Since my last coverage , Rigetti Computing ( RGTI ) has made a strong move from $22 to $56, then retraced to ~$23 amid a broad risk-off liquidation across high-duration assets, not a deterioration in Rigetti’s roadmap or balance sheet. Now that the stock hasHi, I'm Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with BSc a ...

SANTA ROSA, Calif.--(BUSINESS WIRE)--Keysight has signed a five-year Master Research Collaboration Agreement (MRCA) with Singapore's leading quantum research institutions. ...

Core Thesis - Rigetti Computing, Inc. (RGTI) is facing significant near-term downside due to forced selling pressure from multiple ETF rebalances occurring on December 19th, which includes a $30 million liquidation of RGTI shares from the Defiance Quantum ETF (QTUM) [2][4] Company Fundamentals - RGTI has a market capitalization of $10 billion but generated less than $2 million in revenue last quarter while burning through $43.6 million in cash over nine months, primarily funded through retail share sales [4] - The company has not seen any insider purchases since June 2022, with recent insider sales occurring as recently as December 10th, and the CEO holding no shares, indicating a lack of confidence in the company's future [3][4] Market Dynamics - The convergence of ETF-driven selling, ongoing insider exits, and weak operational performance creates a high-risk environment for existing shareholders, suggesting a potential sharp market correction for RGTI [4][5] - The stock has experienced a run-up over the quarter despite negative earnings and an unreasonably high price relative to its fundamentals, making it particularly vulnerable to the upcoming selling pressure [3][4]

Core Insights - Quantum Computing Inc. (QUBT) has signed an agreement to acquire Luminar Semiconductor, Inc. (LSI) for $110 million in cash, enhancing its portfolio with photonic technologies and an experienced team [2][9] - The acquisition is expected to strengthen QCi's supply chain and accelerate the development of compact quantum systems for commercial use [3][9] - QCi aims to leverage LSI's technologies to grow its existing customer base and drive the commercialization of quantum appliances in targeted markets [4] Company Developments - LSI specializes in designing and manufacturing critical photonic components that align with QCi's technology roadmap, which will enhance QCi's engineering capabilities [3] - QCi's previous merger with QPhoton in 2022 allowed it to deliver a quantum photonic system designed for real-world applications, broadening its market reach [5][9] Market Performance - Over the past year, QCi's shares have decreased by 32.5%, underperforming the industry growth of 6.3% and the S&P 500's growth of 18% [8] - QCi currently trades at a forward Price-to-Sales (P/S) ratio of 1568.00X, significantly higher than the industry average of 5.54X, indicating an expensive valuation [10] Financial Estimates - The loss per share estimate for QUBT for 2025 has narrowed by 6 cents to 19 cents over the past 30 days [12] - Current estimates for QUBT's loss per share are -0.05 for the current quarter and -0.19 for the current year [13]

We recently published 10 Big Names Investors Are Dumping. Quantum Computing Inc. (NASDAQ:QUBT) is one of the worst performers on Wednesday. Quantum Computing fell by 9.32 percent on Wednesday to finish at $10.22 apiece as investors soured on an analyst’s weak rating in its initial coverage for its stock. In a market report, Wedbush issued a “neutral” rating on shares of Quantum Computing Inc. (NASDAQ:QUBT), alongside a $12 price target. Still, the figure marks a 17 percent upside potential from its lates ...

分组1: Nvidia - The reopening of the Chinese market is a significant growth catalyst for Nvidia, which previously earned 20% to 25% of its data center revenue from this market [1] - The U.S. government has approved the export of Nvidia's H200 chips to China, with a requirement that 25% of the revenue is paid to the U.S. Treasury [1] - Nvidia is evaluating options to expand H200 chip production to meet surging demand from Chinese clients, including major companies like Alibaba and ByteDance [1] - Nvidia has a long-term order visibility of nearly $500 billion through 2025 and 2026, with $150 billion already shipped and $350 billion remaining [2] - The company has expanded its partnership with HUMAIN to deploy up to 600,000 GPU systems over the next three years, enhancing its multiyear demand [2] - Despite strong demand and market access, Nvidia's stock trades at a forward earnings multiple of 23 and a PEG ratio of 0.48, indicating a reasonable valuation [5] 分组2: Alphabet - Alphabet has a Google Cloud backlog of $155 billion, up 46% sequentially, indicating strong demand for its services [6] - The company has seen an increase in deals valued over $1 billion, with nearly 70% of cloud customers using its AI products [6] - Google Cloud's revenue visibility is improving due to its full-stack AI strategy, which supports large-scale AI deployments [7] - AI integration across Alphabet's ecosystem is driving higher engagement in Search and YouTube, contributing to robust revenue growth [8] - Alphabet generates durable cash flows from consumer products and is well-positioned to benefit from the enterprise AI wave, trading at 27.6 times forward earnings [9][10] 分组3: IonQ - IonQ reported a 222% year-over-year revenue increase to $39.9 million, exceeding its guidance [12] - The company has $3.5 billion in cash and no debt, allowing for investment in growth initiatives [12] - IonQ is expanding into areas like quantum networking and sensing through acquisitions, aiming to build long-term client relationships [14]

Group 1 - Quantum Computing appointed Dr. Yuh-Ping Huang as CEO effective January 1, 2026, after serving as interim CEO since April 11, 2025, to lead the transition from prototype development to industrial-scale manufacturing of quantum photonic systems [1] - Quantum Computing acquired Luminar's semiconductor equity for $110 million following Luminar's bankruptcy after losing a contract with Volvo, enhancing its asset and patent portfolio in photonic technology [1] - The acquisition allows Quantum Computing to expand Luminar's existing non-quantum customer base, facilitating the commercialization of quantum devices [1] Group 2 - As of the latest report, Quantum Computing has a market capitalization of $2.291 billion [4] - There are reports that the U.S. government plans to directly invest in several quantum computing companies, which Dr. Huang described as an "exciting" prospect [4]

Core Viewpoint - Quantum Computing (NASDAQ: QUBT) experienced a significant decline of over 9% in stock value following a leadership change and a new analyst report that rated it neutrally compared to its peers [1][2][3] Company Developments - Quantum Computing announced the removal of the "interim" tag from CEO Yuping Huang, making him the permanent leader effective January 1 next year [2] - The leadership change is positioned as crucial as the company transitions from prototype development to industrial-scale manufacturing [3] Analyst Coverage - Wedbush initiated coverage of the quantum sector, tracking four quantum stocks and designating three as buys, while Quantum Computing was rated as neutral [3][4] - The company's stock has been underperforming within the high-volatility quantum sector, indicating challenges in monetizing its photonic integrated circuits [4] Investment Sentiment - Given the current circumstances, analysts suggest avoiding Quantum Computing stock for the time being [5] - Influential research indicates that Quantum Computing is not among the top investment choices, with other stocks being favored for potential returns [6][7]

Core Insights - Quantum computing stocks have recently experienced a decline, with Rigetti Computing (RGTI) down approximately 6%, D-Wave Quantum (QBTS) down 7%, IonQ (IONQ) down 8%, and Quantum Computing (QUBT) down 9%, amid concerns over an AI bubble [1][6] - Analysts at Wedbush have initiated coverage on these stocks with "outperform" ratings, viewing quantum computing as a transformational technology with significant growth potential in the coming years [2][3] - By the end of the decade, quantum computing companies are expected to represent a larger share of total computing expenditure, despite currently being a small segment [3] Market Significance - Quantum computing stocks have benefited from the AI boom, with expectations that rising AI demand will increase computing needs [4] - Wedbush analysts have set a target price of $60 for IonQ, indicating nearly 30% upside, a $12 target for Quantum Computing suggesting a 16% gain, and $35 targets for Rigetti and D-Wave, implying they could add roughly half their value in the next 12 months [4] - Despite recent declines, D-Wave shares have nearly tripled in value this year, Rigetti has increased by close to 50%, and IonQ has added 10%, while Quantum Computing is down nearly 40% year-to-date [5]

Wall Street’s spotlight is turning toward quantum computing, and one name is capturing outsized attention. Most recently, Mizuho Securities just kicked off coverage of IonQ (IONQ) with a Barron's “Outperform” rating and a $90 price target, a projection that implies 95.65%  upside from current trading levels. Quantum computing promises to be the next major leap in high-performance computing, to solve complex problems that are intractable for classical machines. Investors see this as a transformative techn ...