiatives - D-Wave has introduced a developer toolkit compatible with PyTorch for hybrid quantum-classical machine learning applications, with clients like Japan Tobacco and Triumph testing AI applications [3] - The company is exploring advanced AI models, including transformers and diffusion models, for future applications [3] Commercial Deployment - D-Wave is deploying Advantage2 systems on-premises at institutions such as Julich Supercomputing Center and Yonsei University [4] - The Leap Quantum LaunchPad program is assisting over 1,300 businesses, governments, and universities in testing quantum solutions for real-world challenges [4] Financial Position - D-Wave has $819 million in cash, which is being invested in R&D, wafer fabrication, superconducting control, and quantum AI, while also considering strategic acquisitions [5] - The company's roadmap emphasizes scaling both annealing and gate-model systems and developing practical hybrid quantum applications [5] Competitive Landscape - Other quantum computing companies, such as IonQ and Rigetti Computing, are also advancing their technologies and expanding their capabilities in quantum AI and hybrid systems [7][10]

Group 1: Market Overview - The Russell 2000 Index (RUT) reached a new record high, driven by momentum from anticipated rate cuts [1] - The small cap iShares Russell 2000 ETF (IWM) saw significant gains, with various holdings benefiting from this trend [1] Group 2: Key Company Highlights - Bloom Energy Corp (NYSE:BE) was highlighted as a top pick, with Morgan Stanley raising its price target from $44 to $85, citing its partnership with Oracle and its role in powering AI data centers; BE closed the week at $82.93, up 273% in 2025 [2] - IonQ Inc (NYSE:IONQ) announced acquisitions of Vector Atomic and Oxford Ionics, and a memorandum of understanding with the Department of Energy to advance quantum technologies; IONQ experienced a seven-day win streak, briefly crossing $70 [3] - Rigetti Computing Inc (NYSE:RGTI) and D-Wave Quantum Inc (NYSE:QBTS) also saw significant gains of 49% and 51% respectively, with Rigetti securing a $5.8 million contract from the Air Force Research Laboratory and D-Wave reporting 83% year-over-year growth in the Asia-Pacific region [4] Group 3: Sector Trends - The quantum computing sector is experiencing a surge, with companies establishing legitimacy despite previous volatility; IONQ and QBTS faced post-earnings drawdowns, while Rigetti gained 6.1% after earnings [5] - Oklo Inc (NYSE:OKLO), a small-module reactor company, rose nearly 60% this week, benefiting from increased demand following U.S. Energy Secretary announcements and a U.S.-U.K. nuclear energy pact [6][7] - All highlighted companies, including those in clean energy, quantum computing, and nuclear reactors, have shown up on a Short Squeeze screen, indicating potential for further volatility despite recent gains [8]

Core Insights - The article discusses the current trends in the stock market, particularly focusing on the "Magnificent Seven" stocks and the implications of money flows in these stocks for investors [5][6] - Micron Technology (MU) is highlighted as a key player, with expectations for its earnings report due to rising memory prices and AI momentum [9] - The article emphasizes the importance of understanding money flows and market dynamics, particularly in relation to AI and quantum computing sectors [7][9] Group 1: Magnificent Seven Stocks - Most portfolios are heavily concentrated in the "Magnificent Seven" stocks, necessitating deeper analysis beyond surface-level news [5] - Positive money flows were noted in Amazon, Alphabet, Meta, and Tesla, while Apple and Nvidia experienced negative flows [6] Group 2: Micron Technology - Micron is expected to report earnings, with high expectations due to rising memory prices and AI-related revenue growth [9] - The stock has shown a parabolic move, indicating it may be overbought and susceptible to a pullback [9] Group 3: AI and Quantum Computing - Nvidia's strategic partnership with OpenAI and a $100 billion investment is seen as a significant driver for the AI rally [9] - IonQ's breakthrough in quantum computing is noted as a critical milestone, with other quantum stocks also gaining attention [9] Group 4: Gold and Other Commodities - Gold futures have surged, with China aiming to enhance its position in the bullion market, challenging U.S. dominance [8] - There is a noted shift of money from cryptocurrencies like Bitcoin and Ether into gold and silver ETFs [10]