Core Insights - Quantum computing is emerging as a significant technological advancement, potentially solving previously unsolvable problems, alongside the ongoing AI race [1] - The market for quantum computing is projected to be worth $87 billion by 2035, presenting substantial growth opportunities for companies like IonQ [5] Group 1: Investment Opportunities - IonQ is highlighted as a promising investment in the quantum computing sector, with the potential for massive gains if it develops winning technology [2] - IonQ's market capitalization is currently $11 billion, indicating significant upside potential if it captures a portion of the projected $87 billion market [5] - Investors are advised to limit their exposure to IonQ to no more than 1% of their portfolio due to its high-risk profile [4][10] Group 2: Competitive Advantages - IonQ employs a trapped ion approach, which can operate at room temperature, offering a cost advantage over the superconducting technique used by many competitors [6][7] - The trapped ion method allows for greater qubit interaction, potentially achieving a two-qubit gate fidelity greater than 99.9%, enhancing computational accuracy [8] - The accuracy of quantum computing is improving, with expectations that it will reach commercially viable levels around 2030, positioning IonQ favorably for future growth [9]

Core Insights - Rigetti Computing (RGTI) has experienced a nearly 44% surge in stock price over the past month due to a significant technical milestone achieved on July 16, where it reached 99.5% median two-qubit gate fidelity on its new modular 36-qubit system, a two-times improvement over its previous best [1][6] - The company is on track to launch a 100+ qubit chiplet-based system by late 2025, reinforcing its position as a serious innovator in full-stack quantum hardware [1][6] Company Overview - Rigetti's vertically integrated model includes in-house chip fabrication, modular hardware, and cloud access via Quantum Cloud Services (QCS), allowing for faster iteration and tighter quality control compared to peers that rely on third-party infrastructure [2] - Despite a relatively small revenue base concentrated in research and government contracts, Rigetti's consistent technical progress and clear product roadmap are attracting long-term investors [2] Peer Comparisons - Arqit Quantum (ARQQ) has seen a 3.2% decline in stock price, as it shifts from a focus on quantum encryption to broader cybersecurity offerings, leading to mixed investor sentiment [3] - Quantum Computing Inc. (QUBT) has increased approximately 1% over the past month, focusing on software-driven quantum and AI solutions, targeting enterprise and cloud-based use cases [4] Financial Performance - Rigetti's shares have gained 4.6% year-to-date, compared to the industry's growth of 17.9% [5] - The company trades at a price-to-book ratio of 22.36, which is above the industry average, and carries a Value Score of F [8] - The Zacks Consensus Estimate for Rigetti's 2025 earnings suggests a significant 86.1% rise from the previous year [10]

Core Insights - Quantum Computing Inc. (QUBT) is gaining commercial momentum with its Dirac-3 quantum optimization system being utilized in practical applications across key sectors [1][9] - The company is collaborating with the Sanders Tri-Institutional Therapeutics Discovery Institute for biomedical research, focusing on computational chemistry and biomolecular modeling [1] - QUBT has expanded its partnership with NASA to enhance LiDAR data processing, aiding in daytime Earth observation efforts [2] - The sale of the EmuCore reservoir computing device to a major automotive manufacturer indicates growing interest in quantum-powered AI and simulation tools [2][9] Industry Positioning - IonQ (IONQ) is leading in trapped-ion quantum computing, supported by strong investor confidence and expanding its ecosystem through acquisitions and partnerships [4] - Rigetti Computing (RGTI) is enhancing its position in superconducting quantum computing with the launch of Ankaa-3, achieving 99.5% two-qubit gate fidelity [5] Price Performance - QUBT shares have increased by 137.7% over the past three months, outperforming the industry growth of 26% and the sector's rise of 24.6% [6][9] - The S&P 500 index has improved by 15.6% during the same period [6] Short-term Outlook - QUBT is currently trading 5.9% below its average Zacks price target, indicating potential near-term upside [10]

Industry Overview - The quantum computing sector has experienced strong stock gains due to significant technical and commercial advancements, indicating a shift from research to commercial viability [1][2] - Market focus is now on quantum computing's potential to fundamentally transform the technology sector, with a long-term value creation thesis emerging [2][16] Company Summaries D-Wave Quantum - D-Wave's stock is linked to its strategy of delivering immediate business value, with 81% of business leaders acknowledging the limits of classical computing for optimization [4][6] - The company reported a 509% year-over-year revenue growth in Q1 2025, driven by the sale of its Advantage2 system, showcasing its technology's effectiveness in real-world applications [6] Rigetti Computing - Rigetti's stock surged 30% following a breakthrough in achieving 99.5% two-qubit gate fidelity, significantly reducing error rates in its quantum computers [8][10] - The company is focused on developing a universal quantum computer, with its engineering strategy showing promising results in accuracy [9][10] Quantum Computing Inc. - Quantum Computing Inc. secured a major U.S. commercial contract for a quantum cybersecurity testbed, highlighting its disruptive potential with room-temperature integrated photonics technology [12][14] - The company's approach aims to provide more practical and cost-effective quantum systems, validated by its recent bank contract [13][14] Market Dynamics - The quantum sector's market valuations are based on future potential rather than current revenues, similar to early internet stocks, with an investment thesis centered on capturing a future market worth trillions [15][16] - Each company in the sector is pursuing distinct strategies: D-Wave focuses on near-term sales, Rigetti on long-term technological advancements, and Quantum Computing Inc. on practical hardware solutions [17]

Group 1: Palantir Technologies - Palantir Technologies has adopted a unique approach to artificial intelligence (AI), focusing on making AI more actionable through its data gathering and analytics foundation [2][3] - The company's AI platform (AIP) connects data to real assets and processes, functioning as an orchestration layer for AI, which has gained traction in the U.S. commercial sector [3] - In the last quarter, U.S. commercial revenue surged by 71%, overall revenue increased by 39%, and commercial deal value rose by 127%, indicating strong growth potential [4] Group 2: IonQ - IonQ is a leader in quantum computing, developing real systems with low error rates and a clear path to fault tolerance, which is essential for practical applications [6] - The company collaborates with major firms like Nvidia and AstraZeneca and has opened a large facility for manufacturing quantum computers, supported by nearly $700 million in cash and no debt [7] - If quantum computing reaches a significant breakthrough, IonQ could emerge as a major player in the tech industry [8] Group 3: SoundHound AI - SoundHound AI specializes in AI voice technology and aims to create voice-first AI agents capable of understanding and acting on complex requests [10][11] - The acquisition of Amelia has enhanced its capabilities in conversational intelligence, allowing it to serve enterprise customers in various sectors [11] - The potential market for AI-powered voice agents is vast, and SoundHound's unique approach positions it well for future growth [12] Group 4: AppLovin - AppLovin has transformed into a profitable growth company due to its Axon 2 AI ad engine, which has significantly boosted advertising revenue and gross margins [13] - The company is expanding its AI capabilities beyond gaming apps into e-commerce, which could lead to substantial business growth [14] - Despite scrutiny from short sellers and concerns over alleged ties to China, AppLovin's financial performance indicates strong potential for upside [15] Group 5: GitLab - GitLab is positioning itself as a key platform for AI-driven software development, countering the narrative that AI will diminish the need for coders [16] - The recent GitLab 18 release introduced over 30 new features, including the Duo Agent platform, which automates much of the software development lifecycle [17] - The company may shift its pricing model to consumption-based, reflecting the added value of its platform and opening new markets beyond traditional developers [18][19]

Core Insights - The surge in quantum computing is primarily driven by a government-mandated cybersecurity crisis rather than breakthroughs in technology or AI synergies [2][15] - The recognition of quantum computing as a strategic national security priority has transformed investor perception, moving it from a speculative technology to a validated necessity [8][15] Quantum Stock Performance - IonQ has seen a 423% increase in stock price over the past year, while D-Wave Quantum has surged over 1,700%, and Rigetti Computing has jumped more than 1,300% [4] - These performance metrics indicate a definitive market recognition of quantum computing's evolution into a national security priority [4] Government Actions and Standards - The National Institute of Standards and Technology (NIST) released three post-quantum cryptography standards in August 2024, providing operational blueprints for defending against quantum attacks [6] - The federal transition to quantum-resistant cybersecurity solutions is estimated to cost $7.1 billion between 2025 and 2035, benefiting established cybersecurity firms and cloud providers [7] Company-Specific Developments - IonQ reported $7.6 million in first-quarter revenue, with a net loss of $32.3 million, but maintains a strong cash position of $697 million [9] - D-Wave Quantum's revenue reached $15 million in the first quarter, a 509% year-over-year increase, driven by system sales and cloud access programs [10] - Rigetti Computing's first-quarter revenue declined to $1.5 million from $3.1 million, highlighting execution challenges despite technological milestones [12] Market Valuation and Speculation - All three companies trade at extreme valuations, with IonQ at approximately 219 times trailing sales, indicating high expectations for flawless execution and rapid market adoption [13] - The quantum computing market remains in its early stages, with limited commercial applications and uncertain technology winners [13][16] Investment Strategy - A diversified approach across the quantum landscape is recommended for investors, considering IonQ for its strong balance sheet, D-Wave for early commercial traction, and Rigetti for its full-stack development strategy [17]

Core Insights - NVIDIA Corporation's shares have increased by 27.1% this year, primarily driven by advancements in artificial intelligence (AI) [1] - D-Wave Quantum Inc. has experienced a significant share price increase of 141.7% year to date, following an 854% surge last year, positioning it as a strong competitor in the tech sector [2][9] D-Wave Quantum Highlights - D-Wave Quantum's stock price rose after analysts from Canaccord and B. Riley maintained a buy rating, with B. Riley increasing its price target from $20 to $22 [3] - The company reported first-quarter revenues of $15 million, a remarkable 509% increase year over year, surpassing total sales for all of 2024, which were $8.8 million [4][9] - D-Wave Quantum had 133 customers in the quarter, up from 128 the previous year, including government clients and private companies like Lockheed Martin [5] NVIDIA Highlights - NVIDIA's market capitalization briefly reached $4 trillion, surpassing Apple and Microsoft, with first-quarter revenues of $44.1 billion, a 69% increase year over year [6][9] - The company reported a net income of $18.8 billion for the quarter, a 26% increase from the same period last year, despite U.S. restrictions on H20 chip exports to China [7] - NVIDIA's demand for next-generation Blackwell chips and CUDA software is expected to enhance its financial performance [7][12] Investment Considerations - D-Wave Quantum's recent stock performance and revenue growth may encourage shareholders to retain their shares, while new investors should be cautious due to a reported net loss of $5.4 million in the first quarter [10][8] - NVIDIA's strategy of integrating quantum processing units with GPUs could pose challenges for D-Wave Quantum, as it positions itself for growth in the AI and quantum computing sectors [11][12] - Both companies currently hold a Zacks Rank 3 (Hold), indicating a neutral investment outlook [13]

Core Insights - D-Wave Quantum (QBTS) and IonQ (IONQ) are leading companies in the quantum computing sector, each with distinct strategies and technologies aimed at transforming computing architectures [1][2] Group 1: D-Wave Quantum (QBTS) - D-Wave has successfully evolved its Advantage2 system from a prototype with over 1,200 qubits to a production-ready system with over 4,400 qubits, achieving a 40% increase in energy scale, 75% noise reduction, and 2x coherence [3][7] - The company reported significant financial improvements in Q1 2025, with GAAP gross profit rising to $13.9 million from $1.7 million year-over-year, resulting in a GAAP gross margin increase to 92.5% from 67.3% [4][7] - D-Wave raised $400 million in early July 2025, boosting cash reserves to approximately $815 million for R&D and strategic growth initiatives [6][7] - Year-to-date, D-Wave's stock has surged 141.6%, outperforming the S&P 500's 8.5% increase [14] Group 2: IonQ (IONQ) - IonQ is focusing on building a vertically integrated quantum platform through acquisitions, including Lightsynq and Capella Space, to enhance capabilities in quantum technologies [8] - The company reported revenues of $7.6 million in Q1 2025, with a reduced net loss of $32.3 million compared to $39.6 million in the same quarter of 2024 [9][11] - IonQ's cash reserves were bolstered to approximately $1.68 billion following a $1 billion equity offering, aimed at funding R&D and commercialization efforts [11] - IonQ's stock has seen a modest increase of 3.6% year-to-date, underperforming compared to D-Wave and the broader market [14] Group 3: Comparative Outlook - D-Wave's strong near-term performance and margin improvements position it favorably for potential gains in 2025, while IonQ's long-term vision may take longer to materialize due to slower revenue growth and larger losses [17]

Calgary, Alberta, July 24, 2025 – TheNewswire – SuperQ Quantum Computing Inc. (“SuperQ Quantum”, “SuperQ”, or the “Company”) (CSE: QBTQ; Frankfurt: 25X; OTC: ATMGD) a global leader in quantum and supercomputing, is pleased to announce the realization of its first revenue contract, generated through its collaboration with D-Wave Quantum Inc. (“D-Wave”) (NYSE: QBTS) and Verge Ag (“Verge”) on a pioneering agricultural quantum optimization project.This milestone revenue was earned from Verge, a top multi-nation ...

Core Viewpoint - Rigetti Computing has experienced significant stock volatility and growth, with shares increasing approximately 1,400% over the past year due to quantum computing hype, but have since seen a decline of up to 70% from their peak in January [1][2]. Company Overview - Rigetti is currently trading about 30% below its all-time high and is focused on establishing a leading position in the quantum computing market as the technology matures [2]. - The company has made notable advancements in quantum computing, including 237 issued or pending patents and early commercial traction through partnerships [4]. Technological Achievements - Rigetti launched its first 32-qubit system on Amazon Web Services (AWS) in 2019, demonstrated its first scalable quantum chip in 2021, and made its Aspen quantum computer commercially available on AWS in 2022 [5]. - The company's first quantum processing unit became commercially available in 2023 [5]. Market Potential - The long-term market for quantum computing is projected to be between $1 billion to $2 billion by 2030, with potential growth to a $15 billion to $30 billion market opportunity during the 2030s, and exceeding $100 billion by 2040 [6]. Competitive Landscape - Rigetti faces competition from both startups and established companies like Alphabet's Google, which are also developing quantum computing technologies [8]. - The company has sufficient cash for current development but may need to raise additional capital in the future, which could dilute shareholder value [8]. Investment Considerations - If quantum computing becomes a viable mainstream technology and Rigetti maintains a technological edge, it could represent a significant investment opportunity for patient investors [9].